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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Lauren Lieberman | Barclays | 7 (29%) |
| Dara Mohsenian | Morgan Stanley | 6 (17%) |
| Chris Carey | Wells Fargo | 5 (20%) |
| Javier Escalante | Evercore ISI | 5 (0%) |
| Bonnie Herzog | Goldman Sachs | 5 (0%) |
| Nik Modi | RBC Capital Markets | 5 (20%) |
| Rob Moskow | TD Cowen | 4 (50%) |
| Steve Powers | Deutsche Bank | 4 (0%) |
| Anna Lizzul | Bank of America | 4 (0%) |
| Peter Grom | UBS | 4 (0%) |
| 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 | 7 (29%) |
| Morgan Stanley | 1 | 6 (17%) |
| RBC Capital Markets | 1 | 5 (20%) |
| Wells Fargo | 1 |
| 5 (20%) |
| Evercore ISI | 1 | 5 (0%) |
| Goldman Sachs | 1 | 5 (0%) |
| Piper Sandler | 2 | 4 (0%) |
| Deutsche Bank | 1 | 4 (0%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.93B | -0.8% | $1.34 | -10.7% | 34.0% | 11.1% | 9.1% | $608M |
| FY2025 Q1 | $4.84B | -6.0% | $1.70 | -11.0% | 35.8% | 15.9% | 11.7% | $123M |
| FY2025 Q2 | $4.16B | -1.6% | $1.53 | -5.0% | 35.0% | 14.2% | 12.2% | $573M |
| FY2025 Q3 | $4.13B | -0.3% | $1.34 | -50.2% | 35.7% | 15.0% | 10.8% | $1.11B |
| FY2025 Q4 | $4.08B | -17.2% | $1.50 | +11.9% | 35.9% | 12.4% | 12.2% | $575M |
| FY2026 Q1 | $4.16B | -14.0% | $2.00 | +17.6% | 36.8% | 11.4% | 16.0% | $321M |
| FY2026 Q2 | $4.19B | +0.6% | $1.04 | -32.0% | 38.3% | 15.1% | 8.2% | $877M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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.
Pricing | Competitive Dynamics | Revenue Growth | Margin | Demand | Guidance Reliability | Cost Pressure | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 1 | 2 | 3 | 1 | 2 | 1 | |
| 2025Q1 | 4 | 1 | 1 | 1 | 3 | 1 | 1 | 1 |
| 2025Q2 | 1 | 1 | 3 | 1 | 1 | 1 | ||
| 2025Q3 | 1 | 4 | 1 | 1 | 2 | 2 | ||
| 2025Q4 | 1 | 3 | 1 | 4 | 1 | 2 | ||
| 2026Q1 | 3 | 1 | 2 | 1 | 2 | 2 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 1 | 4 | 1 | 1 | 1 | 3 |
| Competitive Dynamics | 1 | 1 | 1 | 4 | 3 | 1 |
| Revenue Growth | 2 | 1 | 3 | 1 | 1 | 2 |
| Margin | 3 | 1 | 1 | 4 | 1 | |
| 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 |
What KMB and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I would say, primarily North America skincare, North America Oral Care has been a challenge and some of their business in China.”
KC's CEO characterizes Kenvue's recent weakness as largely executional, concentrated in North America skincare, North America oral care, and parts of China.
“We look forward to seamlessly plugging Kenvue?brands and businesses into our proven durable operating model.”
Kimberly-Clark expresses strong conviction in integrating Kenvue's brands into its operating model following the announced combination.
| 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% |