Kenvue Inc. (KVUE) is listed on NYSE and operates in the Household & Personal Products industry (Consumer Defensive sector).
Kenvue Inc. operates as a consumer health company worldwide. The company operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment offers cough, cold and allergy, pain care, digestive health, smoking cessation, and other products under the Tylenol, Nicorette, and Zyrtec brands. The Skin Health and Beauty segment provides face and body care, hair care, and sun and other care products under the Neutrogena, Aveeno, and OGX brand names. The Essential Health segment offers oral and baby, women's health, and wound care products under the Listerine, Johnson's, Band-Aid, and Stayfree brands. The company was incorporated in 2022 and is headquartered in Skillman, New Jersey. Kenvue Inc. operates as a subsidiary of Johnson & Johnson.
| Rating | Analysts |
|---|---|
| Strong Buy | 0 |
| Buy | 4 |
| Hold | 10 |
| Sell | 0 |
| Strong Sell | 0 |
Kenvue Inc., a subsidiary of Johnson & Johnson, is a global consumer health company headquartered in Skillman, New Jersey. Established in 2022, Kenvue operates through three primary segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes products for cough, cold, allergy, pain relief, digestive health, and smoking cessation, featuring brands such as Tylenol, Nicorette, and Zyrtec. The Skin Health and Beauty segment offers face and body care, hair care, and sun care products under brands like Neutrogena, Aveeno, and OGX. The Essential Health segment encompasses oral care, baby care, women's health, and wound care products, with well-known brands such as Listerine, Johnson's, Band-Aid, and Stayfree. Kenvue's diverse product portfolio addresses a wide range of consumer health needs, leveraging its strong brand presence in the household and personal products industry.
Over the past three fiscal years, the company has experienced a mixed performance across various financial metrics. Revenue showed an inconsistent trend, slightly declining from $15.44 billion in 2023 to $15.12 billion in 2025, with a negative CAGR of 1.0%. Despite this revenue decline, the gross margin consistently improved by 2.2 percentage points, reaching 58.1% in 2025, indicating effective cost management at the production level. However, operating and net margins were inconsistent, with the operating margin slightly increasing by 1.6 percentage points to 17.9%, while the net margin decreased by 1.1 percentage points to 9.7%, suggesting challenges in controlling non-operating expenses or taxes.
Cash flow metrics also reflected inconsistencies, with operating cash flow declining from $3.17 billion in 2023 to $2.20 billion in 2025, and free cash flow following a similar pattern, decreasing from $2.70 billion to $1.72 billion. The free cash flow margin compressed by 6.1 percentage points to 11.4%, indicating reduced cash efficiency. The company's net debt increased from $7.05 billion to $7.46 billion, reflecting a higher leverage position. Despite these challenges, the company maintained a reasonable interest coverage ratio of 6.3x, suggesting it can comfortably meet its interest obligations. However, liquidity remains a concern with a current ratio below 1, highlighting potential short-term financial constraints. Additionally, the share count increased slightly by 0.5%, introducing minor dilution to per-share metrics. Overall, while the company has managed to improve its gross margin, it faces challenges in revenue growth, cash generation, and maintaining liquidity.
Recent developments for Kenvue Inc. (KVUE) are primarily centered around analyst ratings and strategic initiatives following its merger with Kimberly-Clark. On April 20, Seeking Alpha highlighted Kenvue as a favorable investment opportunity ahead of the merger, suggesting it as a buy. This sentiment is echoed by The Motley Fool, which included Kenvue among dividend stocks to consider for investment, despite noting challenges in its North American retail segment. Additionally, Kimberly-Clark has announced its post-merger organizational structure, which will include four business segments focusing on regional markets, with North America generating approximately $18 billion in annual sales. Key leadership roles have been identified, with Urdaneta retained as CFO of the combined entity. In terms of stock performance, brokerages have set a target price of $19.50 for Kenvue, with some adjustments from Barclays and UBS Group. Institutional trading activity includes Alpha Omega Wealth Management LLC selling 167,069 shares of Kenvue, while Salomon & Ludwin LLC acquired a new position valued at approximately $25,000. These developments suggest a strategic realignment and cautious optimism from analysts regarding Kenvue's future performance post-merger.