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.
Ahead of Kenvue (KVUE) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Beyond analysts' top -and-bottom-line estimates for Kenvue (KVUE), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
2 Stocks Down 89% and 15% to Buy Right Now
A third of the year is now over, and the stock market has seen incredible levels of volatility across the stretch. The S&P 500 index is down roughly 9.5% from its high as of this writing, and the Nasdaq Composite index has fallen 13.5%.
Kenvue (KVUE) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 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.
Tariffs Could Keep the Federal Reserve on Hold: 5 High-Yield Dividend Kings Are Our Top Calls
High-yield dividend stocks are a favorite among investors for good reason.
Kenvue + Johnson & Johnson: I Choose To Own The Whole 'Humpty Dumpty'
Johnson & Johnson's spin-off of Kenvue has created two resilient defensive stocks in the healthcare sector, ideal for accumulation during market volatility. Despite being off their highs, both JNJ and Kenvue present attractive buying opportunities due to their low betas and relatively high dividends. These are exactly the resilient defensive stocks in an un-loved healthcare sector that investors are now piling into as the VIX spikes.
