KMB · 8-K · 20260804PR052113
Revenue Performance and Mix
KIMBERLY CLARK CORP · 2026-08-04 · Importance 25 · Surprise 32 · No source text
Second-quarter net sales increased 0.6% year over year to $4.189 billion, while first-half net sales rose 1.6% to $8.352 billion. International Personal Care (IPC) sales grew 4.0% to $1.491 billion in the quarter and 6.5% to $3.003 billion year to date, while North America sales declined 1.2% to $2.698 billion in the quarter and 0.9% to $5.349 billion year to date. First-half organic sales growth was 1.2%, supported by 1.3% volume growth, but the U.S. private-label diaper exit reduced sales by 1.1% and China social-media disruption reduced second-quarter organic growth by approximately 50 basis points.
Key facts
- Net sales of $4.2 billion increased 0.6 percent, as favorable currency impacts of 1.1 percent were partially offset by the exit of the company's private label diaper business in the US. source
- Delivered net sales of $4.2 billion, up 0.6 percent, with organic sales growth broadly in line with the prior year. source
- For the first half of the year, net sales of $8.4 billion increased 1.6 percent, with organic sales growth of 1.2 percent and favorable currency impacts of 1.5 percent, partially offset by a 1.1 percent decline from the exit of the company's private label diaper business in the US. source
- North America net sales of $2.7 billion decreased 1.2 percent in the quarter, including a 0.5 percent impact from the exit of the company's private label diaper business in the US. source
- IPC net sales of $1.5 billion increased 4.0 percent in the quarter driven by favorable currency impacts of 3.1 percent and organic sales growth of 1.0 percent. source
- First half organic sales growth was driven by a 1.3 percent increase in volume from broad growth within each segment. source
- For the three months ended June 30, 2026 net sales were $4,189 million and cost of products sold was $2,586 million, resulting in gross profit of $1,603 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +3.0% | For the first half of the year, net sales of $8.4 billion increased 1.6 percent, with organic sales growth of 1.2 percent and favorable… |
| revenue | positive | realized | +2.4% | For the first half of the year, net sales of $8.4 billion increased 1.6 percent, with organic sales growth of 1.2 percent and favorable… |
| revenue | negative | realized | -2.2% | For the first half of the year, net sales of $8.4 billion increased 1.6 percent, with organic sales growth of 1.2 percent and favorable… |
| revenue | positive | realized | +0.6% | Net sales of $4.2 billion increased 0.6 percent, as favorable currency impacts of 1.1 percent were partially offset by the exit of the… |