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EPS $0.32 (+33% YoY); Kim-Clark deal on track H2 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales +4.5% YoY; organic +0.7%; diluted EPS $0.25 (+47%); adjusted EPS $0.32 (+33%).","Gross margin expanded 90bps to 58.9%; adjusted gross margin 60.8% (+80bps).","Operating margin 19.6% vs 14.9% (adj. 24.0% vs 19.8%) on cost actions.","Pending Kimberly-Clark acquisition (cash & stock) on track H2 2026; shareholder approvals & HSR clearance obtained.","2026 Restructuring Initiative approved; ~$250M pre-tax restructuring charges expected in FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":3909000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96857,"accession_number":"0000950157-26-000493","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Kenvue names Heather Howlett interim CFO; role tied to Kimberly-Clark merger closing","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Amit Banati stepping down effective May 12, 2026; Heather Howlett appointed interim CFO & CAO same date.","Howlett receives $125k/month stipend during interim period, plus unchanged base salary of $544k, target bonus $299k, equity $420k.","Interim CFO term runs until closing of previously announced merger with Kimberly-Clark Corporation (date Nov 2, 2025).","Howlett joined Kenvue as Chief Accounting Officer in May 2023 after roles at Trane Technologies and PricewaterhouseCoopers.","Stipend will not affect severance plan qualification or bonus determination; Howlett remains at-will employee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111132,"accession_number":"0001944048-26-000016","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","2.05","9.01"],"status":"ready","headline":"Kenvue Q4 sales +3.2%, adj EPS $0.27; approves restructuring with ~3.5% workforce cut","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $3.88B, +3.2% YoY; organic sales +1.2%; diluted EPS $0.17 vs $0.15.","Full-year net sales -2.1% to $14.7B; organic -2.2%; adj diluted EPS $1.08 vs $1.14.","Board approved restructuring initiative; expects ~$250M pre-tax charges in FY 2026; ~3.5% workforce reduction.","Pending Kimberly-Clark acquisition cleared HSR; expected close H2 2026; no forward guidance provided.","Operating cash flow $2.2B; free cash flow $1.7B; total debt $8.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":15124000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111131,"accession_number":"0000950157-26-000133","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Kenvue CFO Amit Banati to step down May 12, 2026; interim successor to be appointed amid Kimberly-Clark deal","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Amit Banati notified departure on Feb 10, effective May 12, 2026 to become CEO of another company.","Kenvue intends to appoint an interim principal financial officer ahead of pending transaction with Kimberly-Clark.","Banati will work with leadership on transition matters over the next three months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111130,"accession_number":"0001944048-26-000008","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Kenvue shareholders approve merger with Kimberly-Clark; deal on track for H2 2026 close","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["99% of Kenvue shares voted to adopt merger agreement, representing ~77% of outstanding shares.","Kimberly-Clark shareholders also voted ~96% in favor of share issuance for the acquisition.","Transaction expected to close in second half of 2026, pending regulatory approvals and customary conditions.","Combined company aims to become a global health and wellness leader with iconic brand portfolios."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111129,"accession_number":"0001140361-26-001522","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2026-01-16T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Kenvue supplements merger proxy with advisor fee details and valuation ranges amid lawsuits","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholder lawsuits filed in Wisconsin, New Jersey, and New York allege material omissions in proxy; K-C stockholder suit filed in Delaware.","J.P. Morgan: $24M from Kenvue, $11M from K-C over prior 2 years; expects $23.4M in financing fees for the merger.","Centerview DCF implies Kenvue standalone $23.34-$28.96/share; Goldman Sachs DCF implies merger consideration $25.82-$36.36/share.","Strategic review committee formed June 30, 2025; NDA with K-C executed Aug 16, 2025 without 'don't ask, don't waive' provision.","Kenvue board unanimously recommends stockholders vote 'FOR' merger proposals at Jan 29, 2026 special meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127769,"accession_number":"0001944048-25-000194","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kenvue agrees to be acquired by Kimberly-Clark in cash-and-stock deal; reports Q3 revenue decline","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Definitive merger agreement with Kimberly-Clark for all outstanding common stock; deal value and premium not disclosed.","Kirk Perry named permanent CEO effective immediately; Carlos De Jesus appointed Group President North America.","Q3 net sales fell 3.5% YoY; organic sales down 4.4%; diluted EPS $0.21, adjusted EPS $0.28 flat YoY.","Affirms FY2025 adjusted EPS guidance of $1.00-$1.05 and low-single-digit organic sales decline.","New Chief Digital and Marketing Officer role created; Chief Growth Officer role eliminated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127768,"accession_number":"0001104659-25-105216","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"Kenvue to merge with Kimberly-Clark for 0.14625 KMB shares + $3.50 cash per share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Each KVUE share exchanged for 0.14625 KMB shares plus $3.50 cash; both boards unanimously approved.","Transaction subject to KVUE and KMB stockholder approvals, HSR clearance, regulatory conditions; outside date Nov 2, 2026.","Termination fee of $1.136B payable under certain circumstances, including if deal fails and alternative transaction occurs.","Kirk L. Perry appointed permanent CEO effective Nov 2, 2025; base salary $1.35M, target bonus 175%, equity