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Added to YB: 2024-04-12

Pitch date: 2024-03-31

KVUE [bullish]

Kenvue Inc.

-13.76%

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

$33.2B

Pitch Price

$20.00

Price Target

N/A

Dividend

4.79%

EV/EBITDA

11.47

P/E

23.18

EV/Sales

2.74

Sector

Personal Care Products

Category

value

Show full summary:
Oakmark Fund New Position: Kenvue Inc.

KVUE: Leading consumer health co w/ iconic brands (Neutrogena, Listerine, Tylenol, Band-Aid). Spin-off from JNJ in May '23. Recent litigation & share losses = attractive 16.5x P/E (discount to peers). Opportunity to boost efficiency, reinvest savings in R&D & marketing to drive growth & brand equity.

Read full article (1 min)