Kimberly-Clark (KMB) Target Lowered by Evercore ISI, Entry Point Highlighted

Core Viewpoint - Kimberly-Clark Corporation (NYSE:KMB) is experiencing a reduction in sales projections due to pantry loading and marketing delays, but maintains a strong position in the market with a low beta stock that can outperform during market volatility [1][2]. Group 1: Sales and Earnings Projections - Evercore ISI has lowered its third-quarter sales projections for Kimberly-Clark to about 1%, which is two percentage points below consensus predictions [1]. - Despite the lower sales expectations, Evercore ISI has maintained its earnings per share estimates, attributing this to pulp deflation and cost reductions [2]. Group 2: Company Overview - Kimberly-Clark Corporation is a major American manufacturer specializing in personal care and hygiene products, operating through three primary business segments: Personal Care, Consumer Tissue, and K-C Professional [3]. - The company markets its products under well-known brand names such as Kleenex, Scott, Cottonelle, DryNites, and Huggies [3]. Group 3: Investment Considerations - The current stock price of Kimberly-Clark is viewed as a viable entry point, especially during regression-to-the-mean trading periods [2].