Kimberly-Clark \u6b63\u5728\u63a8\u8fdb\u4ee5\u7ea6487\u4ebf\u7f8e\u5143\u4f30\u503c\u6536\u8d2d Kenvue \u7684\u4ea4\u6613\uff0c\u8fd9\u662f\u4e00\u7b14\u89c4\u6a21\u5de8\u5927\u7684\u91cd\u7ec4\uff0c\u70b9\u71c3\u4e86\u76d8\u524d\u4ea4\u6613\u3002Kenvue \u80a1\u4ef7\u5927\u6da8\u7ea620%\uff0c\u800c Kimberly-Clark \u5219\u4e0b\u8dcc\u8fd115%\uff0c\u6295\u8d44\u8005\u5728\u8861\u91cf\u9ad8\u6602\u5b9a\u4ef7\u3001\u6760\u6746\u548c\u627f\u8bfa\u7684\u6210\u672c\u8282\u7ea6\u3002\u82e5\u5728 2026 \u5e74\u4e0b\u534a\u5e74\u5b8c\u6210\u4ea4\u5272\uff0c\u5408\u5e76\u540e\u516c\u53f8\u5c06\u628a Tylenol\u3001Listerine \u548c Band-Aid \u4e0e Kleenex\u3001Huggies \u548c Cottonelle \u7ed1\u5b9a\uff0c\u5f62\u6210\u4e00\u5bb6\u5e74\u9500\u552e\u989d\u7ea6 320 \u4ebf\u7f8e\u5143\u7684\u6d88\u8d39\u5065\u5eb7\u4e0e\u536b\u751f\u7528\u54c1\u5de8\u5934\u3002Kimberly-Clark (KMB) \u5c06\u7531\u5f97\u514b\u8428\u65af\u5dde Irving \u7684 CEO Mike Hsu \u9886\u5bfc\u5408\u5e76\u540e\u7684\u516c\u53f8\uff0c\u540c\u65f6\u57fa\u672c\u4fdd\u6301 Kenvue (KVUE) \u7684\u8fd0\u8425\u7ed3\u6784\u4e0d\u53d8\u3002\u7ba1\u7406\u5c42\u7684\u76ee\u6807\u662f\u5b9e\u73b0\u7ea6 21 \u4ebf\u7f8e\u5143\u7684\u5e74\u5ea6\u6210\u672c\u8282\u7ea6\u3002<\/p>\n
\u534e\u5c14\u8857\u7684\u5373\u65f6\u89e3\u8bfb\u5f88\u76f4\u63a5\uff1aKenvue \u7684\u89e3\u8131\u6027\u53cd\u5f39\u8868\u660e\u8fd9\u5bb6\u6cf0\u8bfa\u5236\u9020\u5546\u9700\u8981\u4e00\u4e2a\u6218\u7565\u6027\u7684\u4fdd\u62a4\u4f1e\uff1b\u800c Kimberly-Clark \u7684\u629b\u552e\u5219\u8868\u660e\u8fd9\u662f\u4e00\u4e2a\u6602\u8d35\u7684\u4fdd\u62a4\u4f1e\u3002\u4ee5\u8fc7\u53bb\u5341\u4e8c\u4e2a\u6708 EBITDA \u7684\u4f4e\u5341\u500d\u6570\u51fa\u4ef7\uff0c\u5373\u4fbf\u62e5\u6709\u6301\u4e45\u54c1\u724c\u548c\u6709\u5f39\u6027\u7684 OTC \u73b0\u91d1\u6d41\uff0c\u4e5f\u4f1a\u628a\u4ef7\u683c\u63a8\u5230\u5305\u88c5\u6d88\u8d39\u54c1\u7684\u6ea2\u4ef7\u7aef\u3002\u6295\u8d44\u8005\u8fd8\u5728\u538b\u529b\u6d4b\u8bd5\u901a\u5f80 21 \u4ebf\u7f8e\u5143\u534f\u540c\u6548\u5e94\u7684\u8def\u5f84\uff0c\u8003\u8651\u6574\u5408\u98ce\u9669\u3001\u96f6\u552e\u5546\u62b5\u5236\u4ee5\u53ca\u4e3a\u634d\u536b\u5e02\u573a\u4efd\u989d\u6240\u5fc5\u9700\u7684\u4e0d\u53ef\u907f\u514d\u7684\u8425\u9500\u518d\u6295\u8d44\u3002\u65f6\u95f4\u8868\u5f88\u957f\u2014\u2014\u76ee\u6807\u4e3a 2026 \u5e74\u5e95\u5b8c\u6210\u4ea4\u5272\u2014\u2014\u7559\u4e0b\u8fd1\u4e24\u5e74\u7684\u5b8f\u89c2\u3001\u76d1\u7ba1\u4e0e\u6267\u884c\u6ce2\u52a8\u9700\u5e94\u5bf9\u3002\u8bc4\u7ea7\u89c2\u5bdf\u8005\u5c06\u7559\u610f\u6760\u6746\u538b\u529b\u4ee5\u53ca\u968f\u7740\u878d\u8d44\u7ec6\u8282\u6d6e\u51fa\u6c34\u9762\u53ef\u80fd\u51fa\u73b0\u7684\u4efb\u4f55\u524d\u666f\u53d8\u5316\u3002<\/p>\n
\u4ece\u6218\u7565\u4e0a\u770b\uff0c\u8fd9\u62fc\u56fe\u6210\u7acb\u3002Kimberly-Clark \u5728\u7eb8\u54c1\u548c\u5a74\u513f\u62a4\u7406\u9886\u57df\u4e00\u76f4\u662f\u54c1\u7c7b\u9886\u5bfc\u8005\u3002Kenvue \u5e26\u6765\u4e86\u524d\u7aef OTC\u3001\u62a4\u80a4\u548c\u53e3\u8154\u62a4\u7406\u7684\u5206\u91cf\u3002\u5408\u5e76\u540e\uff0c\u4ed6\u4eec\u80fd\u5728\u5927\u578b\u5546\u8d85\u548c\u4ed3\u50a8\u4f1a\u5458\u6e20\u9053\u4e0a\u83b7\u5f97\u66f4\u5f3a\u8bae\u4ef7\u80fd\u529b\uff0c\u5408\u7406\u5316\u91cd\u53e0\u7684\u9500\u552e\u4e0e\u540e\u53f0\u6210\u672c\uff0c\u5e76\u63a8\u52a8\u5168\u6e20\u9053\u9648\u5217\uff0c\u4f7f\u6d88\u8d39\u8005\u5728\u4ece\u5c3f\u5e03\u5230\u7259\u9f7f\u518d\u5230\u76ae\u80a4\u7684\u4ea7\u54c1\u7ec4\u5408\u5185\u5faa\u73af\u3002\u4ec5\u8d27\u67b6\u7a7a\u95f4\u7684\u6570\u5b66\u5c31\u5177\u6709\u5438\u5f15\u529b\uff1a\u6bcf\u7c73\u66f4\u591a\u54c1\u724c\u3001\u66f4\u591a\u7aef\u67b6\u3001\u66f4\u591a\u6346\u7ed1\u4fc3\u9500\u3002\u5728\u6570\u5b57\u4e1a\u52a1\u4e2d\uff0c\u89c4\u6a21\u66f4\u4e3a\u91cd\u8981\u3002\u66f4\u5927\u7684 SKU \u76ee\u5f55\u53ef\u4ee5\u5728\u5404\u5927\u5e02\u573a\u4f18\u5316\u641c\u7d22\u3001\u8ba2\u9605\u4e0e\u7269\u6d41\uff0c\u5a92\u4f53\u652f\u51fa\u53ef\u96c6\u4e2d\u5728\u7edf\u4e00\u7684\u4e70\u5bb6\u6570\u636e\u4e4b\u4e0a\u3002\u8fd9\u6b63\u662f\u591a\u5934\u4f1a\u652f\u6301\u7684\u534f\u540c\u6545\u4e8b\u3002<\/p>\n
