来源：Gangtise投研

Kimberly-Clark Corporation (KMB) 2024第三季度业绩电话会：公司在推进“力量与关怀”战略中取得显著进展，第三季度净收入增长近10%，达到3.66亿美元，股本回报率超过21%。尽管面临零售库存减少和自有品牌业务需求降低等挑战，公司通过战略转型应对消费和零售环境变化，加速企业投资，提升公司价值。全球市场份额本季度大致持平，尤其在美国市场取得进展。公司专注于科学创新，过去18个月退出部分私人品牌业务，促进了品牌业务增长。毛利率约为37%，预计年底保持同比增长，得益于创新、成本管理和供应链转型。新组织结构自10月1日开始运行，开始看到其带来的好处。尽管存在一些挑战，公司对组织变革的执行力和可视性感到满意，能够快速诊断和应对市场问题。

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