公司财报相关 - 金佰利公司（Kimberly - Clark）自上次财报发布约一个月以来股价下跌约0.4%表现不及标普500指数[1] - 2024年第三季度调整后每股收益1.83美元超出Zacks共识预期的1.69美元同比增长5%销售额总计49.52亿美元低于共识预期的50.63亿美元同比下降4%[3] - 有机销售额同比增长1%价格上涨1%抵消了销量和组合持平的影响其中发达市场的销量和组合有正增长北美市场下降发展中及新兴市场与去年持平[5] - 调整后的毛利率提高90个基点至36.7%调整后的营业利润增长5%[7] - 个人护理部门销售额26.35亿美元同比下降2%有机销售额增长3%运营利润4.82亿美元下降4%[8] - 消费纸巾部门销售额15.39亿美元同比下降2%有机销售额微降1%运营利润2.65亿美元下降1%[9] - K - C专业部门销售额7.67亿美元下降10%有机销售额微降1%运营利润1.61亿美元下降4%[10] - 2024年有机净销售额预计增长3% - 4%低于之前预期报告净销售额可能受不利汇率影响近400个基点和资产剥离影响120个基点[11] - 2024年调整后的营业利润预计在恒定货币基础上以中高十几的百分比增长调整后的每股收益也预计以中高十几的百分比增长[12] 市场预期相关 - 过去一个月投资者看到预估修正呈下降趋势共识预估因这些变化转变 - 7.63%[13][14] - 金佰利公司增长分数为B动量分数为F价值分数为C总体VGM分数为C[15] - 预估总体呈下降趋势金佰利公司Zacks排名为3（持有）预计未来几个月股票回报与市场持平[16] 同行业对比相关 - 金佰利公司属于Zacks消费品 - 主食行业同行业的艾伯森公司（Albertsons Companies）过去一个月股价上涨1%[17] - 艾伯森公司上季度营收185.5亿美元同比变化+1.4%每股收益0.51美元去年同期为0.63美元[17] - 本季度艾伯森公司预计每股收益0.66美元较去年同期变化 - 16.5%Zacks共识预估在过去30天变化 - 2.3%Zacks排名为3（持有）VGM分数为B[18]

Kimberly-Clark Corporation (KMB) is currently trading at a forward 12-month price-to-sales (P/S) ratio of 2.19, higher than the industry average of 1.29. This inflated valuation suggests that the market is pricing in high growth expectations, but it also raises questions about whether the company can deliver results that justify such a premium. KMB’s Value Score of C adds to these concerns. Image Source: Zacks Investment ResearchShares of Kimberly-Clark have tumbled 7.6% in the past three months compared wi ...

DALLAS, Nov. 13, 2024 /PRNewswire/ -- Kimberly-Clark Corporation (NYSE: KMB) today announced that Joseph Romanelli, president of Human Health International for Merck & Co., Inc., Rahway, NJ, USA, ("MSD") has been elected to its board of directors, effective immediately. In connection with the election, Kimberly-Clark's board size will increase from 12 to 13 directors."Joe Romanelli is an outstanding addition to the Kimberly-Clark Board of Directors," said Mike Hsu, chairman and chief executive officer of Ki ...

- Jean Pockets That Show Off (Not Hide) Your Pad -CHICAGO, Oct. 23, 2024 /PRNewswire/ -- According to a recent study, 83% of girls feel like they should hide their period products on the way to the bathroom.1 U by Kotex® is empowering women to embrace their inner confidence and champion transparency around periods, literally. Introducing MaxiMalism Jeans: a limited-edition line of denim jeans designed to proudly feature your pad, not obscure it. After all, roughly 1.8 billion people menstruate every month w ...

