Kenvue, Inc. (KVUE)

Kenvue's stock price declined approximately 19.74% between January 13, 2025, and January 9, 2026, and fell by 22.08% over the past six months. Key events include Kimberly-Clark's acquisition announcement, which initially surged Kenvue's shares, concerns over seasonal demand impacting sales, legal challenges related to talc-based baby powder and Tylenol, a decrease in net and organic sales in Q2 2025, leadership changes, and Q3 2025 earnings exceeding expectations.

Demand for Kenvue's products exhibits seasonality, particularly for items like allergy medicine and sunscreen. A longer winter can delay spring sales, impacting quarterly results, as seen in Q2 2025 when a prolonged winter pushed spring sales later into the quarter.

Kenvue Inc. is an American consumer health company spun off from Johnson & Johnson in 2023, operating in the consumer products sector with a focus on consumer health. It develops and markets consumer health products across Self Care, Skin Health and Beauty, and Essential Health segments, including brands like Tylenol, Aveeno, and Johnson's Baby.

Kenvue has a global presence, serving approximately 1.2 billion people in over 165 countries, with net sales distributed across North America, Europe, Asia-Pacific, and Latin America. Its manufacturing and distribution network supports operations across multiple continents.

Kenvue's brand reputation has been impacted by Tylenol-autism claims, sparked by assertions linking acetaminophen to autism during pregnancy, and talc-based baby powder lawsuits in the UK, for which Kenvue retained liability outside of the US and Canada.

Kenvue Inc. is primarily owned by institutional shareholders, who hold 95.77% of the stock, while insiders own 10.98%, and retail investors hold 0.00%. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Johnson & Johnson is the largest individual Kenvue shareholder, owning 9.52% of the company.