Kimberly Clark really doesn't move the needle for me all that much. Stock is effectively flat since 2019 however it's kind of justified, it just hasn't grown at all.
Colgate, this is your typical slow growing defensive company. Nobody really wants to own these in current market conditions as they tend to provide slower, more reliable returns. This is not my cup of tea, there just isn't enough growth there for me to invest, however Colgate is a good company. High margin, strong balance sheet, strong free cash flow generation, just for more conservative investors IMO.
Kraft Heinz is a mess. I know about this one a bit because of my Berkshire holding, but all I tend to hear about is how Berkshire is writing off more of its investment. The company's problems come from a mix of weak growth, margin pressures, heavy competition (especially from private labels) and disappointing guidance. The stock is somewhat cheap here, but operations have justified the drawdown.
General Mills, kind of the same thing. Getting killed from volume declines, cost inflation, and changing consumer appetites. Sales are declining and have been for a couple years now. At only 12x expected earnings, this one is arguably the cheapest of the bunch here, but if sales continue to decline, it will get cheaper.
Procter and Gamble is probably the highest quality company on this list. The drawdown for this company isn't all that drastic, and I'm not necessarily surprised considering how "risk on " the markets are that a defensive holding like this would see a double digit slide.
Out of all of them, if I had to buy one, I'd buy PG. The rest need operational turnarounds and a shift in consumer sentiment. It could happen, but there are so many opportunities today, I don't see any reason to invest in a potential turnaround project.