KMB

Kimberly-Clark Corp

Consumer


Presented:06/29/2017
Price:$129.00
Cap:$46.26B
Current Price:$145.23
Cap:$48.91B

Presented

Date06/29/2017
Price$129.00
Market Cap$46.26B
Ent Value$54.40B
P/E Ratio21.32x
Book Value$0.38
Div Yield2.88%
Shares O/S358.60M
Ave Daily Vol1,610,646
Short IntN/A

Current

Price$145.23
Market Cap$48.91B
Kimberly-Clark Corp. engages in the manufacture of paper-based products and provision of cleaning solutions. It operates through the following segments: Personal Care, Consumer Tissue, and K-C Professional. The Personal Care segment manufactures and markets disposable diapers, training and youth pants, swim pants, baby wipes, feminine and incontinence care products, and related products, which are primarily for household use. The Consumer Tissue segment produces and sells facial and bathroom tissue, paper towels, napkins and related products for household use. The K-C Professional segment manufacture and sell facial and bathroom tissue, paper towels, napkins, wipers and a range of safety products for the away-from-home marketplace. The company was founded by John A. Kimberly, Havilah Babcock, Charles B. Clark, and Frank C. Shattuck in 1872 and is headquartered in Irving, TX.

Publicly traded companies mentioned herein: Colgate-Palmolive Company (CL), Kimberly Clark Corp (KMB), Procter & Gamble Co (PG)

Highlights

The presenter is short shares of Kimberly Clark (KMB), stating that KMB shares more traits with the secularly pressured consumer packaged goods (CPG) space than with the hygiene and personal care (HPC) space that it ostensibly plays in. He believes KMB shares are poised to see a downward revision akin to what many CPG companies underwent over last year as the impact of secular headwinds in retail become more obvious. He believes KMB will do $6.00 in 2018 earnings, for a price target of $100, from $130 today.

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Idea Discussion

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