grant $9.2875M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144529,"accession_number":"0001944048-25-000174","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kenvue Q2 net sales -4.0%, adjusted EPS $0.29 vs $0.32; cuts FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales fell 4.0% (organic -4.2%); diluted EPS $0.22 vs $0.03; adjusted diluted EPS $0.29 vs $0.32.","FY2025 guidance revised: organic sales down low-single-digits; adjusted EPS $1.00-$1.05; adjusted operating margin to decline YoY.","Strategic review continues; Kirk Perry appointed Interim CEO (July 14), Amit Banati CFO (May 12).","Andy Dasgupta named Group President Asia Pacific; Mike Wondrasch appointed Chief Technology & Data Officer (Aug 25)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":7580000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144528,"accession_number":"0000950157-25-000569","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-07-14T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"Kenvue CEO Thibaut Mongon steps down; Kirk Perry named interim CEO; preliminary Q2 sales down 4%","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thibaut Mongon ceased as CEO and stepped down from board effective July 14, 2025; Kirk Perry appointed interim CEO.","Board establishes Strategic Review Committee to explore brand portfolio optimization and operational improvements; advised by Centerview and McKinsey.","Preliminary Q2 2025 net sales down 4.0% YoY; organic sales down 4.2%.","Preliminary diluted EPS $0.21-$0.22; adjusted diluted EPS $0.28-$0.29; full results and revised FY2025 outlook Aug 7."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162907,"accession_number":"0001944048-25-000166","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Kenvue appoints Andy Dasgupta as Asia Pacific President, succeeding Ellie Xie","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ellie Bing Xie ceases as Group President APAC effective July 14, 2025; will assist transition through Aug 8.","Xie receives severance under Kenvue Severance Plan upon execution of release of claims.","Anindya (Andy) Dasgupta appointed Group President APAC effective July 14, 2025.","Dasgupta brings ~30 years consumer products experience; APAC contributed ~$3B net sales in FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162906,"accession_number":"0001944048-25-000133","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Kenvue shareholders elect all 13 directors, approve say-on-pay, ratify PwC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Annual meeting held May 22, 2025; all three proposals passed.","All 13 director nominees elected; Larry J. Merlo received highest 'against' at ~283M (16.4%).","Advisory say-on-pay approved with 1.676B for, 49.7M against.","Ratification of PwC as auditor for 2025 approved with 1.802B for, 2.59M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162905,"accession_number":"0001628280-25-027285","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Kenvue closes $750M offering of 4.850% Senior Notes due 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$750M aggregate principal of 4.850% Senior Notes issued; mature May 22, 2032.","Interest payable semi-annually on May 22 and Nov 22, starting Nov 22, 2025.","Net proceeds to be used for general corporate purposes.","Notes redeemable at Company's option in whole or in part prior to maturity.","Indenture includes covenants limiting liens, sale-leaseback, mergers, and asset sales."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162904,"accession_number":"0001628280-25-026974","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Kenvue issues $750M 4.850% Senior Notes due 2032 in public offering","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $750M aggregate principal of 4.850% Senior Notes maturing 2032 via underwritten public offering.","Underwriters: Citigroup Global Markets Inc. and Deutsche Bank Securities Inc.","Net proceeds to be used for general corporate purposes.","Underwriting agreement signed May 20, 2025; closing subject to customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162903,"accession_number":"0000950157-25-000375","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Kenvue Q1 net sales -3.9%, adj EPS $0.24; appoints new CFO Amit Banati","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales decreased 3.9% YoY; organic sales -1.2% (volume -0.9%, value -0.3%); FX headwind 2.7%.","Adjusted diluted EPS $0.24 vs $0.28 prior year; GAAP diluted EPS $0.17 vs $0.15.","FY2025 outlook: net sales +1% to +3% (organic +2% to +4% unchanged); adj EPS about flat YoY; adj op margin to decline due to tariffs.","Amit Banati appointed CFO effective May 12, 2025; succeeds Paul Ruh who remains strategic advisor through May 16.","Banati compensation: $900k base salary, 110% bonus target, $3.2M equity target; plus sign-on awards tied to Mars/Kellanova closing."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":3741000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":180847,"accession_number":"0001944048-25-000035","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["1.01","5.02","8.01","9.01"],"status":"ready","headline":"Kenvue appoints 3 new directors, including Starboard's CEO, settles proxy fight","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board temporarily expands from 11 to 14 directors; 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no significant opposition.","Non-binding say-on-pay approved: 1.67B for, 52.7M against, 1.48M abstain.","Shareholders selected every-1-year frequency for future say-on-pay votes (1.70B for 1-year).","Ratification of PwC as independent auditor for 2024 passed with 1.80B votes for, 1.39M against.","Board committed to annual advisory votes on executive compensation until next frequency vote in 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":33897754038.627472,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233135,"accession_number":"0001944048-24-000096","cik":1944048,"company_name":"Kenvue Inc.","ticker":"KVUE","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","2.05","9.01"],"status":"ready","headline":"Kenvue Q1 net sales +1.1% to $3.9B, EPS $0.15; 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