Kimberly-Clark Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
2.3%projected annual EPS growth
Analyst Coverage
15analysts covering
FY Revenue (est.)
$16.7Bnext fiscal year
FY EPS (est.)
$7.45next fiscal year
Monitoring Framework
Key Performance Indicators
Organic Sales Growth Quarterly2.5%Target: In line to ahead of weighted average category growth (~2.0% to 2.5%)
Adjusted Gross Margin Quarterly37.9%Target: Sustained expansion via gross productivity savings
Gross Productivity Savings Annually0.1Target: 5% to 6% of adjusted cost of goods sold
Watch Items
- Input Cost Inflation and Commodity VolatilityTrigger: Brent crude oil sustained above $100 per barrelAction: Accelerate the 5-year productivity program, implement targeted pricing adjustments, and renegotiate pass-through supplier contracts.
- Kenvue Acquisition Integration and LeverageTrigger: Net Debt-to-EBITDA ratio exceeding 2.0x post-transactionAction: Prioritize free cash flow allocation toward debt paydown and execute on the projected $2.1 billion in synergy targets.
- Private Label Competition and Price ElasticityTrigger: Negative volume-plus-mix growth in North American Personal CareAction: Increase promotional merchandising, ramp up second-half product innovation, and optimize the good-better-best price tier ladder.
Research as of 2 Sep 2026