Kimberly-Clark: Upgrade To Hold As Volume-Led Growth Story Is Potentially Back
Summary
I upgrade Kimberly-Clark to a hold as volume-led growth and market share gains signal early signs of a turnaround, despi...
I upgrade Kimberly-Clark to a hold as volume-led growth and market share gains signal early signs of a turnaround, despite weak headline results. Innovation and effective marketing are driving organic growth, with new products and brand repositioning resonating with value-conscious consumers. However, margin pressure persists for KMB due to pricing investments and cost inflation, especially in the International Personal Care segment.