Stock Movers Dollar Tree Gains, Kimberly Clark Drops, Brown Forman Falls After Earnings Miss
Jun 5, 2025
Dollar Tree's stock gained traction with a boost from JPMorgan's upgrade, signaling optimism for the discount retailer. Meanwhile, Kimberly-Clark faced a decline after announcing a major joint venture that left investors worried. In a different market shakeup, Brown Forman stumbled following disappointing earnings and sales figures, raising concerns about tariffs and their impact. The geopolitical landscape adds another layer of complexity for businesses navigating these turbulent waters.
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Dollar Tree Stock Boost
- Dollar Tree shares rose over 4% following a JPMorgan upgrade to overweight from neutral.
- Despite warning about profit drops due to tariffs, positive traffic growth and same-store sales drove optimism.
Kimberly-Clark Joint Venture
- Kimberly-Clark is selling a majority stake in its global Kleenex and tissue businesses outside North America.
- The joint venture with Brazilian supplier Suzano values the deal at $3.4 billion, with Suzano holding a 51% stake and option to buy more.
Banking Valuation Insight
- Paul Sweeney shares a banking anecdote about updating valuations for consumer brands.
- He explains how advising big consumer companies on brand sales is a frequent, dynamic task in investment banking.