Kenvue Slashes Full-Year Forecast After Q2 Miss On All Fronts

Kenvue (NYSE:KVUE) posted second-quarter results that missed expectations across the board and revised its 2025 outlook lower.

The consumer health company reported adjusted EPS of $0.29, below the $0.35 consensus. Revenue totaled $3.84 billion, missing expectations of $4.18 billion.

The disappointing results led Kenvue to lower its full-year adjusted EPS forecast to $1.00–$1.05, compared to the $1.13 analysts projected. The company had previously forecast EPS around $1.14.

Kenvue now expects net and organic sales to decline in the low single digits for 2025.

Organic sales for the second quarter dropped 4.2% year-over-year. The company attributed the decline to adverse pricing, lower volumes, weak seasonal performance in allergy and sun care categories in North America, inventory adjustments, and shipment timing shifts in China.

Symbol Price %chg
UNVR.JK 2580 0
090435.KS 41050 0
090430.KS 120900 0
HINDUNILVR.NS 2465.5 0
KVUE Ratings Summary
KVUE Quant Ranking
Related Analysis

Kenvue Inc. (NYSE:KVUE) Faces Legal Challenges Amid Market Fluctuations

  • Johnson Rice updates Kenvue Inc. (NYSE:KVUE) to Neutral amidst significant legal challenges.
  • Texas Attorney General accuses Kenvue of misleading advertising related to Tylenol's safety during pregnancy.
  • KVUE's stock price reflects market volatility with a current decrease of approximately 2.95%.

Kenvue Inc. (NYSE:KVUE) is a prominent player in the consumer health industry, known for its popular products like Tylenol. Recently, Johnson Rice updated KVUE's grade to Neutral, maintaining a hold action with the stock priced at $14.59. This update comes amid significant legal challenges that could impact the company's market performance.

Texas Attorney General Ken Paxton has filed a lawsuit against Kenvue and Johnson & Johnson, accusing them of concealing information about Tylenol's potential links to autism and ADHD. This lawsuit raises serious concerns about the safety of a widely used medication, as highlighted by Reuters. The legal action could have significant implications for Kenvue, challenging its advertising strategies and consumer trust.

The lawsuit specifically accuses Kenvue of misleading pregnant women about the potential risks of autism associated with Tylenol. The company is alleged to have engaged in deceptive marketing practices by promoting the drug as safe during pregnancy, as reported by WSJ. This legal battle could affect Kenvue's reputation and financial standing, given the gravity of the accusations.

KVUE's stock price currently stands at $14.64, reflecting a decrease of approximately 2.95% from the previous day. The stock has dropped by $0.45 today, with a trading range between $14.56 and $14.93. Over the past year, KVUE has experienced a high of $25.17 and a low of $14.05, indicating significant volatility in its market performance.

KVUE's market capitalization is approximately $28.09 billion, with a trading volume of 7.52 million shares. The ongoing legal issues and stock price fluctuations highlight the challenges Kenvue faces in maintaining investor confidence and market stability.

Kenvue Inc. (NYSE: KVUE) Price Target and Financial Outlook

Kenvue Inc. (NYSE: KVUE) is a prominent player in the consumer health industry, known for its wide range of health and wellness products. As of October 27, 2025, Jefferies has set a price target of $23 for KVUE, suggesting a potential increase of about 53.33% from its current price of $15. This optimistic outlook reflects confidence in the company's future performance.

KVUE is preparing to release its third quarter 2025 financial results on November 6, 2025. The announcement will be made before the market opens, followed by a conference call and webcast at 8:30 a.m. Eastern Time. This event will provide insights into the company's financial health and future prospects, which could influence investor sentiment.

Currently, KVUE's stock is priced at $15, showing a slight decrease of 0.60% with a change of $0.09. The stock has experienced fluctuations, with a daily low of $14.99 and a high of $15.28. Over the past year, KVUE has seen a high of $25.17 and a low of $14.05, indicating some volatility in its stock performance.

KVUE's market capitalization stands at approximately $28.79 billion, reflecting its significant presence in the market. The trading volume for the stock is 12.42 million shares on the NYSE, indicating active investor interest. As the company prepares to release its financial results, these metrics will be closely watched by investors and analysts alike.

Kenvue Beats Q1 Estimates, Adjusts Full-Year Outlook for Tariffs and Currency Headwinds

Kenvue (NYSE:KVUE) shares rose more than 5% intra-day today after the company delivered stronger-than-expected second-quarter results, but tempered its full-year outlook to reflect the impact of tariffs and currency pressures.

