Core Viewpoint - Kenvue Inc. is a leading consumer health company with a market cap of $27.5 billion, managing trusted brands like Tylenol and Neutrogena, but has significantly underperformed the market over the past year [1][2]. Performance Summary - Kenvue's shares have declined 37.8% over the past 52 weeks, while the S&P 500 Index has gained 17.4%. Year-to-date, the stock is down 33.3%, compared to a 16% rise in the S&P 500 [2][4]. - The company has also lagged behind the Consumer Staples Select Sector SPDR Fund, which saw a 4.7% drop over the past year and a 2.7% decline year-to-date [3]. Earnings Report - In Q2, Kenvue reported a 4% year-over-year decline in net sales to $3.8 billion, missing consensus estimates, driven by a 4.2% decline in organic sales across all segments. Adjusted EPS was $0.29, down 9.4% from the previous year but slightly above analyst expectations [4]. - For the current fiscal year ending in December, analysts expect Kenvue's EPS to decline 13.2% year-over-year to $0.99. The company has a promising earnings surprise history, having met or exceeded consensus estimates in the last four quarters [5]. Analyst Ratings and Price Targets - Among 16 analysts covering Kenvue, the consensus rating is a "Moderate Buy," with five "Strong Buy," ten "Hold," and one "Strong Sell" rating [5]. - Canaccord Genuity recently lowered its rating to "Hold" and cut its price target to $15, indicating a 5.3% potential upside. The mean price target of $19.29 suggests a 35.5% premium, while the highest target of $23 indicates a potential upside of 61.5% [6].

Group 1 - Kenvue Inc. (NYSE:KVUE) is identified as one of the 10 Stocks Under $20 to Buy according to analysts [1] - Jefferies has reduced its price target for Kenvue from $25 to $23, citing signs of weakness in retail trends, with a 1.5% drop representing a 100 basis point reduction quarter-over-quarter [1][2] - Deutsche Bank also lowered its price target from $20 to $18 while maintaining a Hold rating [3] Group 2 - Jefferies believes that Kenvue's guidance for 2025 will remain intact despite the lowered price target due to liability risks [2] - The company is facing legal challenges in the UK related to allegations that its talc products cause cancer [1] - Kenvue Inc. is a global consumer health company with well-known brands such as Aveeno, BAND-AID, Johnson's, Listerine, Neutrogena, and Tylenol [3]

Kenvue Inc. (NYSE:KVUE) is one of the best up and coming stocks to buy right now. On October 27, Jefferies analyst Keith Devas lowered the firm’s price target on Kenvue to $23 from $25 and maintained a Buy rating on the shares, as the current macroeconomic challenges are impacting consumer health stocks more than the consumer staples sector. Resultantly, Jefferies lowered its price targets and earnings estimates for the entire consumer health coverage ahead of Q3 2025 reports. Earlier on October 24, Deuts ...

Group 1 - The article discusses Kenvue (KVUE), the former consumer health division of Johnson & Johnson (JNJ), and rates the stock a "sell" due to strong overvaluation and expectations of limited risks with decent to high upside [1] - The analysis emphasizes the importance of identifying undervalued stocks while focusing on risk and reward, suggesting that the best investment ideas are often the simplest and contrarian approaches may yield better results [1]

Company Overview - Kenvue, Inc. is an American consumer health company that spun off from Johnson & Johnson in May 2023 and now operates as an independent brand [1] - The company offers personal care products and health solutions [1] Market Position - Kenvue is positioned in the consumer health sector, focusing on personal care and health products [1] - The spin-off from Johnson & Johnson allows Kenvue to operate independently, potentially enhancing its strategic focus and market agility [1]

Core Viewpoint - U.S. Health Secretary Robert F. Kennedy Jr. stated that there is insufficient evidence to confirm that Kenvue's pain medicine Tylenol causes autism, but it should still be used with caution and under a physician's guidance [1] Summary by Relevant Categories Company - Kenvue's pain medicine Tylenol is under scrutiny regarding its potential link to autism [1] Industry - The statement from the U.S. Health Secretary highlights the ongoing debate and concerns within the pharmaceutical industry regarding the safety of over-the-counter medications like Tylenol [1]

Group 1 - Kenvue Inc. (NYSE:KVUE) is considered a stock with significant upside potential despite recent price target reductions by major banks [1][2] - Deutsche Bank lowered its price target for Kenvue to $18 from $20 while maintaining a Hold rating [1][2] - JPMorgan also reduced its price target for Kenvue to $21 from $24, keeping an Overweight rating, citing a weak outlook for large-cap companies in the household and personal care sector [1][2] Group 2 - The consumer health company operates in multiple regions including the US, Europe, the Middle East, Africa, Asia-Pacific, and Latin America [3] - Kenvue's business segments include Self Care, Skin Health & Beauty, and Essential Health [3]

Core Points - Kenvue Inc. announced a quarterly dividend of $0.2075 per share on its common stock [1] - The dividend is payable on November 26, 2025, to shareholders of record as of the close of business on November 12, 2025 [1] - Kenvue Inc. is recognized as the world's largest pure-play consumer health company by revenue [1] Company Overview - Kenvue Inc. has a heritage of over a century in the consumer health industry [1] - The company is known for its iconic brands, including Aveeno®, BAND-AID® Brand, and others [1]

Core Viewpoint - The company is facing a crisis regarding concerns about the potential links between Tylenol and autism, prompting a leadership change with the appointment of snack food executive Jon Halvorson [1] Group 1 - The company plans to name Jon Halvorson as the new executive amid the ongoing crisis [1]

Core Insights - Kenvue Inc. (NYSE:KVUE) is facing significant legal challenges that could impact its market performance, leading to a Neutral rating from Johnson Rice with a stock price of $14.59 [1][6] Legal Challenges - Texas Attorney General Ken Paxton has filed a lawsuit against Kenvue and Johnson & Johnson, alleging concealment of information regarding Tylenol's potential links to autism and ADHD, raising safety concerns about the medication [2] - The lawsuit specifically accuses Kenvue of misleading pregnant women about the risks associated with Tylenol, claiming deceptive marketing practices that promoted the drug as safe during pregnancy [3] Market Performance - KVUE's stock price is currently at $14.64, reflecting a decrease of approximately 2.95% from the previous day, with a trading range between $14.56 and $14.93 [4] - Over the past year, KVUE has experienced significant volatility, with a high of $25.17 and a low of $14.05 [4] - The company's market capitalization is approximately $28.09 billion, with a trading volume of 7.52 million shares, indicating challenges in maintaining investor confidence [5]