1 hour ago
1
William Temple
Sun, March 15, 2026 astatine 4:19 PM CDT 4 min read
-
Unilever (UL) completed its Ice Cream demerger successful December 2025, boosting underlying operating borderline to 20.0% and generating $5.921B successful escaped currency flow, portion Kimberly-Clark (KMB) divested its U.S. backstage statement diaper concern and posted $1.639B successful escaped currency travel with 53 consecutive years of dividend increases astatine a 5.15% yield.
-
Both user staples giants are reshaping portfolios to shed low-margin businesses, leaving Unilever focused connected premium quality and Kimberly-Clark preparing for its Kenvue acquisition portion navigating $300M successful 2026 tariff headwinds.
-
A caller survey identified 1 azygous wont that doubled Americans’ status savings and moved status from dream, to reality. Read much here.
Unilever (NYSE:UL) reported full-year 2025 results connected February 12, portion Kimberly-Clark (NYSE:KMB) dropped Q4 2025 numbers connected January 27. Both are user staples giants mid-portfolio reshuffle, and some wage increasing dividends. But however bash the 2 comparison for income investors?
Unilever completed its Ice Cream demerger successful December 2025, generating a $3.37B summation and shedding a low-growth borderline drag. What remains is built astir Dove, Hellmann's, Liquid I.V., and premium quality brands similar Hourglass, K18, and Dermalogica. CEO Fernando Fernandez enactment it plainly: "In 2025 we became a simpler, sharper, and faster Unilever, delivering our committedness to measurement growth, affirmative premix and beardown gross margin."
Underlying operating borderline deed 20.0% for the afloat year, up 60 ground points. Free currency travel came successful astatine $5.921B. North America delivered 5.3% underlying income maturation with 3.8% measurement growth, signaling existent user demand, not conscionable pricing.
Read: Data Shows One Habit Doubles American’s Savings And Boosts Retirement
Most Americans drastically underestimate however overmuch they request to discontinue and overestimate however prepared they are. But information shows that people with 1 habit person much than treble the savings of those who don’t.
Kimberly-Clark's translation looks different. The divestiture of its U.S. backstage statement diaper concern dragged reported gross down 17.2% year-over-year successful Q4 to $4.08B. Strip that retired and integrated income grew 2.1%, with volume-plus-mix up 3.0%. Adjusted operating nett jumped 13.1%. CEO Mike Hsu called the 4th a "springboard" and described the pending Kenvue acquisition arsenic "a almighty adjacent measurement successful our transformation."
| Dividend Yield | 3.46% | 5.15% |
| Annual Dividend | $1.977/ADR | $5.04/share |
| Consecutive Increase Streak | ~3% YoY growth | 53 consecutive years |
| Forward P/E | 17x | 13x |
| Free Cash Flow (FY2025) | $5.921B | $1.639B |
Kimberly-Clark's 5.15% output is hard to ignore, backed by a 53-year streak of consecutive increases. The astir caller quarterly dividend stepped up to $1.28 successful Q1 2026. That streak ranks among the longest successful the marketplace and reflects a absorption civilization that treats the dividend arsenic astir sacred.
English (CA) · 
English (US) · 
Spanish (MX) ·