Kenvue Management

Management criteria checks 3/4

Kenvue's CEO is Thibaut Mongon, appointed in May 2023, has a tenure of 2.08 years. total yearly compensation is $13.17M, comprised of 9.5% salary and 90.5% bonuses, including company stock and options. directly owns 0.011% of the company’s shares, worth $4.68M. The average tenure of the management team and the board of directors is 2.1 years and 2.1 years respectively.

Key information

Thibaut Mongon

Chief executive officer

US$13.2m

Total compensation

CEO salary percentage9.49%
CEO tenure2.1yrs
CEO ownership0.01%
Management average tenure2.1yrs
Board average tenure2.1yrs

Recent management updates

Recent updates

Kenvue: Steady Consumer Health Play; Initiate With 'Buy'

Jun 04

Kenvue's (NYSE:KVUE) Dividend Will Be $0.205

May 13
Kenvue's (NYSE:KVUE) Dividend Will Be $0.205

Kenvue (NYSE:KVUE) Is Paying Out A Dividend Of $0.205

Apr 24
Kenvue (NYSE:KVUE) Is Paying Out A Dividend Of $0.205

Kenvue Inc.'s (NYSE:KVUE) Share Price Matching Investor Opinion

Apr 22
Kenvue Inc.'s (NYSE:KVUE) Share Price Matching Investor Opinion

Kenvue: How To Profit Strongly, Despite Elusive Upside

Mar 25

These 4 Measures Indicate That Kenvue (NYSE:KVUE) Is Using Debt Reasonably Well

Mar 25
These 4 Measures Indicate That Kenvue (NYSE:KVUE) Is Using Debt Reasonably Well

Kenvue's (NYSE:KVUE) Conservative Accounting Might Explain Soft Earnings

Mar 06
Kenvue's (NYSE:KVUE) Conservative Accounting Might Explain Soft Earnings

Looming Challenges, But Kenvue Could Become A Compelling Dividend Growth Stock Beyond 2025

Feb 17

Kenvue Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Feb 09
Kenvue Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Kenvue Is A Mediocre Candidate

Feb 08

Kenvue's (NYSE:KVUE) Dividend Will Be $0.205

Feb 06
Kenvue's (NYSE:KVUE) Dividend Will Be $0.205

Kenvue (NYSE:KVUE) Will Pay A Dividend Of $0.205

Jan 23
Kenvue (NYSE:KVUE) Will Pay A Dividend Of $0.205

Kenvue Inc.'s (NYSE:KVUE) Intrinsic Value Is Potentially 70% Above Its Share Price

Jan 04
Kenvue Inc.'s (NYSE:KVUE) Intrinsic Value Is Potentially 70% Above Its Share Price

Kenvue (NYSE:KVUE) Seems To Use Debt Quite Sensibly

Dec 08
Kenvue (NYSE:KVUE) Seems To Use Debt Quite Sensibly

Kenvue: Lots Of Potential, But Short-Term Upside May Be Tapped Out (Rating Downgrade)

Nov 27

Kenvue: Unpacking Activist's Case And Earnings Preview

Oct 29

Kenvue (NYSE:KVUE) Has Affirmed Its Dividend Of $0.205

Oct 22
Kenvue (NYSE:KVUE) Has Affirmed Its Dividend Of $0.205

Investors Met With Slowing Returns on Capital At Kenvue (NYSE:KVUE)

Oct 07
Investors Met With Slowing Returns on Capital At Kenvue (NYSE:KVUE)

Kenvue: Turning Cautious On The Stock While Remaining Optimistic On The Business

Oct 02

Kenvue (NYSE:KVUE) Has A Pretty Healthy Balance Sheet

Sep 08
Kenvue (NYSE:KVUE) Has A Pretty Healthy Balance Sheet
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Critical Brand Investments And Operational Efficiencies Set To Spur Robust Growth And Investor Confidence

Strategic investments in brand marketing and launching new products like Tylenol Easy To Swallow aim at enhancing market penetration and consumer loyalty.

Kenvue: Promising Steps Toward Long-Term Success

Aug 11

Kenvue Is A Premier Consumer Company, But I Am Waiting For A Lower Price Before I Buy

Aug 02

Is There An Opportunity With Kenvue Inc.'s (NYSE:KVUE) 36% Undervaluation?

Jul 15
Is There An Opportunity With Kenvue Inc.'s (NYSE:KVUE) 36% Undervaluation?