Goldman Sachs analyst Bonnie Herzog reiterated the Buy rating on Kimberly-Clark Corporation KMB stock, with a price forecast of $152.The company reported third quarter adjusted earnings per share of $1.83, beating the street view of $1.70. Quarterly revenues of $4.952 billion missed the analyst consensus of $5.048 billion.According to Herzog, Kimberly-Clark’s management efforts on productivity and the current environment are conducive to margin expansion.The analyst projects that the market underestimates t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 1-225 KIMBERLY-CLARK CORPORATION (Exact name of registrant as specified in its charter) Delaware 39-0394230 (S ...

Kimberly-Clark Corporation (KMB) has reported third-quarter 2024 results, wherein earnings surpassed the Zacks Consensus Estimate and improved year over year. Meanwhile, sales missed the consensus mark and declined year over year. The company’s organic sales grew year over year, driven by robust pricing.Adjusted earnings were $1.83 per share, surpassing the Zacks Consensus Estimate of $1.69. The bottom line increased 5% year over year, courtesy of higher adjusted operating profit.Find the latest EPS estimat ...

财务数据和关键指标变化 - 公司在2024年第三季度的毛利率约为37%，较前期有显著提升，且持续超过疫情前水平 [15][16] - 预计2024年整体有机增长将接近3% [7][20] 各条业务线数据和关键指标变化 - 北美个人护理业务的消费需求增长了3.2%，但由于零售库存调整，整体出货量受到影响，导致个人护理业务面临280个基点的下滑 [8][19] - 消费纸巾业务在北美的下滑幅度约为350个基点，主要受库存调整和私有品牌销量下降的影响 [8][19] 各个市场数据和关键指标变化 - 北美市场的消费需求强劲，但由于零售库存的减少，出货量与消费之间存在脱节 [8][19] - 亚洲和拉丁美洲部分市场需求减弱，导致整体增长放缓 [4][19] 公司战略和发展方向和行业竞争 - 公司正在推进“Powering Care”战略，专注于创新和市场份额的提升，以应对复杂的全球竞争环境 [3][4] - 公司计划在未来几年内实现至少40%的毛利率目标，并在2025年之前将私有品牌的销售比例从4%降至2% [13][29] 管理层对经营环境和未来前景的评论 - 管理层对未来的市场前景持乐观态度，认为尽管面临短期挑战，但长期增长潜力依然存在 [3][4] - 管理层指出，尽管当前面临零售库存调整和需求减弱的挑战，但整体消费趋势依然向好 [19][24] 其他重要信息 - 公司在2024年第三季度成功实施了新的组织结构，以提高运营效率 [3][29] - 公司在广告支出上增加了60个基点，以支持品牌和产品的推广 [20] 问答环节所有提问和回答 问题: 关于零售库存的波动 - 管理层表示，零售库存的减少主要是由于去年供应链问题导致的库存重建，预计这种波动将在未来几个月内逐渐消失 [7][8] 问题: 关于市场份额和创新 - 管理层确认，市场份额整体持平，且在多个类别中实现了增长，创新将继续推动市场份额的提升 [10][11] 问题: 关于私有品牌业务的退出 - 管理层指出，私有品牌业务的退出将有助于提升品牌业务的增长，预计未来将继续减少私有品牌的比例 [13][29] 问题: 关于毛利率的可持续性 - 管理层对毛利率的可持续性表示乐观，认为通过创新和成本管理可以继续提升毛利率 [15][16] 问题: 关于新组织结构的影响 - 管理层认为新组织结构将提高市场响应速度，并增强对业务的可见性，预计将推动未来的增长 [18][29]

For the quarter ended September 2024, Kimberly-Clark (KMB) reported revenue of $4.95 billion, down 3.5% over the same period last year. EPS came in at $1.83, compared to $1.74 in the year-ago quarter.The reported revenue represents a surprise of -2.19% over the Zacks Consensus Estimate of $5.06 billion. With the consensus EPS estimate being $1.69, the EPS surprise was +8.28%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

Kimberly-Clark (KMB) came out with quarterly earnings of $1.83 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $1.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.28%. A quarter ago, it was expected that this maker of consumer products such as Huggies diapers and Kleenex tissue would post earnings of $1.68 per share when it actually produced earnings of $1.96, delivering a s ...