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Kimberly-Clark Corporation (KMB) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript

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Kimberly-Clark is undergoing its largest corporate transformation in CPG history, led by CEO Michael Hsu since 2019, with a major transaction set to close in late 2026. The company has achieved rare volume-driven organic growth and expanded profit margins through productivity gains, positioning itself as a global leader in branded personal care. Executives including the CEO, COO, R&D chief, and CFO presented at the 2026 Consumer Analyst Group of New York Conference, outlining strategies to sustain momentum post-transaction. Hsu’s leadership has reshaped the portfolio and built a veteran team, focusing on innovation and operational efficiency to drive long-term growth in competitive markets. The presentation highlighted Kimberly-Clark’s sponsorship of the event and post-session Q&A, signaling confidence in its strategic direction and investor engagement.
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Kimberly-Clark Corporation (KMB) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript

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SA Transcripts158.5K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Kimberly-Clark Corporation (KMB) Consumer Analyst Group of New York Conference 2026 February 19, 2026 11:00 AM EST Company Participants Michael Hsu - Chairman & CEOCraig Slavtcheff - Chief Research & Development OfficerPatricia Corsi - Global Chief Growth OfficerRussell Torres - President & COO Presentation Unknown Analyst Hi, everyone. Our next presenter is Kimberly-Clark, which is currently in the midst of one of the largest transactions and biggest corporate transformations in CPG history.

The team is led by Chairman and CEO, Michael Hsu. Since taking the helm in 2019, Mike could do reach within the company, building a veteran leadership team with extensive experience in key areas and reshaping the portfolio to become a leader, a global leader in branded personal care. Under its power and strategy, Kimberly-Clark has been one of the few in the industry to inflect positive volume-driven organic growth while [indiscernible] profit margins from strong productivity. Today we look forward to hearing how the company will continue the momentum it's built and how we can bring that to [ continue ] when the transaction is expected to close in the second half of 2026. Following the presentation, members of the management will be available for Q&A. Please ensure to make your way outside during lunch to their signature island. And a big thank you to Kimberly-Clark for sponsoring today's lunch. So just a reminder, the breakout will be at lunch. With that, it's my pleasure to hand it over to the company. Please welcome, Mike Hsu, Chairman and CEO of Kimberly-Clark, who will be joined today by Russ Torres, President and COO; Craig Slavtcheff, Chief R&D Officer; Patricia Corsi, Chief Growth Officer; and Nelson Urdaneta, Chief Financial Officer. Thanks, Mike. [Presentation] Michael HsuChairman & CEO Okay. That was a little bit about us. For K-Cers, it's a powerful

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