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Mike Lavery

Managing Director and Senior Research Analyst at Piper Sandler

Michael Lavery is a Managing Director and Senior Research Analyst at Piper Sandler, specializing in packaged food, beverages, and consumer staples. He covers companies across consumer staples including beverages like Coca-Cola and PepsiCo, delivering a strong track record with a 50.94% success rate, 8.81% average return per rating on StockAnalysis, and 5.10% average return over 763 ratings on TipRanks, ranking him among top analysts. Lavery joined Piper Sandler in 2017 after serving as a senior analyst at CLSA, with prior experience at Kraft Foods, four years as a research associate at Citigroup covering food manufacturers, and two years consulting at Booz & Co., preceded by public accounting at PricewaterhouseCoopers. He holds an MBA from Columbia Business School and a bachelor’s degree in commerce from the University of Virginia.

Mike Lavery's questions to KIMBERLY CLARK (KMB) leadership

Question · Q4 2025

Mike Lavery followed up on the margin discussion, seeking more details on the expected 'bumpiness' of the path to 40% gross margins and 18% EBIT, particularly considering significant reinvestment post-deal and synergy pacing.

Answer

Chairman and CEO Mike Hsu stated that the company is making strong progress and is slightly ahead of original plans for the standalone path to 40% gross margin and 18-20% operating profit by 2030. He reiterated that these are milestones, not a destination, and highlighted confidence in productivity delivery and innovation driving positive mix and volume growth.

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Question · Q4 2025

Mike Lavery followed up on the margin discussion, seeking more detail on the expected 'bumpiness' of the path to 40% gross margins and 18% EBIT, especially considering significant reinvestment post-deal and synergy pacing.

Answer

Chairman and CEO Mike Hsu affirmed strong progress on the standalone path to 40% gross margin and 18-20% operating profit by 2030, noting they are pacing slightly ahead of original plans. He reiterated that these targets are milestones, not a destination, and expressed confidence in productivity delivery and the innovation pipeline to drive positive mix and premiumization, enabling volume growth.

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Fintool

Fintool can write a report on KIMBERLY CLARK logo KMB's next earnings in your company's style and formatting

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