Update shared on04 Sep 2025
Fair value Decreased 0.88%With consensus forecasts for both revenue growth (2.6% p.a.) and net profit margin (13.06%) unchanged, Kenvue’s analyst price target remains steady at $22.80.
What's in the News
- Kenvue revised its full-year 2025 guidance, expecting net and organic sales to decline by low-single-digits, with a neutral currency impact.
- From March 31 to June 29, 2025, Kenvue repurchased 2.67 million shares for $63.66 million; total repurchases under the current buyback program reached 16.87 million shares for $368.31 million.
- The company announced a 1.2% increase in its quarterly dividend, raising it to $0.2075 per share.
- Kenvue's Board is conducting a comprehensive review of strategic alternatives, including potential brand portfolio optimization, with Centerview Partners and McKinsey & Company advising.
- CEO transition: Kirk Perry appointed interim CEO following Thibaut Mongon's departure; executive search is underway for a permanent replacement.
- Kenvue is exploring the sale of several smaller skin health and beauty brands—such as Clean & Clear, Maui Moisture, Neostrata, Bebe, and Dr.Ci:Labo—to focus on core assets, with Goldman Sachs advising on potential divestitures.
Valuation Changes
Summary of Valuation Changes for Kenvue
- The Consensus Analyst Price Target remained effectively unchanged, at $22.80.
- The Consensus Revenue Growth forecasts for Kenvue remained effectively unchanged, at 2.6% per annum.
- The Net Profit Margin for Kenvue remained effectively unchanged, at 13.06%.
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