Citable filing context
KVUE's research view summarizes recent SEC filing context, starting with earnings from Aug 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 6, 2026 | earnings | Kenvue reported Q2 2026 net sales of $3.955 billion, a 3.0% increase, and diluted EPS of $0.24. |
| May 22, 2026 | other | Kenvue Inc. reported voting results from its 2026 Annual Meeting, electing 12 directors and ratifying its auditor. |
| May 7, 2026 | earnings | Kenvue reported Q1 2026 net sales of $3.9 billion and diluted EPS of $0.25. |
| Jan 29, 2026 | Guidance: transaction_closing | not reported to not reported |
| Nov 3, 2025 | Guidance: adjusted_diluted_eps | 1.00 to 1.05 |
| Nov 3, 2025 | Guidance: adjusted_ebitda | not reported to 7000.00 |
| Aug 6, 2026 | mda_quarterly | Kenvue, a pure-play consumer health company, reported net sales of $3.96 billion for the second quarter of 2026, a 3.0% increase year-over-year. Organic sales grew 1.6%, driven by a 0.9% increase in value realization and 0.7% volume growth. The company operates through three segments: Self Care (e.g., Tylenol, Zyrtec, Nicorette), Skin Health and Beauty (e.g., Neutrogena, Aveeno), and Essential Health (e.g., Listerine, Band-Aid). Financial performance was impacted by net input cost inflation, U.S. import tariffs, and unfavorable transactional foreign currency exchange rates, which pressured gross profit margins. However, these were partially offset by supply chain optimization initiatives and favorable pricing actions in Latin America, EMEA, and Asia Pacific. The company is currently executing the "2026 Restructuring Initiative," aimed at optimizing its operating model and supply chain, with expected pre-tax charges of $250 million for the year. A significant pending event is the merger with Kimberly-Clark, approved by shareholders in January 2026. The transaction remains subject to foreign regulatory approvals and is expected to close in late 2026. Additionally, Kenvue faces ongoing legal risks, including litigation regarding acetaminophen-containing products and talc-based powders, though the company maintains that these matters are not expected to have a material adverse effect on its financial position. |
| May 7, 2026 | mda_quarterly | Kenvue reported first-quarter 2026 net sales of $3.9 billion, a 4.5% increase year-over-year. Organic sales grew 0.7%, as 1.0% value realization from pricing actions offset a 0.3% volume decline. The Skin Health and Beauty segment drove growth, with net sales rising 8.4% and adjusted operating income increasing 82.6%, fueled by product innovation and strong seasonal demand. Conversely, the Self Care segment saw organic sales decline 2.3% due to lower illness incidences impacting pediatric pain and cough/cold volumes. The company is implementing a 2026 Restructuring Initiative to optimize its supply chain and operating model, targeting $200 million in annualized pre-tax savings against $250 million in expected charges. A pending merger with Kimberly-Clark is expected to close in the second half of 2026. Key financial and operational risks include an estimated $90 million annualized gross tariff exposure and significant ongoing litigation regarding acetaminophen, talc-based products, and phenylephrine efficacy. Liquidity is supported by $1.075 billion in cash, though the company carries $8.66 billion in total debt, recently impacted by the $750 million redemption of 5.35% Senior Notes due 2026. |
Source: SEC EDGAR filing text and events; period Aug 6, 2026; filed Aug 6, 2026.
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