Highest-materiality recent filing
Kenvue Q1: net sales +4.5%, adj. EPS $0.32 (+33% YoY); Kim-Clark deal on track H2 2026
Net sales +4.5% YoY; organic +0.7%; diluted EPS $0.25 (+47%); adjusted EPS $0.32 (+33%).
Kenvue names Heather Howlett interim CFO; role tied to Kimberly-Clark merger closing
CFO Amit Banati stepping down effective May 12, 2026; Heather Howlett appointed interim CFO & CAO same date.
Kenvue Q4 sales +3.2%, adj EPS $0.27; approves restructuring with ~3.5% workforce cut
Q4 net sales $3.88B, +3.2% YoY; organic sales +1.2%; diluted EPS $0.17 vs $0.15.
CFO Amit Banati notified departure on Feb 10, effective May 12, 2026 to become CEO of another company.
Kenvue shareholders approve merger with Kimberly-Clark; deal on track for H2 2026 close
99% of Kenvue shares voted to adopt merger agreement, representing ~77% of outstanding shares.
Kenvue supplements merger proxy with advisor fee details and valuation ranges amid lawsuits
Stockholder lawsuits filed in Wisconsin, New Jersey, and New York allege material omissions in proxy; K-C stockholder suit filed in Delaware.
Kenvue to merge with Kimberly-Clark for 0.14625 KMB shares + $3.50 cash per share
Each KVUE share exchanged for 0.14625 KMB shares plus $3.50 cash; both boards unanimously approved.
Kenvue agrees to be acquired by Kimberly-Clark in cash-and-stock deal; reports Q3 revenue decline
Definitive merger agreement with Kimberly-Clark for all outstanding common stock; deal value and premium not disclosed.
Kenvue Q2 net sales -4.0%, adjusted EPS $0.29 vs $0.32; cuts FY2025 outlook
Net sales fell 4.0% (organic -4.2%); diluted EPS $0.22 vs $0.03; adjusted diluted EPS $0.29 vs $0.32.
Kenvue CEO Thibaut Mongon steps down; Kirk Perry named interim CEO; preliminary Q2 sales down 4%
Thibaut Mongon ceased as CEO and stepped down from board effective July 14, 2025; Kirk Perry appointed interim CEO.
Kenvue Q1 net sales -3.9%, adj EPS $0.24; appoints new CFO Amit Banati
Net sales decreased 3.9% YoY; organic sales -1.2% (volume -0.9%, value -0.3%); FX headwind 2.7%.
Kenvue appoints 3 new directors, including Starboard's CEO, settles proxy fight
Board temporarily expands from 11 to 14 directors; to reduce to 13 after 2025 annual meeting.
Kenvue Q4 net sales flat at $3.7B; FY2024 adj EPS $1.14; FY2025 organic sales +2-4%
Q4 net sales $3.7B (-0.1% YoY); organic sales +1.7% driven by value realization and volume growth.
Kenvue Q3 net sales -0.4% to $3.9B, adj EPS $0.28 vs $0.31 YoY, lowers sales growth guidance
Net sales $3.9B, -0.4% YoY; organic growth +0.9% (value realization +2.5%, volume -1.6%).
Kenvue Q2 adjusted EPS $0.32, organic sales +1.5%; reaffirms FY24 outlook
Net sales $4.0B, down 0.3% YoY; organic growth +1.5% (value realization +2.1%, volume -0.6%).
Kenvue Q1 net sales +1.1% to $3.9B, EPS $0.15; announces restructuring with ~4% workforce cut
Net sales $3.9B (+1.1% YoY); organic growth 1.9%; diluted EPS $0.15 (adj. $0.28).
FY23 net sales $15.4B, +3.3%; organic growth 5.0%; adjusted diluted EPS $1.29.
Kenvue announces involuntary departure of Group President Kathleen Widmer effective Dec 31
Kathleen Widmer, Group President North America and Latin America, to depart Kenvue effective Dec 31, 2023.
Net sales $3.9B, +3.3% YoY; organic growth 3.6% driven by 7.1% value realization partly offset by 3.5% volume decline.
J&J exchanged 190.96M JNJ shares for 1.534B KVUE shares, reducing its ownership to 9.5% from 89.6%.
Kenvue Q2 net sales +5.4% to $4.0B, organic growth 7.7%; initiates dividend
Reported EPS $0.23, adjusted EPS $0.32; net income $430M vs $604M YoY.
Kenvue Inc. completes IPO of 198.7M shares at $22.00 per share, separates from Johnson & Johnson
Kenvue raised net proceeds of $4,241 million from IPO of 198,734,444 shares at $22.00 per share.
On June 24, 2025, Kenvue Inc. (the "Company") announced that Ellie Bing Xie, currently Kenvue’s Group President, Asia Pacific, will cease to serve in such role on July 14, 2025 (the “Asia Pacific Transition”).
On May 8, 2025, the Company also announced that Paul Ruh, currently Kenvue’s Chief Financial Officer, will ceas
On May 8, 2025, the Company announced the appointment of Amit Banati as Kenvue’s Chief Financial Officer, which is expected to be effective May 12, 2025
Ms. Hofstetter has been appointed to the Audit Committee of the Board.
Ms. Mann has been appointed to the Nominating, Governance & Sustainability Committee of the Board.
Ms. Kathleen M. Pawlus, age 64, was appointed a member of the Board to serve as a director effective August 15, 2024, with a term expiring at the Company's 2025 Annual Meeting of Shareholders.
Peter M. Fasolo, Ph.D., and Joseph J. Wolk each informed Kenvue Inc. (the "Company") and its Board of Directors (the "Board") of their decision to resign from the Board, effective as of December 1, 2024.
Mr. Kirk L. Perry, age 57, was appointed a member of the Board to serve as a director effective immediately after the resignations of Messrs. Fasolo and Wolk on December 1, 2024, with a term expiring at the 2025 Annual Meeting.
Peter M. Fasolo, Ph.D., and Joseph J. Wolk each informed Kenvue Inc. (the "Company") and its Board of Directors (the "Board") of their decision to resign from the Board, effective as of December 1, 2024.
On December 5, 2023, Kenvue Inc. (the "Company") announced that Kathleen Widmer, Group President, North America and Latin America, will transition out of Kenvue effective December 31, 2023.
in addition, on April 20, 2023, Ritch Allison, Peter Fasolo, Tammy Franklin, Seemantini Godbole, Melanie Healey, Betsy Holden, Larry Merlo, Michael Sneed and Joseph Wolk were appointed as directors of the Board, effective as of May 8, 2023,
On April 20, 2023, Vasant Prabhu was appointed as a director of the Kenvue Board of Directors (the “Board”), effective as of 8:00 a.m. New York City time on May 4, 2023,
Max materiality 1.00 · Median 0.75 · Most common event earnings