Kenvue

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Kenvue (KVUE) reports strong Q2 earnings, eyes China growth

Kenvue's Q2 performance showcased robust net sales, organic growth, and strategic investments in key segments. The company's focus on consumer trust, supply chain enhancements, and capital allocation strategy underpin its resilience. Challenges include managing inflationary pressures and sustaining growth post-COVID, but opportunities in China and ongoing investments position Kenvue for future success.

Kenvue (KVUE) reports solid Q3 performance amidst segment challenges

Kenvue (KVUE) delivered a solid Q3 performance, showcasing strength in key segments despite challenges in others.
The company's strategic initiatives, focus on innovation, and outlook for growth opportunities position it well for future success.
Efforts to address challenges in specific segments and capitalize on opportunities demonstrate a proactive approach to sustaining growth and profitability.
Overall positive outlook on third-quarter results reflects the company's strong model, portfolio, and cash flow generation capabilities.

Kenvue reports mixed 2023 performance, focuses on growth strategies

Kenvue's 2023 performance saw organic growth but faced challenges in specific segments, leading to adjustments for 2024. The company aims to drive growth through operational efficiencies, increased brand investments, and a focus on consumer engagement. Challenges in U.S. in-store execution prompted a recovery plan and leadership changes.

Kenvue surpasses Q1 expectations, eyes China growth amid challenges

Kenvue's Q1 performance exceeded expectations, driven by key segments and brands.
Strategic focus on cost optimization, operational efficiency, and brand impact.
Challenges include stabilizing declining segments and managing hyperinflation impact.
Opportunities lie in growing China business, operational reinvention, and new leadership.

Kenvue reports solid Q2 performance and optimistic outlook for 2024

Kenvue's Q2 performance reflects steady growth and improved profitability, driven by strategic initiatives and strong brand performance. While cost management and increased marketing spend pose challenges, the company's focus on brand investment and long-term value creation offers promising opportunities for future growth and shareholder returns.

Kenvue reports Q3 growth, tackles Skin Health challenges, eyes savings

Kenvue's Q3 performance showed organic growth and strong financial metrics.
While facing challenges in the Skin Health segment, the company is focusing on recovery.
Investments in marketing and efficiency improvements highlight growth opportunities.
Executives addressed key questions on guidance, inventory levels, and growth strategies.

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Kenvue, Inc. is a consumer health company. It operates through the following business segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes cough, cold and allergy, pain care, digestive health, and smoking cessation. The Skin Health and Beauty segment offers face and body care and hair, sun and others. The Essential Health segment focuses on oral care, baby care, women's health and wound care. The company was founded on February 23, 2022 and is headquartered in Skillman, NJ.

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Johnson & Johnson's recent spinoff, Kenvue, offers a compelling investment opportunity, with a portfolio of household name products and a healthy balance sheet. Kenvue's share price has underperformed since its IPO, but this is seen as a buying opportunity given the company's stable consumer demand and potential for growth. Risks include a possible recession influencing consumers to switch to generic products and execution risk from management in implementing growth plans.

Kenvue: A Buffett-Style Investment At A Reasonable Price

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Levy Konigsberg has filed 116 mesothelioma cases against J&J's new consumer health spin-off, Kenvue (NYSE: KVUE) NEW YORK , June 15, 2023 /PRNewswire/ -- Levy Konigsberg, a leading national law firm representing victims of corporate misconduct, has sued J&J's new consumer health spin-off, Kenvue, in 116 Johnson's Baby Powder mesothelioma cases.  Kenvue was initially listed in May in the New York Stock Exchange (KVUE) as part of an initial public offering (IPO) at a $22 per share price.

Levy Konigsberg Sues Kenvue in 116 Mesothelioma Johnson's Baby Powder Lawsuits

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) announced financial results for the second quarter ending July 2, 2023, will be released before market open July 20, 2023.

Kenvue to Announce Second Quarter 2023 Results on July 20, 2023

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue to Participate in the Deutsche Bank dbAccess Global Consumer Conference on June 8, 2023.

Kenvue to Participate in the Deutsche Bank dbAccess Global Consumer Conference on June 8, 2023

Shares of Kenvue Inc. plumbed new lows after Wall Street analysts started coverage of the consumer household-brands company and Johnson & Johnson spinoff with halfhearted ratings, saying bullish fundamentals have already been priced in.

