KMB
Kimberly-Clark Corporation - Common Stock - Recent news and sentiment analysis
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KMB Sentiment Over Time
KMB looking too good at these prices w that acquisition. Never really would have touched at the befo...
KMB looking too good at these prices w that acquisition. Never really would have touched at the before price
Kmb calls
$KMB: Why I’m stupidly bullish on Kimberly-Clark after the KVUE deal
Alright degenerates, here’s the pitch. Kimberly-Clark ($KMB) just did something Wall Street absolutely hates in the short term but loves five quarters later: they bought growth that actually prints money. They’re dropping $48.7 billion (cash + stock) to buy Kenvue ($KVUE) — that’s the company behind Tylenol, Band-Aid, Listerine, Zyrtec, Neutrogena, Johnson’s Baby, etc. Basically, they raided Johnson & Johnson’s medicine cabinet. KMB already owns Huggies, Kleenex, Kotex, Cottonelle. Add Kenvue’s lineup and you’ve got a monster with over $32 billion in annual revenue touching every corner of the household aisle. What just happened Deal terms: $3.50 cash + 0.14625 shares of KMB per KVUE share. KVUE shot up on the headline. KMB cratered double-digits because analysts love to panic about debt and dilution. That’s the entry. The fear is temporary; the synergy is permanent. This is the exact same movie we’ve seen a hundred times: big staple buys a complementary portfolio, market screams “overpay!” then six months later it rerates after synergy numbers show up in EPS. Why this deal actually makes sense Management is guiding for around $2 billion a year in cost synergies. Even if they hit half, that’s a meaningful margin bump on $32 billion in revenue. The product overlap is clean: tissues + cold medicine, diapers + baby lotion, bath tissue + skincare. Cross-sell city. One marketing engine, one distribution network, better ad ROI. KMB already runs a tight supply chain; integration risk is real but manageable. Why the market’s reaction is wrong The Street is obsessing over debt and short-term dilution, ignoring the long-term free cash flow power. KMB throws off cash like crazy. Even post-deal they can delever inside two years if they care to. Once leverage normalizes, the multiple expands again. This company isn’t betting on hype. It’s betting on brand gravity. Consumers are not cutting back on diapers, tissues, or painkillers because of macro headlines. My plan I’m accumulating shares and calls while sentiment is garbage. I expect a slow rerate over the next 12–18 months as: 1. Deal approvals roll in. 2. Early synergy savings show up in SG&A. 3. KMB reiterates the dividend (which they absolutely will). 4. Debt ratios improve quarter by quarter. Bear arguments (and why I don’t care) Litigation overhangs: already priced into KVUE, KMB knew what it was buying. Integration risk: that’s every big merger ever; KMB’s ops team is seasoned. EPS dilution: near-term pain, long-term gain. Final thoughts KMB just turned itself from a sleepy tissue company into a global health-and-wellness powerhouse. The market hates change; that’s why there’s opportunity. When everyone realizes KMB now owns the medicine cabinet and the bathroom shelf, today’s dump will look like free money. I’m long $KMB because the brands are unstoppable, the cash flow is sticky, and the selloff is overblown. Not financial advice — just a guy connecting obvious dots.
Is KMB down like that because they're buying Tylenol or is there some other reason?
Is KMB down like that because they're buying Tylenol or is there some other reason?
incase anyone think this is buy the dip, S&P is only carried by big tech and AI. for a more accurate...
incase anyone think this is buy the dip, S&P is only carried by big tech and AI. for a more accurate representation of how much more it will go down look at IWM, support is at 220. the 490 S&P stocks will continue to go down till end of the year. look at some of the big names like CL KMB are down 40% from ATH, the rest of the stocks will follow the massive correction
How's everyone feeling about KMB now? I bought a tiny bit today, i think this acquisition is great ...
How's everyone feeling about KMB now? I bought a tiny bit today, i think this acquisition is great for em. Gd closing sell prices to acquire too
KMB will be diluted due to the deal though right? So true value is what your maths say minus the eff...
