10x Insights
Loading account…
KVUE

Kenvue

Consumer StaplesPersonal CareS&P 500
Ticker KVUESUMMIT, NJFiscal year ends JanuaryBook value per share $5.49Diluted shares 1.9B

Kenvue Inc. (NYSE: KVUE) is the world's largest pure-play consumer health company by revenue, operating as a global leader at the intersection of healthcare and consumer goods. The company was established through the separation of Johnson & Johnson's Consumer Health Business, completing its transition to an… From the company’s description.

Fiscal year 2025 · ends 01-03Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-28
Sales & profitability
$15.12BFY2025
−2.1% year over year
Last 12 mo $15.41B
15.96%FY2025
+4 percentage points
Last 12 mo 17.07%
$1.47BFY2025
+42.7% year over year
Last 12 mo $1.66B
15.79%FY2025
−0.6 percentage points
Last 12 mo 15.71%
Cash & financing
$2.20BFY2025
+24.2% year over year
Last 12 mo $2.33B
$1.72BFY2025
+29.0% year over year
Last 12 mo $1.91B
0.79FY2025
Was 0.89× a year earlier
Last 12 mo 0.80
1.9BFY2025
+0.1% year over year
Last 12 mo 1.9B

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Kenvue does

In the company’s own words

Kenvue Inc. (NYSE: KVUE) is the world's largest pure-play consumer health company by revenue, operating as a global leader at the intersection of healthcare and consumer goods. The company was established through the separation of Johnson & Johnson's Consumer Health Business, completing its transition to an independent public company in August 2023 following an initial public offering in May 2023. Kenvue's website is located at kenvue.com.

The company operates a differentiated portfolio of iconic, science-backed brands trusted by generations of consumers across more than 165 countries. Major brands include Aveeno, BAND-AID Brand, Johnson's, Listerine, Neutrogena, Nicorette, Tylenol, and Zyrtec, among others. These brands are organized into three reportable business segments: Self Care, which includes cough, cold, allergy, pain care, and other self-care products; Skin Health and Beauty, encompassing face and body care, hair, sun, and related products; and Essential Health, covering oral care, baby care, women's health, and wound care categories.

Kenvue operates with approximately 22,000 employees distributed globally, with roughly 23 percent in North America, 28 percent in Europe, Middle East, and Africa, 30 percent in Asia Pacific, and 19 percent in Latin America. The company maintains a balanced global manufacturing footprint that delivers approximately 60 percent of sales volume through in-house operations, with the remainder supplied by external third-party manufacturers. This hybrid approach provides operational flexibility while optimizing capital allocation.

The company's business model emphasizes digital marketing capabilities, consumer-centric innovation, and precision targeting across its portfolio. Kenvue combines deep scientific expertise with consumer insights through a global team of approximately 1,600 scientists, doctors, pharmacists, and engineers. The company leverages its scale and modern marketing capabilities to develop unique consumer insights and drive brand relevance across diverse geographic markets and consumer segments.

Kenvue is pursuing a proposed transaction with Kimberly-Clark Corporation, with shareholders having approved the merger agreement in January 2026 and regulatory approvals progressing through the Hart-Scott-Rodino process.

Company details
Sector
Consumer Staples
Industry (SIC)
Personal Care
Headquarters
SUMMIT, NJ
Fiscal year end
January
CIK
1944048
SIC
2844

Financial performance, year by year

Fiscal 2023–2025 · USD
$-1.55B$3.09B$7.73B$12.36B$17.00B202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Kenvue — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

689
funds hold it
1 of 35
superinvestors hold it
$12.46B
held by funds, at market
35.0%
of shares held by funds
7
bond issues held by funds

Superinvestors in Kenvue · what they did last quarter

Tweedy BrowneINCREASED +78.3%
Tweedy, Browne
0.1%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Kenvue’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.05%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.06%of fund net assets
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.35%of fund net assets
iShares Core S&P 500 ETF
IVV · iShares Trust
0.06%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Kenvue’s bonds, as funds hold them

Funds report holding 7 issues of Kenvue’s debt, $998.76M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.98%, maturing 2028 to 2063.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Kenvue and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Kenvue's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Kenvue's last four quarterly filings that the numbers alone won't show?”
See how it works →All research tools with a subscription. Use your own AI account.