Kimberly-Clark (NYSE:KMB) will announce its annual earnings results on January 24. The company has been struggling with significant input cost inflation and softer demand in the U.S. and Europe in fiscal 2011 and is expected to fall short of its previous savings target of $300-350 million for the year. Kimberly-Clark competes with Procter & Gamble (NYSE:PG) and Unilever (NYSE:UL). Read More »
Articles for Kimberly-Clark
Kimberly-Clark Earnings Preview: What We’re Watching
Graph ItNEW!Thursday, January 19th, 2012 by Trefis Team
Kimberly Clark Updates: Designer Roll Covers Support Branding Efforts
Graph ItNEW!Thursday, January 12th, 2012 by Trefis Team
The leading consumer tissue manufacturer of popular brands like Huggies, Scott and Kotex and Kleenex, Kimberly-Clark (NYSE:KMB) has spiced up the toilet-paper accessory category with the recent launch of limited edition catchy toilet roll covers to store backup rolls, designed by Jonathan Adler. The company is due to announce its annual earnings later this month and has suffered significant input cost inflation in first half of 2011. Kimberly-Clark competes with Procter & Gamble (NYSE:PG) and Unilever (NYSE:UL).
See Our Full Analysis for Kimberly-Clark’s Stock
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Kimberly Clark Update: Hails Latest Patent Reforms for New Product Launches
Graph ItNEW!Monday, December 5th, 2011 by Trefis Team
The latest patent law shift from “first-to-invent” to “first-to-file” system will surely benefit Kimberly-Clark (NYSE:KMB) that relies on its product patents and strong product innovation pipeline to maintain its market share. Kimberly-Clark produces pulp and paper-based consumer products like Kleenex tissues, Huggies diapers and Kotex sanitary pads and competes with companies such as Procter & Gamble (NYSE:PG) and Unilever (NYSE:UL).
See Our Full Analysis for Kimberly-Clark’s Stock Read More »
Kimberly-Clark Weekly Updates, Q3 Recap
Graph ItNEW!Saturday, November 12th, 2011 by Trefis Team
Kimberly-Clark (NYSE:KMB) yesterday recalled two SKUs of its Kotex tampons that were suspected to be contaminated, posing potential health risks. It also recently announced its 3Q results reporting better input cost inflation management this quarter, helped by its FORCE cost saving initiatives and higher pricing. Nonetheless, having suffered with high input inflation for a greater part of this year, it is still expected to fall short of its savings targets this year. Kimberly-Clark competes with Procter & Gamble (NYSE:PG) and Unilever (NYSE:UL).
See Our Full Analysis for Kimberly-Clark’s Stock Read More »
Despite Softer Demand Weighs on Kimberly-Clark $77 Value, Upshot is Inflation Pressures are Easing
Graph ItNEW!Thursday, November 3rd, 2011 by Trefis Team
Despite the softer-than-expected demand in parts of the developed markets and high input cost inflation this year, Kimberly-Clark (NYSE:KMB) overcame significant cost inflation this quarter with its FORCE cost saving initiatives and higher pricing, better than last quarter. Nonetheless, with year-to-date savings of $195 million, it is still expected to fall short of its previous target of $300 million to $350 million of savings for the year. Kimberly-Clark competes with Procter & Gamble (NYSE:PG) and Unilever (NYSE:UL).
See Our Full Analysis for Kimberly-Clark’s Stock Read More »
Kimberly-Clark Earnings Preview: What We’re Watching
Graph ItNEW!Friday, October 21st, 2011 by Trefis Team
Kimberly-Clark (NYSE:KMB) will announce its Q3 results next week. Despite good revenue trends, it has been struggling with strong input cost inflation this year. Despite attempts to offset input inflation through higher pricing and cost-cutting initiatives, there continues to downward pressures on gross margins, perhaps in greater magnitude than last year. Competitors such as Procter & Gamble (NYSE:PG) and Unilever (NYSE:UL) are dealing with the same issues as well and the earnings results will give us an update on these issues.
We have a $77 Trefis price estimate for Kimberly-Clark, which is 10% ahead of the current market price.
See Our Full Analysis for Kimberly-Clark’s Stock Read More »
Kimberly-Clark Announces Global Innovation Centers in Korea and Columbia
Graph ItNEW!Tuesday, September 27th, 2011 by Trefis Team
In a bid to significantly expand its global product innovation capabilities, Kimberly-Clark (NYSE:KMB) has announced plans to establish a Global Innovation Center in Bogota, Colombia, closely following the announcement of a similar one in Korea in July 2011. Kimberly-Clark competes with Procter & Gamble (NYSE:PG) and Unilever (NYSE:UL) as well as with other personal care companies including local players as well as supermarket private labels. It holds the No. 1 or No. 2 market share positions in over 80 of the 150 countries in which it sells its personal care products while touching the lives of nearly a quarter of the world’s population.