Kenvue \u4e8e 2023 \u5e74\u4f5c\u4e3a Johnson & Johnson \u7684\u6d88\u8d39\u54c1\u5206\u62c6\u4e0a\u5e02\uff0c\u5e26\u7740\u5927\u724c\u54c1\u724c\uff0c\u4f46\u9762\u4e34\u81ea\u6709\u54c1\u724c\u4fb5\u8680\u548c\u589e\u957f\u4e0d\u5747\u7684\u95ee\u9898\u3002CEO \u66f4\u8fed\u4e0e\u9500\u552e\u8d70\u5f31\u8868\u660e\u516c\u53f8\u4ecd\u5728\u5bfb\u627e\u8131\u79bb JNJ \u540e\u7684\u5b9a\u4f4d\u3002\u5916\u90e8\u80cc\u666f\u4e5f\u4e0d\u5229\uff1a\u56f4\u7ed5 Tylenol \u4e0e\u81ea\u95ed\u75c7\u7684\u8ba8\u8bba\uff08\u5c1a\u65e0\u786e\u51ff\u7814\u7a76\u652f\u6301\u7684\u6307\u63a7\uff09\u8499\u853d\u4e86\u5e02\u573a\u60c5\u7eea\uff0c\u5373\u4fbf\u6838\u5fc3 OTC \u7c7b\u522b\u4fdd\u6301\u7a33\u5b9a\u3002Kenvue \u901a\u8fc7\u6e10\u8fdb\u5f0f\u521b\u65b0\u4e0e\u54c1\u724c\u8d44\u4ea7\u4ecd\u80fd\u4ea7\u751f\u73b0\u91d1\uff0c\u4f46\u5f53\u52a8\u80fd\u4e0b\u6ed1\u65f6\u4f30\u503c\u500d\u6570\u4f1a\u8fc5\u901f\u538b\u7f29\u3002\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u6765\u81ea\u4e00\u4e2a\u65e5\u7528\u54c1 incumbents \u7684\u6ea2\u4ef7\u6536\u8d2d\uff0c\u80fd\u63d0\u4f9b Kenvue \u5355\u72ec\u65e0\u6cd5\u521b\u9020\u7684\u7a33\u5b9a\u6027\u3001\u6210\u672c\u6760\u6746\u4e0e\u8fd0\u8425\u7eaa\u5f8b\u3002<\/p>\n
\u4ea4\u6613\u7684\u7b97\u672f\u6700\u7ec8\u53d6\u51b3\u4e8e Kimberly-Clark \u80fd\u6574\u5408\u591a\u5c11\u4e1a\u52a1\uff0c\u4ee5\u53ca\u5c06\u6210\u672c\u8282\u7ea6\u8f6c\u5316\u4e3a\u5229\u6da6\u7387\u548c\u73b0\u91d1\u6d41\u7684\u901f\u5ea6\u3002\u516c\u53f8\u4e00\u76f4\u5728\u4e0e\u6ce2\u52a8\u7684\u6295\u5165\u6210\u672c\u4f5c\u6597\u4e89\u2014\u2014\u7eb8\u6d46\u3001\u80fd\u6e90\u3001\u8fd0\u8f93\u2014\u2014\u5e76\u6295\u8d44\u4ee5\u91cd\u65b0\u52a0\u901f Huggies \u4e0e Kleenex\u3002\u53e0\u52a0\u4e00\u4e2a OTC \u4ea7\u54c1\u7ec4\u5408\u4f1a\u589e\u52a0\u76d1\u7ba1\u3001\u8d28\u91cf\u4e0e\u4f9b\u5e94\u94fe\u7684\u590d\u6742\u6027\uff0c\u8fd9\u4e0e\u7eb8\u54c1\u5de5\u5382\u7684\u7ecf\u8425\u65b9\u5f0f\u5927\u4e0d\u76f8\u540c\u3002\u5e76\u8d2d\u7684\u65f6\u95f4\u949f\u5f88\u957f\uff1a\u9274\u4e8e\u4ea7\u54c1\u91cd\u53e0\u6709\u9650\uff0c\u53cd\u5784\u65ad\u5ba1\u67e5\u770b\u8d77\u6765\u76f8\u5bf9\u76f4\u63a5\uff0c\u4f46\u5168\u7403\u7533\u62a5\u3001IT \u6574\u5408\u4e0e\u5206\u9500\u534f\u8c03\u5c06\u9700\u8981\u65f6\u95f4\u3002\u9884\u8ba1\u4f1a\u6709\u7a33\u5b9a\u7684\u6574\u5408\u66f4\u65b0\u3001\u91c7\u8d2d\u65e5\u627f\u8bfa\u4e0e\u8d44\u672c\u5206\u914d\u8fb9\u754c\u53d1\u5e03\uff0c\u4ee5\u907f\u514d\u80a1\u7968\u9677\u5165\u534f\u540c\u53ef\u4fe1\u5ea6\u6298\u6263\u3002<\/p>\n
