The earnings call highlighted Kenvue's strengths in market share gains and leadership improvements but was overshadowed by underwhelming financial performance and challenges in key markets. The revised guidance and focus on strategic alternatives suggest a period of transition and uncertainty.

Company Guidance

During Kenvue's Second Quarter 2025 Earnings Conference Call, the company revised its guidance for fiscal 2025, projecting organic sales to decline in the low single digits with a roughly neutral impact from currency fluctuations. The adjusted operating margin is expected to contract due to strategic price investments, fixed cost deleverage, and inflationary pressures, which productivity initiatives may not fully offset. Consequently, adjusted diluted EPS is anticipated to range between $1 to $1.05, considering a low single-digit drag from currency. The company highlighted a challenging second quarter, with organic sales declining by 4.2% and adjusted operating margin decreasing by 10 basis points to 22.7%, leading to an adjusted diluted EPS of $0.29. Despite these results, Kenvue remains committed to enhancing operational rigor, improving execution, and strategically reviewing alternatives to unlock shareholder value.

Strong Market Share in Self Care

In the U.S., 83% of Kenvue's Self Care business held or gained market share, with ZYRTEC growing household penetration and Tylenol achieving its 12th consecutive quarter of share improvement.

Sequential Improvement in Skin Health and Beauty

Neutrogena Face returned to year-over-year consumption growth in the U.S. during Q2, and global consumption of Skin Health and Beauty brands stabilized for the first time in over a year.

Leadership and Capabilities Strengthening

Kenvue appointed new leaders, including Andy Dasgupta and Mike Wondrasch, and enhanced capabilities in marketing, sales, digital, and AI.

Success in EMEA and Latin America

The company saw positive performance in EMEA and Latin America, contributing to a more stable global consumption trend.

Kenvue, Inc. (KVUE) Earnings, Revenues Date & History

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KVUE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.27 / -	0.28	―	―	―
Jul 14, 2025	2025 (Q2)	0.28 / 0.29	0.32	-9.38% (-0.03)	―	―
May 08, 2025	2025 (Q1)	0.23 / 0.24	0.28	-14.29% (-0.04)
Feb 06, 2025	2024 (Q4)	0.26 / 0.26	0.31	-16.13% (-0.05)
Nov 07, 2024	2024 (Q3)	0.27 / 0.28	0.31	-9.68% (-0.03)
Aug 06, 2024	2024 (Q2)	0.28 / 0.32	0.32	0.00% (0.00)
May 07, 2024	2024 (Q1)	0.25 / 0.28	0.33	-15.15% (-0.05)
Feb 08, 2024	2023 (Q4)	0.28 / 0.31	0.28	10.71% (+0.03)
Oct 26, 2023	2023 (Q3)	0.31 / 0.31	0.31	0.00% (0.00)
Jul 20, 2023	2023 (Q2)	0.30 / 0.32	0.315	1.59% (<+0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KVUE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 14, 2025	$21.14	$21.61	+2.22%
May 08, 2025	$22.69	$23.62	+4.10%
Feb 06, 2025	$20.16	$19.25	-4.51%
Nov 07, 2024	$21.69	$22.14	+2.07%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.