earnings
confidence high
sentiment positive
materiality 0.75
Kenvue Q2 net sales +3.0%, adj. EPS $0.31 (+7% YoY); reaffirms Q4 Kimberly-Clark deal close
Kenvue Inc.
- Net sales $3.0B, +3.0% YoY; organic sales +1.6% driven by value realization +0.9% and volume +0.7%.
- Diluted EPS $0.24 (+9% YoY); adjusted diluted EPS $0.31 (+7% YoY); adjusted gross margin 60.2%.
- Skin Health & Beauty led with +5.1% net sales; Self Care +2.2%, Essential Health +2.3%.
- FDA approved Tylenol with Naproxen (first OTC fixed-dose combo); 3-year exclusivity, launching soon.
- Pending Kimberly-Clark acquisition on track for Q4 2026; no forward guidance provided.