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Kenvue
KVUE · NYSEConsumer Health
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AI demand
Farm & rawinputscrops, commodities, packa…Brands &manufacturersthe companies that make itDistribution &wholesalemoving the palletsRetailchannelsgrocers, clubs & big-boxHouseholdswho actually paysCapital &regulatorswho funds & polices itAPIActive-ingredient (API) makersINGSpecialty ingredients & botanicalsPKGPackaging & bottlesCMOContract manufacturersKVUEKenvueSCSelf Care brandsSHBSkin Health & BeautyEHEssential HealthLOGFreight & logisticsDSTWholesalers & distributorsAMZNAmazon···Global grocers & pharmaciesWMTWalmartCVSCVSWBAWalgreensCOSTCostco WholesaleTGTTargetYOUHouseholds & shoppersFDAFDA & health regulatorsCAPInvestors & lenders
Company details
Market cap
~$40B
P/E ratio
~19×
Div yield
~4.0%
EPS (adj.)
~$1.05
Profit margin
~13%
Rev. growth
~+3%
Revenue
~$15.5B
Free cash flow
~$2.5B
In plain English
Kenvue is the world's largest pure-play consumer-health company — the medicine cabinet and bathroom shelf in branded form: Tylenol, Zyrtec and Nicorette (Self Care), Neutrogena and Aveeno (Skin Health & Beauty), and Listerine, Band-Aid and Johnson's (Essential Health). Spun out of Johnson & Johnson in 2023, it sells in 100+ countries and is now itself the target of a pending ~$48.7B takeover by Kimberly-Clark (shareholder-approved, expected to close in H2 2026), all while fighting a high-profile Tylenol-autism litigation wave.
In simple terms
What Kenvue really sells
Kenvue is the world's largest pure-play consumer-health company — the medicine cabinet and bathroom shelf in branded form: Tylenol, Zyrtec and Nicorette (Self Care), Neutrogena and Aveeno (Skin Health & Beauty), and Listerine, Band-Aid and Johnson's (Essential Health). Spun out of Johnson & Johnson in 2023, it sells in 100+ countries and is now itself the target of a pending ~$48.7B takeover by Kimberly-Clark (shareholder-approved, expected to close in H2 2026), all while fighting a high-profile Tylenol-autism litigation wave.
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Risk read
Elevated
SteadierMore speculative
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