KVUE
Kenvue Inc.17.25
+0.04+0.23%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
33.05BP/E (TTM)
23.00Basic EPS (TTM)
0.75Dividend Yield
0.05%Recent Filings
10-Q
8-K
8-K
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.
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