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.

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue, the world's largest pure-play consumer health company by revenue, will announce its 2024 Q1 results before market open on May 7, 2024.

Kenvue to Announce First Quarter 2024 Results on May 7, 2024

AbbVie

AutoZone

Core Laboratories Inc

Compass Minerals

Corteva Inc

Estee Lauder

Etsy

Gilead Sciences

Honeywell

Hershey

International Flavors & Fragrances

Johnson & Johnson

McDonald's

MarketAxess Holdings

Motorola Solutions

NIKE

O'Reilly Automotive

Pfizer

Polaris

Philip Morris

Raytheon Technologies

Starbucks

Sysco

Teradyne

We share the heat map of the most investable candidates that may be worth your time for further analysis.

U.S. Wide-Moat Stocks On Sale - The March 2024 Heat Map

Chevron

Plains All American Pipeline

AT&T

Since 1926, dividends have contributed approximately 32% of the total return for the S&P 500, while capital appreciations have contributed 68%. Therefore, sustainable dividend income and capital appreciation potential are essential for total return expectations.

Stock Market Looking Dangerous – 6 Safe Large Cap Dividend Blue Chips

Ares Commercial Real Estate

AGNC Investment

Ellington Financial

FS KKR Capital Corp

Realty Income Corp

Orchid Island Capital

Oxford Lane Capital

Paramount Global

PIMCO Dynamic Income Fund

Ready Capital Corp

Triplepoint Venture Growth BDC

Trinity Capital

Verizon

XAI Octagon Floating Rate & Alternative Income Term Trust

Prior to February 29, 2024 my REaders mentioned 32 equities in their comments on my articles. Some bad-news investments (ROgues) mixed with (mostly) FAvorites. Thus, these are ReFa/Ro. Ten analyst-target-estimated TOP-NET-GAIN Re/Fa/Ro: KVUE, PARA, OXLC, VZ,TPVC, O, PFE, FSC, RC, and EFC averaged 22.56% net gains from reader data collected 3/20/23. Ten analyst-target-augured February TOP-PRICE-UPSIDE reader faves & rogues (ReFa/Ro) were: FSK, TTE, CVX, VZ, KVUE, PARA, PFE, RC, O, & EFC boasting a 15.5% average target price upside estimate.

February Readers Noted 22 Ideal-To-Buy Dividend Dogs

Ross Stores

Sempra Energy

Waste Connections

Welltower

Walmart

While the idea of defensive stocks might not seem so relevant amid blistering market performances, investors ought to consider looking under the hood. According to Bank of America, investors have drained $4.4 billion from technology-based securities.

7 Defensive Stocks to Build a Moat Around Your Portfolio

Archer-Daniels-Midland Company

Black Hills

Federal Realty Investment Trust

Fortis

Hormel Foods

Leggett & Platt

Altria

Middlesex Water

National Fuel Gas

Northwest Natural Gas

PepsiCo

SJW Group

United Bankshares

Universal Corp

A Dividend King is a stock with 50 or more consecutive years of dividend increases. The 55 Dividend Kings screened as of March 13 represented 9 of 11 Morningstar Sectors. Broker targeted-top-ten net gains ranged 14.63%-22.93% topped by Middlesex Water, and SJW Group. By yield, Leggett tops-all. Top-ten March Kings; UBSI, FRT, FTS, BKH, NWN, MMM, CDUAF, UVV, MO, & LEG averaged 5.97% yield.

55 March Dividend Kings: Buy 8; Watch 4

Costco

Deere & Company

Microsoft

UnitedHealth Group

At first glance, a concerted focus on stable blue-chip stocks might seem excessively cautious. After all, the market is booming, companies are hiring and people are spending.

7 High-Quality Blue-Chip Stocks to Buy if You're Looking for Stability

Are you ready for retirement? Planning for retirement can be overwhelming, that's why it could be a good idea to speak to a fiduciary financial advisor about your goals today.

Looking To Start Earning Passive Income in March? Here Are 6 Top Dividend Stocks

Amcor Plc

Franklin Resources

Essex Property Trust

Fastenal

Kimberly-Clark

NextEra Energy

J. M. Smucker

T. Rowe Price Group

Exxon Mobil

"Dividend Aristocrats in the S&P 500 Index… have raised their annual payouts every year for at least 25 consecutive years." - Kiplinger.com/Investing. 67 Aristocrats, screened as of March 6, 2024, represented all eleven Morningstar Sectors. Broker estimated-top ten net gains ranged 15.93%-27.67% topped by NEE & ADM.

5 Dividend Aristocrats Signal Buy In March With 6 To Watch

ALERT: Today Could Be Your Best Shot At Early Retirement (Sponsored) If you want to retire before 65, pay attention.

