{"schema_version":"secwatch.filing_event.v1","accession":"0001944048-26-000097","form_type":"8-K","ticker":"KVUE","cik":"0001944048","company_name":"Kenvue Inc.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.306234+00:00","generated_at":"2026-05-14T22:04:53.776300+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Kenvue Q1: net sales +4.5%, adj. EPS $0.32 (+33% YoY); Kim-Clark deal on track H2 2026","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001944048-26-000097","json":"https://secwatch.observer/filing/0001944048-26-000097.json","markdown":"https://secwatch.observer/filing/0001944048-26-000097.md","text":"https://secwatch.observer/filing/0001944048-26-000097.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1944048/000194404826000097/0001944048-26-000097-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1944048/000194404826000097/kvue-20260507.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T22:04:53.776300+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"040e11ad0e7bce86526b3dd048c03c8ac9ca9b90","claim":"Kenvue Inc. reported financial results for the fiscal first quarter ended March 29, 2026.","evidence_excerpt":"On May 7, 2026, Kenvue Inc. issued the attached press release (Exhibit 99.1) announcing its financial results for the fiscal first quarter ended March 29, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1944048/000194404826000097/0001944048-26-000097-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal first quarter ended March 29, 2026"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}