Kimberly-Clark 's (NYSE: KMB) first-quarter earnings report this week showed that the company isn't immune to these problems. "While our margins were impacted by significant commodity inflation," Falk said, "we're taking actions to increase net realized revenue and reduce costs in order to improve performance." Hitting that target would mark a tiny improvement over last year's flat result but still represent minor market-share losses in a sluggish industry.