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'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 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'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. (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 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.
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) 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.
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.
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.
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.
Kenvue (NYSE:KVUE) has announced a CEO transition and the launch of a strategic review process aimed at enhancing shareholder value and improving the long-term performance of the consumer health company. Kirk Perry, a Kenvue director with more than 30 years of experience in the consumer goods and technology sectors, has been appointed interim CEO, effective immediately.