Kenvue announces CEO transition and strategic review
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.
Call Traders Circle Tylenol Parent Amid C-Suite Swap
Tylenol parent Kenvue Inc (NASDAQ:KVUE) is up 1.4% to trade at $21.64, after the company fired its CEO Thibaut Mongon amid efforts to revamp performance.
Kenvue Seeks Its Own Band-Aid With CEO Departure and Strategic Review. The Stock Rises.
The company, formerly part of Johnson & Johnson, says it is taking steps ‘to accelerate profitable growth.'
Kenvue takeover speculation heats up ahead of M&A window
Kenvue Inc (NYSE:KVUE) is again at the center of takeover speculation as the August expiration of its post–spin-off tax agreement with Johnson & Johnson (NYSE:JNJ) approaches, potentially clearing the way for a sale. Despite concentration and uneven performance, Kenvue's brand lineup is attractive, according to analysts at Jefferies.
Kenvue considering sale of skin and beauty brands to streamline portfolio: report
Kenvue Inc (NYSE:KVUE), the consumer health company spun off from Johnson & Johnson (NYSE:JNJ) in 2023, is considering selling a selection of its smaller skin health and beauty brands to streamline this segment and refocus on its core products, according to a Reuters report. The report, which cited four people with knowledge of the matter, is considering the sale of brands such as Clean & Clear, Maui Moisture, Neostrata, its German baby care brand Bebe, and Japanese brand Dr.Ci:Labo.
Kenvue: Steady Consumer Health Play; Initiate With 'Buy'
I initiate Kenvue with a 'Buy' rating and a $26 fair value, citing its iconic brands and steady dividend appeal. Kenvue's global operations, diversified product lines, and strong R&D enable resilience and ongoing margin expansion through cost efficiencies. Short-term headwinds from China destocking and tariffs are manageable, with long-term organic growth expected to normalize at 4.5%.
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 (KVUE) Beats Q1 Earnings and Revenue Estimates
Kenvue (KVUE) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.28 per share a year ago.
Listerine, Tylenol Maker Kenvue Tops Estimates, Lifts Sales Outlook
Shares of Kenvue (KVUE) rose in premarket trading Thursday after the maker of Band-Aid, Tylenol, and Listerine reported first-quarter results better than analysts' estimates.
Kenvue stock climbs as second quarter comes in ahead of forecasts
Consumer brands firm Kenvue Inc (NYSE:KVUE) traded on the front foot in Thursday's early deals, as its second quarter beat expectations (but, fell short in year-over-year comparatives). Net sales totalled $3.74 billion in Kenvue's first quarter, exceeding the consensus forecast of $3.68 billion whilst 3.9% lower than last year's digit.
