The earnings call presented a mixed outlook for Kenvue, with strong execution of strategic plans and market share gains in certain segments overshadowed by organic sales declines and challenges in the Skin Health and Beauty segment. The impact of tariffs and foreign exchange rates also posed significant challenges.

Company Guidance

During the Kenvue First Quarter 2025 Earnings Conference Call, the company provided key guidance metrics for the year. Despite a 1.2% decline in organic sales in Q1, Kenvue maintained its full-year organic sales growth outlook of 2% to 4%, anticipating a growth acceleration in the second half. Adjusted operating margin is expected to contract slightly due to $150 million in estimated tariff impacts, though Kenvue is implementing mitigation strategies through productivity initiatives and supply chain optimization. Adjusted diluted EPS is projected to be flat for 2025, with a low-single-digit increase on a constant currency basis. The company highlighted strong execution in its Self Care segment, with organic sales growth of 0.3%, while Skin Health and Beauty saw a 4.8% decline due to destocking and strategic price investments. Looking forward, Kenvue plans to leverage innovation and marketing to improve its competitive position amidst dynamic market conditions.

Strong Execution of Strategic Plans

Kenvue demonstrated strong execution of strategic plans, maintaining organic sales growth outlook for the year amidst significant macro shifts and seasonal variability.

Tylenol Outperforms in the US Market

Tylenol gained share for the eleventh straight quarter, surpassing competitors, driven by successful innovation and consumer engagement campaigns, such as the 'Greatness Hurts' football themed campaign.

Zyrtec Gains Market Share

Zyrtec improved both value and volume share, increasing household penetration and distribution in the Allergy segment.

Completion of Transition Services Agreement Program

Kenvue completed the Transition Services Agreement program, streamlining operations and exiting over 2,300 TSAs without business disruption.

Aveeno’s Double-Digit Growth in EMEA

Aveeno brand experienced double-digit growth in EMEA, particularly in the UK and Central Europe, contributing to the twelfth consecutive quarter of organic sales growth in the region.

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
Jul 17, 2025	2025 (Q2)	0.28 / -	0.32	―	―	―
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
May 08, 2025	$22.91	$23.85	+4.10%
Feb 06, 2025	$20.36	$19.44	-4.52%
Nov 07, 2024	$21.89	$22.35	+2.10%
Aug 06, 2024	$17.53	$20.10	+14.66%

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.