Kimberly Clark (KMB) Q4 FY25 earnings call

Kimberly-Clark concluded FY25 with strong volume-plus-mix growth, driven by innovation and strategic pricing across all tiers, despite a challenging consumer environment and increased promotional activity. The company is advancing its Powering Care strategy, focusing on productivity and brand investment, and is on track with its Kenvue acquisition and IFP transaction, which are expected to transform its portfolio towards higher growth and margin categories. Management expressed confidence in its long-term margin targets and innovation pipeline for continued growth.