Kenvue takes a $1.4bn Tylenol hit
Kenvue Inc (NYSE:KVUE) shares dropped 4% at the open on Monday, erasing about $1.4 billion in market value, after a report that Trump administration officials plan to warn pregnant women against taking Tylenol unless they have a fever. The Washington Post said the guidance will claim the active ingredient, acetaminophen, is linked to autism, citing unnamed sources.
Trump administration reportedly plans to link autism to Tylenol use during pregnancy
The Trump administration is expected to make an announcement Monday linking pregnant women's use of Tylenol to autism, according to The Washington Post. Federal health officials will also reportedly highlight leucovorin as a potential autism treatment.
Kenvue CEO lobbied RFK Jr. not to cite Tylenol as autism cause, WSJ reports
Kenvue's interim Chief Executive Officer Kirk Perry met Robert F. Kennedy Jr. to try and dissuade the U.S. health secretary from including Tylenol as a potential cause of autism in an upcoming report, the Wall Street Journal said on Friday, citing a person familiar with the matter.
Kenvue fights back against Tylenol safety concerns as its stock tumbles
Kenvue rushed to the defense of Tylenol, but the stock still suffered a record selloff on news that RFK Jr. will release a report linking the use of acetaminophen during pregnancy to autism.
Kenvue Can't Be Written Off Yet
Kenvue's fundamental performance looks disastrous, with revenue and margins going in the wrong direction. In that context, a 20x-plus multiple to 2025 adjusted EPS looks far too high. But a new board, new leadership, and new strategy suggest real change is on the way for a business where execution clearly is a concern.
Kenvue, Inc. (KVUE) Q2 2025 Earnings Call Transcript
Kenvue, Inc. (NYSE:KVUE ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Amit Banati - Chief Financial Officer Kirk L. Perry - Interim CEO & Director Sofya Tsinis - Head of Investor Relations Conference Call Participants Andrea Faria Teixeira - JPMorgan Chase & Co, Research Division Bonnie Lee Herzog - Goldman Sachs Group, Inc., Research Division Filippo Falorni - Citigroup Inc., Research Division Javier T.
Kenvue misses Q2 sales estimates, cuts 2025 profit forecast
Kenvue Inc (NYSE:KVUE) reported second quarter sales below Wall Street expectations, while also downwardly revising its full-year profit forecast. The Neutrogena, Aveeno, Tylenol and Band-Aid owner reported net sales were down 4%, driven by weaker allergy and sun season demand in North America and shipment timing changes in China.
Kenvue (KVUE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Kenvue (KVUE) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Kenvue (KVUE) Q2 Earnings Top Estimates
Kenvue (KVUE) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.32 per share a year ago.
Should You Buy Kenvue Stock At $22?
Although there has been a recent increase of 21% that aligns with the broader market gains, Kenvue (NYSE: KVUE) offers limited investment appeal at its current valuations. Our thorough analysis encompassing growth, profitability, financial stability, and valuation metrics uncovers fundamental weaknesses that render the stock unattractive for new investors at this time.
Countdown to Kenvue (KVUE) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
Besides Wall Street's top-and-bottom-line estimates for Kenvue (KVUE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Analysts Estimate Kenvue (KVUE) to Report a Decline in Earnings: What to Look Out for
Kenvue (KVUE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