KMB will be diluted due to the deal though right? So true value is what your maths say minus the effect of the dilution on KMB? Idk I'm a high school dropout but, that'd make some sense to me
Guys there’s money in KVUE for a 1 day flip: KMB buys KVUE for $3.50 + .14625 of KMB shares for ever...
Guys there’s money in KVUE for a 1 day flip: KMB buys KVUE for $3.50 + .14625 of KMB shares for every KVUE share. KMB is trading at $105.29. So $105.29 x 0.14624=$15.398 and add the $3.50 in cash. How is KVUE not trading at $18.89 per share this second? I feel I'm correct but this just happened this morning so give the market (you guys) time to arbitrage it??
I’m asking genuinely: KMB buys KVUE for $3.50 + .14625 of KMB shares for every KVUE share. KMB is tr...
I’m asking genuinely: KMB buys KVUE for $3.50 + .14625 of KMB shares for every KVUE share. KMB is trading at 105.29. So $105.29 x 0.14624=$15.398 and add the $3.50 in cash. How is KVUE not trading at $18.89 per share this second?
Cause KMB down but KVUE seems like a buy at this
Cause KMB down but KVUE seems like a buy at this
It’s also dependent on kmb price
It’s also dependent on kmb price
KMB is the easiest short I’ve ever seen.
KMB is the easiest short I’ve ever seen.
Congrats KVUE holders! I’m so glad thinking how the fuck is a toilet paper company/ Kleenex company ...
Congrats KVUE holders! I’m so glad thinking how the fuck is a toilet paper company/ Kleenex company going to make Tylenol? 🫡🫠🫡 btw I had calls on KMB down 20k after market opens
kmb buying out kvue. Tylenol autism articles was manipulation to dive down the price of kvue.
kmb buying out kvue. Tylenol autism articles was manipulation to dive down the price of kvue.
Welp I’m down 13k because of KMB 🫠🫠🫠
Welp I’m down 13k because of KMB 🫠🫠🫠
This KMB dip is free money right?
This KMB dip is free money right?
Kvue price is now directly tied to KMB until the acquisition is complete mid-late 2026. Watch both
Kvue price is now directly tied to KMB until the acquisition is complete mid-late 2026. Watch both
So KMB buys KVUE and drops. Makes sense. But now KVUE is fading pretty quick while KMB continues to...
So KMB buys KVUE and drops. Makes sense. But now KVUE is fading pretty quick while KMB continues to dump? It's etf for me!
As KMB recovers, KVUE will continue to climb
As KMB recovers, KVUE will continue to climb
Just a shock for buying kvue, they'll pop back up. 12-month PT is 141 for KMB. Im buying calls at op...
Just a shock for buying kvue, they'll pop back up. 12-month PT is 141 for KMB. Im buying calls at open
People are saying 18 because Kimberly fell but that’s stupid it will recover, it’s trading at a ridi...
People are saying 18 because Kimberly fell but that’s stupid it will recover, it’s trading at a ridiculous discount, also if a mega conglomerate spent millions on lawyers assessing Kenvue legal situation with Tylenol before buying the whole company it’s confirmation to the market that the lawsuits are bullshit. Buy KVUE, Buy KMB!!
If you missed KVUE then buy KMB equity it’s trading at a criminal discount, easiest play holy shit
If you missed KVUE then buy KMB equity it’s trading at a criminal discount, easiest play holy shit
sad day for safe stocks holders, just when u thought KMB is one of the safest dividend stock to hold...
sad day for safe stocks holders, just when u thought KMB is one of the safest dividend stock to holds it goes down 12%, imagine KO going down -12%, unbelievable
*" KMB buys KVUE in deal with Nvidia"* - probably somehow
*" KMB buys KVUE in deal with Nvidia"* - probably somehow
Tylenol syndrome spreading to KMB
Tylenol syndrome spreading to KMB
Depends entirely on the price KMB will trade at. The two stocks are linked now.
Depends entirely on the price KMB will trade at. The two stocks are linked now.
