PULL-UPS® DEBUTS LEARNING LAYER™ TECHNOLOGY, A NEW INNOVATION TO HELP KIDS LEARN THE DIFFERENCE BETWEEN WET AND DRY
Rhea-AI Summary
Pull-Ups (NYSE:KMB) introduced new Learning Layer™ technology, designed to help toddlers feel the brief sensation of wetness before it quickly dries. This aims to help kids recognize the difference between wet and dry while keeping skin protection and leak defense.
The launch features a partnership with Kylie Kelce and an expanded role for animated characters Terd and Yureen. Pull-Ups with Learning Layer is available nationwide at major retailers.
AI-generated analysis. Not financial advice.
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News Market Reaction – KMB
On the day this news was published, KMB declined 0.07%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
KMB is up about 0.66% while peers show mixed moves: CL +1.58%, CHD +2.7%, UL +0.72%, KVUE +0.17%, and EL -0.19%. With no peers in the momentum scanner and no same-day peer news, this product launch appears more company-specific than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| May 14 | Dividend declaration | Positive | -0.8% | Announced regular $1.28 quarterly dividend with long history of increases. |
| May 06 | Brand campaign launch | Positive | +2.0% | Huggies “Natural Born Fighters” NICU campaign and donation initiative. |
| May 06 | Brand campaign launch | Positive | +2.0% | Detailed Huggies NICU-focused campaign and specialized preemie diapers. |
| May 04 | Product launch | Positive | -2.1% | Launch of Kleenex Snap & Go on-the-go tissue packs at major retailers. |
| Apr 29 | Conference appearance | Neutral | +2.4% | Announcement of Barclays Americas Select Conference presentation webcast. |
Recent news has produced mixed reactions: brand and campaign launches sometimes drew gains, while a dividend declaration and another product launch saw short-term declines.
Over the past few weeks, KMB has combined brand marketing, product innovation, capital returns, and investor outreach. On May 4, Kleenex Snap & Go™ launched but shares fell 2.07%. On May 6, the Huggies “Natural Born Fighters” NICU campaign coincided with a 2.05% gain. A conference webcast on April 29 saw a 2.42% rise, while a $1.28 quarterly dividend declaration on May 14 was followed by a 0.79% dip. Today’s Pull-Ups® innovation fits this pattern of consumer-brand initiatives.
Market Pulse Summary
This announcement highlights a new Pull-Ups® Learning Layer™ technology and a marketing partnership aimed at strengthening KMB’s potty-training franchise. It follows other recent brand initiatives and product launches across the portfolio. Investors may focus on how quickly retailers adopt the new product, whether it gains share in training pants, and how it supports KMB’s broader strategy to innovate in core categories while maintaining brand strength and pricing power.
Key Terms
dermatologist-tested medical
AI-generated analysis. Not financial advice.
Kylie Kelce Partners with Pull-Ups® to help Tackle the Highs, Lows and "Uh-Oh" Moments of Potty Training
Many potty training methods either help kids notice accidents, or contain mess, but not both – and occasionally neither. That's where the new Pull-Ups Learning Layer™ comes in. This innovation reimagines what a training pant can be by briefly feeling wet, before drying, helping toddlers notice the sensation of wetness while still remaining dermatologist-tested and safe for sensitive skin. When accidents happen, fluid is momentarily held in the Learning Layer, giving kids time to recognize that wet feeling before it's absorbed into the core – to help them learn wet from dry.
"The Pull-Ups Learning Layer is an important innovation in how we help toddlers learn one of the most essential early skills – potty training, while understanding the difference between feeling wet and dry," said Dan Jackson, North American Vice President of Pull-Ups. "By making that sensation more noticeable while still delivering the protection families rely on, we're helping turn everyday moments into meaningful learning experiences and build Big Kid® Confidence."
To help bring this innovation to life, Pull-Ups is partnering with Kylie Kelce, mom of four and host of the popular Wave Original series, Not Gonna Lie. Known for her honest, unfiltered take on parenting and drawing on her own potty training journeys, Kelce will help showcase the real, often messy moments families experience.
Kelce shared, "Potty training will humble you – fast. I've learned that every kid is different, but anything that helps them understand what's happening, and makes those moments a little less messy, is a win. Pull-Ups have always been part of my potty training routine, but Learning Layer™ is a total game changer this time around by helping my kid learn the difference of feeling wet from dry."
In addition to the new Learning Layer technology, Pull-Ups continues to deliver the training pant features families know and love. Pull-Ups® training pants remain the only national leading training pant brand with re-fastenable sides for easy changes. Designed to motivate little ones, they also feature beloved Disney© graphics that fade when wet, and helps protect from leaks so even the messy moments can become small wins worth celebrating.
As part of the Learning Layer launch, Pull-Ups is also expanding the role of its animated spokes characters, Terd and Yureen, two emotional sidekicks that help bring the realities of potty training to life. Terd, the more cautious of the pair, represents those "uh-oh" moments of doubt and hesitation, while Yureen embodies the confidence, optimism and encouragement that keeps families moving forward. Together, they reflect the full spectrum of the potty training journey, helping make the experience feel relatable, less intimidating and even a little more humorous, so parents can feel supported, understood and never judged along the way.
Pull-Ups with Learning Layer technology is available now at retailers nationwide, including Target, Walmart, Amazon and more. To learn more, visit Pull-Ups.com or follow us on social media.
About Kimberly-Clark
Kimberly-Clark (NASDAQ: KMB) and its trusted brands are an indispensable part of life for people in more than 175 countries and territories. Our portfolio of brands, including Huggies, Kleenex, Scott, Kotex, Cottonelle, Poise, Depend, Andrex, Pull-Ups, Goodnites, Intimus, Plenitud, Sweety, Softex, Viva and WypAll, hold No. 1 or No. 2 share positions in approximately 70 countries. Our company's purpose is to deliver Better Care for a Better World. We are committed to using sustainable practices designed to support a healthy planet, build strong communities, and enable our business to thrive for decades to come. To keep up with the latest news and learn more about the company's more than 150-year history of innovation, visit the Kimberly-Clark website.
MEDIA CONTACTS
Alison Brod Marketing & Communications
PullUps@abmc-us.com
PULL-UPS CONTACTS
Kimberly-Clark Media Relations
Media.Relations@KCC.com
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SOURCE Pull Ups