kimberly-clark soared. here is the number i look for, organic sales growth 6%. 2% increase in volume, 4% increase in prices and shift into product mix toward more expensive stock. better stuff sold. that much better than procter. they had negative 2% shift in product mix. unlike procter & gamble, kimberly gave solid guidance even though management said they may be conservative and may have to reverse it upward. begs the question how did kimberly-clark pull it off. some has to do with commodity costs. they buy 2.5 million tons of pulp. each 10 dollars per ton change is worth 5 cents in earnings. when the conference lowered the forecast, it is below prices now and projected from analysts. and there's the ultra low price we talk about of you guessed it, natural guess. that's hugely important raw cost. goes into plastics and packaging. it's no wonder kimberly saw gross margin rise by 250 basis points, 33.2%. procter, fell. kimberly-clark is a vast emerging market business mostly flown under the radar until rece

. >> look for kimberly clark. >> kimberly clark.

first, tom faulk, chairman and ceo of kimberly clark.osts for all of your different products and, number two, a global look at areas of the world that are stronger and actually domestically how you see the economy. >> sure, joe, thanks. input costs were not a big factor for us this quarter. oil related costs were up 40 million or 50 million. input costs net only cost bus $10 million. emerging markets for us were super strong again this quarter. our growth in kmn organically this month in china was up 48%. it was up huge. russia was up 25%, latin america was up 2%. so much good emerging growth in emerging markets. europe was on plan so no real issues there, given all the purr toil and in price increases coming through that week took of the commodity crossed increases. but volume growth was a little weak, as particularly baby and child care were soft. >> is that baby and child care? what is that? >> we're selling loss of huggies. art ofit as we're expanding in 80 cities. several years ago we were in 50 cities. we're also launching some new

better i think i think it kimberly clark. kimberly clark. coal gate coal gate will report the day before and before and i think colgate have better numbers. have better numbers. last but nos least, last but nos least, vf corp. it's been a great ti it's been a great time. vf corporate is a f vf corporate is a fabulous apparel maker. apparel maker. it's going strong. it's going strong. the the company as well as pvh, are are terrific. but but vf gets hit conference conference call quite a because because eric wisen, the ceo, so so you've got you've got a 140 stock, when that ge that gets hit on the conference call, it goes down call, it goes down to 130. i say wait to the d i say wait to the down draft. in the tidal wave of in the tidal wave of earning there are some ter there are some terrific opportunities. opportunities. just remember that y just remember that you have to listen to the confe listen to the conference ca and not take your cue from and not take your c headlines. headlines. that is that is a sure-fire it wrong and lose m it wro

the guy sitting right here was the cio of kimberly-clark, an old friend of mine. so i asked him how many servers per employee he had, and he said we had 0.4 and headed for 0.2, proudly. ok, who do you think is sitting at 30 to one? facebook. would you think is sitting at 50 to one? for your technical people in the room, do you think they are operating inefficiently? no, i do not think so. furthermore, do you think that they are using all those servers to serve up web pages? no. right? these are truly information- power businesses. at the end of the day, my opinion -- lots of people may share this -- is all companies and that being information companies. all companies and of being software companies. i just did he know speech for a large german car company that you may know, that is clearly when you start realizing what they are trying to do, right -- it is really can we use all this cloud technology to takeoff structures down and across this down so now, i can change and 8% spent on a bunch of stuff that other people can go due to 80% i get to build applications,

the guy sitting right here was the cio of kimberly-clark, an old friend of mine. so i asked him how many servers per employee he had, and he said we had 0.4 and headed for 0.2, proudly. ok, who do you think is sitting at 30 to one? facebook. would you think is sitting at 50 to one? for your technical people in the room, do you think they are operating inefficiently? no, i do not think so. furthermore, do you think that they are using all those servers to serve up web pages? no

i think it will be similar to kimberly-clark. and, remember, proctor has some competition.olgate will report, and i believe it will very better numbers than protecter. last but not least, vf corp. it's been a great time. vf corporate is a fabulous apparel maker. it's going strong. they are terrific but vf gets hit, because eric wisen, said 140 stock, when that gets hit, it goes to 130. i say wait to the down draft. in the tidal wave of earnings, there are some terrific opportunities. just remember that you have to listen to the conference calls and not take your cue from the headlines. i'll have something about that later on in the show, when you ask questions first and shoot later, you're much more likely to come out ahead. let's go to pt in colorado to start the calls. pt? >> caller: hey, jim, a big mesa verde national park boo-yah. >> and i've been there. it's gorgeous. >> caller: i'm shopping for some alcoa. i watched your fantastic interview last night. >> thank you. >> caller: and he's one of the best. the problem is i've already gotten some, and they seem pretty tigh

