Description
Kenvue Under Fire: Lawsuits, Politics & A Stock In Freefall!
Kenvue shares have taken a sharp nosedive after a fresh legal challenge emerged across the Atlantic. On October 16, 2025, the U.K. High Court received a lawsuit representing over 3,000 plaintiffs who allege that Johnson & Johnson and Kenvue UK Ltd. knowingly sold asbestos-contaminated baby powder over a span of nearly six decades—from 1965 to 2023. The plaintiffs claim the product caused serious illnesses such as ovarian cancer and mesothelioma. Citi Research swiftly flagged the financial risk for Kenvue, triggering a steep 10% drop in its stock to $14.60, a record low since its 2023 spinoff from Johnson & Johnson. Notably, Johnson & Johnson reiterated that Kenvue holds responsibility for all talc-related litigation outside the U.S. and Canada. While Kenvue has denied the allegations and stated that its baby powder never contained asbestos, investor sentiment took a major hit. This latest setback comes on the heels of ongoing political pressure on Tylenol, Kenvue’s topselling brand, further fueling market uncertainty.
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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