Kenvue (US:KVUE) Yahoo Finance·2025-10-22 02:07Core Thesis - Kenvue Inc. is viewed as a potential buying opportunity due to its undervaluation following a market overreaction to unfounded claims regarding acetaminophen [1][4]. Company Overview - Kenvue Inc.'s share price was $16.23 as of September 30th, with trailing and forward P/E ratios of 21.89 and 14.81 respectively [1]. - The stock is currently trading at approximately 12 times 2028 earnings, representing a nearly 46% discount compared to consumer staples peers at around 17.5 times [4]. Market Reaction - Following controversial comments made by Donald Trump regarding acetaminophen, shares of Kenvue fell roughly 10% to new all-time lows [3]. - Medical experts criticized Trump's statements, emphasizing the safety of acetaminophen during pregnancy and the risks of untreated pain or fever [3]. Investment Opportunity - The disconnect between Kenvue's long-standing safety record and the market's reaction has created a potential buying opportunity [4]. - The strong fundamentals, wide consumer reach, and proven safety profile of acetaminophen suggest that accumulating shares during this weakness offers an attractive risk/reward scenario [4].