let's look at kimberly-clark.g to the upside by 1.5% as the kleenex and diaper maker posted a bigger increase in quarterly profits. q1 earnings are rising by 34%. the birth rates keep rising. michelle, back to you. >> thank you, kayla. mcclendon has been in the news. >> it's a big loan. >> it is a big loan. he has another business that we featured many years ago on cnbc in 2007. he owns a rest stop on route 66. it's the prettiest rest stop that you've ever seen. it's called hops. >> it goes from st. louis to los angeles. >> in cleoklahoma, he wanted to fill it with america-made soda pop. they are craft stee, one is -- >> what opportunity did you have to do this with him? >> i read it back in gourmet magazine in 2007 and wanted to do a story on his soda pop empire. he's won architectural awards. he hired one of the best ark tests in tarchitects. >> it's a very serious problem for the company when you can see what it's been doing. this has been going on for quite a while. it's a sensitive issue. the company says it'

. >> because we tried them on, depend and kimberly clark made the donation of $150,000 to the v foundation. >> let me go try them on. >> all right. >> go get 'em, bud. >> hey, guys, how do they look? >> looking good. >> how do they fit, guillermo? >> they feel great. in fact, they fit like a dream. >> depend. real fit. hut! >> yeah! woo! in your face mr. weber! >> hey, hey. >> huh? >> are you dreaming? >> they don't make you a better football player, guillermo. >> they don't, mr. weber? >> welker. >> dicky: visit thegreatamericantryon.com and experience the new depend real fit briefs for yourself. an all-new "jimmy kimmel live" back in two minutes with -- gabourey sidibe. director morgan spurlock. gabourey sidibe. director morgan spurlock. and music from kasabian. and today we are surg pro football all stars. there's wes, clay and demarcus.what's up guys. now i know you don't need one, but would you try these on for charity and prove just how great the fit is? seriously? no way for charity? let's do it! yup... they're doin it. the best protection now looks, fits and feels just like underwe

i think it will be similar to kimberly clark.oal gate will report the day before and i think colgate will have better numbers. last but nos least, vf corp. it's been a great time. vf corporate is a fabulous apparel maker. it's going strong. the company as well as pvh, they are terrific. but vf gets hit on the conference call quite a bit because eric wisen, the ceo, is so cautious. you've got a 140 stock, when that gets hit on the conference call, it goes down to 130. i say wait to the down draft. in the tidal wave of earnings, there are some terrific opportunities. just remember that you have to listen to the conference calls and not take your cue from the headlines. that is a sure-fire way to get it wrong and lose money. i'll have something about that later on in the show, when you ask questions first and shoot later, you're much more likely to come out ahead. >>> let's go to pt in colorado to start the calls. pt? >> caller: hey, jim, a big mesa verde national park boo-yah to you. >> and i've been there. it's gorgeous. what's on

kimberly clark. magnificent and growing dividend, and it is less than a point off its high. people won't like it. they'll throw it out. and that's your chance. best for last. we hear from schlumberger on friday. and the oil stocks have entered bear market levels now. amazing. because of the collapse in natural gas prices. don't buy slob, as we call it on the trading desk because of its symbol slb. i bet they'll tell you it's an oil drilling renaissance even as it's a natural gas disaster. in sum i think the overall earnings next week will be terrific. you just might not know it, though, until like in football you get a further review. which comes not from looking at the videotape but listening to the conference call. not watching the trading. be smart. listen and learn. and only then pull the trigger. let's take some questions. i think we may be going to steve-arino in pennsylvania. steve. >> caller: tgif boo-yah from huntington valley! >> i got good seats me and pop on sunday there, chief. what's up? >> caller: what's up? the ipo market has been vibrant lately. >> yes, it h

kimberly-clark posting better than expected numbers. is the biggest decliner in the dow falling by 1%. you don't see 5% moves very often. >> no, not very often. in fact i can remember a handful of times when they increased the dividend or had an actual payout. but you're right. it's a rare move. >> i wonder if it's in response to what was being said on the conference call. we should check back be. >> the stock has been up from the get-go as a result of better than expected numbers. >> for sure. >> another ipo has opened at the nasdaq. proof point. pfpt. it's security as a ever is, cloud play. it actually was marketed in a range of $10 to 12, priced at 13. again, you see this huge jump at the open which is really where we are with the ipos at the moment. there is something going wrong that you see these huge jumps. you're shaking your head. >> no, i don't know that something is going wrong. there is always a question as to whether you left money on the table when you see these kind of significant moves up as a selling shareholder, whethe

kimberly-clark said the same thing on friday. absolutely dynamic brazil business. >> 1/3 of the s&p is going to report. it's netflix, coach, apple, industrials. what are the touch stones for you? >> i want to see the honeywell-like stories. it is true that they are against it. we are strong in america. i want to see see strong in america, strong in china. i cannot have europe being derailing. i point out that honeywell did not see enough weakness in europe to offset the strength around the world. u.s. is still stronger. i am saying we are stronger than the other guys. >> so again two or three names you want? >> apple and cat i think are two. caterpillar is also a company that has said over and over again we are really being strong all over the country in the united states. united rentals blue out the numbers. titan machinery blew out the numbers. will it matter? obviously anybody saying anything good today doesn't matter. >> 24 hours, 48 hours later. >> tomorrow will wal-mart be known as a place that they bank in mexico which the

