KMB · 8-K · 20260804PR052113

North America Supply Disruption

KIMBERLY CLARK CORP · 2026-08-04 · Importance 45 · Surprise 50

North America net sales declined 1.2% in the second quarter to $2.7 billion. Organic sales decreased 0.7%, primarily because of changes in retail inventories and impacts from the Los Angeles Distribution Center fire. These factors produced an approximate 180-basis-point headwind to North America organic sales. The company’s exit from its U.S. private-label diaper business added a further 0.5% reported-sales impact in the quarter and contributed to a 1.1% first-half sales headwind at the consolidated level.

Key facts

• North America organic sales decreased 0.7 percent primarily driven by an approximate 180 basis point headwind from a combination of changes in retail inventories and impacts from the Los Angeles Distribution Center fire. source