Name: The Upside to Kimberly-Clark’s (KMB) Kenvue (KVUE) Acquisition
Uploaded: 2025-11-25T17:18:03.168-06:00
Duration: 6 min 15 s
Description: 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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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 &amp; 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.

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

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