Cost ManagementKMB generated an impressive 5.9% cost productivity in 2024 COGS and plans for 5% COGS productivity in 2025, which should help protect EPS in 2025.
Market Share And InnovationKMB is making progress on initiatives from its analyst day, including market share pickup on better execution, innovation, and higher marketing, along with greater COGS/SG&A productivity.
Strategic GrowthPotential improvements are seen with the introduction of new business segments, allowing KMB to divest underperforming assets to unlock better top-line growth and margin expansion.