\u5373\u4fbf\u62e5\u6709\u6807\u5fd7\u6027\u54c1\u724c\uff0c\u5408\u5e76\u540e\u7684\u516c\u53f8\u4ecd\u5c06\u9762\u5bf9\u5728\u7eb8\u54c1\u548c OTC \u6b62\u75db\u836f\u9886\u57df\u79ef\u6781\u63a8\u52a8\u81ea\u6709\u54c1\u724c\u7684\u96f6\u552e\u5546\u3002\u8fd9\u610f\u5473\u7740\u8d38\u6613\u6761\u6b3e\u3001\u4e0a\u67b6\u4f4d\u4e0e\u4fc3\u9500\u65e5\u5386\u5c06\u6210\u4e3a\u6218\u573a\u3002Kimberly-Clark \u4f1a\u5f3a\u8c03\u51c0\u8425\u6536\u7ba1\u7406\u3001\u5305\u88c5-\u4ef7\u683c\u67b6\u6784\u4e0e\u521b\u65b0\u8282\u594f\u3002\u4f46\u90a3 21 \u4ebf\u7f8e\u5143\u7684\u90e8\u5206\u8282\u7701\u53ef\u80fd\u9700\u8981\u518d\u6295\u8d44\u5230\u54c1\u724c\u652f\u6301\uff0c\u4ee5\u5bf9\u6297\u66f4\u4fbf\u5b9c\u7684\u76f8\u4f3c\u54c1\u548c\u7075\u6d3b\u7684\u7ec6\u5206\u5165\u5c40\u8005\u3002\u597d\u6d88\u606f\u662f\uff1aOTC \u76f8\u8f83\u4e8e\u96f6\u98df\u6216\u7f8e\u5986\u901a\u5e38\u66f4\u4e0d\u5177\u53ef\u9009\u6027\uff0c\u80fd\u66f4\u597d\u5730\u7ef4\u6301\u4ef7\u683c\u3002\u574f\u6d88\u606f\u662f\uff1a\u5728\u7ecf\u6d4e\u4f4e\u8ff7\u65f6\uff0c\u6d88\u8d39\u8005\u4f1a\u5927\u5e45\u5411\u4e0b\u8fc1\u79fb\u3002\u5408\u5e76\u540e\u7684\u4ea7\u54c1\u7ec4\u5408\u5fc5\u987b\u4e25\u683c\u5206\u5c42\u2014\u2014\u9ad8\u7aef\u3001\u4e3b\u6d41\u3001\u4ef7\u503c\u2014\u2014\u5e76\u5728\u8d27\u67b6\u4e0a\u907f\u514d\u81ea\u76f8\u541e\u566c\u3002<\/p>\n
\u5728\u6ca1\u6709\u878d\u8d44\u7ec6\u8282\u7684\u60c5\u51b5\u4e0b\uff0c\u6295\u8d44\u8005\u503e\u5411\u8c28\u614e\u3002\u5982\u679c\u901a\u8fc7\u8d1f\u503a\u878d\u8d44\u5360\u4e86\u76f8\u5f53\u6bd4\u4f8b\uff0c\u6760\u6746\u7387\u53ef\u80fd\u5728 Kimberly-Clark \u6b63\u5728\u91cd\u5efa\u5229\u6da6\u7387\u4e4b\u9645\u4e0a\u5347\u3002\u8fd9\u4f1a\u5bfc\u81f4\u6682\u505c\u56de\u8d2d\u6216\u653e\u7f13\u80a1\u606f\u589e\u957f\u6b65\u8c03\uff0c\u4ee5\u4f18\u5148\u507f\u503a\u3002\u53cd\u9762\u8bba\u70b9\u662f\uff1aOTC \u6536\u76ca\u76f8\u5bf9\u7a33\u5b9a\uff0c\u63d0\u4f9b\u53ef\u9884\u6d4b\u7684\u73b0\u91d1\u7528\u4e8e\u8fd8\u503a\u3002\u7559\u610f\u4efb\u4f55\u8d44\u4ea7\u51fa\u552e\u3001\u975e\u6838\u5fc3\u54c1\u724c\u5265\u79bb\u6216\u5408\u8d44\u4ee5\u52a0\u5f3a\u8d44\u4ea7\u8d1f\u503a\u8868\u3002\u8fd8\u8981\u5173\u6ce8\u5728\u4e24\u5bb6\u5927\u578b\u7ec4\u7ec7\u7f1d\u5408 ERP \u7cfb\u7edf\u4e0e\u5e93\u5b58\u653f\u7b56\u65f6\u7684\u8425\u8fd0\u8d44\u672c\u7eaa\u5f8b\u3002\u6574\u5408\u5931\u8bef\u6700\u5148\u5728\u670d\u52a1\u6c34\u5e73\u4e0e\u73b0\u91d1\u5468\u8f6c\u4e2d\u663e\u73b0\u3002<\/p>\n
Procter & Gamble\u3001Colgate-Palmolive \u548c Unilever \u4e0d\u4f1a\u5ffd\u89c6\u4e00\u4e2a\u4e0e\u96f6\u552e\u5546\u5173\u7cfb\u66f4\u6df1\u3001\u5a92\u4f53\u6295\u653e\u80fd\u529b\u66f4\u5f3a\u7684\u91cd\u5851\u5bf9\u624b\u3002\u9884\u671f\u53e3\u8154\u62a4\u7406\u548c\u62a4\u80a4\u9886\u57df\u7684\u521b\u65b0\u5468\u671f\u4f1a\u66f4\u6fc0\u70c8\uff0c\u4e0e\u5173\u952e\u96f6\u552e\u5546\u7684\u5168\u7403\u6346\u7ed1\u4ea4\u6613\u4f1a\u589e\u591a\uff0c\u4e14\u53ef\u80fd\u51fa\u73b0\u4e3a\u9632\u5fa1\u6027\u7684\u4e2d\u578b\u6d88\u8d39\u5065\u5eb7\u5e76\u8d2d\u3002Haleon \u662f OTC \u9886\u57df\u7684\u660e\u663e\u53ef\u6bd4\uff1b\u5982\u679c\u89c4\u6a21\u6545\u4e8b\u6210\u7acb\uff0c\u8be5\u884c\u4e1a\u53ef\u80fd\u91cd\u65b0\u5b9a\u4ef7\uff0c\u6216\u8005\u5982\u679c\u534f\u540c\u88ab\u9ad8\u4f30\u5219\u51fa\u73b0\u500d\u6570\u538b\u7f29\u3002Johnson & Johnson \u5728\u5265\u79bb Kenvue \u540e\u5b8c\u5168\u4e13\u6ce8\u4e8e\u5236\u836f\u4e0e\u533b\u7597\u6280\u672f\uff0c\u89c4\u907f\u4e86\u6d88\u8d39\u7aef\u7684\u6ce2\u52a8\uff0c\u4f46\u5c06\u524d\u7aef\u8d27\u67b6\u5e02\u573a\u62f1\u624b\u8ba9\u7ed9\u4e86\u4e00\u4e2a\u66f4\u5f3a\u52bf\u7684\u7ade\u4e89\u8005\u3002\u5bf9\u6d88\u8d39\u54c1\u677f\u5757\u7684\u80a1\u4e1c\u6765\u8bf4\uff0c\u63a8\u8bba\u5f88\u660e\u786e\uff1a\u5982\u679c\u80fd\u8bc1\u660e\u901f\u5ea6\u66f4\u5feb\uff0c\u5927\u4f01\u4e1a\u4ecd\u80fd\u7ee7\u7eed\u53d8\u5927\u3002<\/p>\n
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