Kenvue Inc.
14.31-0.20 (-1.38%)
Oct 29, 4:00:02 PM EDT · NYSE · KVUE · USD
Key Stats
Market Cap
27.46BP/E (TTM)
19.08Basic EPS (TTM)
0.75Dividend Yield
0.06%Recent Filings
8-K
Kenvue Q2 sales dip 4%
Kenvue reported Q2 2025 net sales down 4.0% to $3.8 billion, with organic sales declining 4.2% amid volume drops from weak allergy seasons and China shipment timing. Adjusted diluted EPS fell to $0.29 from $0.32, while margins held steady despite inflation headwinds offset by productivity gains. Kirk Perry stepped in as interim CEO on July 14, 2025, as the board advances its strategic alternatives review to boost growth. Full-year outlook now sees low-single-digit sales declines and adjusted EPS of $1.00-$1.05. Leadership shakeup signals urgency.
10-Q
Q2 FY2025 results
Kenvue's Q2 net sales dipped 4.0% year-over-year to $3.8B, with organic sales down 4.2% (derived) from softer allergy and sun seasons plus trade inventory shifts, yet gross margin held steady at 58.9% thanks to supply chain gains offsetting input inflation. Operating income surged to $692M from $154M, boosted by no repeat of last year's $510M Dr.Ci:Labo impairment, while diluted EPS climbed to $0.22 from $0.03 on 1,928M shares. Cash from operations hit $1.0B YTD, funding $785M dividends and $127M buybacks amid $8.6B debt; free cash flow reached $782M (derived). Restructuring under Our Vue Forward racked up $135M YTD charges but eyes $350M annual savings by 2026. Litigation over phenylephrine efficacy lingers as a wildcard.
8-K
Kenvue CEO transition, sales dip
Kenvue's board ousted CEO Thibaut Mongon on July 14, 2025, appointing director Kirk Perry as interim chief to steer through turbulence. Amid a 4.0% net sales drop and 4.2% organic decline in Q2, the company launched a strategic review eyeing portfolio tweaks for growth acceleration. Perry's $1.25M salary and $5M equity stake underscore commitment. Yet risks loom from review disruptions.
8-K
Asia Pacific leadership change
Kenvue Inc. announced on June 24, 2025, that Ellie Bing Xie will step down as Group President, Asia Pacific, effective July 14, 2025, remaining through August 8 to aid the transition and qualifying for severance under the company's plan. Anindya (Andy) Dasgupta, a 30-year industry veteran with expertise in health and nutrition across global markets, assumes the role on that date. The Asia Pacific region generated approximately $3 billion in net sales in fiscal 2024. Leadership continuity eases the shift.
8-K
Kenvue annual meeting results
Kenvue Inc. shareholders overwhelmingly elected all 13 director nominees to the board at the May 22, 2025 annual meeting, with votes for ranging from 1.44 billion to 1.72 billion amid 78 million broker non-votes. They also approved executive compensation on a non-binding basis and ratified PricewaterhouseCoopers LLP as auditors for 2025. Strong support signals investor confidence in governance.
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