Brand StrengthWith Kenvue (e.g. Johnson's, Neutrogena, Aveeno), the combined business will have ten $1B+ brands that provide solutions for consumers throughout every stage of life.
Market PerformanceKMB delivered a better-than-feared print, beating on organic sales/EPS while also maintaining their FY25 EPS guidance.
Strategic MergersThe strategic logic is to combine the two companies' highly complementary portfolios into a $32B global health and wellness leader, particularly in baby care, women's health, and active aging.