Kimberly-Clark de México Q2 2025 Earnings Call Highlights: Flat Sales, 24.5% Export Growth, and 7.2% Cost of Goods Sold Increase

Kimberly-Clark de México reported Q2 2025 sales of MXN 14.1 billion, flat compared to last year, with a 3.3% increase in price/mix. Total volume was down 3.3%, while exports rose 24.5%. Cost of goods sold increased 7.2%, with favorable SAM and resins, mixed virgin fibers, and negative recycled fibers and fluff. The company expects a strong performance in the remainder of the year.

Kimberly-Clark de México reported its second-quarter 2025 earnings, with sales totaling MXN 14.1 billion, flat compared to the same period last year. The company's price/mix increased by 3.3%, while total volume decreased by 3.3%. Exports, however, surged by 24.5%. The cost of goods sold rose by 7.2%, with favorable results in salmon resins but mixed performance in virgin fibers and negative results in recycled fibers and fluff. The company's gross profit margin decreased by 9.7%, and the operating profit margin was 21.7%.

The company expects a strong performance in the remainder of the year, driven by strategic decisions to reduce inventory support during the summer promotional season, which has led to healthier volumes and prices in the second half of the year. Additionally, the company is investing in innovation and new product launches, including in the pet food business, to drive growth.

References:
[1] https://www.marketscreener.com/news/transcript-kimberly-clark-de-mexico-s-a-b-de-c-v-q2-2025-earnings-call-jul-18-2025-ce7c5cded089f22d