Subtext

Kimberly-Clark Corporation KMB

SectorConsumer Staples
Transcripts72
Date range2007-07-24 – 2025-04-22
Calls charted72

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-22-11+0+11+222007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Overall: +12.32007 Q3 · Overall: +10.62007 Q4 · Overall: +10.32008 Q1 · Overall: +9.62008 Q2 · Overall: +4.32008 Q3 · Overall: +0.32008 Q4 · Overall: -1.72009 Q1 · Overall: +3.92009 Q2 · Overall: +6.82009 Q3 · Overall: +9.62009 Q4 · Overall: +5.22010 Q1 · Overall: +12.42010 Q2 · Overall: +7.12010 Q3 · Overall: +1.62010 Q4 · Overall: +2.22011 Q1 · Overall: +3.22011 Q2 · Overall: +7.42011 Q3 · Overall: +3.12011 Q4 · Overall: +4.72012 Q1 · Overall: +9.02012 Q2 · Overall: +8.12012 Q3 · Overall: +5.62012 Q4 · Overall: +15.12013 Q1 · Overall: +7.92013 Q2 · Overall: +7.92013 Q3 · Overall: +8.92013 Q4 · Overall: +11.12014 Q1 · Overall: +4.12014 Q2 · Overall: +6.22014 Q3 · Overall: +6.72014 Q4 · Overall: +8.62015 Q1 · Overall: +13.12015 Q2 · Overall: +9.02015 Q3 · Overall: +10.52015 Q4 · Overall: +7.32016 Q1 · Overall: +13.22016 Q2 · Overall: +11.02016 Q3 · Overall: +7.52016 Q4 · Overall: +8.82017 Q1 · Overall: +10.92017 Q2 · Overall: +6.92017 Q3 · Overall: +6.22017 Q4 · Overall: +7.52018 Q1 · Overall: +9.02018 Q2 · Overall: +5.22018 Q3 · Overall: +7.92018 Q4 · Overall: +9.52019 Q1 · Overall: +16.02019 Q2 · Overall: +18.32019 Q3 · Overall: +12.72019 Q4 · Overall: +11.12020 Q1 · Overall: +6.12020 Q2 · Overall: +9.82020 Q3 · Overall: +16.72020 Q4 · Overall: +10.22021 Q1 · Overall: +4.02021 Q2 · Overall: +4.02021 Q3 · Overall: +7.62021 Q4 · Overall: +7.42022 Q1 · Overall: +11.32022 Q2 · Overall: +5.62022 Q3 · Overall: +1.62022 Q4 · Overall: +8.32023 Q1 · Overall: +16.22023 Q2 · Overall: +16.92023 Q3 · Overall: +11.12023 Q4 · Overall: +16.62024 Q1 · Overall: +13.82024 Q2 · Overall: +19.02024 Q3 · Overall: +12.02024 Q4 · Overall: +14.02025 Q1 · Overall: +13.8
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-46-23+0+23+462007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · CEO: +20.62007 Q3 · CEO: +13.32008 Q1 · CEO: +10.92008 Q2 · CEO: +6.32008 Q3 · CEO: +2.22008 Q4 · CEO: +1.42009 Q1 · CEO: +8.32009 Q2 · CEO: +12.12009 Q3 · CEO: +17.92009 Q4 · CEO: +11.92010 Q1 · CEO: +19.82010 Q2 · CEO: +14.22010 Q3 · CEO: +6.42010 Q4 · CEO: +10.82011 Q1 · CEO: +13.12011 Q2 · CEO: +13.72011 Q3 · CEO: +8.02011 Q4 · CEO: +13.52012 Q1 · CEO: +14.32012 Q2 · CEO: +14.12012 Q3 · CEO: +11.62012 Q4 · CEO: +25.32013 Q1 · CEO: +14.92013 Q2 · CEO: +15.92013 Q3 · CEO: +17.22013 Q4 · CEO: +15.62014 Q1 · CEO: +7.12014 Q2 · CEO: +17.62014 Q3 · CEO: +9.32014 Q4 · CEO: +13.52015 Q1 · CEO: +17.92015 Q2 · CEO: +11.62015 Q3 · CEO: +16.22015 Q4 · CEO: +11.32016 Q1 · CEO: +18.22016 Q2 · CEO: +12.72016 Q3 · CEO: +11.52016 Q4 · CEO: +10.62017 Q1 · CEO: +15.82017 Q2 · CEO: +7.92017 Q3 · CEO: +7.92017 Q4 · CEO: +16.72018 Q1 · CEO: +10.12018 Q2 · CEO: +8.22018 Q3 · CEO: +7.02018 Q4 · CEO: +22.32019 Q1 · CEO: +32.12019 Q2 · CEO: +30.62019 Q3 · CEO: +38.52019 Q4 · CEO: +33.22020 Q1 · CEO: +13.62020 Q2 · CEO: +15.92020 Q3 · CEO: +26.82020 Q4 · CEO: +16.82021 Q1 · CEO: +14.72021 Q2 · CEO: +10.62021 Q3 · CEO: +19.62021 Q4 · CEO: +20.02022 Q1 · CEO: +21.12022 Q2 · CEO: +16.92022 Q3 · CEO: +8.52022 Q4 · CEO: +18.42023 Q1 · CEO: +20.62023 Q2 · CEO: +24.42023 Q4 · CEO: +27.22024 Q1 · CEO: +23.02024 Q2 · CEO: +27.02024 Q3 · CEO: +22.02007 Q2 · CFO: +20.12007 Q3 · CFO: +22.22008 Q2 · CFO: +21.92008 Q3 · CFO: +22.72008 Q4 · CFO: +8.02009 Q1 · CFO: +12.72009 Q2 · CFO: +15.42009 Q3 · CFO: +14.72009 Q4 · CFO: +14.52010 Q1 · CFO: +16.32010 Q2 · CFO: +9.42010 Q3 · CFO: +9.72010 Q4 · CFO: +7.02011 Q1 · CFO: +10.72011 Q2 · CFO: +28.92011 Q3 · CFO: +19.82011 Q4 · CFO: +10.32012 Q1 · CFO: +23.32012 Q2 · CFO: +21.92012 Q3 · CFO: +11.82012 Q4 · CFO: +17.02013 Q1 · CFO: +16.92013 Q2 · CFO: +11.32013 Q3 · CFO: +7.92013 Q4 · CFO: +23.72014 Q1 · CFO: +9.72014 Q2 · CFO: +10.62014 Q3 · CFO: +11.92014 Q4 · CFO: +7.32015 Q1 · CFO: +26.32015 Q2 · CFO: +31.72015 Q3 · CFO: +39.82015 Q4 · CFO: +14.92016 Q3 · CFO: +16.92016 Q4 · CFO: +21.52017 Q1 · CFO: +24.22017 Q2 · CFO: +16.72017 Q3 · CFO: +11.72017 Q4 · CFO: +2.22018 Q1 · CFO: +7.82018 Q2 · CFO: +2.02018 Q3 · CFO: +0.62018 Q4 · CFO: +1.12019 Q1 · CFO: +2.32019 Q2 · CFO: +8.82019 Q3 · CFO: +16.62019 Q4 · CFO: +2.22020 Q1 · CFO: -0.82020 Q2 · CFO: +10.42020 Q3 · CFO: +10.72020 Q4 · CFO: +11.02021 Q1 · CFO: -1.32021 Q2 · CFO: +1.22021 Q3 · CFO: -2.12021 Q4 · CFO: +2.02022 Q1 · CFO: +4.12022 Q2 · CFO: +1.02022 Q3 · CFO: -3.42022 Q4 · CFO: -2.52023 Q1 · CFO: +18.62023 Q2 · CFO: +17.12023 Q3 · CFO: +5.72023 Q4 · CFO: +13.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-65-33+0+33+652007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Prepared remarks: +26.72007 Q3 · Prepared remarks: +24.12007 Q4 · Prepared remarks: +30.72008 Q1 · Prepared remarks: +27.32008 Q2 · Prepared remarks: +20.32008 Q3 · Prepared remarks: +18.52008 Q4 · Prepared remarks: +11.12009 Q1 · Prepared remarks: +14.92009 Q2 · Prepared remarks: +22.72009 Q3 · Prepared remarks: +19.32009 Q4 · Prepared remarks: +19.32010 Q1 · Prepared remarks: +23.42010 Q2 · Prepared remarks: +17.02010 Q3 · Prepared remarks: +8.12010 Q4 · Prepared remarks: +11.82011 Q1 · Prepared remarks: +15.82011 Q2 · Prepared remarks: +26.52011 Q3 · Prepared remarks: +19.62011 Q4 · Prepared remarks: +20.62012 Q1 · Prepared remarks: +22.82012 Q2 · Prepared remarks: +23.82012 Q3 · Prepared remarks: +16.22012 Q4 · Prepared remarks: +25.92013 Q1 · Prepared remarks: +24.32013 Q2 · Prepared remarks: +15.02013 Q3 · Prepared remarks: +23.12013 Q4 · Prepared remarks: +26.22014 Q1 · Prepared remarks: +15.72014 Q2 · Prepared remarks: +26.12014 Q3 · Prepared remarks: +6.12014 Q4 · Prepared remarks: +18.32015 Q1 · Prepared remarks: +18.22015 Q2 · Prepared remarks: +27.72015 Q3 · Prepared remarks: +29.32015 Q4 · Prepared remarks: +19.82016 Q1 · Prepared remarks: +23.42016 Q2 · Prepared remarks: +26.22016 Q3 · Prepared remarks: +19.02016 Q4 · Prepared remarks: +20.32017 Q1 · Prepared