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KVUE
Kenvue Inc.
-16%
-1.7% per year

Past performance does not guarantee future results. The data presented is indicative and may not be updated in real-time.

Country US
Exchange NYSE
Industry Household & Personal Products
Sector Consumer Defensive
Market Cap $40.47B
CEO Mr. Thibaut Mongon

Kenvue Inc. is a company that makes health and personal care products for everyday use. They have three main areas: Self Care, which includes things like pain relievers and allergy medicine; Skin Health and Beauty, which offers skincare and hair products; and Essential Health, which provides items like mouthwash and baby care products. Some well-known brands they own are Tylenol, Neutrogena, and Band-Aid. Kenvue is based in Skillman, New Jersey, and is a part of Johnson & Johnson.

Streams of revenue

Consumer Health: 50%
Over-the-Counter: 30%
Skin Health/Beauty: 20%

Estimations for reference only

Geographic Distribution

Europe: 0%
Asia Pacific: 0%
Latin America: 0%
North America: 0%
Middle East & Africa: 0%

Estimations for reference only

Core Products

๐Ÿงด
Aveeno Skin care products
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Tylenol Pain relief medication
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Band-Aid Adhesive bandages
๐Ÿฆท
Listerine Mouthwash
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Neutrogena Skincare products

Business Type

B2C Business to Consumer

Competitive Advantages

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R&D Capabilities Kenvue's commitment to research and development allows for continuous innovation, keeping its product offerings competitive and relevant.
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Economies of Scale As a subsidiary of Johnson & Johnson, Kenvue benefits from shared resources and cost efficiencies that enable competitive pricing and higher margins.
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Regulatory Expertise Kenvue's experience in navigating complex regulatory environments enhances its ability to launch products efficiently and maintain compliance.
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Strong Brand Portfolio Kenvue Inc. benefits from a diverse range of well-established brands such as Tylenol, Neutrogena, and Listerine, which foster consumer loyalty and trust.
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Extensive Distribution Network The company leverages a robust global distribution network, ensuring product availability in various markets and enhancing market penetration.

Key Business Risks

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Reputation Risks Negative publicity or product recalls could damage brand reputation and consumer trust, impacting sales and long-term growth.
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Market Competition Intense competition from established brands and new entrants in the household and personal products market could impact market share and profitability.
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Regulatory Compliance The company may face risks related to regulatory changes affecting product safety, labeling, and marketing practices in the consumer health sector.
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Supply Chain Disruptions Potential disruptions in the supply chain, including raw material shortages or logistics issues, could affect product availability and operational efficiency.
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Consumer Trends and Preferences Shifts in consumer preferences towards natural and sustainable products could pose challenges if the company fails to adapt its product offerings.

Meeting Expectations

6 /8

Higher values indicate better execution and credibility

Recent Results

Missed earnings 2025-02-06
Beat earnings 2024-11-07
Beat earnings 2024-08-06
Beat earnings 2024-05-07
Beat earnings 2024-02-08
Beat earnings 2023-10-26
Beat earnings 2023-07-20
Missed earnings 2023-05-03

Takeaways

Kenvue Inc. benefits from strong brand recognition and a diverse product portfolio in the consumer health sector, providing a solid competitive advantage. While the company faces market competition and economic fluctuations, its affiliation with Johnson & Johnson enhances its financial stability and growth potential.

Historical data shows an impressive CAGR compared with the USA stock market average, reflecting a strong market position.

Yearly Return 10Y annualized return is negative at -1.7% per year
Earnings Expectations KVUE has met or exceeded earnings expectations in the majority of recent quarters (6/8)

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