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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“more than our 7 closest competitors, Unilever, Kenvue, Kimberly-Clark, Colgate, L'Oreal, Clorox, Reckitt Benckiser, combined, for the fifth consecutive year.”
P&G's count of top-25 Circana Pacesetters innovation launches exceeded the combined total of its 7 largest CPG rivals, including Kimberly-Clark, for a fifth straight year.
“we recently executed a series of targeted MVM amplification campaigns with Kimberly-Clark on third-party websites.”
Costco ran retail-media campaigns with supplier Kimberly-Clark that delivered a 14-to-1 return on ad spend, a positive read-through for the brand.
“This milestone capped a record year for transfers, including Shopify, Kimberly Clark, and Thomson Reuters.”
Kimberly-Clark switched its listing to Nasdaq during a record year for listing transfers.
“As previously announced, the Company entered into a definitive merger agreement on November 2, 2025, under which Kimberly-Clark will acquire all of the outstanding shares of Kenvue common stock in a cash and stock transaction.”
Kenvue is being acquired by Kimberly-Clark in a cash-and-stock deal expected to close in H2 2026.
“Kenvue announced it has entered into a definitive merger agreement under which Kimberly-Clark will acquire all of the outstanding shares of Kenvue common stock in a cash and stock transaction.”
Kimberly-Clark is acquiring Kenvue in a cash-and-stock deal, a major consumer-health M&A move for KMB.
“Year-to-date, $271 billion in market capitalization, including Shopify and Kimberly-Clark have switched to Nasdaq. This represents the best first half performance since the official launch of our switch program 20 years ago.”
Kimberly-Clark switched its stock listing to Nasdaq in the first half of 2025, part of a record year for Nasdaq's exchange-switch program.
“the dynamics at play at Costco, you know, given Proctor is now entering after decades of exclusivity for Huggies.”
Procter & Gamble is entering the Costco diaper category after decades of Huggies exclusivity, a competitive share gain for P&G at KMB's expense in the club channel.
“the dynamics at play at Costco, you know, given Proctor is now entering after decades of exclusivity for Huggies.”
Costco is moving away from Kimberly-Clark's branded diaper exclusivity, causing a partial loss of Huggies diapers and pull-ups distribution in the club channel (a ~60bps full-year growth headwind for KMB).
“We have the right foundation and a proven playbook to capitalize on our pending acquisition of Kenview.”
Kimberly-Clark frames its pending acquisition of Kenvue as a transformational, value-creating combination into a global health and wellness leader, implying strong confidence in Kenvue's asset base.
“Procter & Gamble talked about some exclusions on tariffs or some inputs.”
An analyst referenced P&G's commentary on tariff input exclusions as a benchmark for KMB's own tariff exposure; KMB confirmed some exclusions including Brazilian eucalyptus.
“I'd say this transaction and partnership on our international family and professional business with Suzano really does a couple of things.”
Kimberly-Clark's international family & professional JV with fiber producer Suzano is framed as stabilizing KMB's fiber cost and reducing earnings volatility.
“We're confident our joint venture with Suzano will unlock the full potential of International Family Care and Professional.”
Kimberly-Clark is forming a joint venture with Brazilian pulp producer Suzano to house its International Family Care and Professional business, letting Kimberly-Clark refocus on higher-margin North America and International Personal Care.
“Share gains have continued versus Procter seemingly in those categories just based on what they've had to say about those businesses.”
Analyst notes Kimberly-Clark's continued share gains versus competitor Procter & Gamble in personal care categories, based on P&G's own commentary.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Dara Mohsenian | Morgan Stanley | 6 (17%) |
| Lauren Lieberman | Barclays | 6 (33%) |
| Chris Carey | Wells Fargo | 4 (25%) |
| Javier Escalante | Evercore ISI | 4 (0%) |
| Bonnie Herzog | Goldman Sachs | 4 (0%) |
| Nik Modi | RBC Capital Markets | 4 (25%) |
| Anna Lizzul | Bank of America | 4 (0%) |
| Steve Powers | Deutsche Bank | 3 (0%) |
| Peter Grom | UBS | 3 (0%) |
| Rob Moskow | TD Cowen | 3 (67%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed FY2025 with its eighth consecutive quarter of volume plus mix growth, while the Kenvue acquisition announcement represented a transformational portfolio move. A Costco distribution loss created an approximately 60 basis point headwind for 2026, though record Q4 productivity partially offset the impact. New FY2026 guidance projected organic growth in line to ahead of categories, operating profit growth at the higher end of mid-to-high single digits, and EPS flat on a constant currency basis. Portfolio transformation advanced toward a more focused personal care company.
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% |