Kenvue Management
Management criteria checks 0/4
Kenvue's CEO is Thibaut Mongon, appointed in May 2023, has a tenure of 1.58 years. total yearly compensation is $19.72M, comprised of 6.3% salary and 93.7% bonuses, including company stock and options. directly owns 0.006% of the company’s shares, worth $2.52M. The average tenure of the management team and the board of directors is 1.6 years and 1.6 years respectively.
Key information
Thibaut Mongon
Chief executive officer
US$19.7m
Total compensation
| CEO salary percentage | 6.3% |
| CEO tenure | 1.6yrs |
| CEO ownership | 0.006% |
| Management average tenure | 1.6yrs |
| Board average tenure | 1.6yrs |
Recent management updates
Recent updates
Kenvue (NYSE:KVUE) Seems To Use Debt Quite Sensibly
Dec 08
Kenvue: Lots Of Potential, But Short-Term Upside May Be Tapped Out (Rating Downgrade)
Nov 27Kenvue: Unpacking Activist's Case And Earnings Preview
Oct 29Kenvue (NYSE:KVUE) Has Affirmed Its Dividend Of $0.205
Oct 22Investors Met With Slowing Returns on Capital At Kenvue (NYSE:KVUE)
Oct 07Kenvue: Turning Cautious On The Stock While Remaining Optimistic On The Business
Oct 02Kenvue (NYSE:KVUE) Has A Pretty Healthy Balance Sheet
Sep 08Kenvue: Promising Steps Toward Long-Term Success
Aug 11Kenvue Is A Premier Consumer Company, But I Am Waiting For A Lower Price Before I Buy
Aug 02Is There An Opportunity With Kenvue Inc.'s (NYSE:KVUE) 36% Undervaluation?
Jul 15Kenvue: A 4% Yield Worth Going Long
Jun 12Kenvue's (NYSE:KVUE) Soft Earnings Don't Show The Whole Picture
May 21Kenvue Q1 Earnings Preview: A Potentially Troubling Trend
May 03Kenvue: Fairly Valued Spinout
Apr 17Is Kenvue Inc. (NYSE:KVUE) Trading At A 31% Discount?
Apr 08Kenvue: This Dividend Newcomer Is Worth A Look
Feb 13Kenvue: What To Expect From Its First Full-Year Report As A Standalone Company
Feb 05Kenvue: Portfolio Filled Of Market Leaders
Dec 20Kenvue: Dude, Where's My Dividend Growth?
Nov 26Kenvue: Only A Watchlist Stock For Now
Nov 19Kenvue: Consumer Health Giant's Journey From IPO To Legal Challenges And Beyond
Oct 19Kenvue: Interesting Times
Sep 18Kenvue: Charting A Healthy Future In Consumer Health
Sep 06Kenvue Split-Off: Still Undecided? 3 (And A Half) Aspects To Consider
Aug 16Kenvue: A Buffett-Style Investment At A Reasonable Price
Jul 11Johnson & Johnson Spinoff Kenvue Is Worth Owning - But Maybe Not Yet
Jun 13CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 29 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$20m | US$1m | US$2b |
| Oct 01 2023 | n/a | n/a | US$2b |
| Jul 02 2023 | n/a | n/a | US$2b |
| Apr 02 2023 | n/a | n/a | US$2b |
| Jan 01 2023 | US$7m | US$917k | US$2b |
| Oct 02 2022 | n/a | n/a | US$2b |
| Jan 02 2022 | US$8m | US$871k | US$2b |
Compensation vs Market: Thibaut's total compensation ($USD19.72M) is above average for companies of similar size in the US market ($USD12.88M).
Compensation vs Earnings: Thibaut's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
CEO
Thibaut Mongon (53 yo)
1.6yrs
Tenure
US$19,722,593
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
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.6yrs | US$19.72m | 0.0060% $ 2.5m | |
| Chief Financial Officer | 1.6yrs | US$6.15m | 0.0015% $ 630.3k | |
| Chief Operations Officer | 1.6yrs | US$5.18m | 0.0018% $ 738.8k | |
| Group President of EMEA & Latin America | 1.6yrs | US$5.92m | 0.0010% $ 434.1k | |
| Group President of Asia Pacific | 1.6yrs | US$6.09m | 0.0011% $ 480.0k | |
| Chief Accounting Officer | 1.6yrs | no data | 0.000050% $ 20.9k | |
| Chief Data & Technology Officer | 1.6yrs | no data | 0.00036% $ 150.3k | |
| Chief Scientific Officer | 1.6yrs | no data | 0.0011% $ 467.5k | |
| Head of Investor Relations | no data | no data | no data | |
| General Counsel | 1.6yrs | no data | 0.00077% $ 321.4k | |
| Chief People Officer | 1.6yrs | no data | 0.00083% $ 346.4k | |
| Group President of North America | 1.6yrs | no data | 0.00089% $ 371.5k |
1.6yrs
Average Tenure
54yo
Average Age
Experienced Management: KVUE's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.6yrs | US$19.72m | 0.0060% $ 2.5m | |
| Independent Chairman | 1.6yrs | US$472.18k | 0.000020% $ 8.3k | |
| Independent Director | 1.6yrs | US$266.41k | 0.000010% $ 4.2k | |
| Independent Director | 1.6yrs | US$261.71k | 0.000010% $ 4.2k | |
| Independent Director | less than a year | no data | no data | |
| Director | 1.6yrs | US$245.37k | 0.00057% $ 237.9k | |
| Independent Director | 1.6yrs | US$261.71k | 0.000020% $ 8.3k | |
| Independent Director | 1.6yrs | US$245.37k | 0.000010% $ 4.2k | |
| Independent Director | 1.6yrs | US$245.37k | 0.0014% $ 592.7k | |
| Independent Director | no data | no data | no data | |
| Independent Director | 1.6yrs | US$245.37k | 0.000010% $ 4.2k |
1.6yrs
Average Tenure
63yo
Average Age
Experienced Board: KVUE's board of directors are not considered experienced ( 1.6 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 16:51 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/29 |
| Annual Earnings | 2023/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 here.
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 .
Analyst Sources
Kenvue Inc. is covered by 20 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.
| Analyst | Institution |
|---|---|
| Ishan Majumdar | Baptista Research |
| Lauren Lieberman | Barclays |
| Navann Ty Dietschi | BNP Paribas Exane |