Kimberly-Clark Corporation (KMB)
Kimberly-Clark Corporation (KMB) Presents At Piper Sandler's Growth Frontiers Conference (Transcript)
Kimberly-Clark Corporation (NASDAQ:KMB ) Piper Sandler's Growth Frontiers Conference September 10, 2025 10:30 AM EDT Company Participants Michael Hsu - Chairman & CEO Nelson Urdaneta - Senior VP & CFO Conference Call Participants Michael Lavery - Piper Sandler & Co., Research Division Presentation Michael Lavery Managing Director & Senior Research Analyst All right. Well, thanks, everyone, for coming.
Kimberly-Clark Corporation (KMB) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript
Kimberly-Clark Corporation (NASDAQ:KMB ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 8:15 AM EDT Company Participants Russell Torres - President & COO Michael Hsu - Chairman & CEO Nelson Urdaneta - Senior VP & CFO Conference Call Participants Lauren Lieberman - Barclays Bank PLC, Research Division Presentation Lauren Lieberman MD & Senior Research Analyst Okay. We're going to get started.
Kimberly-Clark: Upgrade To Hold As Volume-Led Growth Story Is Potentially Back
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: Portfolio Realignment Supports Upside Case
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: Q2 Results Confirm This Dividend King Is A Strong Buy
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 (KMB) Q2 2025 Q&A Call Transcript
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.
Kimberly-Clark's Q2 Earnings Top Estimates, 2025 Outlook Raised
KMB beats second-quarter estimates despite sales dip, driven by five-year high volume growth, and raises 2025 outlook.
Kimberly-Clark (KMB) Reports Q2 Earnings: What Key Metrics Have to Say
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.
Kleenex tissue maker Kimberly-Clark's quarterly sales jump on strong demand
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) Expected to Beat Earnings Estimates: Should You Buy?
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.
GO vs. KMB: Which Stock Should Value Investors Buy Now?
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?
GO or KMB: Which Is the Better Value Stock Right Now?
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?
