Kenvue: An Intriguing Turnaround

Kenvue (NYSE: KVUE ) has disappointed again. The former consumer health business of Johnson & Johnson ( JNJ ) went public 21 months ago, and its performance since then clearly has fallen short. Kenvue cut guidance in both 2023 and 2024, andI've been contributing to Seeking Alpha and other investment websites since 2011, with a general (though far from rigid) focus on value over growth. I got my Series 7 and 63 back in 1999, and watched the dot-com bubble peak and then burst in real time at a small, tech-foc ...