We have a $65.80 Trefis price estimate for Kimberly-Clark, which is 5% lower than the current market price.
Kimberly-Clark Will Hike Prices on Health Care Products to Protect Margins
Graph ItNEW!Friday, September 9th, 2011 by Trefis Team
After the price hikes for several of its popular global brands such as Kleenex, Scott, Huggies, Pull-Ups, Kotex and Depend earlier this year, Kimberly-Clark (NYSE:KMB) has announced further price increases on its medical disposable health care products. The firm will soon implement double-digit price increase on synthetic exam gloves due to increased demand and higher input costs. Kimberly-Clark competes with the other leading players in tissue products such as Procter & Gamble (NYSE:PG) and Unilever (NYSE:UL) as well as other local players and supermarket private labels. It holds the first or second position in terms of market share for a number of personal care products that it sells in over 80 of the 150 countries at the same time touching the lives of nearly a quarter of the world’s population.
The company makes medical disposables such as surgical drapes and gowns, infection control products, face masks, exam gloves and respiratory products which are sold under the Kimberly Clark, Ballard, ON-Q and other brand names, which together make up over 5% of our $65.80 Trefis price estimate of its stock.
Kimberly Stuck on $65 as Inflation Gnaws on Profits
Graph ItNEW!Thursday, July 28th, 2011 by Trefis Team
Kimberly-Clark (NYSE:KMB) released its Q2 earnings earlier this week and confirmed some concerns of ours. The company managed 3% organic growth, 2% due to volume growth and 1% from prices. The company also reported a 5% favorable foreign exchange effects for a headline number. Kimberly-Clark competes with the other the leading player in tissue products, Procter & Gamble (NYSE:PG) apart from innumerable local players and supermarket private labels.
We have updated our estimates for Kimberly-Clark with a $65.30 Trefis price estimate of its stock, which is still at roughly 2% discount to its current market price. We look at what we can expect for the remainder of 2011 below.
Medical Device Tax Could Squeeze Kimberly Clark’s Margins Further
Graph ItNEW!Tuesday, July 26th, 2011 by Trefis Team
Congress in 2010 passed a law that would charge 2.3% excise tax on the gross sales amount for medical-device manufacturers that would go effect in 2013. Over 400 health-care companies have pushed for a repeal of this tax. Following aggressive lobbying from the industry, the original version of the tax has been already slashed by half to its current level. Also given the significant $20 billion in additional revenues this could fetch the U.S. government within just a decade and the current deficit situation, we believe that the government may not budge much further on this. This will a small impact on impact Kimberly-Clark’s (NYSE:KMB) medical disposables business and will also impact competitors like Procter & Gamble (NYSE:PG) and Johnson and Johnson (NYSE:JNJ).
Kimberly Clark makes medical disposables such as surgical drapes and gowns, infection control products, face masks, exam gloves and respiratory products which are sold under Ballard, ON-Q and its namesake brand names, which together make up over 5% of our $65.80 Trefis price estimate of its stock – that is just ahead of the market price.
Kimberly-Clark : All Articles
- Week of 2012-01-15
- Week of 2012-01-08
- Week of 2011-12-04
- Week of 2011-11-06
- Week of 2011-10-30
- 11/03/11 Despite Softer Demand Weighs on Kimberly-Clark $77 Value, Upshot is Inflation Pressures are Easing
- Week of 2011-10-16
- Week of 2011-09-25
- Week of 2011-09-04
- Week of 2011-07-24
- 07/28/11 Kimberly Stuck on $65 as Inflation Gnaws on Profits
- 07/26/11 Medical Device Tax Could Squeeze Kimberly Clark’s Margins Further
- Week of 2011-07-17
- Week of 2011-04-24
- 04/27/11 Inflation Squeezes Margins At Kimberly-Clark
- 04/25/11 Price Hikes Won’t Help Kimberly-Clark’s Stock
- 04/24/11 Earnings Watch – Netflix and Kimberly-Clark
- Week of 2011-04-17
- Week of 2011-03-06
- Week of 2011-02-06
- Week of 2011-01-30
- Week of 2011-01-23
- 01/29/11 Kimberly Clark Diapers Market Share Could Add 10% Upside
- 01/28/11 Can Kimberly Clark Learn from P&G’s Recession Strategy?
- Week of 2011-01-16
- 01/21/11 A Breakdown of P&G’s Value and Outlook by Product Segment
- 01/20/11 Unilever’s Alberto Culver Acquisition Adds Shine to Stock?
- 01/18/11 Consumer Proximity in Emerging Markets Could Lift Kimberly Clark’s Market Share
- Week of 2010-11-14
- Week of 2010-07-11
- Week of 2010-07-04
- Week of 2010-06-27
- Week of 2010-06-13