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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Lauren Lieberman | Barclays | 6 | 33% |
| Dara Mohsenian | Morgan Stanley | 6 | 17% |
| Javier Escalante | Evercore ISI | 4 | 0% |
| Bonnie Herzog | Goldman Sachs | 4 | 0% |
| Anna Lizzul | Bank of America | 4 | 0% |
| Chris Carey | Wells Fargo | 4 | 25% |
| Nik Modi | RBC Capital Markets | 4 | 25% |
| Peter Grom | UBS | 3 | 0% |
| Rob Moskow | TD Cowen | 3 | 67% |
| Steve Powers | Deutsche Bank | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 6 | 33% |
| Morgan Stanley | 1 | 6 | 17% |
| Goldman Sachs | 1 | 4 | 0% |
| Bank of America | 1 |
| 4 |
| 0% |
| Evercore ISI | 1 | 4 | 0% |
| RBC Capital Markets | 1 | 4 | 25% |
| Wells Fargo | 1 | 4 | 25% |
| UBS | 1 | 3 | 0% |
Kimberly-Clark delivered Q1 2026 organic sales growth of 2.5% driven by 3% volume plus mix, with operating profit margin expanding 20 basis points as overhead declined 90 basis points year-over-year to 13%. Category growth outlook was upgraded from 2% to 2.5%, and gross productivity reached 6% of COGS in Q1. The Kenvue integration planning was advancing, and the company was up in 95% of sales-weighted North America markets on share. A potential $150-170 million second-half oil headwind was flagged but not incorporated into guidance, and full-year gross and operating margins were expected to expand 70-80 basis points.
Competitive Dynamics | Pricing | Margin | Revenue Growth | Demand | Guidance Reliability | Cost Pressure | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 1 | 3 | 2 | 1 | 2 | 1 | |
| 2025Q1 | 1 | 4 | 1 | 1 | 3 | 1 | 1 | 1 |
| 2025Q2 | 1 | 1 | 3 | 1 | 1 | 1 | ||
| 2025Q3 | 4 | 1 | 1 | 1 | 2 | 2 | ||
| 2025Q4 | 3 | 1 | 4 | 1 | 1 | 2 | ||
| 2026Q1 | 1 | 3 | 1 | 2 | 2 | 2 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 1 | 1 | 1 | 4 | 3 | 1 |
| Pricing | 1 | 4 | 1 | 1 | 1 | 3 |
| Margin | 3 | 1 | 1 | 4 | 1 | |
| Revenue Growth | 2 | 1 | 3 | 1 | 1 | 2 |
| Demand | 1 | 3 | 1 | 1 | 2 | |
| Guidance Reliability | 1 | 1 | 2 | 2 | 2 | |
| Cost Pressure | 2 | 1 | 4 | |||
| Innovation & R&D | 1 | 1 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KMB Kimberly-Clark | 5 | -14.0% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| KVUE Kenvue | 7 | +4.5% | |
| PG The Procter & Gamble Company | 5 | +7.4% |