Kenvue: An Intriguing Turnaround
Kenvue's stock has underperformed since its IPO, with disappointing guidance cuts for 2023 and 2024, and minimal growth projected for 2025. Despite recent struggles, Kenvue's strong brand portfolio, including Tylenol and Band-Aid, suggests potential for a turnaround, supported by activist investor Starboard Value. Execution issues, external factors, and potential structural changes have impacted Kenvue's performance, but improvements in marketing and management could drive future growth.
Kenvue Is A Mediocre Candidate
Kenvue, the world's largest pure-play consumer health company, has a market cap of $37.96 billion but struggles with profitability despite decent growth. Management's cost-cutting initiatives show promise, but recent financials reveal mixed results, with revenue slightly up but net income and EBITDA declining. Kenvue's valuation appears relatively cheap compared to peers, yet its fundamentals don't justify a bullish outlook; thus, I rate it a 'hold'.
Kenvue, Inc. (KVUE) Q4 2024 Earnings Call Transcript
Kenvue, Inc. (NYSE:KVUE ) Q4 2024 Earnings Conference Call February 6, 2025 8:00 AM ET Company Participants Thibaut Mongon - CEO Paul Ruh - CFO Sofya Tsinis - Head, IR Conference Call Participants Filippo Falorni - Citi Peter Grom - UBS Anna Lizzul - Bank of America Andrea Teixeira - J.P. Morgan Bonnie Herzog - Goldman Sachs Korinne Wolfmeyer - Piper Sandler Nik Modi - RBC Capital Markets Lauren Lieberman - Barclays Steve Powers - Deutsche Bank Operator Hello, and welcome to the Kenvue Fourth Quarter and Full-Year 2024 Earnings Conference Call.
Kenvue (KVUE) Q4 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 December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Kenvue's Q4 Sales Miss, Margins Improve
Consumer healthcare products specialist Kenvue (KVUE -0.34%) reported mixed fourth-quarter and full-year earnings on Thursday, Feb. 6. Adjusted earnings per share (EPS) of $0.26 aligned with the market's consensus expectations.
Kenvue (KVUE) Q4 Earnings Meet Estimates
Kenvue (KVUE) came out with quarterly earnings of $0.26 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.31 per share a year ago.
Kenvue sees 2025 profit below estimates as strong dollar, weak cough product sales hit
Consumer health company Kenvue forecast 2025 adjusted profit below Wall Street estimates on Thursday, hit by a stronger dollar and weak demand for its cough and cold products that include Tylenol and Benadryl.
Gear Up for Kenvue (KVUE) Q4 Earnings: Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Kenvue (KVUE) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Kenvue (KVUE) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Kenvue (KVUE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Will Kenvue (KVUE) Beat Estimates Again in Its Next Earnings Report?
Kenvue (KVUE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
