Kenvue (KVUE)

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Kenvue (KVUE) - 2026 Q1 - Quarterly Results
2025-05-08 10:58
Exhibit 99.1 Kenvue Reports First Quarter 2025 Results SUMMIT, N.J. May 8, 2025 – Kenvue Inc. (NYSE: KVUE) today announced financial results for the first quarter ended March 30, 2025. "In Q1, our teams executed our plans while continuing to navigate an evolving macro and consumer environment," said Thibaut Mongon, Chief Executive Officer. "We are committed and focused on activating our brands while staying agile and flexible to accelerate sustainable profitable growth." First Quarter Summary First quarter ...
Ahead of Kenvue (KVUE) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2025-05-05 14:21
Analysts on Wall Street project that Kenvue (KVUE) will announce quarterly earnings of $0.22 per share in its forthcoming report, representing a decline of 21.4% year over year. Revenues are projected to reach $3.68 billion, declining 5.5% from the same quarter last year.Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over ...
3 Dividend Stocks You Can Be Comfortable Buying and Holding, Even in a Recession
The Motley Fool· 2025-05-04 09:30
Group 1: Visa - Visa reported a 9% increase in revenue and a 10% increase in non-GAAP EPS for its fiscal second quarter of 2025, with payment volumes up 8% and processed transactions rising 9% [3][7] - Year-to-date, Visa's stock is up over 8%, significantly outperforming the financial sector and the S&P 500 [4] - The company generated $9.42 billion in free cash flow in the first half of fiscal 2025, supporting stock repurchases of $8.41 billion and dividends of $2.33 billion [6] - Visa is guiding for low-double-digit net revenue growth and a low teens increase in diluted EPS for the full fiscal year [7] - The stock has a P/E ratio of 34.4, above its 10-year median of 33.1, which is considered justified given the company's performance [8] Group 2: Kenvue - Kenvue's stock currently yields 3.5% and presents a value opportunity in a relatively safe industry, with management focused on turning around its underperforming skin health and beauty segment [9][10] - The skin health segment's recovery is slower than expected, with organic sales declining by 1.9% in 2024, although Neutrogena regained its No. 1 position in the U.S. face care group [11] - Other segments, including self-care and essential health, grew organic sales by 1.9% and 4.1% respectively in 2024 [12] - Kenvue is collaborating with activist investor Starboard Value to appoint new board members, indicating a commitment to improving performance [12][13] Group 3: Essential Utilities - Essential Utilities offers a 3.2% forward yielding dividend, making it an attractive option for conservative investors during market volatility [14] - The company provides water and wastewater services to 1.1 million customers, with 99% of its earnings attributed to these services, which are less likely to be affected by economic downturns [15] - Operating in regulated markets allows Essential Utilities to guarantee certain rates of return, aiding in future cash flow management [16] - The company has increased its dividend payout for 30 consecutive years, with a 7% compound annual growth rate over the past decade [17][18]
2 Stocks Down 89% and 15% to Buy Right Now
The Motley Fool· 2025-05-02 09:13
A third of the year is now over, and the stock market has seen incredible levels of volatility across the stretch. The S&P 500 index is down roughly 9.5% from its high as of this writing, and the Nasdaq Composite index has fallen 13.5%. While more volatility may be in the cards, turbulence for the stock market could also create opportunities to invest in businesses with fantastic long-term potential. If you're looking for stocks that have strong chances of delivering market-beating returns, read on to see w ...
Kenvue (KVUE) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
ZACKS· 2025-05-01 15:07
The market expects Kenvue (KVUE) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 8, 2025, might help the stock move higher if these key numbers are better than ...
If Your Portfolio Is Down on the Tariff News, Check Out This Little-Known High-Yield Dividend Stock
The Motley Fool· 2025-04-10 10:05
Investors are dumping growth stocks right now as new tariff policies rock the markets.Over the last week, the capital markets experienced a whirlwind of chaotic selling. Since President Donald Trump announced new tariff policies on April 2, the S&P 500 and Nasdaq Composite each declined about 10% as of this writing.Growth stocks have been particularly vulnerable to the ongoing selling. And in a way, that makes a lot of sense. Many companies in the technology realm have experienced a ride for the ages over t ...
OGX® Haircare Introduces Shay Mitchell as First Global Brand Ambassador
Prnewswire· 2025-04-07 10:45
New campaign introduces new Bond Protein Repair hair line designed to deliver effective bonding repair – at a fraction of the price of prestige brands SUMMIT, N.J., April 7, 2025 /PRNewswire/ -- Kenvue Inc. (NYSE: KVUE) announces actress and entrepreneur, Shay Mitchell, as the global brand ambassador for OGX®, stepping in as the face of the brand's Fixer character in their new campaign. This collaboration marks an exciting new chapter for OGX®, as the brand leans deeper into its positioning as #1 in hair re ...
Neutrogena® and John Cena Team Up for the Ultimate Disappearing Act in New Ultra Sheer ® Mineral Sunscreen Campaign
Prnewswire· 2025-03-31 10:45
Inspired by the legendary 'You Can't See Me' catchphrase, the Sunscreen You Can't See campaign reinforces that while you may not see Ultra Sheer ® Sunscreen on your skin, the high-SPF mineral formula is working hard to protect you from the harshest UV rays. Joining Cena in the campaign is dermatologist and skin cancer surgeon Dr. Neera Nathan. "I had a blast working on this campaign. It's funny, but it also gets across a really important point—wearing SPF every day isn't something you should skip," said Joh ...
Kenvue + Johnson & Johnson: I Choose To Own The Whole 'Humpty Dumpty'
Seeking Alpha· 2025-03-16 17:40
Group 1 - The article discusses a value investing approach focusing on classical value ratios such as low P/B, P/FCF, Owner Earnings discounting, PEG ratios, and the Graham Number [1] - It emphasizes the importance of tracking earnings growth versus price appreciation as a key element in evaluating investment quality [1] - The author advocates for self-indexing using the Dow Jones Industrial Average combined with Joel Greenblatt's Magic Formula for tax efficiency [1] Group 2 - The author has a background in private credit and CRE mezzanine financing, having worked with notable CRE developers [1] - The article does not provide specific financial advice and is based on the author's personal opinions and experiences [3] - There is a disclosure of beneficial long positions in several companies, indicating a vested interest in the stocks mentioned [2]
Kenvue settles proxy fight with activist Starboard, sources tell CNBC
CNBC· 2025-03-05 13:02
Group 1 - Kenvue has settled its proxy fight with activist investor Starboard Value, with Starboard's Jeff Smith joining the board along with two new independent directors [1] - Kenvue is known for its well-known brands such as Aveeno, Band-Aid, Listerine, Neutrogena, Tylenol, and Johnson & Johnson's baby powder and shampoo [2] - Johnson & Johnson completed its separation from Kenvue in August 2023 but still retains a stake in the consumer goods company [2] Group 2 - Starboard Value has amassed a significant stake in Kenvue and has expressed disappointment in the company's management and share-price performance [2]