secwatch.observer — SEC 8-K summary
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Issuer:     Kenvue Inc. (KVUE)
CIK:        0001944048
Form:       8-K
Filed at:   2026-08-06T10:48:04+00:00
Accession:  0001944048-26-000141
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Kenvue Q2 net sales +3.0%, adj. EPS $0.31 (+7% YoY); reaffirms Q4 Kimberly-Clark deal close
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1944048/000194404826000141/0001944048-26-000141-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1944048/000194404826000141/kvue-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001944048-26-000141

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer