KMB · News · 20260804N

Guidance and Outlook

KIMBERLY CLARK CORP · 2026-08-04 · Importance 51 · Surprise 60 · In source text

Kimberly-Clark lowered its full-year 2026 sales and profit outlook after the China Huggies disruption and a softer consumer backdrop. The revised outlook incorporates input-cost headwinds, partly offset by tariff refunds and productivity gains. Management expects low-single-digit pricing actions and accelerated North American performance in the second half of 2026.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativeprobableKimberly-Clark cut its annual sales and profit forecasts due to the China Huggies disruption.
operating_incomenegativeprobableKimberly-Clark cut its annual sales and profit forecasts due to the China Huggies disruption.
net_incomenegativeprobableKimberly-Clark cut its annual sales and profit forecasts due to the China Huggies disruption.