This is indeed starting to show up in the company's results even though overall Kimberly-Clark grew diluted earnings per share by 5% in the third quarter. The reason this could hurt the stock price is that if input cost inflation keeps rising, the company will reach a limit to how much it can combat this. Kimberly-Clark may not be able to keep up with its expanding valuation, since the company expects only mid-single digit earnings growth this year on a percentage basis.