These 6 Dividend Kings Could Be The Best Stocks The Rest Of 2024

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. will share new data at the American Academy of Dermatology (AAD) Association Annual Meeting.

Kenvue to Showcase 22 New Sets of Clinical Data at American Academy of Dermatology Association Meeting

Con Ed

Its expertise includes creating urban, mixed-use neighborhoods like: Santana Row in San Jose, California Pike & Rose in North Bethesda, Maryland Assembly Row in Somerville, Massachusetts Federal Realty's 102 properties include approximately 3,300 26 million square feet tenants and over 3,100 residential units.

5 Virtually Unknown Dividend Kings That Generate Strong Passive Income

Kinder Morgan

Modiv

ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN

Sirius XM Holdings Inc

Prior to January 31, 2024 my REaders mentioned 37 equities in their comments on my articles. Some bad-news investments (ROgues) mixed with (mostly) FAvorites. Thus, these are ReFa/Ro. Ten analyst-target-estimated TOP-NET-GAIN Re/Fa/Ro: KVUE, PFE, TTE, DHT, F, EFC, EURN, RC, XOM, and ORC averaged 34.48% net gains from reader data collected 1/23/23. Ten analyst-target-augured January TOP-PRICE-UPSIDE reader favorites & rogues (ReFa/Ro) were: PFE, MMM, KMI, O, MDV, KVUE, EFC, ACRE, RC & ORC boasting a 29.93% average target price upside estimate.

January Readers Noted 30 Ideal-To-Buy Dividend Dogs

Southwestern Energy

SPDR Gold Trust

David Einhorn's hedge fund Greenlight Capital picked up a new stake in Kenvue Inc. KVUE — formerly the consumer healthcare division of Johnson & Johnson JNJ — in the fourth quarter, according to a public filing Wednesday.

David Einhorn's Greenlight Capital adds Kenvue, ETFs and exits Southwestern Energy

"What is a Dividend King? A stock with 50 or more consecutive years of dividend increases.”—suredividend.com. The 55 Dividend Kings screened as of February 12 represented 9 of 11 Morningstar Sectors. Broker targeted-top-ten net-gains ranged 14.3%-28.7% topped-by Northwest Natural, and Archer-Daniels Midland. By yield, Altria tops-all. Top-ten February King yields reported for UBSI, FRT, FTS, BKH, NWN, CDUAF, UVV, MMM, LEG, & MO averaged 6.00%.

February's 55 Dividend Kings: Buy 9, Watch 3

SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue CEO and CFO to present at the Consumer Analyst Group of New York (CAGNY) Conference on February 23, 2024 at 10 a.m. EST.

Kenvue to Present at the Consumer Analyst Group of New York Conference on February 23, 2024

Kenvue, a spin-off from Johnson & Johnson, has solid financials and a strong portfolio of iconic consumer products. The company's dividend is safe with a conservative payout ratio, and they initiated a share repurchase program during Q3. Because of this, I've initiated the stock as a speculative buy currently. Kenvue has a strong balance sheet and a lower valuation compared to other consumer staple stocks, making it an attractive investment opportunity.

Kenvue: This Dividend Newcomer Is Worth A Look

Agilent Technologies

Biogen

Bristol-Myers

C.H. Robinson Worldwide

Comcast

Campbell Soup

Huntington Ingalls Industries

Hilton Worldwide Holdings

Harley-Davidson

InterContinental Hotels Group

Lockheed Martin

Marriott

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating).

U.S. Wide-Moat Stocks On Sale - The February 2024 Heat Map

Kenvue Inc. (KVUE) Q4 2023 Earnings Call Transcript

Band-Aid maker Kenvue Inc (NYSE:KVUE) saw its shares hit on Thursday morning after laying out guidance below Wall Street expectations. Kenvue said adjusted profit would sit between US$1.10 to US$1.20 per share for the year ahead in Thursday's fourth quarter results, lower than analysts' estimates of US$1.26.

Kenvue shares hit as profit forecast below expectations

Kenvue Inc.'s stock KVUE, -0.39% fell by 3.2% in premarket trading on Thursday after the household products spin-off of Johnson & Johnson JNJ, -0.05% reported lower fourth-quarter profit and said its 2024 earnings would fall short of the FactSet consensus estimate. It also missed its revenue target for the fourth quarter.

J&J spinoff Kenvue stock loses ground as profit drops

Kenvue forecast full-year profit below analysts' expectations after missing quarterly sales estimates on Thursday, as the Tylenol maker faces sluggish demand in China and slowing growth for skin and beauty products in the U.S. The company, spun off from Johnson & Johnson in August, missed Street estimates for fourth-quarter sales in both its self-care, as well as skin health and beauty segments.

Tylenol maker Kenvue forecasts annual profit below estimates after weak quarter

News for Kenvue Stock (KVUE)