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Kenvue, Inc. (KVUE)
NYSE:KVUE
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.23Last Year’s EPS
0.28Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 06, 2025
|% Change Since: 4.63%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted Kenvue's efforts in improving gross margins, investing in brand growth, and achieving share gains in the self-care segment. However, these positive developments were tempered by underperformance in organic sales growth, distribution challenges in China, and a decline in the pediatric pain franchise due to a weak flu season. The outlook for 2025 is cautiously optimistic, with expected improvements in operational efficiency and strategic investments, but also acknowledges external economic challenges.Company Guidance
During the Kenvue Fourth Quarter and Full-Year 2024 Earnings Conference Call, the company provided guidance for 2025, projecting organic sales growth of 2% to 4% and adjusted diluted EPS to be flat to up 2%, considering a mid-single-digit headwind from currency. For 2024, Kenvue reported organic sales growth of 1.5%, with adjusted diluted EPS of $1.14, which was within their guidance range. The company also achieved a 200 basis points increase in adjusted gross margin to 60.4%. Kenvue plans to launch 40% more innovations in 2025 and expects revenue growth to accelerate in the second half of the year, driven by stronger brand investments, improved distribution, and competitive trade and marketing initiatives. The company aims to realize $350 million in annualized savings by 2026 through operational efficiencies and cost structure optimization, which will support continued investments in brand growth.Improved Adjusted Gross Margin
Kenvue expanded its adjusted gross margin by 200 basis points year-over-year to 60.4%, driven by strong productivity enhancements.
Significant Brand Investments
The company increased its total brand investment for the year by about 20%, raising its advertising budget to 10.6% of sales in 2024 compared to 8.7% in the prior year.
Self-Care Segment Share Gains
The self-care segment saw nearly 80% of its brands gaining market share, including major brands like Tylenol, Zyrtec, and Nicorette.
Progress in Skin Health and Beauty
Kenvue achieved volume-led growth in the skin health and beauty segment, particularly with strong performances in EMEA and Latin America.
Increased Productivity and Savings
Kenvue is on track to deliver $350 million of annualized savings by 2026 through its 'view forward' initiative, with significant costs taken out of its infrastructure.
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KVUE Earnings History
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
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KVUE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 06, 2025 | $20.54 | $19.60 | -4.58% |
| Nov 07, 2024 | $22.09 | $22.55 | +2.08% |
| Aug 06, 2024 | $17.68 | $20.28 | +14.71% |
| May 07, 2024 | $18.35 | $19.52 | +6.38% |
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.
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FAQ
When does Kenvue, Inc. (KVUE) report earnings?
Kenvue, Inc. (KVUE) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is Kenvue, Inc. (KVUE) earnings time?
Kenvue, Inc. (KVUE) earnings time is at May 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KVUE EPS forecast?
KVUE EPS forecast for the fiscal quarter 2025 (Q1) is 0.23.
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