Kenvue Inc. Stock Price, News & Analysis

Kenvue Inc. (NYSE: KVUE) has announced actress and entrepreneur Shay Mitchell as the first global brand ambassador for OGX® Haircare. Mitchell will represent the brand's Fixer character in a new 360° campaign promoting the OGX® Bond Protein Repair line.

The campaign features Mitchell alongside Trichologist Abbey Yung, highlighting solutions for hair damage through television spots and a #DamageDetected social media series. The new product line includes a Bond Protein Repair 450°F Heat Protect Spray, formulated with a patented bond-building protein to repair and protect hair at a lower price point than salon brands.

According to Andrew Stanleick, President of Skin Health & Beauty at Kenvue, 8 in 10 people experience hair damage. The campaign aims to address these concerns with science-backed repair solutions. OGX® currently holds the position of #1 in hair repair based on market data through November 2024.

Kenvue Inc. (NYSE: KVUE) has launched the new Neutrogena® Ultra Sheer® Face Liquid Mineral Sunscreen SPF 70, addressing key consumer barriers to daily sunscreen use. According to a December 2024 company study, 99% of healthcare providers believe better application and aesthetic experiences would increase patient sunscreen usage.

The company has partnered with John Cena and dermatologist Dr. Neera Nathan for the 'Sunscreen You Can't See' campaign, leveraging Cena's 'You Can't See Me' catchphrase to highlight the product's invisible finish. The sunscreen features Helioplex® and Purescreen® Technology for broad-spectrum UVA/UVB protection.

Neutrogena® is expanding its sun safety initiatives in 2025 as the official sun care sponsor of Coachella, Stagecoach Festival, and the World Surf League. The brand is also strengthening its partnership with the Melanoma Research Foundation, surpassing $1 million in total donations, and launching the Sun Safety for All educational program.

Kenvue Inc. (NYSE: KVUE) has officially opened its new 290,000 sq. ft. global headquarters in Summit, New Jersey, relocating from Skillman. The facility includes a 100,000 sq. ft. state-of-the-art Science and Innovation Lab and features several specialized areas: The Insights Lab, Virtual Experience Room with 270-degree digital retail environment, Sensory Lab for rapid prototyping, Design Lab for 3D/2D modeling, and The Company Store.

The LEED Gold certified headquarters consolidates teams previously spread across seven U.S. locations, positioning itself near major talent hubs in life science, data, technology, and marketing. The maker of iconic brands like Neutrogena®, Listerine®, Aveeno®, and Tylenol® aims to foster innovation and enhance consumer experiences through this new facility.

Kenvue Inc. (NYSE: KVUE) will present new clinical data from 14 studies at the 2025 American Academy of Dermatology Annual Meeting in Orlando, showcasing innovations in skin health and beauty products. The research focuses on their brands including Neutrogena® and Aveeno®.

Key findings include:

• Neutrogena® Collagen Bank's twice-daily use reduces collagen loss and improves skin qualities
• The 'open sandwich' method with Neutrogena® Hydro Boost Water Cream optimizes hydration for sensitive skin
• Aveeno® baby products improve infant skin hydration and barrier integrity
• Oat flour in Aveeno® products increases hyaluronic acid production by 43%
• New Neutrogena® Ultra Sheer Mineral Face Liquid SPF 70 provides 3x more UVA protection with 30% less whitening versus competitors

Kenvue (NYSE: KVUE), the world's largest pure-play consumer health company, has announced three new appointments to its Board of Directors. Sarah Hofstetter, President of Profitero, and Erica Mann, former President of Bayer's Consumer Health Division, join as independent directors, while Jeffrey Smith from Starboard Value LP also joins the board.

The appointments are part of a cooperation agreement with Starboard Value LP. Hofstetter will serve on the Audit Committee, Mann on the Nominating, Governance & Sustainability Committee, and Smith on the Compensation & Human Capital Committee. The board will temporarily expand from 11 to 14 directors, reducing to 13 at the 2025 Annual Meeting.

As part of the agreement, Starboard will withdraw its nominated director candidates and vote in favor of Kenvue's Board nominees at the 2025 Annual Meeting.

Kenvue Inc. (NYSE: KVUE), the world's largest pure-play consumer health company by revenue, has announced its participation in the upcoming Consumer Analyst Group of New York (CAGNY) Conference. The presentation will take place on Wednesday, February 19, 2025, at 3:00 p.m. Eastern Time.

Key executives participating include Thibaut Mongon (CEO), Paul Ruh (CFO), and Charmaine England (Chief Growth Officer). The presentation will be accessible via live webcast on investors.kenvue.com, with a replay available afterward.

Kenvue's portfolio includes renowned brands such as Aveeno®, BAND-AID®, Johnson's®, Listerine®, Neutrogena®, and Tylenol®. These science-backed products are globally recommended by healthcare professionals and build on more than a century of heritage in everyday care.

Kenvue (KVUE) reported mixed results for Q4 and full year 2024. Q4 net sales slightly decreased by 0.1% to $3.7 billion, while organic sales grew 1.7%. Full-year net sales increased 0.1% to $15.5 billion with organic growth of 1.5%.

Q4 diluted EPS was $0.15 (vs $0.17 prior year) and adjusted diluted EPS was $0.26 (vs $0.31). Full-year 2024 diluted EPS reached $0.54 (vs $0.90) and adjusted diluted EPS was $1.14 (vs $1.29).

The company's 2024 gross profit margin improved by 200 basis points, supported by Vue Forward savings and increased marketing investments. For 2025, Kenvue expects net sales change between -1% to +1%, organic sales growth of 2-4%, and flat to +2% adjusted diluted EPS growth, with consideration for a ~3% foreign currency headwind.

Kenvue (NYSE: KVUE), the world's largest pure-play consumer health company by revenue, has responded to Starboard Value's submission of four director nominees for election to Kenvue's Board at the 2025 Annual Meeting of Shareholders. The company emphasized its commitment to shareholder value and ongoing engagement with shareholders, noting previous discussions between Kenvue's Board and Starboard.

The company highlighted its focus on portfolio optimization through increased marketing investments supported by cost savings initiatives. Kenvue's Board currently consists of 11 highly qualified directors with executive leadership experience in consumer, retail, and healthcare companies. Recently, two Johnson & Johnson executives resigned from the Board and were replaced by two new independent directors.

The Board is currently reviewing Starboard's proposed candidates and will provide its formal recommendation in due course.

Kenvue Inc. (NYSE: KVUE) has announced global artist Tate McRae as Neutrogena's newest global brand ambassador, launching the brand's new 'Beauty to a Science' positioning. The announcement coincides with the 10th anniversary of Neutrogena's Hydro Boost collection, which sells one Water Gel jar every two seconds worldwide.

The campaign features McRae alongside Neutrogena Global Innovation Partner Dr. Muneeb Shah, focusing on how stress affects skin health. McRae, 21, will be featured across multiple marketing platforms, including TV, social media, digital, and point of sale, while integrating the brand into her future projects.

The partnership emphasizes Hydro Boost's weightless formula and hyaluronic acid technology, marking a significant milestone for the product line that helped establish the hyaluronic acid category in skincare.