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Wire

Kimberly-Clark Delivers Solid Q2 Despite Sales Headwinds, RBC Says

Kimberly-Clark's (KMB) Q2 earnings beat showed the company can deliver steady profit growth despite cost swings and operational disruptions, RBC Capital Markets said Wednesday in a report.Adjusted earnings were $2.12 per share, above the $2 consensus estimate, as cost savings, supply-chain productivity and a $45 million tariff refund offset a revenue miss. Sales were pressured by US retailer destocking, a fire at a Los Angeles distribution center and disruption in China's diaper market following social media claims about product quality, the report said.Profit and margins would have been roughly in line with expectations even without the tariff refund, supporting the view that Kimberly-Clark's organizational redesign and improved cost management are strengthening its earnings performance, the report said.Management lowered its 2026 outlook, partly reflecting the China disruption, which is expected to reduce H2 operating profit by $70 million, the report said. RBC cut its full-year earnings estimate to $7.43 a share from $7.65.RBC remained positive on Kimberly-Clark's planned acquisition of Kenvue (KVUE), expected to close in Q4. Management said integration planning is ahead of expectations and that the estimated $1.9 billion in cost savings is achievable with potential upside, according to the report.RBC maintained its outperform rating on Kimberly-Clark stock and its $162 price target.Price: $111.54, Change: $-0.03, Percent Change: -0.03%

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Sectors

Sector Update: Consumer Stocks Fall Premarket Tuesday

Consumer stocks were falling premarket Tuesday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) 0.4% lower and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.5%.McDonald's (MCD) shares were down 0.9% even after the company posted higher Q2 non-GAAP earnings and revenue.Coca-Cola Europacific Partners (CCEP) reported an increase in Q2 revenue. Coca-Cola Europacific Partners stock was down more than 2% pre-bell.Kimberly-Clark (KMB) reported higher Q2 adjusted earnings and revenue. Kimberly-Clark shares were 0.6% lower premarket.

$CCEP$KMB$MCD$XLP$XLY
Stocks Rise Pre-Bell Ahead of Latest Round of Earnings; Investors Gauge Uncertainty Over Potential US-Iran Deal
US Markets

Stocks Rise Pre-Bell Ahead of Latest Round of Earnings; Investors Gauge Uncertainty Over Potential US-Iran Deal

US equity futures were tracking in the green on Tuesday as traders await the latest batch of corporate earnings and assess ongoing uncertainty over a potential resolution to the Middle East conflict.The S&P 500 rose 0.2% in premarket activity, while the Dow Jones Industrial Average and the Nasdaq gained 0.3% each. All three main indexes finished Monday trading up, with the Dow notching a record closing high.Caterpillar (CAT), Merck (MRK), McDonald's (MCD), Pfizer (PFE), Spotify Technology (SPOT), Transdigm (TDG), Rockwell Automation (ROK), Archer-Daniels-Midland (ADM), Kimberly-Clark (KMB), BioNTech (BNTX) and DuPont de Nemours (DD) are all scheduled to report their latest financial results before the bell.SpaceX (SPCX) shares were up 2% pre-bell with the rocket and satellite company expected to release its first quarterly results since going public after the markets close, along with Advanced Micro Devices (AMD), Arista Networks (ANET), Amgen (AMGN) and Gilead Sciences (GILD).Palantir Technologies' (PLTR) stock jumped 15% early Tuesday as the company lifted its full-year revenue guidance on the back of stronger-than-expected second-quarter results. Snap (SNAP) climbed 7.3% after the social media company announced second-quarter results above Wall Street's estimates.President Donald Trump reportedly said Monday that the latest round of talks between the US and Iran is the "last chance" for Tehran to "sign a good document." Trump recently called off a planned attack on Iran.However, Iranian Foreign Ministry spokesperson Esmail Baghaei reportedly ruled out an immediate plan to negotiate with Washington. Tehran was in talks with Oman regarding the Strait of Hormuz, the world's most important chokepoint for crude flows, Baghaei reportedly said.West Texas Intermediate crude oil inclined 1.6% to $81.64 a barrel before the opening bell, while Brent advanced 2.3% to $85.66."Hopes of a peace deal in the Middle East weighed on crude prices," D.A. Davidson said in a Monday client note.Treasury yields were trending higher in premarket action, with the two-year rate ticking up 1 basis point to 4.27% and the 10-year rate adding 2.2 basis points to 4.71%.Tuesday's economic calendar has the international trade in goods and services report for June at 8:30 am ET, followed by the Job Openings and Labor Turnover Survey for the same month at 10 am.Gold moved up 0.3% to $4,103 per troy ounce, while bitcoin declined 0.7% to $63,441.