The consumer health company reported adjusted earnings per share of $0.24, edging past the $0.23 consensus estimate. Revenue totaled $3.74 billion, also ahead of the $3.68 billion forecast.

For fiscal 2025, the company now expects total net sales to grow 1% to 3% year-over-year. Organic sales growth is forecast between 2% and 4%, partially offset by a projected 1% drag from foreign exchange. Kenvue also warned that its adjusted operating income margin will decline from the prior year due to anticipated tariff costs.

Kenvue Beats Q1 Estimates, Adjusts Full-Year Outlook for Tariffs and Currency Headwinds

Kenvue (NYSE:KVUE) shares rose more than 5% intra-day today after the company delivered stronger-than-expected second-quarter results, but tempered its full-year outlook to reflect the impact of tariffs and currency pressures.

The consumer health company reported adjusted earnings per share of $0.24, edging past the $0.23 consensus estimate. Revenue totaled $3.74 billion, also ahead of the $3.68 billion forecast.

For fiscal 2025, the company now expects total net sales to grow 1% to 3% year-over-year. Organic sales growth is forecast between 2% and 4%, partially offset by a projected 1% drag from foreign exchange. Kenvue also warned that its adjusted operating income margin will decline from the prior year due to anticipated tariff costs.

Kenvue Inc: A Stock to Watch with Strong Growth Potential

  • Kenvue Inc (KVUE) has shown a notable performance with a 6.18% gain over the past month, despite a recent dip of about 4.27%.
  • The company's Piotroski Score is 8, indicating strong financial health and operational efficiency.
  • With a target price set at $25.25, KVUE presents a promising investment opportunity with significant growth potential.

KVUE, listed on the stock exchange, has become a stock to watch due to its recent performance and growth potential. The company has shown a notable performance over the past month, making it an attractive option for investors. Despite a recent dip, KVUE's fundamentals remain strong, offering a promising investment opportunity.

Over the past 30 days, KVUE has achieved a gain of approximately 6.18%, indicating strong upward momentum. However, in the last 10 days, the stock experienced a decline of about 4.27%. This recent dip could present a buying opportunity for investors looking to capitalize on potential rebounds.

KVUE's growth potential is significant, with a stock price growth potential of 10.87%. This suggests that the stock has room to appreciate further, making it an attractive option for growth-oriented investors. The company's strong fundamentals support this potential for growth.

The Piotroski Score for KVUE is 8, indicating a financially healthy company. The Piotroski Score measures a company's financial strength, and a score of 8 reflects strong fundamentals. This score highlights KVUE's robust financial position and operational efficiency.

The target price for KVUE is set at $25.25, suggesting a potential upside from the current price. This aligns with the stock's growth potential and strong fundamentals, making it a promising investment opportunity. Investors should consider their risk tolerance and conduct their own research before making investment decisions.

Kenvue Inc: A Stock to Watch with Strong Growth Potential

  • Kenvue Inc (KVUE) has shown a notable performance with a 6.18% gain over the past month, despite a recent dip of about 4.27%.
  • The company's Piotroski Score is 8, indicating strong financial health and operational efficiency.
  • With a target price set at $25.25, KVUE presents a promising investment opportunity with significant growth potential.

KVUE, listed on the stock exchange, has become a stock to watch due to its recent performance and growth potential. The company has shown a notable performance over the past month, making it an attractive option for investors. Despite a recent dip, KVUE's fundamentals remain strong, offering a promising investment opportunity.

Over the past 30 days, KVUE has achieved a gain of approximately 6.18%, indicating strong upward momentum. However, in the last 10 days, the stock experienced a decline of about 4.27%. This recent dip could present a buying opportunity for investors looking to capitalize on potential rebounds.

KVUE's growth potential is significant, with a stock price growth potential of 10.87%. This suggests that the stock has room to appreciate further, making it an attractive option for growth-oriented investors. The company's strong fundamentals support this potential for growth.

The Piotroski Score for KVUE is 8, indicating a financially healthy company. The Piotroski Score measures a company's financial strength, and a score of 8 reflects strong fundamentals. This score highlights KVUE's robust financial position and operational efficiency.

The target price for KVUE is set at $25.25, suggesting a potential upside from the current price. This aligns with the stock's growth potential and strong fundamentals, making it a promising investment opportunity. Investors should consider their risk tolerance and conduct their own research before making investment decisions.