Kenvue (US:KVUE) Yahoo Financeยท2025-11-03 20:41Core Insights - Kenvue (KVUE) is a global leader in consumer health, offering trusted brands to over 1.2 billion people worldwide, with a diverse portfolio in self-care, skin health, beauty, and essential health products [1] - Kimberly-Clark (KMB) announced an intention to acquire Kenvue for $48.7 billion, with the deal expected to close in 2026, leading to a 14% increase in KVUE stock [2] - Kenvue's Q2 2025 financial results showed revenues of $1.35 billion, exceeding analyst estimates, and an EPS of $0.56, driven by strong product demand [4] Financial Performance - Kenvue's gross margins improved to 45%, supported by a favorable product mix and cost optimization initiatives, while operating income increased by 6% year-over-year [5] - The company reported cash and cash equivalents of $620 million, with healthy free cash flow supporting steady dividend payouts [5] - For Q3 2025, Kenvue projects revenue between $1.37 billion and $1.42 billion, with EPS expected in the range of $0.57 to $0.60 [6] Stock Performance - KVUE stock has shown volatility in 2025, with a five-day gain of approximately 9% and a one-month increase of 4%, primarily due to the recent acquisition news [3] - Over the past six months, KVUE stock has declined close to 31%, while the 52-week return stands at about 28%, underperforming the S&P 500's gain of 20% in the same period [3]