Kenvue (KVUE) Jumps 17% on Strong Earnings, Kimberly-Clark $48.7-Billion Merger

Core Insights - Kenvue Inc. (NYSE:KVUE) experienced a significant increase in share prices, rising by 17.47% week-on-week, driven by strong earnings and a merger announcement with Kimberly-Clark valued at $48.7 billion [1][3]. Financial Performance - Kenvue reported a net income of $398 million for the third quarter, reflecting a 4% increase from $383 million in the same period last year [3]. - Net sales decreased by 3.46%, falling to $3.764 billion from $3.899 billion year-on-year [3]. Merger Details - Kenvue has agreed to merge with Kimberly-Clark, with the acquisition terms set at $3.50 in cash and 0.14625 of Kimberly-Clark shares per KVUE share, totaling $21.01 based on Kimberly-Clark's closing price as of October 31, 2025 [2]. - The merger is expected to consolidate several well-known brands, including Tylenol, Aveeno, Huggies, Kotex, Listerine, Neutrogena, and Band-Aid under one entity [2]. Future Outlook - For the full year 2025, Kenvue anticipates a low single-digit decline in both net sales and organic sales, with adjusted diluted earnings per share projected between $1.00 and $1.05 [4].