Jim Cramer on Kimberly-Clark: "They Have to Think Bigger"

Kimberly-Clark Corporation (NASDAQ:KMB) is one of the latest stocks on Jim Cramer’s radar. Cramer discussed the company’s earnings, acquisition plans, and market reaction after both. He commented:

“How about Kimberly-Clark? Sure, it got hit hard off the announcement of the Kenvue acquisition yesterday, but consider this. This, Kimberly just reported that it earned a $1.82 per share. Street was looking for $1.76. Now, the stock got a quick pop on that, gaining 3% Thursday, but that’s ancient memory as the stock’s now given up all that and more, of course because of the takeover.

But you know, I gotta tell you, it yields 5%, a terrific balance sheet. Doesn’t seem to matter. You gotta wonder, why these guys felt compelled to bid for Kenvue because nothing else is working. It just reported a very, very good quarter and the stock did next to nothing anyway. They have to think bigger if they hope to regain the love of growth investors.”

Kimberly-Clark Corporation (NASDAQ:KMB) sells personal care and household products, including diapers, wipes, feminine and adult care products, tissues, paper towels, and soaps.

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Disclosure: None. This article is originally published at Insider Monkey.