Summary
KVUE Chart
Kenvue: First Quarter A Sign Of Challenging Times, But Still A Solid Long-Term Play
Kenvue, a solid dividend-paying stock spun off from Johnson & Johnson, offers long-term upside despite current economic challenges and declining consumer sentiment. Recent earnings showed slight revenue growth, but declines in organic sales and margins, impacted by currency headwinds and destocking in China. Management remains optimistic with 2025 guidance expecting 2%-4% organic sales growth, supported by cost-cutting, marketing, and AI collaboration with Microsoft.
Kenvue, Inc. (KVUE) Q1 2025 Earnings Call Transcript
Kenvue, Inc. (NYSE:KVUE ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Sofya Tsinis - Head of Investor Relations Thibaut Mongon - Chief Executive Officer and Director Paul Ruh - Chief Financial Officer Conference Call Participants Bonnie Herzog - Goldman Sachs Peter Grom - UBS Andrea Teixeira - J.P. Morgan Anna Lizzul - Bank of America Keith Davis - Jefferies Nik Modi - RBC Capital Markets Filippo Falorni - Citi Javier Escalante - Evercore ISI Alec Legg - Canaccord Genuity Steve Powers - Deutsche Bank Korinne Wolfmeyer - Piper Sandler Operator Hello, and welcome to the Kenvue First Quarter 2025 Earnings Conference Call.
Compared to Estimates, Kenvue (KVUE) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Kenvue (KVUE) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Kenvue Inc. (KVUE) FAQ
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Kenvue Inc. Profile
| Household & Personal Products Industry | Consumer Defensive Sector | Mr. Thibaut Mongon CEO | NYSE Exchange | US49177J1025 ISIN |
| US Country | 22,000 Employees | 14 May 2025 Last Dividend | - Last Split | 4 May 2023 IPO Date |
Overview
Kenvue Inc. is a global consumer health firm that offers a wide range of healthcare products through its diverse operational segments: Self Care, Skin Health and Beauty, and Essential Health. Founded in 2022 and headquartered in Skillman, New Jersey, Kenvue Inc. delivers a comprehensive portfolio of products designed to improve the wellness and health of consumers around the world. By leveraging well-known brands across its segments, Kenvue provides solutions for everyday health concerns, from pain relief and cold prevention to skincare and baby care.
Products and Services
- Self Care: This segment encompasses products for cough, cold and allergy, pain care, digestive health, smoking cessation, eye care, and more. Notable brands include Tylenol for pain relief, Motrin for inflammation, Benadryl for allergies, Nicorette for smoking cessation, Zarbee's and ORSLTM for general wellness, Rhinocort for nasal congestion, Calpol for children's fever and pain, and Zyrtec for 24-hour allergy relief.
- Skin Health and Beauty: Dedicated to maintaining skin health and enhancing beauty, this segment offers products for face and body care, hair care, sun protection, and more. It includes Neutrogena for skincare and acne treatment, Aveeno for moisturizers with natural ingredients, Dr.Ci:Labo for innovative skin solutions, Le Petit Marseillais for shower gels and soaps with enchanting fragrances, Lubriderm for daily moisture, Rogaine for hair regrowth, and OGX for salon-inspired hair care.
- Essential Health: Focusing on essential healthcare needs, this segment provides oral care, baby care, women's health, wound care, among other products. It features Listerine for oral health, Johnson's products for baby care, Band-Aid for wound protection, Stayfree pads, o.b. tampons, and Carefree liners for feminine hygiene, as well as Desitin Diaper Rash cream to soothe and protect infants.
Contact Information
