Kimberly-Clark Announces Organizational Structure Post Kenvue Acquisition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy KMB?
Kimberly-Clark (KMB) announced the organizational structure and key leadership that will become effective upon completion of its pending acquisition of Kenvue (KVUE). After close, the combined company will operate with four business segments: North America, a business generating approximately $18.0B in sales annually; Asia Pacific Focus Markets, which will include Greater China, Australia / New Zealand, South Korea, and Indonesia, generating approximately $4.3B in annual sales; Europe, Middle East, and Africa, or EMEA, with approximately $5.0B in annual sales; and Enterprise Markets, which will include Latin America, India, Southeast Asia markets, and Japan, generating approximately $4.3B in annual sales. Hsu will continue to serve as Chairman and CEO of the combined company. The transaction remains on track to close in the second half of 2026, subject to the receipt of regulatory approvals and satisfaction of other remaining customary closing conditions.
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Analyst Views on KMB
Wall Street analysts forecast KMB stock price to rise
14 Analyst Rating
5 Buy
8 Hold
1 Sell
Moderate Buy
Current: 98.540
Low
95.00
Averages
127.71
High
162.00
Current: 98.540
Low
95.00
Averages
127.71
High
162.00
About KMB
Kimberly-Clark Corporation is a global company focused on delivering products and solutions that provide better care. The Company's segments include North America and International Personal Care. The North America segment consists of products encompassing each of its five global daily-need categories across consumer and professional channels including disposable diapers, training and youth pants, swim pants, baby wipes, feminine and incontinence care products, reusable underwear, facial and bathroom tissue, paper towels, napkins, wipers, tissue, towels, soaps and sanitizers and other related products. International Personal Care segment consists of three core categories: Baby & Child Care, Adult Care and Feminine Care, including disposable diapers, training and youth pants, swim pants, baby wipes, feminine and incontinence care products, reusable underwear and other related products. Its portfolio of brands includes Huggies, Kleenex, Scott, Kotex, Cottonelle, Depend, and Pull-Ups.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Supply Chain Advantages: Walmart and Costco leverage their efficient supply chains to achieve staggering sales figures of $713 billion and $286 billion, converting just four cents of every sales dollar into operating income, which enhances their competitive positioning in the market.
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See More
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- Low Dividend Yields: Walmart's dividend yield stands at just 0.8%, while Costco's is at 0.5%; although Costco occasionally pays special dividends, the overall low yields limit their attractiveness for passive income investors.
- Private Label Strategy: Walmart and Costco leverage their robust supply chains and marketing prowess to drive sales of private label products, with Walmart's Member's Mark and Costco's Kirkland Signature brands performing well in the market, enhancing customer loyalty.
- Kimberly-Clark's Strategic Shift: Kimberly-Clark's planned acquisition of Kenvue is expected to enhance its brand portfolio and improve margins; while short-term performance may decline, this move is anticipated to lead to higher free cash flow and dividend growth in the long run.
See More
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- Dividend Growth History: Kimberly-Clark has raised its dividend for 54 consecutive years, making it one of 60 companies that have paid and increased dividends for at least 50 years, showcasing its strong cash flow stability and long-term investor confidence.
- Yield Surge: The company's dividend yield has soared to 5.3% due to falling stock prices, and despite facing pressure on sales growth and profit margins, its operating cash flow remains sufficient to support dividends and share repurchase plans.
- Market Environment Challenges: Kimberly-Clark's stock is hovering around a 12-year low, impacted by inflation, weak consumer spending, and uncertainty surrounding the Kenvue acquisition, which has dampened investor sentiment in the short term.
- Long-Term Investment Opportunity: Despite short-term challenges, Kimberly-Clark's strong brands like Huggies and Kleenex maintain significant market positions, providing long-term investors with an opportunity to acquire shares at discounted prices.
See More
