Professional
Added to YB: 2024-04-12
Pitch date: 2024-03-31
KVUE [bullish]
Kenvue Inc.
-12.51%
current return
Author Info
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Company Info
Kenvue Inc. operates as a consumer health company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America.
Market Cap
$33.0B
Pitch Price
$19.77
Price Target
N/A
Dividend
4.81%
EV/EBITDA
12.35
P/E
22.68
EV/Sales
2.69
Sector
Personal Care Products
Category
value
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.
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