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Michael Hsu

Chairman and Chief Executive Officer, Kimberly-clark

Search every verified Michael Hsu interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Michael Hsu, Chairman and CEO of Kimberly-Clark, discussed the company's second-quarter 2026 results during earnings calls in July and August 2026. He stated that the results demonstrated the durability of the company's "powering care" growth strategy, citing a tenth consecutive quarter of solid year-over-year category performance. Hsu acknowledged increased competitive activity and promotional support in some categories, particularly diapers, which he attributed to driving trial for innovation launches and managing a transition related to a club distribution change. He expressed confidence that promotional intensity would normalize over the balance of the year. Hsu also addressed an issue in China, where false and misleading allegations regarding diaper quality emerged on social media before the 618 shopping festival. He noted that there was no scientific evidence backing the claims and that independent tests confirmed product safety, while the company cooperated with Chinese authorities. He said the company was disappointed but confident in its global innovation plans and was working to correct the situation. Additionally, Hsu highlighted strong performance in international personal care markets such as India, Southeast Asia, and Indonesia, citing share gains in diapers, and described a "generational opportunity" to create a new kind of health and wellness company.

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“I think this is probably the single largest shareholder value creation opportunity that I'll ever experience in my career. Right. And so, um, you know, we think there's tens of billions in in value creation opportunity of which a lot of that is driven by the synergies that you're asking about.”

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