KMB · CIK 55785
What Kimberly-Clark Corporation told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for KMB. More may follow as additional filings are processed.
In its own words
What could break it.
Regulatory & policy
- U.S. trade policy / tariffsmedium
Incurred ~$100M of incremental tariff-related costs in fiscal 2025, primarily in North America, from changes in U.S. trade policy; expects net input costs including tariffs broadly in line in 2026.
“Additionally, we incurred approximately $100 of incremental tariff-related costs, primarily within our North America segment, related to changes in U.S. trade policy during fiscal 2025.”
Commodity & input dependence
- fiber, resin and energylow
Cost basket for key inputs (fiber, resin, energy) remains elevated versus pre-pandemic levels despite 2025 stabilization, pressuring gross margin.
“While we saw stabilization in input costs in 2025 with tailwinds in fiber, resin and energy, the overall cost basket remains elevated versus pre-pandemic levels.”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“Net sales to Walmart Inc. as a percent of our net sales from continuing operations were approximately 16 % in 2025 and 2024 and 15 % in 2023.”
Cited →
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