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I am upgrading Kimberly-Clark shares to a buy ahead of the planned Kenvue merger. The Kenvue deal offers significant cost synergies, enhanced bargaining power, and will position the entity as one of the industry's largest players. The company has raised its dividend for 53 consecutive years and shares currently yield more than 5%.

Kimberly-Clark's lean new regional structure is built for speed as it prepares to integrate Kenvue in a $48.7B deal closing in H2 2026.

Costco and Walmart are compelling values for their customers, but not for new investors. Consumer products maker Kimberly-Clark's strategic pivot could pay off over the long run.

The combined company, which will include consumer brands such as Kleenex tissues and Huggies diapers as well as over-the-counter products including Tylenol and Listerine, will operate under four geographic business segments.

Kimberly-Clark on Wednesday said its chief financial officer, Nelson Urdaneta, will become the finance chief ​of the combined company it will create ‌after completing its $40-billion acquisition of Tylenol-maker Kenvue.