Kenvue: A 4% Yield Worth Going Long

Jun 12

Kenvue Q1 Earnings Preview: A Potentially Troubling Trend

May 03

Kenvue: Fairly Valued Spinout

Apr 17

Kenvue: This Dividend Newcomer Is Worth A Look

Feb 13

Kenvue: What To Expect From Its First Full-Year Report As A Standalone Company

Feb 05

Kenvue: Portfolio Filled Of Market Leaders

Dec 20

Kenvue: Dude, Where's My Dividend Growth?

Nov 26

Kenvue: Only A Watchlist Stock For Now

Nov 19

CEO Compensation Analysis

How has Thibaut Mongon's remuneration changed compared to Kenvue's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 30 2025n/an/a

US$1b

Dec 29 2024US$13mUS$1m

US$1b

Sep 29 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$20mUS$1m

US$2b

Oct 01 2023n/an/a

US$2b

Jul 02 2023n/an/a

US$2b

Apr 02 2023n/an/a

US$2b

Jan 01 2023US$7mUS$917k

US$2b

Oct 02 2022n/an/a

US$2b

Jan 02 2022US$8mUS$871k

US$2b

Compensation vs Market: Thibaut's total compensation ($USD13.17M) is about average for companies of similar size in the US market ($USD14.07M).

Compensation vs Earnings: Thibaut's compensation has been consistent with company performance over the past year.


CEO

Thibaut Mongon (54 yo)

2.1yrs
Tenure
US$13,167,969
Compensation

Mr. Thibaut Mongon serves as Chief Executive Officer & Director since May 03, 2023 at Kenvue Inc. He was Executive Vice President and Worldwide Chairman of Consumer Health at Johnson & Johnson since March...


Leadership Team

NamePositionTenureCompensationOwnership
Thibaut Mongon
CEO & Director2.1yrsUS$13.17m0.011%
$ 4.7m
Meredith Stevens
Chief Operations Officer2.1yrsUS$3.51m0.0034%
$ 1.4m
Carlton Lawson
Group President of EMEA & Latin America2.1yrsUS$4.50m0.0029%
$ 1.2m
Ellie Xie
Group President of Asia Pacific2.1yrsUS$4.31m0.0025%
$ 1.0m
Amit Banati
Chief Financial Officerless than a yearno data0.000010%
$ 4.2k
Heather Howlett
Chief Accounting Officer2.1yrsno data0.00019%
$ 79.0k
Bernardo Tavares
Chief Data & Technology Officer2.1yrsno data0.00073%
$ 303.4k
Caroline Tillett
Chief Scientific Officer2.1yrsno data0.0023%
$ 956.0k
Sofya Tsinis
Head of Investor Relationsno datano datano data
Matthew Orlando
General Counsel2.1yrsno data0.0013%
$ 557.0k
Luani Alvarado
Chief People Officer2.1yrsno data0.0016%
$ 677.5k
Jan Meurer
Group President of North America2.1yrsno data0.0017%
$ 719.1k
2.1yrs
Average Tenure
55yo
Average Age

Experienced Management: KVUE's management team is considered experienced (2.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Thibaut Mongon
CEO & Director2.1yrsUS$13.17m0.011%
$ 4.7m
Larry Merlo
Independent Chairman2.1yrsUS$479.99k0.0014%
$ 594.4k
Vasant Prabhu
Independent Director2.1yrsUS$310.00k0.00092%
$ 382.4k
Sarah Hofstetter
Independent Directorless than a yearno data0.000090%
$ 37.4k
Betsy Holden
Independent Director2.1yrsUS$305.00k0.00092%
$ 382.4k
Kathleen Pawlus
Independent Directorless than a yearUS$176.20k0.00034%
$ 141.3k
Michael Sneed
Independent Director2.1yrsUS$280.00k0.0015%
$ 615.2k
Melanie Healey
Independent Director2.1yrsUS$305.00k0.00093%
$ 386.6k
Richard Allison
Independent Director2.1yrsUS$280.00k0.0025%
$ 1.0m
Kirk Perry
Independent Directorless than a yearUS$93.27k0.00020%
$ 83.1k
Erica Mann
Independent Directorless than a yearno data0.000090%
$ 37.4k
Seemantini Godbole
Independent Director2.1yrsUS$280.00k0.00092%
$ 382.4k
2.1yrs
Average Tenure
64yo
Average Age

Experienced Board: KVUE's board of directors are not considered experienced ( 2.1 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/06 11:24
End of Day Share Price 2025/06/06 00:00
Earnings2025/03/30
Annual Earnings2024/12/29

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Kenvue Inc. is covered by 24 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Lauren LiebermanBarclays
Lauren LiebermanBarclays