Kimberly-Clark is trading 4.03% down now at $98.78 after management highlighted weaker China demand and operating pressures at the September 9, 2026 Barclays conference.
- Management cited delayed innovation, distributor disruptions, freight costs and increased promotional intensity.
- It expects third-quarter revenue to contract by low single digits and EPS to decline by low teens percentages.
- Management cited $150 million of incremental second-half input-cost inflation; broader markets are also lower, adding risk-off pressure.