Kenvue (KVUE) surges 20% as Kimberly-Clark (KMB) announces $48.7B acquisition to create consumer hea...
Kenvue (KVUE) surges 20% as Kimberly-Clark (KMB) announces $48.7B acquisition to create consumer health giant [https://finance.yahoo.com/news/kimberly-clark-buying-tylenol-maker-122141133.html](https://finance.yahoo.com/news/kimberly-clark-buying-tylenol-maker-122141133.html)
KMB is down 16% premarket so $21 isn't accurate
KMB is down 16% premarket so $21 isn't accurate
$3.5 in shares and 0.146 KMB shares. KVUE shareholders can get less than $21 since KMB is already do...
$3.5 in shares and 0.146 KMB shares. KVUE shareholders can get less than $21 since KMB is already down 15% premarket
KMB to acquire KVUE. This has gone down like a bag of hot sick with KMB holders, down 10% in premar...
KMB to acquire KVUE. This has gone down like a bag of hot sick with KMB holders, down 10% in premarket. KVUE baggies rejoicing and up 20%.
You must be loaded... just use socks like the rest of us. Use the money you save to buy more KMB cal...
You must be loaded... just use socks like the rest of us. Use the money you save to buy more KMB calls.
KMB is such a dogshit consumer staple stock it goes up and beats earnings and it goes down same as P...
KMB is such a dogshit consumer staple stock it goes up and beats earnings and it goes down same as PG
this market is just beyond ridiculous, never has consumer defensives drop that much % points before ...
this market is just beyond ridiculous, never has consumer defensives drop that much % points before historically. KO down 2.5% CLX drop 4% PG down 2% PEP down 3% MDLZ down 5% CL down 2% KMB down 2.5% SJM down 4% KHC down 5% KDP down 5% hello this is consumer defensive stocks that BARELY move 1% point every trading day, wtf is seriously going on, this is unprecedented in the history of S&P
Don’t forget KMB I’m playing earnings otherwise rope 😭
Don’t forget KMB I’m playing earnings otherwise rope 😭
Buy PG and KMB consumer staples are at there low and have already been beaten down already, it'll go...
Buy PG and KMB consumer staples are at there low and have already been beaten down already, it'll go up if the market continues this downtrend and tech starts to dip
PG, CLK, CAG, KMB, COST, DG. You are welcome
PG, CLK, CAG, KMB, COST, DG. You are welcome
JNJ? PG? hhmmmm actually... KMB?
JNJ? PG? hhmmmm actually... KMB?
Shitty stocks updated 3.0: AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL, SNAP, XYZ, BA, BULL, KLAR,...
Shitty stocks updated 3.0: AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL, SNAP, XYZ, BA, BULL, KLAR, TGT, WEN
Shitty stocks updated 2.0: AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL, SNAP, XYZ, BA, BULL, KLAR
Shitty stocks updated 2.0: AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL, SNAP, XYZ, BA, BULL, KLAR
Shitty stocks updated: AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL, SNAP, XYZ, BA
Shitty stocks updated: AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL, SNAP, XYZ, BA
Worlds shittest movement stocks: AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL
Worlds shittest movement stocks: AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL
AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL dogshit stocks
AMZN, KMB, CLX, ADBE, CMCSA, META, LULU, PYPL dogshit stocks
I got CMCSA and KMB which both are not moving jackshit
I got CMCSA and KMB which both are not moving jackshit
Why is PG and KMB falling off the face of the earth for
Why is PG and KMB falling off the face of the earth for
KMB
Buying KMB
feels good seeing quality stocks plunging further after i sell them at a loss, but it sure is tempti...
feels good seeing quality stocks plunging further after i sell them at a loss, but it sure is tempting to go back in. CL, KMB, PG, KO, CLX, ANF, CROX, NKE, WING, KHC, FDS, KVUE initially thought these are quality stocks to buy at 52-week low, but everyday is a 52-week low lmao. but im convinced its a downtrend, might scoop KO at $45 or something