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Added to YB: 2025-10-01

Pitch date: 2025-09-29

KVUE [bullish]

Kenvue Inc.

+7.26%

current return

Author Info

No bio for this author

Company Info

Kenvue Inc. operates as a consumer health company in the United States, Europe, the Middle East, Africa, Asia-Pacific, and Latin America.

Market Cap

$31.1B

Pitch Price

$16.16

Price Target

N/A

Dividend

5.11%

EV/EBITDA

10.89

P/E

21.72

EV/Sales

2.60

Sector

Personal Care Products

Category

turnaround

Show full summary:
Kenvue (KVUE): Political Noise Creates a Buying Opportunity in a Consumer Health Leader

KVUE: Trump/RFK Jr. health comments drove stock to all-time lows despite no scientific evidence backing autism-Tylenol claims. Acetaminophen safety well-established over 132 years. Stock at 12x 2028 earnings, 46% discount to consumer staples peers (~17.5x). Recommend accumulating on weakness.

Read full article (1 min)