Personal care and tissue maker
Kimberly-Clark Corporation
Kimberly-Clark earns revenue by selling personal care and tissue brands such as Huggies, Kleenex, Cottonelle and Depend through large retailers and distributors. It spends on inputs including pulp, synthetics and superabsorbent materials, while its pending Kenvue acquisition would expand the company into consumer health.
Business categories Branded Consumer Goods · Consumer Brands & Commerce · primary
KMB Updated Sep 23, 2026 5 AI consumers· 2 recurring
Per the valuechain.wiki graph, Kimberly-Clark Corporation is directly linked to 4 companies (1 supply, 2 revenue, 1 investment relationships) and reaches 7 companies within two hops; the links are backed by 5 dated sources, 2 of them primary filings (as of 2026-09-23).
Financials & Segments
- Total revenue · FY2025 continuing-operations revenue of $16.447 billion
- Segments · North America · International Personal Care
Revenue from
- Walmart Inc High confidence· Revenue share 16% · FY2025 · Walmart share of Kimberly-Clark net sales from continuing operations
Walmart is Kimberly-Clark's largest customer. It generated 16% of FY2025 net sales from continuing operations, primarily in the North America segment. - Costco Wholesale Medium confidence
Costco is a major warehouse-club channel for Huggies diapers. After Kimberly-Clark began exiting Kirkland private-label production, the analysis continued to track Huggies buy rates and share trends at Costco.
Pays to
- International Paper Medium confidence
International Paper was identified in a trade-data sample as a major pulp supplier to Kimberly-Clark entities outside the United States. Company-wide purchasing value is not disclosed.Confirms EN Aidenvironment Published Aug 4, 2022: The World's Tissue Paper Companies and Their Care for Forests - Domtar Medium confidence
Domtar was identified in a trade-data sample as a major pulp supplier to Kimberly-Clark entities outside the United States. Company-wide purchasing value is not disclosed.Confirms EN Aidenvironment Published Aug 4, 2022: The World's Tissue Paper Companies and Their Care for Forests
Investments
- Kenvue Inc. High confidence· Contract value $48.7B · announced 2025 · Announced enterprise value of the Kenvue acquisition
Kimberly-Clark signed a cash-and-stock merger agreement to acquire all outstanding Kenvue shares. The announced enterprise value was approximately $48.7 billion, and closing remains subject to approvals and customary conditions.Confirms KO The Korea Economic Daily Published Nov 4, 2025: Kimberly-Clark to Acquire Tylenol Maker Kenvue as Shares TumbleConfirms EN SEC EDGAR Published Nov 3, 2025: Kimberly-Clark to Acquire Kenvue, Creating a $32 Billion Global Health and Wellness Leader
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| UnitedHealth Group Incorporated | lead2 | +45.2 | +6.9 | +0.8 | -2.4 | -33.1 | +21.9 |
| Costco Wholesale | lead1 | +51.8 | -19 | +49 | +39.6 | -5.4 | +10.3 |
| Walmart Inc | lead1 | +2 | -0.5 | +12.9 | +74 | +24.5 | +0.6 |
| Kimberly-Clark Corporation | node | +9.7 | -1.6 | -7.1 | +11.8 | -19.9 | +6.8 |
| Kenvue Inc. | benef1 | · | · | · | +3.1 | -15.9 | +12.4 |
| International Paper | benef1 | +3.5 | -23 | +10.2 | +55.3 | -23.8 | -2 |
| Johnson & Johnson | benef2 | +11.4 | +6 | -8.6 | -4.8 | +47.5 | +35.1 |
| Microsoft | benef2 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | +4 |
YTD as of 2026-09-04 · source: Yahoo Finance
Kimberly-Clark Corporation operates across Personal care and tissue maker. It is +6.8% in 2026. The stock (+6.8%) and its demand side (avg +1.8%) are moving in step. Among connected nodes the furthest ahead is Costco Wholesale (+6.7%) and the furthest behind is Walmart Inc (-3.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on inputs including pulp, synthetics and superabsorbent materials, while its pending Kenvue acquisition would expand the company into consumer health.
Analysis generated from returns as of 2026-09-04← All companiesMarkdown · JSON · Customers · Suppliers · Ripple