Kenvue /$KVUE

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About Kenvue

Kenvue is the world's largest pure-play consumer health company by sales, generating over $15 billion in annual revenue. Formerly known as Johnson & Johnson's consumer segment, Kenvue spun off and went public in May 2023. It operates in a variety of silos within consumer health, such as cough, cold and allergy care, pain management, face and body care, and oral care, as well as women's health. Its portfolio has some of the most well-known brands in the space, including Tylenol, Listerine, Johnson's, Aveeno, and Neutrogena. Despite playing in a fragmented industry with intense competition and changing consumer preferences, many of Kenvue's brands are the global leader in their respective segment thanks to their strong brand power.

Ticker

$KVUE

Primary listing

NYSE

Industry

Personal Care Products

Employees

22,000

ISIN

US49177J1025

Kenvue Metrics

BasicAdvanced
$40B
37.86
$0.55
0.93
$0.82
3.93%

What the Analysts think about Kenvue

Analyst ratings (Buy, Hold, Sell) for Kenvue stock.

Bulls say / Bears say

Kenvue's self-care segment, including brands like Tylenol and Benadryl, reported strong first-quarter sales of $1.67 billion, surpassing analyst expectations and indicating robust consumer demand. (reuters.com)
Activist investor Third Point Capital has acquired a stake in Kenvue, potentially driving strategic initiatives to enhance shareholder value. (ft.com)
Kenvue's cost-cutting program aims to achieve pre-tax gross savings of about $350 million annually by 2026, which could improve profitability. (investing.com)
Kenvue anticipates a $150 million impact from U.S. import tariffs, which may pressure profit margins. (investing.com)
The skin health and beauty segment experienced a 7.3% decline in sales, indicating challenges in this market. (reuters.com)
Johnson & Johnson's complete divestiture of its Kenvue stake through a $3.6 billion secondary offering may signal reduced confidence in Kenvue's independent prospects. (reuters.com)
Data summarised monthly by Lightyear AI. Last updated on 29 Jun 2025.

Kenvue Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Kenvue Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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