DALLAS — Kimberly-Clark Corporation highlighted a “generational value creation opportunity” during its presentation at the Consumer Analyst Group of New York 2026 conference. The company emphasized momentum from its Powering Care transformation and the upcoming acquisition of Kenvue.
Chairman and CEO Mike Hsu stated that the company’s multi-year transformation has repositioned the business to enhance brand loyalty, strengthen consumer relationships across different life stages, and provide sustainable shareholder returns.
“Through our Powering Care transformation, we have fundamentally repositioned our business to drive brand love, create lifetime bonds with consumers and deliver value for shareholders,” Hsu said. “We look forward to applying our proven playbook to Kenvue to accelerate our momentum and realize a generational value creation opportunity.”
Powering Care Momentum
Launched in 2024, the Powering Care strategy has focused on creating a faster, more flexible operating model while boosting innovation and marketing execution. Over the past two years, the company said it has achieved volume-plus-mix growth, with market share up or steady in about two-thirds of its country and category combinations.
Management emphasized three pillars for sustaining and accelerating that growth:
Science Serving Consumers
Kimberly-Clark emphasized its science-backed innovation platform as a key competitive edge. The company has “re-wired” its R&D organization to operate more quickly and at a larger scale, supporting category-expanding product development in personal care.
Innovation made up over three-quarters of the company’s volume-plus-mix growth last year, according to executives, and its upcoming pipeline is set to generate additional gains while boosting cost efficiency over the next three years.
Building Brand Love
Executives pointed to enhanced creative, digital and activation capabilities as central to driving user growth, increased usage and expanded benefits across the portfolio.
With the addition of Kenvue’s consumer health brands, Kimberly-Clark said it expects to capitalize on favorable demographic trends in baby care, women’s health and active aging, categories projected to grow at mid-to-high single-digit rates over time.
Execution and Productivity
Kimberly-Clark highlighted its enhanced execution model, emphasizing cross-functional teamwork and operational excellence. The company reported gross productivity in the mid-single-digit range of cost of goods sold over the past two years, indicating ongoing efficiency improvements.
Leadership said the same operating discipline and growth playbook will be applied to Kenvue following the close of the transaction.
Investor Access
The presentation will be available in the Investor Relations Section of the Kimberly-Clark website. An archived replay of Kimberly-Clark’s remarks will be available here.
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