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	<title>betterthanfeared &#8211; Finance News Today</title>
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		<title>Here&#8217;s where we stand on Kimberly-Clark shares after a better-than-feared</title>
		<link>https://financenews.one/2026/11/08/heres-where-we-stand-on-kimberly-clark-shares-after-a-better-than-feared/</link>
		
		<dc:creator><![CDATA[Finance News]]></dc:creator>
		<pubDate>Mon, 09 Nov 2026 02:33:15 +0000</pubDate>
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					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1920" height="1080" src="https://financenews.one/wp-content/uploads/2026/11/108220762-1762198495342-gettyimages-2244833483-l1066929_qhb4dq4e.jpeg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" fetchpriority="high" srcset="https://financenews.one/wp-content/uploads/2026/11/108220762-1762198495342-gettyimages-2244833483-l1066929_qhb4dq4e.jpeg 1920w, https://financenews.one/wp-content/uploads/2026/11/108220762-1762198495342-gettyimages-2244833483-l1066929_qhb4dq4e-300x169.jpeg 300w, https://financenews.one/wp-content/uploads/2026/11/108220762-1762198495342-gettyimages-2244833483-l1066929_qhb4dq4e-1024x576.jpeg 1024w, https://financenews.one/wp-content/uploads/2026/11/108220762-1762198495342-gettyimages-2244833483-l1066929_qhb4dq4e-768x432.jpeg 768w, https://financenews.one/wp-content/uploads/2026/11/108220762-1762198495342-gettyimages-2244833483-l1066929_qhb4dq4e-1536x864.jpeg 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></div>Kimberly-Clark shares rose on Thursday after the Huggies parent reported better-than-feared third-quarter results, showcasing the defensive characteristics that attracted us to the stock in the first place. Revenue in the third quarter dipped 0.4% year over year to $4.13 billion, in-line with the LSEG consensus of $4.13 billion. Adjusted earnings per share (EPS) fell 7% [&#8230;]]]></description>
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<p><span hidden="" aria-hidden="true" class="ArticleBody-extraData"><span hidden="" aria-hidden="true" class="ArticleBody-extraData"><span hidden="" aria-hidden="true" class="xyz-data">Kimberly-Clark shares rose on Thursday after the Huggies parent reported better-than-feared third-quarter results, showcasing the defensive characteristics that attracted us to the stock in the first place. Revenue in the third quarter dipped 0.4% year over year to $4.13 billion, in-line with the LSEG consensus of $4.13 billion. Adjusted earnings per share (EPS) fell 7% from a year ago to $1.70, exceeding analyst expectations of $1.66, according to LSEG data. KMB YTD mountain Kimberly-Clark YTD Shares of Kimberly Clark were up about 1.5% on Thursday as investors gravitated toward defensive stocks and dumped AI data center names. We started a position in the parent company of Cottonelle, Huggies, and Kleenex brands in early September to shift some of our portfolio&#8217;s exposure away from the AI buildout. Though things got off to a rocky start, the stock has been a ballast since early October, when the tech-heavy Nasdaq topped out. With a 5% sell-off Thursday, the Nasdaq sank into correction territory, meaning it&#8217;s down over 10% from a recent high. Bottom line We&#8217;re reiterating our buy-equivalent 1 rating on Kimberly-Clark and price target of $120 per share. The sell-off in artificial intelligence winners underscores the need to own defensive stocks like Kimberly-Clark. And on the fundamental side, the company earlier this week completed its acquisition of Tylenol and Band-Aid owner Kenvue, giving the company direct exposure to the consumer-health category. We&#8217;re also hopeful that some of the headwinds facing Kimberly-Clark&#8217;s legacy business — specifically in China, where now-debunked social-media claims crushed baby diapers sales — have peaked. The Kenvue deal is an exciting part of the Kimberly-Clark story. We think this merger will help drive shares higher in the coming quarters and beyond, as Kimberly-Clark&#8217;s increased scale enables cost cuts, and the combined company finds ways to boost sales of each others&#8217; products. For example, Jim Cramer believes Kenvue — which was spun out of Johnson &#038; Johnson in 2023 — had an inadequate e-commerce and warehouse strategy, which Kimberly-Clark can rectify. There are geographic differences between the companies. On Thursday&#8217;s earnings call, CEO Michael Hsu explained that Europe and India are two markets where Kenvue has a stronger presence and distribution network than Kimberly-Clark. &#8220;The flip of it is the same,&#8221; he said. &#8220;Within Kenvue, they&#8217;ve got a relatively smaller business in markets like Mexico and Korea, where we are over $1 billion in both those businesses just on the K-C side. .. We feel like there&#8217;s some pretty good opportunity.&#8221; In the here and now, Hsu said he&#8217;s pleased with Kenvue&#8217;s business momentum so far this year, including a mid-to-low single-digit increase for Tylenol in the wake of last year&#8217;s controversy, and a 30% year-to-date increase for sales of Rogaine hair-loss medication. He suggested that could be driven by adoption of GLP-1s, which carry hair loss as a potential side&#8230;</span></span></span></p>
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<br />Read More: <a href="https://www.cnbc.com/investingclub/2026/11/05/heres-where-we-stand-on-kimberly-clark-shares-after-a-better-than-feared-quarter.html">Here&#8217;s where we stand on Kimberly-Clark shares after a better-than-feared</a></p>
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