remarks: +25.62017 Q2 · Prepared remarks: +15.52017 Q3 · Prepared remarks: +20.22017 Q4 · Prepared remarks: +17.62018 Q1 · Prepared remarks: +18.02018 Q2 · Prepared remarks: +15.72018 Q3 · Prepared remarks: +17.42018 Q4 · Prepared remarks: +23.82019 Q1 · Prepared remarks: +24.32019 Q2 · Prepared remarks: +32.32019 Q3 · Prepared remarks: +25.92019 Q4 · Prepared remarks: +25.92020 Q1 · Prepared remarks: +6.12020 Q2 · Prepared remarks: +22.32020 Q3 · Prepared remarks: +24.22020 Q4 · Prepared remarks: +23.82021 Q1 · Prepared remarks: +28.42021 Q2 · Prepared remarks: +7.12021 Q3 · Prepared remarks: +13.02021 Q4 · Prepared remarks: +30.72022 Q1 · Prepared remarks: +22.12022 Q2 · Prepared remarks: +9.02022 Q3 · Prepared remarks: +13.52022 Q4 · Prepared remarks: +39.62023 Q1 · Prepared remarks: +29.12023 Q2 · Prepared remarks: +25.32023 Q3 · Prepared remarks: +16.92023 Q4 · Prepared remarks: +28.32024 Q1 · Prepared remarks: +35.02024 Q2 · Prepared remarks: +42.62024 Q3 · Prepared remarks: +29.12024 Q4 · Prepared remarks: +39.72025 Q1 · Prepared remarks: +56.62007 Q2 · Q&A responses: +16.92007 Q3 · Q&A responses: +10.92007 Q4 · Q&A responses: +7.92008 Q1 · Q&A responses: +7.02008 Q2 · Q&A responses: +5.82008 Q3 · Q&A responses: -1.12008 Q4 · Q&A responses: -1.12009 Q1 · Q&A responses: +5.02009 Q2 · Q&A responses: +8.82009 Q3 · Q&A responses: +14.42009 Q4 · Q&A responses: +7.22010 Q1 · Q&A responses: +16.52010 Q2 · Q&A responses: +10.12010 Q3 · Q&A responses: +5.62010 Q4 · Q&A responses: +7.92011 Q1 · Q&A responses: +9.22011 Q2 · Q&A responses: +8.92011 Q3 · Q&A responses: +3.42011 Q4 · Q&A responses: +5.52012 Q1 · Q&A responses: +8.82012 Q2 · Q&A responses: +8.02012 Q3 · Q&A responses: +8.32012 Q4 · Q&A responses: +18.42013 Q1 · Q&A responses: +11.02013 Q2 · Q&A responses: +10.62013 Q3 · Q&A responses: +8.62013 Q4 · Q&A responses: +12.72014 Q1 · Q&A responses: +2.82014 Q2 · Q&A responses: +5.02014 Q3 · Q&A responses: +10.42014 Q4 · Q&A responses: +8.22015 Q1 · Q&A responses: +20.82015 Q2 · Q&A responses: +8.42015 Q3 · Q&A responses: +13.52015 Q4 · Q&A responses: +7.82016 Q1 · Q&A responses: +15.82016 Q2 · Q&A responses: +11.22016 Q3 · Q&A responses: +9.02016 Q4 · Q&A responses: +9.72017 Q1 · Q&A responses: +14.22017 Q2 · Q&A responses: +12.12017 Q3 · Q&A responses: +8.42017 Q4 · Q&A responses: +12.92018 Q1 · Q&A responses: +13.72018 Q2 · Q&A responses: +7.72018 Q3 · Q&A responses: +10.22018 Q4 · Q&A responses: +9.32019 Q1 · Q&A responses: +18.72019 Q2 · Q&A responses: +21.42019 Q3 · Q&A responses: +11.42019 Q4 · Q&A responses: +16.62020 Q1 · Q&A responses: +10.42020 Q2 · Q&A responses: +11.62020 Q3 · Q&A responses: +21.32020 Q4 · Q&A responses: +12.22021 Q1 · Q&A responses: +7.82021 Q2 · Q&A responses: +9.62021 Q3 · Q&A responses: +11.32021 Q4 · Q&A responses: +10.42022 Q1 · Q&A responses: +15.42022 Q2 · Q&A responses: +11.02022 Q3 · Q&A responses: +4.62022 Q4 · Q&A responses: +8.02023 Q1 · Q&A responses: +14.32023 Q2 · Q&A responses: +19.52023 Q3 · Q&A responses: +12.42023 Q4 · Q&A responses: +13.62024 Q1 · Q&A responses: +15.62024 Q2 · Q&A responses: +21.42024 Q3 · Q&A responses: +16.12024 Q4 · Q&A responses: +14.22025 Q1 · Q&A responses: +14.