Kenvue Inc.

KVUE
Sector

Consumer Staples

Industry

Household & Personal Products

Market Cap

$41.24B

Employees

22K

Company Overview

Kenvue is the world's largest pure-play consumer health company by revenue, operating in over 165 countries. The company's core business model centers around delivering science-backed innovative products, solutions, and experiences in consumer health, with primary revenue streams from its Self Care, Skin Health and Beauty, and Essential Health segments. Kenvue holds leading market positions across numerous large and attractive categories globally, and leverages its flexible distribution network and data-driven customer partnerships.

Filing Highlights

Key insights and themes extracted from this filing

10 Themes

Financial Performance

3 Insights

Net sales reached $3.894 billion, a slight increase from $3.852 billion in the prior year. This growth was primarily driven by value realization, partially offset by volume-related decreases.

Gross profit margin increased to 57.6% from 55.2% due to benefits from supply chain initiatives and lower input costs. This is a positive sign for profitability.

Operating income decreased to $550 million from $640 million, primarily due to higher costs in enterprise functions, transition services agreement costs with J&J, and increased brand investments.

Growth & Strategy

3 Insights

Management Execution

3 Insights

Risk Factors

3 Insights

Competitive Position

3 Insights

Operational Efficiency

3 Insights

Innovation & Technology

3 Insights

Capital Allocation

3 Insights

ESG initiatives

1 Insight

Market Environment

3 Insights