被金佰利收购，科赴的希望来了？

Group 1 - Kimberly-Clark announced the acquisition of Kenvue for a total price of $48.7 billion, with existing Kimberly-Clark shareholders holding approximately 54% of the new company and Kenvue shareholders holding the remaining 46% [2] - Kenvue shareholders will receive $3.5 in cash and 0.14625 shares of Kimberly-Clark stock for each share, totaling approximately $21.01 per share, which is considered an attractive offer [2] - The acquisition is expected to be completed in the second half of 2026, but there is uncertainty regarding Kenvue's future development as an independent business or under Kimberly-Clark's leadership [2] Group 2 - Kenvue was formed from Johnson & Johnson's consumer health division, officially becoming independent in September 2022, and was listed on the New York Stock Exchange in May 2023 [3] - Kenvue's financial performance has been underwhelming, with net sales of $15.455 billion in 2024, a year-on-year increase of only 0.1%, and a net profit decline of 38% [3] - In the first half of 2025, Kenvue's net sales decreased by 3.98% to $7.58 billion, and adjusted net profit fell by 11.49% to $1.025 billion [3] Group 3 - Kenvue's brands, including Neutrogena and Listerine, primarily target the mid-to-low-end market, which is characterized by intense competition [4] - The management of Kenvue sees hope in the acquisition by Kimberly-Clark, believing it will provide a broader business platform and stronger resources for product innovation and market expansion [5] - Kimberly-Clark, known for brands like Huggies and Scott, operates in over 175 countries, presenting significant advantages in channels and supply chains [5]