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$5.67$6.88$8.092007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: $6.242014 Q2: $6.362014 Q3: $6.442014 Q4: $6.052015 Q1: $5.832015 Q2: $5.962015 Q3: $6.102015 Q4: $6.182016 Q1: $6.252016 Q2: $6.362016 Q3: $6.412016 Q4: $6.342017 Q1: $6.422017 Q2: $6.502017 Q3: $6.512017 Q4: $6.522018 Q1: $7.092018 Q2: $7.092018 Q3: $6.922018 Q4: $6.772019 Q1: $6.682019 Q2: $6.862019 Q3: $7.112019 Q4: $7.232020 Q1: $7.382020 Q2: $7.612020 Q3: $7.832020 Q4: $7.802021 Q1: $7.922021 Q2: $7.652021 Q3: $7.362021 Q4: $6.752022 Q1: $6.192022 Q2: $6.302022 Q3: $6.322022 Q4: $6.342023 Q1: $6.132023 Q2: $6.662023 Q3: $6.922023 Q4: $7.102024 Q1: $7.002024 Q2: $7.362024 Q3: $7.562024 Q4: $7.62

Forward P/E

13.9218.2322.532007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: 17.612014 Q2: 17.632014 Q3: 16.572014 Q4: 18.822015 Q1: 18.352015 Q2: 18.062015 Q3: 17.592015 Q4: 20.382016 Q1: 21.652016 Q2: 20.782016 Q3: 19.012016 Q4: 18.082017 Q1: 21.042017 Q2: 20.062017 Q3: 18.432017 Q4: 18.002018 Q1: 15.662018 Q2: 14.512018 Q3: 16.802018 Q4: 16.822019 Q1: 17.722019 Q2: 19.822019 Q3: 18.712019 Q4: 18.702020 Q1: 18.202020 Q2: 18.682020 Q3: 18.872020 Q4: 17.442021 Q1: 16.732021 Q2: 16.852021 Q3: 18.632021 Q4: 20.492022 Q1: 19.622022 Q2: 19.432022 Q3: 19.282022 Q4: 21.942023 Q1: 20.532023 Q2: 20.292023 Q3: 18.062023 Q4: 17.412024 Q1: 18.272024 Q2: 19.262024 Q3: 18.682024 Q4: 17.11

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q1 tone ↑ +4.5 fwd EPS ↓ -0.21 Tone rose while the forward EPS estimate was cut.
  • 2015 Q2 tone ↓ -4.1 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -3.2 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -2.3 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -4.0 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↑ +2.6 fwd EPS ↓ -0.17 Tone rose while the forward EPS estimate was cut.
  • 2019 Q1 tone ↑ +6.5 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2019 Q3 tone ↓ -5.6 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -5.0 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -6.2 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↑ +3.6 fwd EPS ↓ -0.29 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↑ +3.9 fwd EPS ↓ -0.56 Tone rose while the forward EPS estimate was cut.
  • 2022 Q2 tone ↓ -5.6 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +7.9 fwd EPS ↓ -0.21 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -5.8 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -6.9 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-22+13.8——View →
2024 Q42025-01-28+14.0$7.6217.1View →
2024 Q32024-10-22+12.0$7.5618.7View →
2024 Q22024-07-23+19.0$7.3619.3View →
2024 Q12024-04-23+13.8$7.0018.3View →
2023 Q42024-01-24+16.6$7.1017.4View →
2023 Q32023-10-24+11.1$6.9218.1View →
2023 Q22023-07-25+16.9$6.6620.3View →