WSJ·1d ago
Keurig Dr Pepper Hires Kimberly-Clark President Torres to Helm Coffee SpinoffKeurig Dr Pepper has hired Russ Torres as chief executive of its coffee spinoff, plucking the executive from Kimberly Clark.
Kimberly-Clark's strategic reshaping, evidenced by a 14.2% revenue decline in 2026Q1, is offset by gross margin expansion to 38.3% in 2026Q2, driven by pricing power and mix shift. However, negative operating leverage (SG&A up 16% YoY) and volatile earnings (n...
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Revenue declined 14.2% YoY in 2026Q1, but gross margin improved to 38.3% in 2026Q2 from 35.0% a year earlier, though operating margin contracted to 10.7% due to rising SG&A.
Kimberly-Clark is highlighted for its dependable dividend payouts, appealing to income-focused investors.
The company demonstrates strong and stable cash flows, supporting its financial health and dividend sustainability.
Kimberly-Clark benefits from consistent demand for its essential consumer products, providing revenue stability.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $1.80-10.4% vs $2.01 | $4.2B-0.8% vs $4.2B |
Q2 2026 Apr 28, 2026 | $1.97+2.1% vs $1.93 | $4.2B+1.9% vs $4.1B |
Q1 2026 Jan 27, 2026 | $1.86+2.8% vs $1.81 | $4.1B-0.3% vs $4.1B |
Q4 2025 Oct 30, 2025 | $1.82+4.0% vs $1.75 | $4.1B+0.9% vs $4.1B |
Keurig Dr Pepper has hired Russ Torres as chief executive of its coffee spinoff, plucking the executive from Kimberly Clark.
Proven global consumer goods leader brings 30-year track record of scaling iconic brands, driving commercial growth, and leading enterprise transformations BURLINGTON, Mass. and FRISCO, Texas and AMSTERDAM, Oct. 1, 2026 /PRNewswire/ -- Keurig Dr Pepper Inc. (NASDAQ: KDP) today announced that its Board of Directors has named Russ Torres as Chief Executive Officer of the future Global Coffee Co. Torres will join KDP on November 3, 2026, and serve as Chief Executive Officer of the Company's Coffee Operating Unit prior to separation, during which time he will lead the integration of KDP's and JDE Peet's coffee operations.
Russ Torres to Depart Kimberly-Clark for External CEO Role Carlos De Jesus to be Appointed as President, North America and Leonardo Curado to be Appointed as President, EMEA After Kenvue Acquisition DALLAS, Oct. 1, 2026 /PRNewswire/ -- Kimberly-Clark Corporation (NASDAQ: KMB) today announced planned executive transitions and updates to the future leadership team for the company upon completion of its pending acquisition of Kenvue Inc. (NYSE: KVUE), which is expected in the fourth quarter of 2026. Russ Torres, President and Chief Operating Officer of Kimberly-Clark, and Head of the Integration Management Office (IMO), will leave the company to assume an external CEO role.
KMB's Arbex joint venture with Suzano sharpens its focus on global personal care as international markets post strong gains.
Benchmark KMB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Kimberly-Clark Corporation (KMB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $94.36 | $31.32B | 15.55 | -14.17% | 11.74% | 153.86% | 5.28% | |
| $144.91 | $337.44B | 21.89 | 3.26% | 18.44% | 29.7% | — | |
| $94.31 | $22.35B | 31.23 | 1.57% | 11.96% | 17.78% | — | |
| $22.11 | $1.51B | 6.66 | 2.28% | 2.73% | 47.41% | — | |
| $2.66 | $2.34B | -3.80 | -1.46% | -10.47% | -17.03% | — | |
| $80.41 | $9.72B | 12.33 | 0.16% | 8.74% | 454.16% | — |
Kimberly-Clark Corporation (KMB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Kimberly-Clark Corporation (KMB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 14, 2026·SEC
May 5, 2026·SEC
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Kimberly-Clark Corporation (KMB) stock FAQ — growth, dividends, profitability & financials explained
Kimberly-Clark Corporation (KMB) reported $16.57B in revenue for fiscal year 2025. This represents a 26% increase from $13.15B in 1996.
Kimberly-Clark Corporation (KMB) saw revenue decline by 14.2% over the past year.
Yes, Kimberly-Clark Corporation (KMB) is profitable, generating $1.96B in net income for fiscal year 2025 (11.7% net margin).
Yes, Kimberly-Clark Corporation (KMB) pays a dividend with a yield of 5.28%. This makes it attractive for income-focused investors.
Kimberly-Clark Corporation (KMB) has a return on equity (ROE) of 153.9%. This is excellent, indicating efficient use of shareholder capital.
Kimberly-Clark Corporation (KMB) generated $2.56B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
