ConsumerDaily Briefs

Daily Brief Consumer: LG Energy Solution, Kimberly Clark, Levi Strauss & Co and more

In today’s briefing:

  • LG Energy Solution: Consensus Likely to Lower Sales and OP Estimates in 2023
  • Kimberly-Clark Corporation: Major Drivers
  • Levi Strauss & Co: Major Drivers

LG Energy Solution: Consensus Likely to Lower Sales and OP Estimates in 2023

By Douglas Kim

  • On 27 January, LG Energy Solution provided financial and operational guidance for 2023.
  • We believe that the consensus is likely to reduce sales estimate by 3% and operating profit estimates by 10-15% in 2023.  
  • Out of the total of 3.4% of ESOP shares, about 0.5% to 1.5% of the shares could be sold in the first few weeks after the end of the lock-up. 

Kimberly-Clark Corporation: Major Drivers

By Baptista Research

  • Kimberly-Clark delivered a mediocre performance in the last quarter of 2022 as it failed to meet the revenue expectations of Wall Street.
  • Despite that fact, the company managed to get 1/3rd of profit from the international market in the last quarter.
  • The new products created by Kimberly-Clark in the last 3 years have contributed to 60% of the total sales growth in 2022.

Levi Strauss & Co: Major Drivers

By Baptista Research

  • Levi Strauss had a successful fourth quarter with strong fiscal 2022 performance.
  • Levi Stauss managed to enhance its brand positioning and market share in the global market.
  • 40% of the company’s revenues came from outside of denim bottoms in this quarter.

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