Every 8-K that Kenvue Inc. (KVUE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow KVUE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KVUE filings page.
Kenvue Inc. reported fiscal second-quarter 2026 results with net sales of $3.96 billion, up 3.0% year over year, including 1.6% organic sales growth and a 1.4% foreign-currency benefit. Gross profit margin was 58.2% (adjusted 60.2%), and operating income margin was 17.7% (adjusted 22.1%), both slightly below the prior-year period.
Net income was $456 million versus $420 million a year ago. Diluted earnings per share increased 9% to $0.24, while adjusted diluted EPS rose to $0.31 from $0.29. For the first six months of 2026, net cash flows from operating activities were $1.2 billion and free cash flow reached $1.0 billion, with capital expenditures of $0.2 billion.
All three segments posted net sales growth, led by Skin Health and Beauty at 5.1%. Kenvue highlighted U.S. FDA approval of Tylenol with Naproxen, a new over-the-counter fixed-dose pain relief combination granted a three-year exclusivity period. The company is pursuing a pending cash-and-stock combination with Kimberly-Clark expected to close in the fourth quarter of 2026 and, due to this transaction, is not providing forward-looking guidance or hosting a quarterly earnings call.
Kenvue Inc. reported the results of its 2026 Annual Meeting of Shareholders held on May 21, 2026. Shareholders elected all 12 director nominees, each receiving over 1.48 billion votes in favor with additional broker non-votes recorded.
Investors also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with about 1.45 billion votes for and 69.2 million against. Shareholders further ratified PricewaterhouseCoopers LLP as Kenvue’s independent registered public accounting firm for 2026, with approximately 1.62 billion votes in favor.
Kenvue Inc. reported stronger results for its fiscal first quarter 2026. Net sales rose to $3.9 billion, up 4.5% year over year, driven by 0.7% organic sales growth and a 3.8% foreign currency benefit. Gross margin improved to 58.9% and adjusted gross margin to 60.8%, reflecting productivity gains and pricing that more than offset inflation and lower volumes.
Operating income margin increased to 19.6%, with adjusted operating margin at 24.0%, helped by cost optimization initiatives. Diluted EPS rose to $0.25 from $0.17, while adjusted diluted EPS climbed to $0.32 from $0.24. Free cash flow doubled to $0.4 billion. By segment, Skin Health and Beauty led with 8.4% net sales growth, Essential Health grew 4.9%, and Self Care increased 1.9%.
Kenvue highlighted a pending cash-and-stock acquisition by Kimberly-Clark, expected to close in the second half of 2026 subject to foreign regulatory approvals and other conditions. The company is also executing a 2026 Restructuring Initiative with about $250 million of expected pre-tax charges in 2026 and, due to the pending transaction, is not providing forward-looking guidance or holding a quarterly conference call.
Kenvue Inc. reports a leadership change in its finance team. Chief Financial Officer Amit Banati will step down effective May 12, 2026, and current Chief Accounting Officer Heather Howlett will serve as interim Chief Financial Officer and Chief Accounting Officer.
Howlett, 48, will act as Kenvue’s principal financial and principal accounting officer. Her compensation includes a $125,000 monthly stipend for each month she serves as interim CFO, in addition to her existing package, which for fiscal 2026 consists of a base salary of $544,116, a target bonus of $299,264, and an annual equity award with a fair market value of $420,000.
Kenvue Inc. reported mixed 2025 results alongside a new cost-cutting plan and continued progress toward its sale to Kimberly-Clark. Fourth-quarter net sales grew 3.2%, driven by 1.2% organic growth and 2.1% foreign exchange benefit, with diluted EPS of $0.17 and adjusted diluted EPS of $0.27.
For full-year 2025, net sales declined 2.1% and organic sales fell 2.2% as lower volumes outweighed modest pricing. Diluted EPS rose to $0.76 from $0.54, while adjusted diluted EPS slipped to $1.08 from $1.14. Operating income margin improved to 16.0%, but adjusted operating margin eased to 21.0%.
