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Kimberly-Clark
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Latest analysis
Updated Nov 5, 2026
Kimberly-Clark closes Kenvue acquisition, frames $1.9B cost synergy program as flywheel reinvestment into combined brand portfolio
Kimberly-Clark officially completed its acquisition of Kenvue during Q3 2026, creating what management describes as a health and wellness company positioned at the intersection of fast-moving consumer goods and healthcare. The combined company enters 2027 with a three-phase integration plan targeting $1.9 billion in cost synergies, mid-single-digit EPS dilution versus standalone KC in year one, and a return to mid-to-high single-digit compounded EPS growth by 2028. Legacy KC base business momentum is solid in tissue and international personal care focus markets, but North America personal care and China diapers represent discrete recovery situations that will suppress near-term headline growth.
Tone: mixedRevenue
$16.4B
KMB 10-K · FY 2025
Employees
36,000
Revenue FY2024
$20.1B
Founded
1872
Profile
KMB 10-K Item 1 · Feb 12, 2026Kimberly-Clark is a global consumer products company manufacturing and marketing essential personal care, family care, and professional products under brands including Huggies, Kleenex, Scott, Kotex, Depend, and Cottonelle. The company sells into more than 175 countries and territories, holding No. 1 or No. 2 share positions in approximately 70 countries. Its continuing operations are organized into two geographic segments: North America and International Personal Care.
Read filing description ↓ Collapse description ↑
Kimberly-Clark Corporation was founded in 1872 and incorporated in Delaware in 1928. We are a global company focused on delivering essential products and solutions that solve unmet consumer needs and provide Better Care for a Better World. We are principally engaged in the manufacturing and marketing of a wide range of products made from natural or synthetic fibers and materials using advanced technologies in fibers, nonwovens and absorbency. Kimberly-Clark and our trusted brands are an indispensable part of life for people in more than 175 countries and territories. Our portfolio of brands, including Huggies, Kleenex, Scott, Kotex, Cottonelle, Poise, Depend, Andrex, Pull-Ups, GoodNites, Intimus, Plenitud, Sweety, Softex, Viva and WypAll, hold No. 1 or No. 2 share positions in approximately 70 countries and encompass five global daily-need product categories: Baby & Child Care, Adult Care, Feminine Care, Family Care, and Professional. We are committed to using sustainable practices that are designed to support a healthy planet, build strong communities, and enable our business to thrive for decades to come.
Primary products
- Huggies
- Kleenex
- Scott
- Kotex
- Cottonelle
- Poise
Business segments
End markets
Geographies
Named customers
Our largest customer, Walmart Inc., represented approximately 16% in 2025 and 2024 and 15% in 2023 of our net sales from continuing operations.
Named competitors
“We have several major competitors in most of our markets, some of which are larger and more diversified than us.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total net sales from continuing operations declined from $16,805 million in 2024 to $16,447 million in 2025, driven by lower sales in both the North America and International Personal Care segments.
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