KMB Kimberly-Clark Loading... : Bullish and Bearish Analyst Opinions
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01:41
Aug 05
Aug 05
Reports lower profit from China market disruption
Reports lower profit attributed to false allegations regarding diaper quality in the China market, no directional view.
LOW
17:26
Aug 04
Aug 04
Synergies identified ahead of plan
Notes synergies identified ahead of plan, no explicit directional view from speaker.
MED
14:05
Aug 04
Aug 04
Kimberly-Clark slightly lowered its full-year growth expectations.
Kimberly-Clark slightly lowered its full-year growth expectations, reflecting a cautious outlook for the consumer products maker.
12:00
Aug 04
Aug 04
Despite strong Q2 bottom-line execution, management was cautious on the full-year outlook due to the China diaper disruption, trade inventory destocking, and inflationary pressures, while highlighting the strength of productivity and the innovation pipeline.
HIGH
10:43
Aug 04
Aug 04
Kimberly-Clark beats adjusted earnings and operating profit estimates but misses on net sales.
Kimberly-Clark beats adjusted earnings and operating profit estimates but misses on net sales while guiding to high single digit EPS growth for fiscal 2026.
10:38
Aug 04
Aug 04
Kimberly-Clark beats adjusted EPS and operating profit estimates for Q2 2026 but misses net.
Kimberly-Clark beats adjusted EPS and operating profit estimates for Q2 2026 but misses net sales expectations while reaffirming full-year growth guidance.
23:46
Jul 21
Jul 21
Kimberly-Clark cheap, high yield, acquisition catalyst.
Kimberly-Clark is a defensive business with a 4.7% dividend yield, trading at only 14x earnings near decade lows. The acquisition of Kenvue (Tylenol, Neutrogena, etc.) creates $2B in synergies, accelerates international growth, and adds regulatory risk that keeps the stock discounted. The deal is additive to earnings by year two. Cramer says it's a great long-term opportunity and hopes for a post-earnings sell-off to buy on weakness.
HIGH
02:14
Jul 14
Jul 14
An appeals court revived lawsuits alleging Tylenol causes autism and ADHD.
An appeals court revived lawsuits alleging Tylenol causes autism and ADHD, creating legal overhang for KVUE and KMB but no explicit trade position is stated.
LOW
23:25
Jun 29
Jun 29
Buy kid-familiar consumer brands for children.
Buying a few shares of name-brand companies that children know and interact with—like Mattel, Hasbro, Disney, General Mills, Kimberly-Clark, McDonald's, and Chipotle—can teach them about investing and often results in long-term winners.
MED
16:03
Jun 05
Jun 05
The author notes unusual large moves in megacap staples and pharma stocks but provides no.
The author notes unusual large moves in megacap staples and pharma stocks but provides no personal position or forward-looking call.
LOW
23:53
Jun 02
Jun 02
Kimberly Clark cheap with safe yield.
Kimberly Clark is a premier consumer staples company with world-class brands, merging with Kenvue, trading at 13 times earnings with a 5.25% safe yield, and CEO Michael Shu can exploit synergies.
MED
12:00
Apr 28
Apr 28
Guidance is held despite a new $150-170 million cost headwind from oil prices in the back half of the year. Management expresses confidence in offsetting it through past tools (PNOC, productivity) but keeps the cards close on exact actions, acknowledging uncertainty. Overall tone is cautiously optimistic but with clear risks flagged.
HIGH
23:44
Apr 09
Apr 09
Cramer advised a caller to average down on Kimberly Clark despite a fire at a distribution center, citing a 5.25% yield and faith in CEO Mike Hsu. Stock trades at 13x earnings with a high yield, and the fire is a temporary operational setback unlikely to affect long-term prospects. Attractive for income and valuation, making it a buy for averaging down. Ongoing operational or supply chain issues; pressure in consumer staples sector.
20:20
Apr 07
Apr 07
Shares dropped after a large fire at a distribution center in Ontario, California, with arson charges filed. The fire disrupts supply chain operations, likely leading to inventory losses, repair costs, and potential sales delays. Negative for stock due to immediate operational and financial headwinds. Damage might be limited, or insurance could cover losses, mitigating the impact.
13:30
Jan 30
Jan 30
Despite a tough North American market with categories declining, Colgate saw a sequential improvement in December versus October and November in terms of category volume declines, and is planning for a 'slow return' rather than a sharp rebound. — The stability in the U.S. consumer packaged goods market may be a leading indicator for competitors; the lack of a strong rebound suggests continued promotional intensity in the first half of 2026.
MED
08:00
Jan 29
Jan 29
Kimberly-Clark's switch adds a large-cap consumer staple to Nasdaq's listings, diversifying the exchange's sector representation.
HIGH
13:00
Jan 27
Jan 27
Guidance is for organic growth in line with the 2% category and maintained EPS, with margin expansion expected. However, the company faces headwinds from distribution loss and a slower consumer, with investment in innovation planned.
HIGH
About KMB Analyst Coverage
Buzzberg tracks KMB (Kimberly-Clark) across 7 sources. 4 bullish vs 0 bearish calls from 10 analysts. Sentiment: predominantly bullish (24%). 17 total trade ideas tracked. Latest voices: BarbarianCap, Bloomberg, Nelson.