The Upside To Kimberly-Clark’s (KMB) Kenvue (KVUE) Acquisition Schwab Network podcast

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The Upside to Kimberly-Clark’s (KMB) Kenvue (KVUE) Acquisition

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David Clement is bullish on Kimberly-Clark (KMB) acquiring Kenvue (KVUE), citing continued consumer access to basic goods despite tariff worries, and competition against other giants like Procter & Gamble (PG). He covers potential regulatory concerns around the merger, as well as what the “synergies” could look like. “The merged company is just more resilient,” he argues.

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