Tag Archives: KMB

Kimberly Clark reports a nice earnings beat

posted on April 19, 2013 at 8:33 am by Tim Seymour

Look at the chart of Kimberly Clark (KMB, quote) who reported a nice beat this morning. This is a classic example of what has happened to the stock prices of any multi-national who has exposure to the emerging market consumers.

Analysis Consumer Emerging Markets Insight Tim Seymour

Consumer paper products demand growing in emerging markets

posted on August 16, 2012 at 7:00 am by Jonathan Yates

Along with a greater demand for diets richer in meat protein, the expanding middle class in emerging markets is increasing usage of consumer paper products from personal care companies such as Kimberly Clark (KMB, quote) and Procter & Gamble Co. (PG, quote).

Commodities Consumer Stocks

Trading the Globe TODAY: get defensive on emerging consumer stocks

posted on May 17, 2012 at 10:00 am by Tim Seymour

We’ve seen a real bloodbath in the emerging markets, but multinational consumer stocks that have been in these countries for a long time look largely insulated from both Chinese sluggishness and the euro madness. We talk about defensive growth today on Trading the Globe (10:20 ET, CNBC).

Consumer Featured Stocks Tim Seymour Trading the Globe

Kimberly-Clark opens Russian factory

posted on June 2, 2010 at 9:09 am by Chris Snyder

Soaring sales in Russia have led paper products maker Kimberly-Clark to open a factory near Moscow. This is a theme emerging markets investors should watch.

Dallas-based KMB now books a third of its overall revenue from foreign markets like Russia, which has seen sales of disposable diapers and other products increase tenfold over the last decade.

The company is spending $170 million to build out its new Moscow facility. Plans to expand in China, South Korea, Israel, Latin America and Australia are in the works as well.

As people in emerging economies adopt western consumer and hygienic habits, global brands like KMB become growth prospects again. Similar companies that operate in Mexico and Brazil are reporting booming sales. Russia in particular is an interesting area because consumer spending is ramping up fast; retail activity could crack 6% growth by 2012.

KMB offers exposure to all of this along with considerable cash generation potential. Dividend yield is 4.32%.