Dow JonesNasdaq CompositeS&P 500$ADM$AMD$AMGN$ANET$BNTX$CAT$DD$GILD$KMB$MCD$MRK$PFE$ROK$SPCX$SPGI$SPOT$TDG
Wire

Kimberly-Clark's Productivity Seen Offsetting Sales Softness, RBC Capital Markets Says

Kimberly-Clark (KMB) is expected to report an in-line Q2 despite softer organic sales growth as productivity offsets top-line softness, RBC Capital Markets said in a Friday note.The investment firm expects Kimberly-Clark to report organic sales growth of 0.6%, below the consensus estimate of 1.2%, reflecting slower-than-expected consumption trends in North America.RBC said it still expects the company to largely reiterate its 2026 guidance on a constant-currency basis when it reports its Q2 financial results on Aug. 4.Improving oil prices suggest Kimberly-Clark has avoided the worst-case cost inflation scenario discussed last quarter, analysts noted.The firm also said the financial impact from the Beech Island manufacturing facility fire is likely to be smaller than the effect of last year's Ontario distribution center fire.RBC Capital Markets maintained its outperform rating on Kimberly-Clark, with a $162 price target.Price: $109.39, Change: $-0.80, Percent Change: -0.73%

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Wire

BNP Paribas Adjusts Kimberly-Clark Price Target to $103 From $110

BNP Paribas Adjusts Kimberly-Clark Price Target to $103 From $110

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Research

Research Alert: CFRA Maintains Hold Opinion On Shares Of Kimberly-clark Corp

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $6 to $104, 14x our 2026 EPS estimate (from 16x), a discount to its 19x five-year average forward multiple, reflecting integration risks stemming from the acquisition of Kenvue Inc. (KVUE 17 ***). We lower our 2026 EPS estimate to $7.45 from $7.56 and keep 2027's at $6.31. Following Q1 results, we maintain our Hold rating, reflecting a balanced assessment of operational momentum, with adjusted EPS of $1.97 beating the $1.95 consensus estimate, against a conservative full-year outlook. Management maintained organic sales growth guidance despite the Q1 beat, disappointing investors that expected an upward revision. Operating margin contracted 60 bps as higher operational and raw material costs offset productivity gains. Additionally, the KVUE acquisition introduces integration risks, having received shareholder approval but still pending regulatory approval. At current levels, we see balanced risk/reward and would become more constructive if management raised guidance.

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Wire

Kimberly-Clark Shows Steady Performance Amid Volatile Macros, RBC Says

Kimberly-Clark (KMB) showed a steady Q1 performance amid volatile macros and Kenvue (KVUE) acquisition, RBC Capital Markets said in a note on Wednesday.The report said the company topped organic sales and earnings per share expectations in the quarter."Share performance in the US and internationally signals strong fundamentals and that ongoing M&A activity (Suzano JV and KVUE acquisition) is not impacting execution," the note said.Guidance was largely reiterated, and the firm pointed to potential inflation in H2 on rising oil prices, the note said, adding that new guidance will be issued if the Kenvue deal closes in H2."We continue to see more upside than downside to KMB," it said. RBC kept its outperform rating with a $162 price target.Price: $96.96, Change: $-1.48, Percent Change: -1.50%

$KMB$KVUE
Wire

Piper Sandler Adjusts Price Target on Kimberly-Clark to $115 From $114, Maintains Overweight Rating

Kimberly-Clark (KMB) has an average rating of overweight and mean price target of $113.08, according to analysts polled by FactSet.Price: $96.77, Change: $-1.67, Percent Change: -1.70%

