Kenvue Inc.


SKU: KVUE Category:


This is our first report on consumer health behemoth, Kenvue Inc. The company delivered a strong result and managed an all-around beat in the last quarter, following a successful IPO. The growth was primarily driven by value realization, which represented 9.4 points of growth, with volume remaining robust despite deliberate strategic portfolio rationalization initiatives. The Self-Care segment continued to gain global market share, resulting in a 14.2% organic growth, with both value and volume showing strength. The Skin Health and Beauty segment demonstrated a recovery with organic growth of 3.4%, and Essential Health achieved 3.8% organic growth. Despite headwinds, Kenvue’s resiliency and leadership positions in consumer health categories affirm its strong market presence. Gross margins, adjusted EBITDA margins, and adjusted net income all reflect healthy performance, positioning the company well for future growth. The outlook for 2023 remains positive, with expectations of continued growth, responsible investment in iconic brands, and a balanced capital allocation strategy that includes potential growth opportunities. Looking ahead, Kenvue’s management is focused on modernizing its supply chain, driving product innovation, investing in research and development, and implementing strategic marketing initiatives.

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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