I upgrade Kimberly-Clark to a hold as volume-led growth and market share gains signal early signs of a turnaround, despite weak headline results. Innovation and effective marketing are driving organic growth, with new products and brand repositioning resonating with value-conscious consumers. However, margin pressure persists for KMB due to pricing investments and cost inflation, especially in the International Personal Care segment.
Kimberly-Clark is emerging from a challenging period with improving revenue, rising margins, and a 4% dividend yield, yet remains undervalued by the market. Strategic restructuring, including divesting low-margin businesses and focusing on core personal care, is driving higher quality growth and operational efficiency. Valuation metrics and DCF analysis indicate a 9-14% upside, supporting my Buy rating with a $142 target price and confidence in earnings recovery.
Kimberly-Clark offers stability and upside as a consumer staples leader, especially appealing amid economic uncertainty and potential recession risks. Recent Q2 results showed strong organic sales growth and an improved outlook, despite headline revenue misses due to one-time factors. The stock trades at an attractive 17x 2025 earnings, offers a nearly 4% dividend yield, and boasts over 52 years of consecutive dividend increases.
Kimberly-Clark Corporation (NASDAQ:KMB ) Q2 2025 Q&A Conference Call August 1, 2025 8:00 AM ET Company Participants Christopher M. Jakubik - Corporate Participant Investor Relations Contact - Corporate Participant Michael D.
KMB beats second-quarter estimates despite sales dip, driven by five-year high volume growth, and raises 2025 outlook.
Although the revenue and EPS for Kimberly-Clark (KMB) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Kimberly-Clark on Friday posted a rise in second-quarter organic sales and beat profit estimates, led by steady demand for products such as Huggies diapers and Kleenex tissues in domestic and international markets.
Kimberly-Clark (KMB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors looking for stocks in the Consumer Products - Staples sector might want to consider either Grocery Outlet Holding Corp. (GO) or Kimberly-Clark (KMB). But which of these two stocks is more attractive to value investors?
Investors looking for stocks in the Consumer Products - Staples sector might want to consider either Grocery Outlet Holding Corp. (GO) or Kimberly-Clark (KMB). But which of these two stocks is more attractive to value investors?
Dividend Kings like Kimberly-Clark (KMB) and Procter & Gamble (PG) demonstrate financial resilience by increasing dividends for over 50 years, with recent restructurings aimed at enhancing profitability.
The maker of Kleenex tissues and Huggies Diapers is expected to sell the unit to Brazil's Suzano