Kimberly-Clark Corporation (NASDQ: KMB) appears to be undergoing significant manoeuvres, potentially placing their intrinsic value 42% higher than its share price. Strategic decision of shifting their U.S. stock exchange listing to Nasdaq brings an end to 100-year NYSE legacy. Favorably, their remarkable alliance with Suzano is expected to revitalize their margins and redefine the global tissue business, thereby refocusing their portfolio. They're set to divest their Global Tissue Unit and have plans to step forward in their Powering Care Transformation. Notably, the first quarter of 2025 promises strategic innovations and a potential surge in margins. Although emerging risks linger, they continue to be a strong dividend play exhibiting solid transformation results in the first year. They've announced plans to invest over $2 Billion to expand US manufacturing, accelerate innovation, and bolster growth. Their strategic transfer to high-margin personal care is noteworthy as well. Despite sales falling below analyst estimates in Q1 earnings, the company declared an increase in dividends denoting fiscal stability. They're also attracting bids for their $4 Billion tissue business. However, there's concern with a downgrade back to sell rating on a negative earnings outlook.
Kimberly-Clark Corp KMB News Analytics from Tue, 22 Oct 2024 07:00:00 GMT to Fri, 27 Jun 2025 11:48:14 GMT -
Rating 5
- Innovation 4
- Information 7
- Rumor -3