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Wire

HSBC Adjusts Price Target on Kimberly-Clark to $110 From $114, Maintains Hold Rating

Kimberly-Clark (KMB) has an average rating of overweight and mean price target of $113.08, according to analysts polled by FactSet.Price: $96.75, Change: $-1.69, Percent Change: -1.72%

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Sectors

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Tuesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.7% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.7%.Redbook US same-store sales rose by 7.7% from a year earlier in the week ended April 25 after a 6.7% year-over-year increase in the previous week, with sales benefitting from an extra selling day this year compared with last year due to the timing of Easter.In corporate news, United Parcel Service (UPS) maintained its 2026 revenue outlook as the package delivery giant flagged a potential demand impact from the Middle East conflict. Its shares fell 4.8%.Kimberly-Clark (KMB) reported better-than-expected Q1 results and maintained its full-year outlook Tuesday, but the consumer goods maker flagged potential incremental input cost headwinds of up to $170 million in H2 due to elevated oil prices. Its shares were down 0.4%.Coca-Cola (KO) lifted its full-year earnings growth outlook on Tuesday as the beverages giant posted fiscal Q1 results above market expectations amid pricing and volume gains. Coca-Cola shares gained 3.7%.General Motors (GM) raised its full-year earnings outlook and trimmed its tariff hit forecast on Tuesday, as the automaker reported an unexpected year-over-year increase in its Q1 bottom line. GM shares added 0.9%.

$GM$KMB$KO$UPS
US Markets

Kimberly-Clark First-Quarter Results Top Views; Full-Year Outlook Affirmed

Kimberly-Clark (KMB) reported better-than-expected first-quarter results and maintained its full-year outlook Tuesday, while the consumer goods maker flagged potential incremental input cost headwinds of up to $170 million in the second half due to elevated oil prices.The Kleenex tissues maker's adjusted earnings attributable to the company rose to $1.97 a share for the March quarter from $1.93 a year earlier, which was the consensus on FactSet. Net sales improved 2.7% to $4.16 billion, topping the Street's view for $4.09 billion.The company's shares were up 1.1% in Tuesday afternoon trade. So far this year, the stock has lost 1.6% in value.Kimberly-Clark said it continues to expect full-year adjusted EPS from continuing operations to grow at a double-digit rate, while adjusted EPS attributable to Kimberly-Clark are still seen flat, both on a constant-currency basis.The company also continues to expect 2026 organic sales to grow in line to ahead of the weighted average growth in the categories and countries it competes, which for the latest 12 months grew at roughly 2.5%, it said.Kimberly-Clark could face gross incremental input cost headwinds of between $150 million and $170 million in the second half of the year, if oil prices stay at the $100 a barrel level, Chief Financial Officer Nelson Urdaneta said in prepared remarks on the company's website.Energy prices have soared following the US-Israel war with Iran that started at the end of February, with the Strait of Hormuz -- the world's most important chokepoint for crude flows -- effectively closed. The conflict paused following a recent ceasefire between the US and Iran and later between Israel and Lebanon.Kimberly-Clark's first-quarter international personal care business revenue climbed 9.1% to $1.51 billion, buoyed by organic sales growth of 4% and favorable currency impacts. Sales in North America fell 0.6% to $2.65 billion, driven by a 2.7% headwind from the exit of the company's private label diaper business in the US, partially offset by organic sales growth of 1.8%."We continued to deliver solid volume-plus-mix performance while building share momentum despite continued geopolitical and macroeconomic uncertainty," Chief Executive Mike Hsu said in a statement. "We continue to generate meaningful cost savings that reinforce our strong financial foundation and enable us to invest in our exciting future."For the second quarter, Kimberly-Clark expects to incur a $50 million headwind related to a recent fire at its Ontario, California, distribution center, "as well as some incremental costs due to the conflict in the Middle East," Urdaneta said. "We expect to fully mitigate these costs in the second half of the year with the many levers available within our integrated margin management capabilities."Price: $99.40, Change: $+1.15, Percent Change: +1.17%

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Research

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.

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