BNP Paribas Exane Lowers Outlook on Kimberly-Clark (KMB) Ahead of 2026 Acquisition

On December 1, Kimberly-Clark Corporation (NASDAQ:KMB)’s terms people was reduced by BNP Paribas Exane to $110 from $127. The steadfast reaffirmed a Neutral standing connected the stock. The accommodation followed the company’s planned acquisition of Kenvue, which is expected to adjacent successful the 2nd fractional of 2026. The expert further said that the valuation ‘appears undemanding’ but besides noted important integration risk.

Alongside the Kenvue deal, Kimberly-Clark Corporation (NASDAQ:KMB) is besides making Vietnam a cardinal manufacturing hub for Southeast Asia arsenic portion of its enlargement plans. It has already taken a archetypal measurement toward the plan, buying 1.2 hectares of onshore adjacent to its factory, astir an hr from Ho Chi Minh City, which volition boost accumulation by astir 40%. This improvement is simply a portion of a broader strategy aimed astatine expanding exports, considering that fractional of its accumulation successful Vietnam is shipped to 18 antithetic markets.

Kimberly-Clark Corporation (NASDAQ:KMB)’s enlargement plans are not confined geographically, arsenic the institution is besides trying to enactment competitory successful a integer satellite by investigating caller approaches. This includes moving with parenting communities and expanding e-commerce efforts.

Kimberly-Clark Corporation (NASDAQ:KMB) specializes successful idiosyncratic attraction products, specified arsenic Kleenex and Huggies, and besides supplies products to nonrecreational and commercialized customers.

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