Thomas J. Falk – Kimberly-Clark Corp. Environment has become more challenging “while I remain optimistic about our long-term future, the near-term environment has become more challenging than maybe we saw at the beginning of the year. So category growth has … Continued
Thomas J. Falk Expect another year of significant volume growth in China “Looking ahead in the China market, we expect another year of significant volume growth. Category demand should remain strong and we have lots of innovation coming on Huggies … Continued
Kimberly-Clark (KMB) Thomas J. Falk on Q2 2016 Results 7% volume growth in NA “Now let’s turn to our North American consumer businesses. Our teams there delivered another strong quarter with 7% volume growth and healthy market shares. Product innovations, … Continued
Kimberly-Clark (KMB) Thomas J. Falk on Q1 2016 Results Now expecting slightly less drag from currencies and prices than we had been “our current assumptions have improved somewhat compared to three months ago. And while this helps our U.S. dollar … Continued
Kimberly-Clark’s (KMB) CEO Tom Falk on Q4 2015 Results Remain very optimistic about growth prospects in 2016 “Even though volatility has increased and economies are slowing in some parts of the world we remain very optimistic about our growth prospects. … Continued
Advanced Micro Devices’ (AMD) CEO Lisa T. Su on Q3 2015 Results Not anticipating that Windows 10 will drive PC refresh “While we are not anticipating Windows 10 will drive a dramatic near-term PC refresh cycle the continued adoption of … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha We’re facing significant currency … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. International led 4% core revenue growth “First quarter sales were $5.3 billion. That’s down 1% versus last year. … Continued