apart from general electric and mcdonald's, we'll also get numbers there honeywell, kimberly clark. us is the director of portfolio management. chris, great to have you with us. so we've been seeing a should you of good earnings coming out from the corporates. my question to you, also seeing mixed economic data at the same time and that's sort of been weighing the markets down a bit. so why is the data taking a longer time to catch up? >>. >> i think you're seeing a technical trade. 1420 level, a series of higher lows and high are highs all the way up to the beginning of april and then all of a sudden, we've got it this pull back to the 1370 level. a little bit of support there in the s&p, but we're not above -- we can't get fwhoabove that psychological barrier of 1400. >> and when you talk about those sort of psychological levels, very key, closing below 13,000 on the dow yesterday, nasdaq nearly 8 points above 3,000, another psychological mark. how long do we whoever around these levels? >> it's a matter of pick your poison. asia is slowing. europe, we have the spanish bonds peaki

kimberly-clark six ans was convicted of killing five kidney dialysis patients by injecting them withch. a jury is deciding whether she will get the death penalty. >>> a possible cult playing -- killing that took place a stone's throw away from the border in mexico. accused of sacrificing two 10-year-old boys and a 55-year-old woman. >>> also the jetblue pilot who suffered a meltdown last week released from a hospital in texas. he appeared in federal court this morning. clayton is accused of disrupt ago flight crew. jenna: two british sailors saved by the coast guard when their yacht was pummeled by a monster wave off the coast of california. the two were taking part in this around-the-world race, and they're headed back to san francisco, probably much relieved at this point. claudia cowan is live in san francisco with more on this story. >> reporter: hi, jenna, no doubt about that. the 70-foot yacht was on the longest leg of this race sailing from china to the bay area, that's about 5600 miles, when on saturday morning about 400 miles west of the golden gate rough weather stroke, and

shares of colgate, palmolive and kimberly-clark hitting all-time highs. new 52-week lows. chain down from a year ago. >> day one of the new quarter, first trading day of q2 and we are basically hugging the flat line. it looks like the volume is to the upside down here at the nyse. let's look at this. there you go. it's surprising. almost two to one. let's take a look at what is happening at the nasdaq and see if that compares. not quite so exaggerated. close to two. four to three. melissa tells me with her fingers. >> you just keep throwing numbers out there. you'll hit. i promise. >> it will eventually be right. >> but it didn't work for the mega millions. >> good comeback. >> i bought $100 a ticket. >> did you really? >> i did. >> did you really think that you could win? >> i just wanted to enjoy the moment. it was an all americano moment. the guy driving my car stood behind me and then got $3 in tickets and i felt really guilty. >> why? >> because it was a disparity. >> did they have a mega millions equivalent in great britain? >> we do but we don't have all of the stat

sherwin-williams, kimberly-clark and intel hitting fresh one-year highs. >>> up next, tweets from the the s.e.c. if google were driving by wall street or park avenue, what conversation, e-mail or tweet would you most hope they managed to catch? ♪ [ male announcer ] aggressive styling. a more fuel-efficient turbocharged engine. and a completely redesigned interior. ♪ the 2012 c-class with over 2,000 refinements. it's amazing...inside and out. see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz financial services. hey, it's sandra -- from accounting. peter. i can see that you're busy... but you were gonna help us crunch the numbers for accounts receivable today. i mean i know that this is important. well, both are important. let's be clear. they are but this is important too. [ man ] the receivables. [ male announcer ] michelin knows it's better for xerox to help manage their finance processing. so they can focus on keeping the world moving. with xerox, you're ready for real ness. laces? really? slip-on's the way to go. more people do that, security wou

. >>> kimberly clark the ceo.d president williampool who doesn't pull punches. >> poole can give us the real story. >> before we leave and before melissa travels to asia for a little vacation what is coming up on "fast" tonight? >> ah, charles cantor is going to take a look at the markets actually. >> don jamison is on with a bit of an under the radar green play. >> it is green week. >> have a great time. >> thank you. i'll see you guys in one week. >> fly well. if you're just joining us here is what you might have missed if you're just tuning in. >>> welcome to hour three of "squawk on the street." here's what's happening so far. >> the outlook for the rest the year is much better but it in large part will depend on what fuel prices do from here. >> 386 and last week revised at 38 #, becky, so still worse than expected. >> trading is merrill lynch. asset gathering is merrill lynch. you needed to see countrywide stop leading in order to show how good merrell is. this was that quarter. i need apples to apples and i