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Added to YB: 2024-02-13

Pitch date: 2024-02-11

KVUE [bearish]

Kenvue Inc.

+3.6%

current return

Author Info

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

$17.98

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 Continues to Disappoint as Volumes Crater?

KVUE IPO disappoints: Q4 sales -2.7%, miss est; EPS beat. '24 guidance weak: 1-3% sales growth, lower margins, no EPS growth. Self Care, Skin & Beauty volumes plunge vs peers. Mgmt missteps erode confidence. 20x PE at risk of losing premium w/o turnaround. Negative outlook.

Read full article (4 min)