Description

Kenvue: Aligning Innovation, Efficiency, & Strategy But What Does The Future Look Like?

Kenvue’s second quarter of 2025 results highlight both opportunities and challenges, providing a complex landscape for potential investors. The company’s recent performance, although disappointing, demonstrates the ongoing strategic review and leadership changes that could lead to future improvements. The financial results for the quarter showed an organic sales decline of 4.2%, with adjusted operating margins slightly contracting by 10 basis points to 22.7%. The adjusted diluted earnings per share (EPS) stood at $0.29, down from $0.32 in the previous year. Such performance is below expectations and reflects unforeseen external dynamics and internal execution challenges, particularly in the Self Care segment, which faced significant impact due to unfavourable seasonal and customer inventory dynamics.

Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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