---
schema_version: "secwatch.filing_event.v1"
accession: "0001944048-26-000016"
form_type: "8-K"
ticker: "KVUE"
cik: "0001944048"
company_name: "Kenvue Inc."
filed_at: "2026-02-17T23:59:59+00:00"
generated_at: "2026-05-16T02:33:47.557324+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Kenvue Q4 sales +3.2%, adj EPS $0.27; approves restructuring with ~3.5% workforce cut

## Summary
- 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.

## SEC filing metadata
- accession: 0001944048-26-000016
- form_type: 8-K
- ticker: KVUE
- cik: 0001944048
- company_name: Kenvue Inc.
- filed_at: 2026-02-17T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 2.05, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1944048/000194404826000016/0001944048-26-000016-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1944048/000194404826000016/kvue-20260217.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001944048-26-000016
- JSON: https://secwatch.observer/filing/0001944048-26-000016.json
- Plain text: https://secwatch.observer/filing/0001944048-26-000016.txt

## Key facts
- Restructurings & Charges
  Kenvue Inc. announced a restructuring with charges of approximately $250 million (approximately 3.5%).
  - Type: restructuring
  - Charge: approximately $250 million
  - Headcount: approximately 3.5%
  source text: 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%).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1944048/000194404826000016/0001944048-26-000016-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.