Cash generation strengthened: operating cash flow reached $2.2 billion versus $1.8 billion, and free cash flow increased to $1.7 billion. Year-end cash and cash equivalents were $1.1 billion and total debt $8.5 billion. The board approved a restructuring expected to cut the global workforce by about 3.5% and generate approximately $250 million of pre-tax restructuring and related charges in fiscal 2026.
Kenvue highlighted segment trends, including growth in Essential Health and softer performance in Self Care and Skin Health and Beauty over the year. The company reiterated that, due to the pending Kimberly-Clark transaction, it is not providing forward-looking guidance or hosting a quarterly call. The Kimberly-Clark acquisition has shareholder approvals and U.S. antitrust waiting-period expiration, with closing anticipated in the second half of 2026, subject to remaining regulatory clearances and customary conditions.
Kenvue Inc. announced that Chief Financial Officer Amit Banati will step down from his role effective May 12, 2026 to become chief executive officer of another company. The company plans to appoint a successor to serve as interim principal financial officer in connection with its pending transaction with Kimberly-Clark Corporation.
Over the next three months, Banati will work closely with Kenvue’s leadership, finance, and accounting teams to support a smooth transition of his responsibilities. The company also highlights forward-looking statement risks related to the leadership transition and refers investors to its recent SEC filings for additional risk factors.
Kenvue Inc. stockholders approved the Agreement and Plan of Merger with Kimberly-Clark Corporation at a virtual special meeting held on January 29, 2026. Holders of 1,500,665,005 shares, about 78.32% of outstanding common stock as of the record date, were present or represented, providing a quorum.
The merger proposal passed with 1,489,923,158 votes for, 7,467,731 against, and 3,274,116 abstentions. Stockholders also approved, on a non-binding basis, the transaction-related compensation for Kenvue’s named executive officers, with 1,465,779,826 votes for and 29,007,140 against. An adjournment proposal was not needed. Kenvue and Kimberly-Clark issued a joint press release describing the preliminary voting results.
Kenvue Inc. reports multiple stockholder lawsuits and demand letters challenging disclosures around its pending merger with Kimberly-Clark and seeking to halt the stockholder votes or the Mergers until additional information is provided. To reduce the risk of delay and extra cost, Kenvue is voluntarily supplementing the joint proxy statement/prospectus with added detail on the board’s strategic review process, confidentiality and standstill terms with Kimberly-Clark, and legal counsel arrangements for product liability diligence.
The filing expands disclosure of J.P. Morgan’s relationships and fees, including approximately $24.0 million in aggregate fees from Kenvue affiliates and $11.0 million from Kimberly-Clark over two years, plus an expected $23.4 million in financing fees. It also adds specific valuation analyses and financial projections for Kenvue, Kimberly-Clark and the combined company, including enterprise value/EBITDA multiples, discounted cash flow ranges and forecasted revenues, EBITDA and unlevered free cash flows through 2030. The Kenvue board continues to unanimously recommend that stockholders vote “FOR” all Kenvue merger-related proposals.
Kenvue Inc. entered into a definitive merger agreement with Kimberly-Clark. Each share of Kenvue common stock will be converted into the right to receive 0.14625 shares of K-C common stock plus $3.50 in cash, subject to closing conditions. The K-C shares issued as consideration will be listed on Nasdaq, and no fractional shares will be issued; cash will be paid in lieu of fractions.
Closing requires approvals from both companies’ stockholders, antitrust clearances, effectiveness of an S-4 registration statement including a joint proxy/prospectus, and Nasdaq listing approval for the stock consideration. The agreement includes an outside date of November 2, 2026, extendable to May 3, 2027 for certain regulatory approvals, and a $1,136,000,000 termination fee in specified circumstances. K-C will add three Kenvue designees to its board at closing. Kenvue equity awards will convert into Kimberly-Clark awards per an equity award exchange ratio, with vested RSUs receiving the merger consideration. Separately, Kirk L. Perry was appointed Kenvue’s permanent CEO with defined salary, bonus, equity awards, and a potential transaction bonus.
