Kenvue, Inc. (KVUE)

Kenvue went public on May 4, 2023, at $22 per share. The stock increased by 6.2% over the three months preceding March 18, 2025. Shares declined 4.5% after a disappointing Q4 2024 earnings release. In June 2025, the stock fell due to concerns about seasonal demand. On July 14, 2025, the stock rose following the announcement of CEO Thibaut Mongon's departure and a strategic review, despite preliminary Q2 2025 results indicating a decline in sales.

Demand for Kenvue's products is subject to seasonality, particularly for items like allergy medicine and sunscreen. A longer winter season can delay the onset of spring sales, impacting quarterly results.

Kenvue, Inc. is a global consumer health company specializing in over-the-counter products and personal care items, spun off from Johnson & Johnson in 2023. It operates in the Consumer Staples sector, focusing on Household & Personal Products, and is divided into Self Care, Skin Health and Beauty, and Essential Health segments. The Self Care segment includes brands like Tylenol, Motrin, and Benadryl. The Skin Health and Beauty segment features Neutrogena, Aveeno, and Clean & Clear. The Essential Health segment includes Listerine, Johnson's Baby, and Band-Aid.

Kenvue has a significant global presence, selling its products in over 165 countries across North America, Asia Pacific (APAC), Europe, Middle East, and Africa (EMEA), and Latin America (LATAM). Approximately half of its net sales in 2021 and 2022 came from outside North America.

Kenvue has maintained a strong brand reputation, debuting on the Fortune 500 list in June 2025 at number 281. The company emphasizes scientific discovery and healthcare professional recommendations. Kenvue is focused on sustainability through sustainable packaging, waste minimization, and responsible sourcing.

Kenvue Inc. is primarily owned by institutional shareholders, holding approximately 98.00% of the stock. Major institutional owners include Vanguard Group Inc., Price T Rowe Associates Inc, BlackRock, Inc., State Street Corp, Fmr Llc, Massachusetts Financial Services Co, and Wellington Management Group Llp. Johnson & Johnson is the largest individual shareholder, owning 9.50% of the company. Kenvue insiders own about 10.62% of the company, while retail investors hold a smaller percentage.