$KMB

Kimberly-Clark said it will consolidate 6,000 applications and more than 15 ERP systems as it nears completion of its Kenvue acquisition. On an earnings call, COO Russell Torres cited a three-year plan targeting $1.9 million in savings and identified over $600 million of savings, with system integration and supply chain and commercial integration as key drivers.

Kimberly-Clark (maker of Huggies) cut its annual profit and sales outlook after social media allegations in China claimed Huggies diapers contained formamide, hurting Q2 sales. The company commissioned an independent government-approved test that refuted the claims, while regulators are investigating. It now expects 2026 organic sales growth about 100 bps below peers and adjusted EPS growth in high single digits.

Kimberly-Clark said it is developing a proprietary materials platform using hesperaloe-derived fibers, aiming to replace forest-based inputs in hygiene products. The company plans lower-water agricultural practices and regional sourcing, with a pilot facility in Arizona to assess commercial potential across its product portfolio.

Kimberly-Clark (KMB) discussed Q2 results and guidance on an earnings call. Management cited China diaper disruption starting late June as a headwind to organic sales and said it expects about a $70 million operating profit and $0.16 EPS impact in H2. North America shipments fell 1.4% vs consumption up 0.3%, partly from a Los Angeles distribution center fire. The company received a $45 million U.S. tariff refund and expects $150 million gross input-cost headwinds in H2.

City of Yuma, Greater Yuma Economic Development Corp and Arizona Commerce Authority said Kimberly-Clark will build a 50,000 sq ft pilot facility in Yuma opening in 2027. The project is a capital investment of more than $100 million and is expected to create about 50 full-time jobs. The facility will use alternative natural fiber from hesperaloe, per the Arizona Commerce Authority and Kimberly-Clark.

U.S. stock futures rose Wednesday, aiming to extend a four-day rally after record closes in the S&P 500 and Dow. Nvidia gained premarket on a partner’s jump in monthly sales, while Arista Networks surged after a better-than-expected Q3 revenue forecast. Investors also awaited earnings from Disney, Shopify and Kimberly-Clark, alongside Fed rate signals.

The Dow Jones Industrial Average opened Wednesday at 54,467.23 after Tuesday’s record close of 54,085.88, up 907.47 points. The S&P 500 and Nasdaq also hit records, helped by falling Brent crude and strong earnings, including Caterpillar, Cisco, and IBM. Investors are watching Strait of Hormuz talks and upcoming earnings from Disney, Shopify, and Kimberly-Clark.

Kimberly-Clark reported Q2 global revenues of $4.2B, up 0.6% y/y, citing a pressurized consumer environment, U.S. exit from private-label diapers, and China social-media allegations. North America results were affected by retailer inventory changes and a distribution-center fire. The company expects the Kenvue acquisition to close in Q4 and highlighted Huggies and Viva marketing and new diaper innovations.

Kimberly-Clark (KMB) reported Q2 2026 modest sales growth and higher operating profit, citing productivity gains and one-time benefits. Net income fell due to higher tax expense and transformation costs. The company said its IFP divestiture was completed and the Kenvue acquisition remains on track for H2 2026.

Kimberly-Clark (KMB) reported Q2 2026 net sales of $4.19B, up 0.6% YoY, with diluted EPS of $1.04, down 32%. The company attributed lower earnings to mix shifts and one-time factors. It cited IPC growth (+4.0% in Q2), North America declines after a private-label exit, and margin support from productivity improvements and tariff refunds, per its 10-Q.