Kimberly Clark (KMB) Q1 FY25 earnings call

Kimberly-Clark's Q1 FY25 results showed a softer top line but profitability in line with expectations, driven by strong productivity. The company is navigating significant new tariff headwinds, which have led to a revised flat outlook for operating profit and EPS, but remains committed to its Powering Care strategy. Management plans to mitigate tariff impacts through supply chain re-optimization while maintaining investments in innovation and marketing to drive volume and mix acceleration in subsequent quarters, particularly focusing on value-tier offerings to address increasing consumer affor