Kenvue's stock hits fresh post-IPO lows as Tylenol parent company receives tepid reviews from analysts

Johnson & Johnson

UBS analysts initiated coverage of Kenvue Inc (KVUE), the recent spinoff of Johnson & Johnson (NYSE:JNJ)'s consumer brand segment, with a ‘Neutral' rating and a 12-month target price of $28 per share, saying the company is well positioned to deliver sustainable mid-single-digit organic revenue growth over the medium term. “With much of the low-hanging fruit from a valuation perspective captured following the +20% performance since IPO, we think KVUE has become more of a ‘show-me story' and the direction of the stock will depend on estimate revisions from here,” the analysts wrote.

Kenvue is a “show me story” after strong start following J&J spinoff

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Kenvue is now independent of Johnson & Johnson (sort of). It needs to demonstrate that nothing important has changed since the spinoff.

Kenvue Just IPO'd, but Is the Stock a Buy?

Shares of Kenvue went public last week as Johnson & Johnson spun off its consumer health business. The new company markets some strong brands, including Tylenol, Nicorette, Motrin, and many others.

Kenvue Has Gone Public: Should You Buy the Stock?

This year hasn't been the most active when it comes to initial public offerings, but Johnson & Johnson NYSE: JNJ spinoff Kenvue Inc. NYSE: KVUE set a bar, of sorts, with the biggest IPO since Rivian Automotive Inc.'s NASDAQ: RIVN ill-fated debut in November 2021.

J&J Kenvue Spinoff Aims To Give Investors A Healthy Return

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue (NYSE: KVUE) announced the closing of its initial public offering of 198,734,444 shares of its common stock at a price of $22.00 per share.

Kenvue Announces Closing of Initial Public Offering

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Kenvue Inc. has been spun off from Johnson & Johnson in a rather large IPO. The spinoff was well-received by the market, being the world's largest pure-play consumer health play.

Kenvue: A Look At The Johnson Spinoff

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Kenvue is the world's largest pure-play consumer health company by revenue, and makes well-known products, including Tylenol, Neutrogena, Listerine, Johnson???s', Band-Aid, Aveeno, Zyrtec and Nicorette.

ETFs to Bet on the Successful Debut of Kenvue

Kenvue has been profitable in each of the three years for which we have financial data and it will likely be profitable for many years to come. However, the company lacks the margins of its competitors, and a profitable company is not always a good stock.

Kenvue: Profitable Company, Expensive Stock

Kenvue CEO Thibaut Mongon said the spinoff's portfolio of brands, which includes Band-Aid, Tylenol and Neutrogena, has "ample opportunity" to grow.

Kenvue CEO looks to brand, product innovation to drive growth after IPO

Kenvue Inc. is defensive and resilient to macro shocks. The company owns a portfolio of well-established brands.

Kenvue Stock Surges On Trading Debut

2023 has been a pretty slow year as far as initial public offerings go, but pharmaceutical giant Johnson & Johnson ( JNJ , Financial) bucked the trend on Thursday by offering its consumer health division Kenvue (KENV) as an IPO. Priced at about $22 per share and set to raise approximately $3.8 billion for J&J, the IPO values the new pure-play consumer health company at a total of $41 billion.

J&J's Kenvue: Unlocking Value in a Stagnant Market

Johnson & Johnson's consumer healthcare spinoff has made the biggest U.S. initial public offering (IPO) since 2021. Kenvue, which includes Band-Aid and several other well-known consumer brands that had been part of Johnson & Johnson, raised $3.8 billion in an IPO that valued it at $41 billion Thursday (May 4), CNBC reported Thursday.

Johnson & Johnson Spinoff Kenvue Valued at $41 Billion in IPO

At its expected valuation, KVUE looks fully valued and does not provide investors with much upside potential.

Kenvue IPO: Profitable Company, Expensive Stock

Kenvue Inc. shares KVUE, +16.16% were cheered in their Wall Street debut Thursday, as the Johnson & Johnson JNJ, -0.55% spinoff, with consumer brands including Tylenol, Band-Aid and Listerine, saw it's stock open 16.0% above its initial public offering price. Kenvue raised $3.8 billion as it said late Wednesday that it sold 172.8 million shares in the IPO, up from previous expectations of 151.2 million shares, at $22 a share, which was at the higher end of the expected pricing range of between $20 and $23 a share.

News for Kenvue Stock (KVUE)