Equity Brief · Consumer Defensive2026-05-20
KMB·Consumer Defensive

Last results 10 Aug 2026

Kimberly-Clark Corporation

I · AI Analysis

The brief

Kimberly-Clark manufactures and sells personal care products and household paper goods across more than 175 countries. Their portfolio includes brands like Huggies (diapers), Kleenex (tissues), Scott (toilet paper), Kotex (feminine care), and Depend (incontinence care), which hold number one or two market positions in approximately 70 countries [Yahoo Finance]. They sell directly to retailers like supermarkets and drugstores, as well as through distributors to commercial facilities and via e-commerce [Yahoo Finance].

Kimberly-Clark is a 154-year-old consumer staples giant that makes everyday essentials like Huggies diapers, Kleenex tissues, and Cottonelle toilet paper [Yahoo Finance]. The company is financially healthy with strong cash generation and a 5.3% dividend yield, but shares have fallen 26.5% over the past year amid investor rotation away from defensive stocks [Simply Wall St]. Jim Cramer recently highlighted an upcoming merger with Kenvue that he believes 'will produce tremendous returns,' though the stock has not yet been rewarded for it [Yahoo Finance].

Kimberly-Clark is financially healthy with solid profitability, strong free cash flow, and manageable debt levels [Yahoo Finance].

The brief AI analysisConfidence 8/10

Sentinellis health

7.4/10

Moderate concerns

Market capitalisation

$32.0B

Revenue (TTM)

$17.2B

Explainers

How we read these numbers

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II · Recent news

What moved

4 stories · ranked by relevance

  • Macro2026-05-14

    Has Kimberly-Clark (KMB) Fallen Too Far After Its 26.5% One-Year Share Price Decline?

    Simply Wall St

  • Macro2026-05-14

    What Kimberly-Clark (KMB)'s Q1 Beat, New Kleenex Launch and Leadership Shift Means For Shareholders

    Yahoo Finance

  • Macro2026-05-14

    Jim Cramer Says Kimberly-Clark and Kenvue Merger “Will Produce Tremendous Returns”

    Yahoo Finance

  • Macro2026-05-14

    Kimberly-Clark Declares Quarterly Dividend

    Yahoo Finance

Premium · Free with any account

Revenue contracted 14.2% year-over-year, partly due to a six-alarm fire at a distribution center that destroyed significant Scott toilet paper inventory [Yahoo Finance]

1 of 4 risks in this report

Risks

4

Opportunities

6

Red flags

2

Leadership

10

11 more findings in the full report — free with any account.

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III · Related

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Produced 20 May 2026, 19:55 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated