Kimberly-Clark warned that if oil prices average around $100 per barrel in the second half of fiscal 2026, it could face incremental gross input costs of approximately $150-$170 million. The company has not incorporated this potential impact into its outlook due to ongoing uncertainty. Kimberly-Clark is relying on cost management, pricing discipline, and productivity initiatives to offset rising costs, having delivered 6% gross productivity for two consecutive years and achieving the same level in the first quarter of fiscal 2026. Management highlighted a robust pipeline of efficiency initiatives and noted that its previously announced $2 billion North America supply chain investment is progressing as planned. Approximately 80% of the company's overall cost basket is covered through contractual arrangements, programmatic hedging, and other measures, providing greater visibility into input costs.
Kimberly-Clark CorporationKimberly-Clark warns of $150-$170 million input cost hit if oil averages $100, impacting its cost structure
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