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 ...

Core Insights - Analysts project Kenvue (KVUE) will report quarterly earnings of $0.22 per share, a decline of 21.4% year over year, with revenues expected to reach $3.68 billion, down 5.5% from the same quarter last year [1] Earnings Estimates - Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by covering analysts [2] - Revisions to earnings estimates are significant indicators for predicting potential investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3] Key Metrics Projections - Analysts estimate 'Net Sales- Self Care' at $1.61 billion, reflecting a change of -5.1% from the year-ago quarter [5] - 'Net Sales- Essential Health' is projected to be $1.07 billion, indicating a year-over-year change of -6.2% [5] - 'Net Sales- Skin Health and Beauty' is expected to reach $980.93 million, showing a change of -6.9% from the prior-year quarter [5] Adjusted Operating Income Estimates - 'Adjusted Operating Income- Self Care' is forecasted to be $557.79 million, down from $606 million in the same quarter last year [6] - 'Adjusted Operating Income- Essential Health' is expected to be $89.22 million, a significant decrease from $256 million reported in the same quarter of the previous year [6] - 'Adjusted Operating Income- Skin Health and Beauty' is anticipated to come in at $121.28 million, compared to $149 million in the same quarter last year [7] Stock Performance - Kenvue shares have shown a return of +7.4% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change, with a Zacks Rank 3 (Hold) indicating expected performance in line with the overall market [7]

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]

Market Overview - The S&P 500 index is down approximately 9.5% from its high, while the Nasdaq Composite index has fallen 13.5% [1] - The stock market has experienced significant volatility, which may present investment opportunities in companies with strong long-term potential [2] Unity Software - Unity Software provides tools for developers to create video games and digital content, along with digital advertising tools [3] - Despite being a leader in the game-engine services space, Unity's stock has underperformed, down about 89% from its all-time high shortly after its IPO in 2020 [4][5] - In Q4, Unity's sales declined 25% year over year to approximately $457 million, with a net loss of $127 million [6] - However, revenue from Unity's core strategic portfolio increased 4% year over year to $442 million, indicating potential for recovery [7] - The company is undergoing restructuring and strategic shifts, including changes to its digital advertising network and the rollout of a new AI platform [7] - Unity's shares are considered a worthwhile buy ahead of its first-quarter earnings release on May 7 [8] Kenvue - Kenvue, a spinoff from Johnson & Johnson, has not performed as expected, down more than 15% from its all-time high [9] - The company reported 1.9% organic sales growth in its self-care segment and 4.1% growth in essential health, but a decline of 1.9% in the skin health and beauty segment [11] - Kenvue increased its marketing budget to 10.6% of sales in 2024, but recovery is slower than anticipated [12] - There are signs of improvement in the skin health and beauty segment, with organic sales rising 2.6% in Q4 2024 [13] - Kenvue trades at just below 21 times estimated free cash flow for 2025, close to fair value for a mature consumer staple [14] - The stock offers a 3.6% dividend yield, making it attractive for value investors despite low growth prospects [14]

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 ...

Market Overview - Investors are currently selling growth stocks due to new tariff policies, leading to a decline of approximately 10% in the S&P 500 and Nasdaq Composite since April 2, 2023 [1][2]. Company Profile: Kenvue - Kenvue was spun off from Johnson & Johnson in 2023 and represents J&J's consumer health portfolio, including well-known brands like Listerine, Neutrogena, and Tylenol [5][6]. Investment Thesis for Kenvue - Despite potential supply chain disruptions from tariffs, Kenvue is viewed as a good investment opportunity due to its portfolio of consumer staple products that are essential regardless of economic conditions [6][7]. - Kenvue's products tend to have inelastic demand, meaning consumers are likely to continue purchasing trusted brands even if prices rise [8]. - Kenvue is not classified as a growth stock, but it is positioned for stability and potential growth amid market fluctuations, making it a prudent choice for investors [9][10]. Financial Metrics - Kenvue offers an attractive dividend yield of 3.7%, which is nearly three times the yield of the SPDR S&P 500 ETF Trust, providing a compelling case for dividend investors [10][11].

Core Insights - Kenvue Inc. has launched a new campaign for its OGX® brand featuring actress Shay Mitchell as the global brand ambassador, focusing on hair repair solutions at competitive prices [1][2][4] - The campaign emphasizes the OGX® Bond Protein Repair line, which utilizes a patented bond-building protein to repair and strengthen hair, making it accessible to consumers seeking effective solutions without the high costs associated with salon brands [3][4] Company Overview - Kenvue Inc. is recognized as the world's largest pure-play consumer health company by revenue, with a portfolio of iconic brands including Aveeno®, BAND-AID® Brand, Johnson's®, Listerine®, Neutrogena®, and Tylenol® [6] - The company aims to empower consumers through science-backed products and has a commitment to addressing everyday health and beauty needs [6] Product Details - The OGX® Bond Protein Repair line is designed to protect and strengthen hair, featuring products like the OGX® Bond Protein Repair 450°F Heat Protect Spray, which offers protection against high heat styling [3] - The campaign includes educational content on social media, highlighting the impact of heat, color, and styling damage on hair, while promoting affordable repair solutions [2][4] Brand Positioning - OGX® positions itself as the 1 brand in hair repair, leveraging Shay Mitchell's influence to enhance brand visibility and consumer engagement [1][4] - The campaign aims to educate consumers on hair damage and effective repair methods, with expert insights from trichologist Abbey Yung [2][4]

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 ...

Core Insights - The campaign "Sunscreen You Can't See" emphasizes the effectiveness of Neutrogena® Ultra Sheer® Sunscreen, highlighting its high-SPF mineral formula that provides protection from UV rays while being lightweight and invisible on the skin [1][2] Product Features - Neutrogena® Ultra Sheer® Sunscreen offers broad-spectrum UVA/UVB protection through proprietary Helioplex® and Purescreen® Technology, ensuring a fast-absorbing, ultra-light, and non-greasy application [2] - The product is designed for daily use, aiming to make sunscreen application effortless and enjoyable [2] Marketing Strategy - The company aims to engage younger audiences by using humor and cultural relevance in its messaging about sun safety and daily sunscreen use [3] - Neutrogena® plans to enhance its commitment to sun safety education in 2025, increasing dermatologist engagement and providing sunscreen samples at events like the Coachella Valley Music and Arts Festival [3][4] Community Engagement - The brand will serve as the official sun care sponsor for the 2025 World Surf League, promoting sun protection for beach and water activities [4] - Neutrogena® has partnered with Young Minds Inspired to create the Sun Safety for All program, which aims to educate students nationwide about sun protection [4] Company Background - Kenvue Inc. is recognized as the world's largest pure-play consumer health company by revenue, with a portfolio of iconic brands including Neutrogena®, which has been developing skincare solutions for over 90 years [5][6]

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]