Kenvue Inc. filed a current report to share that it has released financial results for its fiscal third quarter ended September 28, 2025. On November 3, 2025, the company issued a press release and accompanying prepared remarks discussing these quarterly results.
The press release is attached as Exhibit 99.1, and management’s prepared remarks as Exhibit 99.2, with the remarks also available on the company’s investor website. Kenvue is treating this earnings information as “furnished” rather than “filed,” which limits how it is incorporated into other regulatory documents under securities laws.
Event: On August 7, 2025, Kenvue Inc. (KVUE) furnished a Current Report on Form 8-K announcing that it issued a press release (Exhibit 99.1) reporting its financial results for the fiscal second quarter ended June 29, 2025.
Disclosure status and exhibits: The filing states the information is furnished, not filed, and therefore is not subject to Section 18 liability or incorporated by reference except by specific reference. The filing attaches Exhibit 99.1 (press release dated August 7, 2025) and Exhibit 104 (cover page in Inline XBRL). The report is signed by CFO Amit Banati on August 7, 2025.
On 14 July 2025, Kenvue Inc. (NYSE: KVUE) filed a Form 8-K disclosing three material items.
Item 2.02 – Preliminary Q2 results: A press release (Exhibit 99.1) announced select, unaudited second-quarter figures; no numbers appear in the filing. Full Q2 results and updated FY-25 guidance are scheduled for 7 Aug 2025.
Item 5.02 – Leadership change: CEO Thibaut Mongon resigned from both the CEO post and the Board effective 14 Jul 2025, qualifying for standard severance and “retirement” equity treatment. The Board appointed independent director Kirk L. Perry as interim CEO. His offer letter (Exhibit 10.1) provides (i) $1.25 million annual salary, (ii) up to $1.5 million performance-based cash award payable when a permanent CEO is installed, (iii) $5 million in equity (50% stock options, 50% RSUs) vesting after one year, and (iv) up to $25,000 legal-fee reimbursement. Perry will not join the Severance Plan and will receive no additional Board fees.
Item 8.01 – Strategic review: The Board formed a five-member Strategic Review Committee, chaired by Melanie L. Healey and advised by Centerview Partners and McKinsey & Co., to evaluate alternatives such as brand-portfolio optimization aimed at accelerating profitable growth and “unlocking inherent value.” No timeline or specific options were disclosed.
The filing includes standard forward-looking disclaimers and lists three exhibits: the offer letter, the press release, and the Inline XBRL cover page.
Investor takeaway: The sudden CEO departure injects uncertainty, yet the swift appointment of an experienced interim leader and initiation of a strategic review indicate proactive Board engagement. More clarity should emerge with Q2 earnings on 7 Aug 2025.
Kenvue has announced significant leadership changes in its Asia Pacific region. Ellie Bing Xie, current Group President of Asia Pacific, will step down from her role on July 14, 2025. She will remain with the company through August 8, 2025, to facilitate transition.
The company has appointed Anindya (Andy) Dasgupta as the new Group President, Asia Pacific, effective July 14, 2025. Dasgupta brings nearly 30 years of global consumer products industry experience, with expertise in:
- Commercial strategy and sales
- Marketing and business development
- Leadership experience across Europe, US, and Asia Pacific
- Health, nutrition, and food/beverage sectors
The Asia Pacific region is a significant market for Kenvue, contributing approximately $3 billion in Net sales in fiscal year 2024. Ms. Xie's departure qualifies as separation without "cause" under the Executive Severance Pay Plan, making her eligible for severance benefits subject to executing a release of claims and compliance with restrictive covenant obligations.