KMB - Kimberly-Clark Corp

NYSE · Consumer Defensive · Household & Personal Products

$102.29

Market Closed

End of day · Jun 12, 2026, 12:00 AM

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Resolved

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Bear

About

Kimberly-Clark Corporation, together with its subsidiaries, manufactures and markets personal care and consumer tissue products worldwide. It operates through three segments: Personal Care, Consumer Tissue, and K-C Professional. The company's Personal Care segment offers disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear, and other related products under the Huggies, Pull-Ups, Little Swimmers, GoodNites, DryNites, Sweety, Kotex, U by Kotex, Intimus, Thinx, Poise, Depend, Plenitud, Softex, and other brand names. Its Consumer Tissue segment provides facial and bathroom tissues, paper towels, napkins, and related products under the Kleenex, Scott, Cottonelle, Viva, Andrex, Scottex, Neve, and other brand names. The company's K-C Professional segment offers wipers, tissues, towels, apparel, soaps, and sanitizers under the Kleenex, Scott, WypAll, Kimtech, and KleenGuard brands. In addition, it sells household use products directly to supermarkets, mass merchandisers, drugstores, warehouse clubs, variety and department stores, and other retail outlets, as well as through other distributors and e-commerce; and away-from-home use products directly to manufacturing, lodging, office building, food service, and public facilities, as well as through e-commerce. The company was founded in 1872 and is headquartered in Dallas, Texas.

https://www.kimberly-clark.com

KMB - Kimberly-Clark Corp

Consumer Defensive

KMB has been in rough shape lately. Just looking at the price action over the past year, the stock went from above 140 to under 100. That's a pretty big slide for something like Kimberly Clark, which is usually seen as a safe, stable name. Lately it's been bouncing around the high 90s, and that price is starting to look much more reasonable after all this selling pressure. I'm not going to call a massive rebound here, but I am leaning slightly bullish at these levels. The main thing for me is that the current price bakes in a lot of pessimism about volumes and margin pressure. With cost cutting and some stabilization in input costs, I think there's room for KMB to grind back to around 110.00 over the next few months. The dividend is still pretty solid, and the business isn't going away just because of a bad year. People are still going to buy the core products no matter what the economy does. The biggest risk is that things stay ugly for longer, and any sort of demand recovery just doesn't materialize this year. If consumer headwinds stick around or input costs spike again, the stock could just drift sideways or even keep leaking lower. I don't see a lot of upside if the next couple quarters come in soft. Upcoming earnings could be a catalyst for some re rating if they can show that margins are improving or guide a little better. I wouldn't expect fireworks, but even a small beat could be enough to get this back into the low 100s. Not the most exciting play, but I think the reward is starting to outweigh the risk for patient holders.

Entry

$99.14

Above

$110.00

Aug 17, 2026

Karma

119 to 16960

Bullish

Open

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KMB - Kimberly-Clark Corp

Consumer Defensive

Looking at KMB right now after this pretty rough 12 months, I'm leaning bullish but not expecting fireworks. The downtrend has been almost relentless: last May the stock was over 130, even kissed 139, and now it's sitting at 99.19. That’s a huge drawdown for a defensive name like this. Feels like the market just gave up on anything consumer staples in the last year, but now the selling looks a bit overdone. I’m targeting 115.00 in the next few months. That’s about where it popped after the February bounce and before this little flatline. Reason one: it’s historically rare for KMB to trade at these levels except during truly ugly macro or a big company specific blowup, and I don’t see either right now. Reason two: the dividend is still solid and management’s been consistent with payouts. People eventually rotate back to yield, especially if rates start looking toppy or the market gets choppy again. That’s usually when KMB catches a bid. The biggest risk is that volumes keep slipping and they end up having to guide down. Staple companies are getting squeezed everywhere private label competition, lingering inflation, squeezed consumers. If KMB issues soft guidance or another weak quarter, the knife might keep falling. Near term catalyst is the upcoming earnings: if management can show even mild stability and reiterate their payout, I think that’s enough to get us back to 115.00. Not a moonshot, but the reward/risk here feels skewed to the upside after the selloff.

Entry

$99.19

Above

$115.00

Aug 13, 2026

Karma

117 to 16758

Bullish

Open

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