Kimberly-Clark (KMB) Stock Forecast & Price Target

Kimberly-Clark's strong position in the consumer goods market is underscored by its diverse brand portfolio, which includes well-known names such as Huggies, Kotex, and Kleenex, contributing to significant sales across personal care and consumer tissue products. The company's planned integration of Kenvue's consumer health portfolio by the latter half of 2026, along with an anticipated robust innovation pipeline, emphasizes its commitment to enhancing product offerings and advancing technology. Moreover, despite facing competitive pressures in the North American diaper category, Kimberly-Clark’s ability to innovate and adapt positions it favorably for growth in various global markets, with over half of its sales generated in North America.

Kimberly-Clark is experiencing a negative outlook primarily due to an anticipated decline in organic sales, with estimates indicating a -4.0% drop in North American sales for the third quarter of 2025, significantly lowered from a prior expectation of +4.5%. Furthermore, the company has reported a -2.7% decline in U.S. measured retail sales in the third quarter of 2025 year-to-date, reflecting ongoing challenges in its core markets. Additionally, the firm's earnings per share (EPS) projections have been revised downward, with forecasts for FY 2025 reduced from $7.60 to $7.41 and for 2026 from $8.00 to $7.85, suggesting a weakening financial performance.