Kimberly-Clark to Release Fourth-Quarter Results

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Kimberly-Clark, a well-known consumer-products company, is set to announce its fourth-quarter financial results on Wednesday. Here are the key details you should know:

Net Income and Revenue Expectations

According to FactSet, Kimberly-Clark is projected to report a net income of $515.2 million for the quarter, a slight increase from the $507 million recorded in the same period the previous year. Additionally, analysts expect the company’s revenue to reach $4.99 billion, up from $4.96 billion in the prior year.

Adjusted Earnings Forecast

After accounting for one-time items, Kimberly-Clark’s adjusted earnings are estimated to be around $1.54 per share, as reported by FactSet.

Stock Performance

During the quarter, the stock price experienced a modest 0.6% increase and is currently trading at $124.89.

Areas of Interest to Watch

Comparison with Revised Outlook for 2023

It will be worthwhile to compare Kimberly-Clark’s fourth-quarter results for 2023 with its revised outlook. In the previous quarter, the company adjusted its forecast, expecting sales growth of 1% to 2%, instead of the previously projected flat to 2% increase. Furthermore, adjusted earnings per share are anticipated to rise by 15% to 17% compared to the previous year, exceeding the initial forecast of 10% to 14% growth.

Outlook for 2024

UBS analysts anticipate that Kimberly-Clark will provide a conservative initial outlook for 2024 to set a low bar. They predict positive volume trends in personal care and Kimberly-Clark Professional divisions, but continued volume decline in consumer tissue products. While the analysts acknowledge the potential for solid bottom-line growth through margin expansion by 2024, they express concerns about the company’s top-line trajectory.

Consumer Buying Patterns

Investors will be interested in any commentary from Kimberly-Clark regarding consumers’ buying behavior. Despite a decline in inflation, economic uncertainties persist, prompting consumers to potentially opt for more affordable alternatives to maintain flexibility. Observations on this front will shed light on market trends.

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