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Kenvue (KVUE) - 2025 FY - Earnings Call Transcript
2025-05-22 14:00
Financial Data and Key Metrics Changes - In 2024, the company achieved year-over-year organic sales growth of 1.5% with an adjusted operating income margin of 21.5% and adjusted diluted earnings per share of $1.14 [18] Business Segment Data and Key Metrics Changes - In the healthcare segment, the company expanded its leadership position and gained market share in nearly 80% of the segments, including key brands like Tylenol, Zyrtec, and Nicorette [16] - The essential health segment maintained a healthy mid-single-digit growth rate and delivered volume growth in North America, EMEA, and Latin America [16] - In skin health and beauty, the company grew both volume and value in EMEA and Latin America, despite not meeting expectations in North America and Asia Pacific [16] Market Data and Key Metrics Changes - The company reported significant improvements in consumer engagement and brand presence both in-store and online, contributing to overall growth [16] Company Strategy and Development Direction - The company established three strategic priorities for 2024: reaching more consumers, freeing up resources for competitive investment, and fostering a performance-driven culture [15] - The company aims to leverage superior science, expert recommendations, and consumer insights-led innovation to enhance brand growth in 2025 [18][19] - The company is focused on activating new revenue growth management capabilities to improve pricing and promotional strategies [19] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the dynamic external environment but expressed confidence in realizing compounding benefits from significant work done to date [21] - The company anticipates exciting opportunities ahead to create value for stakeholders and solidify its position as a consumer health leader [21] Other Important Information - The company is executing a two-year initiative to deliver $350 million of annualized cost savings by 2026 [17] - A new Chief Financial Officer, Amit Banati, has joined the company, expected to contribute to its next chapter [21] Q&A Session Summary Question: Why does the company not use GAAP earnings instead of adjusted non-GAAP earnings? - The company believes that presenting non-GAAP measures is relevant and useful for investors, as it allows for a better understanding of operating performance and easier comparison with peers in the industry [24]
2 Stocks Down 89% and 15% to Buy Right Now
The Motley Foolยท 2025-05-02 09:13
A third of the year is now over, and the stock market has seen incredible levels of volatility across the stretch. The S&P 500 index is down roughly 9.5% from its high as of this writing, and the Nasdaq Composite index has fallen 13.5%. While more volatility may be in the cards, turbulence for the stock market could also create opportunities to invest in businesses with fantastic long-term potential. If you're looking for stocks that have strong chances of delivering market-beating returns, read on to see w ...