Kenvue Inc. (KVUE): restructuring charge — Kenvue Q4 sales +3.2%, adj EPS $0.27; approves restructuring with ~3.5% workforce cut

Kenvue Inc.

2025-FY EPS reported $0.76 revenue$15,124,000,000

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.

item 2.02 item 2.05 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Restructurings & Charges SEC 8-K Item 2.05/2.06 confidence 0.9

Kenvue Inc. announced a restructuring with charges of approximately $250 million (approximately 3.5%).

Type: restructuring
Charge: approximately $250 million
Headcount: approximately 3.5%

Exact text from the filing

On February 17, 2026, the Company’s Board of Directors approved an initiative that aims to optimize its operating model, transform its supply chain, reduce complexity, and drive operational efficiencies, while strengthening core capabilities. The initiative is expected to result in a net global workforce reduction of approximately 3.5%. The initiative is expected to result in pre-tax restructuring expenses and other charges totaling approximately $250 million in fiscal year 2026, consisting of information technology and project-related costs (approximately 59%), employee-related costs (approximately 35%), and other implementation costs (approximately 6%).

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6 restructurings & charges filed in the last 30 days. Browse all restructurings & charges →

Kenvue Inc. filing history →

Source: SEC EDGAR

accession 0001944048-26-000016

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