Kroger vs Kimberly-Clark
This page compares Kroger Co., The and Kimberly-Clark Corp. across business models, financial performance, and market context. The content remains neutral and accessible to help readers understand how the two companies operate and compete within their sectors. Educational content, not financial advice.
This page compares Kroger Co., The and Kimberly-Clark Corp. across business models, financial performance, and market context. The content remains neutral and accessible to help readers understand how...
Why It's Moving
Kroger Shares Climb on Strong Weekly Momentum Amid Broader Retail Sector Surge
- Stock rose 2.55% in the last session with elevated volume of 5 million shares, signaling fresh buying interest and technical strength from moving averages.
- Up 4.12% over two weeks and 4.5% in the last seven days, outperforming recent dips and tracking the Retail-Wholesale sector's 4.28% monthly gain.
- Valuation metrics highlight appeal, with a Forward P/E of 13.36 below industry average and DCF models suggesting up to 22% undervaluation.
Kimberly-Clark Gears Up for Q4 Earnings Reveal as Investors Eye Flat Revenue and Steady Demand.
- Analysts forecast flat year-on-year revenue of $4.09-$4.12B, a rebound from last year's 17% drop, signaling stabilizing sales in core categories like tissue and personal care.
- EPS expected at $1.39-$1.81, with recent quarters showing beats on profitability thanks to top-tier productivity offsetting promo intensity and tariff costs.
- Consumer staples peers posted in-line results, lifting sector shares 6% in the past month while KMB remains unchanged, highlighting anticipation around innovation and international growth.
Kroger Shares Climb on Strong Weekly Momentum Amid Broader Retail Sector Surge
- Stock rose 2.55% in the last session with elevated volume of 5 million shares, signaling fresh buying interest and technical strength from moving averages.
- Up 4.12% over two weeks and 4.5% in the last seven days, outperforming recent dips and tracking the Retail-Wholesale sector's 4.28% monthly gain.
- Valuation metrics highlight appeal, with a Forward P/E of 13.36 below industry average and DCF models suggesting up to 22% undervaluation.
Kimberly-Clark Gears Up for Q4 Earnings Reveal as Investors Eye Flat Revenue and Steady Demand.
- Analysts forecast flat year-on-year revenue of $4.09-$4.12B, a rebound from last year's 17% drop, signaling stabilizing sales in core categories like tissue and personal care.
- EPS expected at $1.39-$1.81, with recent quarters showing beats on profitability thanks to top-tier productivity offsetting promo intensity and tariff costs.
- Consumer staples peers posted in-line results, lifting sector shares 6% in the past month while KMB remains unchanged, highlighting anticipation around innovation and international growth.
Investment Analysis
Kroger
KR
Pros
- Kroger has delivered strong sales growth, led by pharmacy, e-commerce, and fresh categories, with identical sales up 3.2% in the first quarter of 2025.
- The company maintains a solid dividend yield of around 2.0%, providing a steady income stream for investors in a defensive sector.
- Kroger's digital transformation and loyalty program expansion are key growth drivers, supported by a relatively low PEG ratio indicating potential undervaluation.
Considerations
- Kroger faces persistent margin pressure from ongoing investments in digital infrastructure and competition from discount and e-commerce rivals.
- Revenue growth has been marginal year-on-year, raising concerns about the company's ability to expand market share in a saturated sector.
- Net profit margins remain low at around 1.86%, which could constrain future earnings expansion and dividend growth.
Pros
- Kimberly-Clark offers a high dividend yield of 5.0%, making it attractive for income-focused investors seeking stable returns.
- The company operates in a defensive consumer staples sector, benefiting from consistent demand for essential personal care products.
- Kimberly-Clark maintains a low beta of 0.25, indicating lower volatility and resilience during periods of market uncertainty.
Considerations
- Kimberly-Clark's revenue growth has been sluggish, with limited expansion in recent quarters, reflecting challenges in a mature market.
- The company faces ongoing input cost pressures, particularly from raw materials, which can squeeze margins and profitability.
- International operations expose Kimberly-Clark to currency fluctuations and geopolitical risks that may impact earnings stability.
Related Market Insights
When the Going Gets Tough, the Tough Go Shopping: Why Consumer Staples Are Your Best Defence
Discover why consumer staples offer resilience during inflation & economic uncertainty. Learn how essential goods companies provide stable demand & defensive positioning for your portfolio.
Aimee Silverwood | Financial Analyst
August 17, 2025
Related Market Insights
When the Going Gets Tough, the Tough Go Shopping: Why Consumer Staples Are Your Best Defence
Discover why consumer staples offer resilience during inflation & economic uncertainty. Learn how essential goods companies provide stable demand & defensive positioning for your portfolio.
Aimee Silverwood | Financial Analyst
August 17, 2025
Kroger (KR) Next Earnings Date
Kroger Co. (KR)'s next earnings date is estimated for March 5, 2026, covering the Q4 2025 period, as the company has not yet confirmed the exact date. This aligns with historical patterns, including prior Q4 releases around early March and the most recent Q3 2025 report on December 4, 2025. Investors should monitor official announcements for any updates to this projected timeline.
Kimberly-Clark (KMB) Next Earnings Date
Kimberly-Clark Corp (KMB) is expected to report earnings on January 27, 2026, before market open. This release will cover the fiscal quarter ending December 2025. The date aligns with the company's historical quarterly reporting pattern, as confirmed by multiple analyst consensus estimates.
Kroger (KR) Next Earnings Date
Kroger Co. (KR)'s next earnings date is estimated for March 5, 2026, covering the Q4 2025 period, as the company has not yet confirmed the exact date. This aligns with historical patterns, including prior Q4 releases around early March and the most recent Q3 2025 report on December 4, 2025. Investors should monitor official announcements for any updates to this projected timeline.
Kimberly-Clark (KMB) Next Earnings Date
Kimberly-Clark Corp (KMB) is expected to report earnings on January 27, 2026, before market open. This release will cover the fiscal quarter ending December 2025. The date aligns with the company's historical quarterly reporting pattern, as confirmed by multiple analyst consensus estimates.
Which Baskets Do They Appear In?
Resilience In The Aisles: Consumer Staples
A recent survey shows U.S. consumer sentiment has fallen due to persistent inflation, reaching its lowest point in four months. This theme focuses on consumer staples companies, which tend to remain stable as households prioritize essential goods over discretionary purchases.
Published: August 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Resilience In The Aisles: Consumer Staples
A recent survey shows U.S. consumer sentiment has fallen due to persistent inflation, reaching its lowest point in four months. This theme focuses on consumer staples companies, which tend to remain stable as households prioritize essential goods over discretionary purchases.
Published: August 17, 2025
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