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Research Alert: Kmb: Volume-led Growth Drives Beat; Company Transformation Is Progressing
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Kimberly-Clark delivered Q1 2026 net sales of $4.2B (+2.7% Y/Y), above the $4.1B consensus, with organic growth of 2.5% driven by volume-plus-mix gains of 3.0%. Adjusted EPS from continuing operations of $1.60 declined 1.2% Y/Y, but total adjusted EPS of $1.97 beat the $1.95 consensus estimate. The company continued executing its Powering Care transformation strategy while preparing for the Kenvue acquisition, with adjusted operating profit of $732M exceeding the $679M consensus. Segment performance showed contrasting dynamics, with International Personal Care surging 9.1% to $1.5B while North America declined 0.6% to $2.7B due to the private label diaper business exit. The adjusted effective tax rate increased significantly to 26.2% from 20.7% in the prior year, reflecting discrete unfavorable factors and U.S. tax law changes. We believe the volume-led growth strategy is gaining traction with broad-based gains, though profitability faces pressure from strategic pricing investments and higher tax rates.
$KMB
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Research Alert: CFRA Reduces Opinion On Shares Of Ebay Inc. To Sell From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $3 to $90, reflecting about 15x our 2026 EPS estimate and a modest premium to the company's long-term average forward P/E of 14x. Our downgrade reflects expectations of decelerating growth as the year progresses, driven by increasingly difficult year-over-year comparisons as eBay laps several transitory tailwinds - including elevated bullion and precious metals trading volumes and a surge in Pokemon and collectibles activity. We also expect international segment growth to remain subdued, with the ongoing conflict in the Middle East weighing on the macroeconomic backdrop across Europe. While the pending acquisition of Depop could represent upside to consensus estimates, we are concerned that EBAY overpaid for the asset and that meaningful earnings accretion may be years away. EBAY will report Q1 2026 results after the market close on April 29.
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BofA Securities Upgrades TFI International to Buy From Neutral, Lifts Price Target to $161 From $122
TFI International (TFII) has an average rating of overweight and mean price target of $145.49, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $146.59, Change: $+8.26, Percent Change: +5.97%
$TFII