Kimberly-Clark Gets A Double Upgrade By This Analyst: 'Gross Margins Could Reach 40% By 2030'
Kimberly-Clark Gets A Double Upgrade By This Analyst: 'Gross Margins Could Reach 40% By 2030'
Earlier this month, Kimberly-Clark Corp (NYSE:KMB) received a rating upgrade from RBC Capital analyst Nik Modi.
本月早些時候，金佰利（NYSE:KMB）獲得了RBC Capital分析師Nik Modi的評級升級。
The company's volume inflection in the first quarter likely marks the "beginning of a longer-term improvement," according to BofA Securities.
根據美銀證券的說法，該公司在第一季度的成交量逆轉可能標誌着維持較長時間改進的開端。
The Kimberly-Clark Analyst: Anna Lizzul upgraded the rating for Kimberly-Clark from Underperform to Buy, while raising the price target from $115 to $160.
金佰利分析師：安娜·利佐將Kimberly-Clark的評級從賣出升級爲買入，並將價格目標從115美元上調至160美元。
The Kimberly-Clark Thesis: The company's volumes inflected in the first quarter after two years of declines, Lizzul said in the upgrade note.
在升級報告中，利佐說，該公司在經歷兩年的下降後，第一季度的成交量逆轉。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
The initiatives mentioned during the company's Investor Day in March suggests that gross margins could reach "at least" 40% by 2030, the analyst stated. She mentioned changes that could be beneficial for the company:
分析師表示，公司在三月份的投資者日中提到的舉措表明毛利率可以在2030年達到“至少”40%。她提到了可能有益於公司的變化：
- The separation of pulp and energy inputs from gross margin could allow greater consistency in margin expansion.
- Kimberly-Clark seems poised for market share gains, following a challenging 2023, "particularly on the premium tier," with China remaining "an area of opportunity for premiumization."
- Continue to innovate to grow at or above market in key categories.
- 把紙漿和能源輸入從毛利率中分離出來，可以更一致地擴大利潤。
- 金佰利看起來有望在經歷了充滿挑戰的2023年後，在高端市場上獲得市場份額，中國仍然是“高端化的機會之地”。
- 繼續創新，以在關鍵領域實現市場及以上的增長。
Kimberly-Clark's gross margins recovered and expanded to 37.1% in the first quarter, Lizzul said. The company expects to achieve gross margin expansion ahead "through a combination of reducing gross costs, additional SG&A savings, and scaled supply chain improvements," she further wrote.
利佐說，金佰利的毛利率在第一季度恢復並擴大至37.1%。該公司希望通過降低毛利成本，額外的SG&A節省和規模化的供應鏈改進來提高毛利率。
KMB Price Action: Shares of Kimberly-Clark had risen by 2.56% to $138.70 at the time of publication on Thursday.
KMB股票：截至週四發佈時，金佰利的股價上漲了2.56%，至138.70美元。
Now Read: Peeling Back The Layers – Exploring Kimberly-Clark Through Analyst Insights
現在閱讀：探索金佰利的分析師見解。
譯文內容由第三人軟體翻譯。