Tylenol Turmoil | Explore the impact of acetaminophen controversy on Kenvue's market position and the potential long-term implications for its flagship brand |
Financial Headwinds | Kenvue faces challenges across all segments, with revised 2025 outlook projecting low-single-digit declines in organic sales, down from previous growth estimates |
Strategic Shift | Delve into Kenvue's new management initiatives, focusing on operational simplification and innovation to drive growth and address underperformance in key segments |
Valuation Insights | Analysts set average price target of $23.20, with estimates ranging from $18 to $29, reflecting diverse views on Kenvue's growth potential and market challenges |
Metrics to compare | KVUE | Sector Sector - Average of metrics from a broad group of related Consumer Non-Cyclicals sector companies | Relationship RelationshipKVUEPeersSector | |
|---|---|---|---|---|
P/E Ratio | 23.4x | 18.8x | 11.6x | |
PEG Ratio | 0.45 | 0.08 | 0.03 | |
Price/Book | 3.6x | 2.8x | 1.5x | |
Price / LTM Sales | 2.5x | 1.9x | 0.9x | |
Upside (Analyst Target) | −3.9% | 18.9% | 25.1% | |
Fair Value Upside | Unlock | 21.2% | 13.4% | Unlock |
Kenvue Inc. operates as a consumer health company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America. It operates in three segments: Self Care, Skin Health and Beauty, and Essential Health. The company offers over-the-counter medicine for cough, cold and allergy, pain care, digestive health, smoking cessation, and eye care, as well as other naturally inspired and self-care products, digital diagnostics, and telemedicine; face and body care, hair, sun, and other care products; oral and baby care, women’s health, wound care, and other essential health products; tampons; cosmetics; and vitamins and supplements. It sells its products under the Benadryl, Calpol, Motrin, Nicorette, Rhinocort, Tylenol, Zarbee’s Naturals, and Zyrtec; Aveeno, Dr.Ci:Labo, Le Petit Marseillais, Lubriderm, Neutrogena, OGX, and Rogaine; BAND-AID, Carefree, Desitin, Johnson’s, Listerine, o.b., and Stayfree; and ORSL, Clean & Clear, Versalie, Benylin, Daktarin, Imodium, Johnson’s Baby, Johnson’s Adult, Maui Moisture, Microlax, Motilium, Neosporin, Neostrata, Pepcid, Pulmicort, Regaine, Sudafed, and Visine/Vispring/Visclear brands. Kenvue Inc. was incorporated in 2022 and is headquartered in Summit, New Jersey.