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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November's top-yielding Aristocrats include Franklin Resources, Amcor, Hormel, and Kenvue, meeting the dogcatcher ideal of dividends from $1K invested exceeding single share prices. Analysts forecast 12.5% to 20.12% net gains from the top-ten Aristocrat Dogs by November 2025, with NextEra Energy and Target leading the projections. Seven more Aristocrats, including Realty Income and Chevron, are within 50% of meeting the ideal dividend-to-price ratio, potentially becoming fair priced with market pressure.

67 Aristocrats November Dividend Cornucopia Has 39 'Safer' And 2 Ideal Dogs

Kenvue Inc (NYSE:KVUE), the maker of Listerine, Tylenol, Aveeno and Band-Aid, reported slightly lower sales than expected but earnings were just above Wall Street estimates. The company has been in a more intense spotlight coming into these results after reports emerged that activist investor Starboard Value has taken a stake and is eyeing changes.

Tylenol maker Kenvue hails efficiency gains as activist Starboard watches on

Kenvue, Inc. (NYSE:KVUE ) Q3 2024 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Sofya Tsinis - Head, IR Thibaut Mongon - CEO Paul Ruh - CFO Conference Call Participants Bonnie Herzog - Goldman Sachs Anna Lizzul - Bank of America Andrea Teixeira - J.P. Morgan Peter Grom - UBS Filippo Falorni - Citi Steve Powers - Deutsche Bank Keith Devas - Jefferies Nik Modi - RBC Capital Markets Korinne Wolfmeyer - Piper Sandler Jeremy Fialko - HSBC Operator Hello, and welcome to the Kenvue Third Quarter 2024 Earnings Conference Call.

Kenvue, Inc. (KVUE) Q3 2024 Earnings Call Transcript

Although the revenue and EPS for Kenvue (KVUE) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Here's What Key Metrics Tell Us About Kenvue (KVUE) Q3 Earnings

Kenvue (KVUE) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.31 per share a year ago.

Kenvue (KVUE) Q3 Earnings Surpass Estimates

Kenvue reported third-quarter sales marginally below Wall Street estimates on Thursday, hurt by weakness in its skin health and beauty unit housing the Neutrogena and Aveeno brands, amid pressure from activist hedge fund Starboard Value.

Kenvue misses quarterly sales estimates on sluggish skincare sales

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) (“Kenvue”), today announced financial results for the fiscal third quarter ended September 29, 2024.

Kenvue Reports Third Quarter 2024 Results

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Kenvue (KVUE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2024.

Stay Ahead of the Game With Kenvue (KVUE) Q3 Earnings: Wall Street's Insights on Key Metrics

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) today announced Neutrogena® is establishing multi-year partnerships with Dr. Dhaval Bhanusali, and Dr. Muneeb Shah.

Neutrogena® Launches Breakthrough Collaboration with Two of World's Most Recognizable Dermatologists

Can tinkering around the edges actually make this stock more attractive?

This Big New Development Could Be Bullish for Kenvue Stock

Ken Griffin's Citadel just added 18 million shares of an under-the-radar consumer health stock.

Billionaire Ken Griffin Just Increased His Position in This Dividend Stock by 5,848%. Here's Why Now May Be a Great Time to Buy.

An activist investor is taking a stake in Kenvue stock.

Meet the 3.6%-Yielding Dividend King Stock That's Up 25% in 3 Months

Starboard Value and Kenvue seem to be aligned, and the conditions might be right for value creation.

How activist Starboard may help boost value in Kenvue's skin and beauty business

The growth rate of the consumer healthcare business could accelerate now that an activist investor is involved.

Is Kenvue Stock a Buy Now?

Pfizer

Starboard has a $1 billion stake in Pfizer and an unknown but "sizable" stake in Kenvue, according to earlier media reports.

Starboard Makes Its Case to Shake-Up Pfizer and Kenvue

Starboard Value called consumer products company Kenvue a bargain and said its skin health and beauty segment's lackluster growth is the reason for the stock's underperformance.

Starboard says Kenvue's skin health segment is weighing on performance

Kenvue Inc (NYSE:KVUE) shares moved more than 6% higher on reports activist investor Starboard Value has taken a stake in the consumer goods company and is eyeing changes. A person familiar with the matter told the Wall Street Journal that Starboard's stake in the Tylenol-maker is “sizeable.

Kenvue gains on reports activist investor Starboard Value has taken ‘sizeable' stake

Elf Beauty appeared to rally along with KVUE on Monday.

Starboard Value Buys Into Dow Jones Spinoff; Elf Beauty Rallies

Shares of Kenvue (KVUE) took off Monday morning on indications activist investor Starboard Value has taken a large stake in the consumer health products maker.

Tylenol Maker Kenvue Stock Surges on Report Starboard Takes 'Sizable Stake'

Starboard Value has amassed a significant stake in Kenvue, which spun out of Johnson & Johnson in mid-2023, according to people familiar with the matter. Starboard's Jeff Smith is expected to detail the position further at 13D Monitor's Active-Passive Investor Summit on Tuesday.

Kenvue shares surge after activist Starboard takes stake

Tylenol, Listerine and Band-Aid maker Kenvue has attracted the activist investor, according to a report.

Starboard Targets Another Health Company. Why Kenvue Is in Its Sights.

Activist investor Starboard Value has taken a sizeable stake in Kenvue, the maker of Tylenol and Listerine, and is seeking changes, according to reports Sunday night.

Starboard reportedly takes big stake in Tylenol maker Kenvue

Activist investor Starboard Value has a stake in Kenvue , which makes Listerine and Tylenol, two sources familiar with the matter told Reuters on Sunday.

Activist investor Starboard Value takes stake in consumer products maker Kenvue, sources say

Starboard wants Kenvue, which was spun out of Johnson & Johnson last year and has a market value of over $40 billion, to make changes to boost its share price.

Activist Starboard Value Takes Stake in Tylenol-Maker Kenvue

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) (“Kenvue”) will announce its third quarter 2024 financial results before market open on November 7, 2024.

News for Kenvue Stock (KVUE)