KVUE Stock Recent News

Kenvue's fundamental performance looks disastrous, with revenue and margins going in the wrong direction. In that context, a 20x-plus multiple to 2025 adjusted EPS looks far too high. But a new board, new leadership, and new strategy suggest real change is on the way for a business where execution clearly is a concern.

Band-Aid and Tylenol maker Kenvue attracted the attention of another activist investor in the second quarter, with Sachem Head Capital Management reporting that it bought into the stock.

Kenvue, Inc. (NYSE:KVUE ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Amit Banati - Chief Financial Officer Kirk L. Perry - Interim CEO & Director Sofya Tsinis - Head of Investor Relations Conference Call Participants Andrea Faria Teixeira - JPMorgan Chase & Co, Research Division Bonnie Lee Herzog - Goldman Sachs Group, Inc., Research Division Filippo Falorni - Citigroup Inc., Research Division Javier T.

Kenvue Inc (NYSE:KVUE) reported second quarter sales below Wall Street expectations, while also downwardly revising its full-year profit forecast. The Neutrogena, Aveeno, Tylenol and Band-Aid owner reported net sales were down 4%, driven by weaker allergy and sun season demand in North America and shipment timing changes in China.

The headline numbers for Kenvue (KVUE) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Kenvue (KVUE) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.32 per share a year ago.

Kenvue reported a second-quarter profit largely in line with Wall Street estimates on Thursday, amid a strategic review at the consumer health company.

SUMMIT, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) today announced financial results for the second quarter ended June 29, 2025. “Kenvue has a strong portfolio of world-class, category-defining brands. We are actively focused on improving execution and performance, while advancing the comprehensive strategic alternatives review, to deliver our inherent value,” said Kirk Perry, Interim Chief Executive Officer. “I'm thrilled to take on this new role at such an important time for the Company.

Although there has been a recent increase of 21% that aligns with the broader market gains, Kenvue (NYSE: KVUE) offers limited investment appeal at its current valuations. Our thorough analysis encompassing growth, profitability, financial stability, and valuation metrics uncovers fundamental weaknesses that render the stock unattractive for new investors at this time.

Besides Wall Street's top-and-bottom-line estimates for Kenvue (KVUE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.