Group 1 - Kenvue (KVUE) is identified as an interesting company for analysis, focusing on cash flow and growth prospects in the oil and natural gas sector [1] - Crude Value Insights offers an investing service and community that emphasizes cash flow generation from companies, leading to potential value and growth [1] Group 2 - Subscribers to Crude Value Insights gain access to a 50+ stock model account and in-depth cash flow analyses of exploration and production (E&P) firms [2] - The service includes live chat discussions about the oil and gas sector, enhancing community engagement and information sharing [2] Group 3 - A promotional offer is available for a two-week free trial, encouraging new users to explore the oil and gas investment opportunities [3]

Financial Data and Key Metrics Changes - Organic sales growth for 2024 was 1.5%, which was below expectations due to lower incidences of cough, cold, and flu impacting the pediatric pain franchise and reduced distributor orders in Asia Pacific, particularly China [7][17] - Adjusted diluted EPS for the year was $1.14, within the guidance range [8][45] - Adjusted gross margin increased by 200 basis points year-over-year to 60.4%, significantly ahead of pre-COVID levels [11][12] Business Line Data and Key Metrics Changes - Self-care segment grew organic sales by 2.9% in Q4, with pediatric pain experiencing a significant decline due to a low flu season [19][39] - Essential health organic sales decreased by 0.7% in Q4, primarily due to reduced customer orders in Asia Pacific, particularly China [21][42] - Skin health and beauty delivered 2.6% organic sales growth in Q4, with strong performance in EMEA and Latin America [23][50] Market Data and Key Metrics Changes - In North America, self-care segment growth was hindered by a decline in pediatric pain, while essential health grew mid-single digits outside Asia Pacific [21][42] - EMEA experienced its 11th consecutive quarter of organic sales growth, with major brands like Neutrogena and Aveeno performing well [24][25] Company Strategy and Development Direction - The company aims to accelerate profitable growth and sustainable value creation as it completes its operational separation from Johnson & Johnson [28][30] - Plans for 2025 include launching 40% more innovations compared to 2024 and strengthening retailer partnerships [32][33] - The company is focusing on a new operating model to enhance agility and efficiency, with a goal of achieving $350 million in annualized savings by 2026 [12][44] Management's Comments on Operating Environment and Future Outlook - The management expressed confidence in achieving 2% to 4% organic sales growth in 2025, despite a challenging external environment [30][48] - The company anticipates that the first half of 2025 will be impacted by destocking and strategic investments, with stronger growth expected in the second half [52][54] - Management highlighted the importance of consumer health and the need for competitive pricing strategies to drive volume growth [96][101] Other Important Information - The company is implementing new data and analytics initiatives to enhance revenue growth management and improve financial forecasting [46][47] - Adjusted operating margin for the full year was 21.5%, aligning with the guidance range [44][55] Q&A Session Summary Question: Clarification on organic sales growth guidance for 2025 - Management indicated that the low pediatric pain incidents and distribution issues in China would impact Q1 results, with a drag of about three to four points expected [66][70] Question: Category growth assumptions and Q2 expectations - Management expects a slowdown in category growth from 3% to 4% to 2% to 3% in 2025, with Q2 showing an acceleration but not reflecting the full strength of plans due to ongoing issues in China [76][80] Question: Insights on skin health and beauty innovation pipeline - Management confirmed a strong innovation pipeline for skin health and beauty, with plans to amplify efforts in distribution and marketing campaigns in 2025 [84][90] Question: Temporary trade investments and pricing realization - Management explained that strategic pricing investments would lead to negative value realization in the US in the first half of 2025, with expectations for positive realization in the second half [101][103] Question: Self-care segment margins and trajectory - Management advised against placing too much emphasis on quarterly segment margins, noting that the pediatric business decline impacted mix temporarily, but expects an acceleration in self-care gross margin in 2025 [111][113] Question: Margin trajectory and risk mitigation plans regarding tariffs - Management indicated that margin evolution would follow a muted trajectory in Q1, with an acceleration expected in subsequent quarters, and confirmed readiness to address potential tariff impacts [120][122]

Core Insights - Kenvue reported revenue of $3.66 billion for the quarter ended December 2024, a slight decline of 0.1% year-over-year, and EPS of $0.26, down from $0.31 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $3.77 billion by 2.94%, while the EPS met the consensus estimate [1] Financial Performance Metrics - Net Sales in Self Care reached $1.57 billion, slightly below the estimated $1.59 billion, reflecting a year-over-year increase of 2.1% [4] - Net Sales in Essential Health totaled $1.08 billion, missing the average estimate of $1.17 billion, representing a decline of 4.1% year-over-year [4] - Net Sales in Skin Health and Beauty amounted to $1.01 billion, slightly below the estimated $1.02 billion, with a year-over-year increase of 1% [4] - Adjusted Operating Income for Self Care was $481 million, below the estimate of $593.82 million [4] - Adjusted Operating Income for Essential Health was $248 million, significantly above the estimate of $81.11 million [4] - Adjusted Operating Income for Skin Health and Beauty was $105 million, falling short of the estimated $190.78 million [4] Stock Performance - Kenvue's shares have returned -1.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Paul Ruh Chief Financial Officer Sofya Tsinis Vice President of Investor Relations Cautionary note on forward-looking statements This presentation contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things, statements about management's expectations of Kenvue's future operating and financial performance, product development, market position, and business strategy. Forward-looking statements may be identified by the use of words such ...

Kenvue posted mixed Q4 earnings, with in-line EPS but revenue below estimates, driven by challenges in its Skin Health and Beauty segment.Consumer healthcare products specialist Kenvue (KVUE -0.05%) reported mixed fourth-quarter and full-year earnings on Thursday, Feb. 6. Adjusted earnings per share (EPS) of $0.26 aligned with the market's consensus expectations. Revenue came in at $3.66 billion, falling short of the $3.76 billion estimate and effectively flat when compared to Q4 2023. Despite some headwind ...

Kenvue (KVUE) came out with quarterly earnings of $0.26 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this consumer health company would post earnings of $0.27 per share when it actually produced earnings of $0.28, delivering a surprise of 3.70%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.Kenvue, which belongs t ...

Kenvue Reports Full Year and Fourth Quarter 2024 Results SKILLMAN, N.J. February 6, 2025 – Kenvue Inc. (NYSE: KVUE), today announced financial results for the full year and fiscal fourth quarter ended December 29, 2024. "We delivered on our 2024 profit commitments despite headwinds that resulted in softer than expected sales growth and we enter 2025 as a more competitive company with stronger foundations," said Thibaut Mongon, Chief Executive Officer. "We remain focused on leveraging our increased brand inv ...

Neutrogena's new campaign highlights products from its award-winning Hydro Boost range, including the Water Gel. This commemorates Hydro Boost's 10th anniversary as one of the brand's top-selling facial moisturizers, which jumpstarted the hyaluronic acid ingredient category. On average, a jar of Neutrogena Hydro Boost Water Gel is sold every two seconds worldwide1. At just 21 years old, McRae has captivated audiences as a chart-topping artist and dancer.  Now, as she prepares to release her third album, So ...

In its upcoming report, Kenvue (KVUE) is predicted by Wall Street analysts to post quarterly earnings of $0.25 per share, reflecting a decline of 19.4% compared to the same period last year. Revenues are forecasted to be $3.77 billion, representing a year-over-year increase of 2.9%.The current level reflects a downward revision of 1.8% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial project ...

Kenvue (KVUE) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 6, 2025, might help the stock move higher if these key numbers are better than expe ...