
Kimberly-Clark (KMB) Stock Forecast & Price Target
Kimberly-Clark (KMB) Analyst Ratings
Bulls say
Kimberly-Clark is facing potential risks to its 2027 EPS due to rising resin costs, which make up about 25% of its total cost of goods sold. With the recent spike in crude oil prices, which is a key factor in resin costs, KMB's hedges will only provide temporary relief and may result in a $300-350M increase in costs in 2027. However, the company's recent acquisition of KVUE presents potential upside in 2028 through identified synergy savings in supply chain, SG&A, and accelerated top-line growth. With a projected +2-3% organic sales and EPS growth in 2026-28, KMB's stock remains a favorable investment opportunity.
Bears say
Kimberly-Clark is facing potential cost pressures starting in 2Q26, with guidance not including potential increased costs from higher oil prices and warehouse issues. The company has measures in place to mitigate these costs, but any efforts are not expected to be fully effective until 2027. Additionally, despite a brief boost in sales due to consumer pantry loading, the overall trend for consumer challenges and slow growth in the tissue and hygiene industry is expected to continue, with only a modest increase in category growth for 2026.
This aggregate rating is based on analysts' research of Kimberly-Clark and is not a guaranteed prediction by Public.com or investment advice.
Kimberly-Clark (KMB) Analyst Forecast & Price Prediction
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