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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

LOS ANGELES, CA / ACCESSWIRE / October 8, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Kenvue Inc. ("Kenvue" or "the Company") (NYSE:KVUE) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

INVESTOR ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Kenvue Inc. and Encourages Investors with Losses to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / October 5, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Kenvue Inc. ("Kenvue" or "the Company") (NYSE:KVUE) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Kenvue Inc. and Encourages Investors with Losses to Contact the Firm

Kenvue is a fairly safe stock, thanks to its consistent sales of critical goods. However, it doesn't have many opportunities to expand more rapidly than it is now.

Here's Why Kenvue Stock Is (Slightly) Riskier Than It Seems

Comcast

Ecolab

Estee Lauder

Gilead Sciences

Intercontinental Exchange

Medtronic

Altria

Pfizer

Raytheon Technologies

U.S. Bancorp

Wells Fargo

Yum China Hlds

There's a bright side to the S&P 500's recent slide. Some stocks are set up for likely gains, at least according to a Morningstar strategist.

Morningstar Says Stocks Are 8% Undervalued — Likes These 13 Best

NEW YORK , Oct. 3, 2023 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Kenvue Inc. (NYSE: KVUE) resulting from allegations that Kenvue may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Kenvue securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

KVUE INVESTOR NEWS: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Kenvue Inc. Investors to Inquire About Securities Class Action Investigation - KVUE

CVS Health

A couple of beaten-down dividend stocks in the healthcare sector deserve more attention than they've been getting lately. Kenvue is the consumer health business Johnson & Johnson spun off earlier this year, and it offers a 4% yield at recent prices.

2 Exceptional Dividend Stocks to Buy in October and Hold Forever

J&J recently spun off its billion-dollar consumer health business to form Kenvue. Kenvue announced a dividend during its first earnings report as an independent entity.

Could Kenvue Follow in the Footsteps of Johnson & Johnson and Become a Top Dividend Stock?

Kenvue's shares are pricey because it's expected to be a safe bet for investors. Its growth rate is relatively low for its valuation, at least so far.

Is Kenvue Stock Too Pricey to Buy?

Ares Capital

Enbridge

Kenvue should be a reliable source of dividends, like its parent before it. If dividend growth is what you're searching for, look no further than Enbridge.

A Bull Market Is Coming: 3 Top Dividend Stocks to Buy Now

Abbott Labs

Kenvue is poised to make its mark as a great business with a new name. Abbott Labs has long-term upside in key healthcare end markets.

3 Best Stocks to Buy in September and Hold Forever

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) will announce its financial results for the third quarter ending October 1, 2023, before market open on October 26, 2023.

Kenvue to Announce Third Quarter 2023 Results on October 26, 2023

NEW YORK--(BUSINESS WIRE)--WHY: Rosen Law Firm, a global investor rights law firm, announces that it is investigating potential securities claims on behalf of shareholders of Kenvue Inc. (NYSE: KVUE) resulting from allegations that Kenvue may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Kenvue securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Ro.

KVUE INVESTOR NOTICE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Kenvue Inc. Investors to Inquire About Securities Class Action Investigation – KVUE

Apple

Amazon

Goldman Sachs

AutoZone

Chewy

Dollar General

General Mills

Johnson & Johnson

Lennar

On Holding AG

Pinterest

Ventas

Here are some of the tickers on my radar for Wednesday, Sept. 20, taken directly from my reporter's notebook.

Here are the 14 stocks Jim Cramer is watching, including Apple, Goldman Sachs, Amazon

Kenvue faces significant challenges in the consumer healthcare sector, including sluggish growth, intense competition, and middle-tier brand positions. While the company has manageable debt levels, its margins aren't high. The valuation of Kenvue is average, which might still warrant caution given some of its risks. Kenvue's non-cyclical business model offers stability, potentially making it an attractive option for dividend investors.

Kenvue Is Not The Better Johnson & Johnson, Also Not For Dividend Investors

Kenvue's shares have fallen since its IPO due to high valuations and concerns about its growth composition. The company, a spin-off from Johnson & Johnson, is well-diversified with leading brands in consumer health products. Despite flattish revenue, Kenvue has seen strong growth in the second quarter, but it is driven by pricing rather than volumes.

Kenvue: Interesting Times

Johnson & Johnson had spun off Kenvue, its consumer health division, to boost growth in its more profitable pharmaceutical and medical technology sectors. JNJ achieved a steady 3.3% revenue growth over the past decade with a stable 26.6% average operating margin, showing resilience even during market turbulence. While analysts predict an annualized EPS growth of 4%, I hold a more optimistic view, expecting JNJ to achieve approximately 5% EPS growth over the next decade.

Johnson & Johnson: Kenvue Spin-Off Unlikely To Drive Market-Beating Returns

American Tower

Brookfield Renewable Partners

American Tower has increased its payout every year since becoming a REIT. Brookfield Renewable has boosted its dividend by at least 5% annually over the past 12 years.

3 High-Quality Dividend Stocks Yielding 3%-Plus to Buy for Decades of Rising Income

Let's dive into this Johnson & Johnson (JNJ) spinoff—because it shows exactly how we can tap “splits” like these to grab not one but TWO income streams.

How We'll Tap This Spinoff For 200%+ Dividend Growth

Johnson & Johnson recently spun off its consumer health unit into a new company called Kenvue. The consumer health segment weighed on J&J's growth, but it could progress successfully as an independent business.

Better Buy: J&J vs. Kenvue

Procter & Gamble

In a unanimous vote, advisors said oral versions of phenylephrine – a nasal decongestant found in versions of drugs like Nyquil and Benadryl – isn't effective.

Decongestant found in many cold, allergy medicines doesn't actually work, FDA advisors say

Ford Motor Company

NIKE

J. M. Smucker

Constellation Brands

Hostess Brands

Affirm

Brunswick

Dutch Bros

DoorDash

Dell Technologies

General Motors

Block

Stellantis N.V. 

Tapestry

Here are some of the tickers on my radar for Monday, Sept. 11, taken directly from my reporter's notebook.

Here are the 16 stocks Jim Cramer is watching, including Twinkie deal, auto strike risk

Kenvue Inc shares rose 2.5% in pre-market trading on Monday boosted by an upgrade by Deutsche Bank. The German investment bank has moved the firm, the consumer-health business spun-out of Johnson & Johnson (NYSE:JNJ), to buy from hold with an unchanged price target of $27.

Kenvue oversold, concerns priced in, says Deutsche

Tesla

Oracle

Shares of Hostess Brands Inc. TWNK, +0.86% jumped more than 10% after The Wall Street Journal reported late Sunday that J.M. Smucker Co. SJM, +0.88% is close to a roughly $4 billion deal to acquire the snack maker.

Hostess Brands shares rally on deal news and Tesla stock is up on an upgrade, and more moving stocks

The business is home to seven No. 1 brands globally.

Bargain Hunting With $100? This New S&P 500 Dividend Stock Is a No-Brainer to Buy on the Dip

You're familiar with its products, including Tylenol, Neutrogena, Listerine and Johnson's Baby Shampoo. Still, you may not be up to speed on Kenvue Inc. NYSE: KVUE and its status as a long-term dividend payer.

J&J Spinoff Kenvue is the New Dividend Aristocrat on the Block

News for Kenvue Stock (KVUE)