Kenvue Inc. (KVUE) stock — is it a good business?

Kenvue Inc. (KVUE) stock — is it a good business? — InspectStocks

Just reported

Q3 FY2027 results

From Kenvue's results release of October 30, 2026; its quarterly report has since been filed.

Revenue
Actual
$3.89B
+3.2% y/y
-1.7% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.22
+4.8% y/y
-8.3% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$706M
+12% y/y
+1.0% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

How it makes money

Self Care43%
Essential Health31%
Skin Health and Beauty27%

Shares of revenue are estimates for quarter ended 2026-09-27, not figures from a filing.

Competes with

HLNHaleon plc
B
Size
$41.1B
Margin
15.1%
PGThe Procter & Gamble Company
A
Size
$393.6B
Margin
18.2%
RBGLYReckitt Benckiser Group plc
LRLCYL'Oréal S.A.
ULUnilever PLC
D
Size
$144.4B
Margin
18.7%
CLColgate-Palmolive Company
A
Size
$79.2B
Margin
9.6%

What it sells6

Tylenol
Nonprescription medicines for pain and fever.
Zyrtec
Medicines for allergy symptoms.
Nicorette
Products to help people stop smoking.

Show 3 more

Neutrogena
Skin and hair care products, including face and body care.
Listerine
Mouthwash and other oral care products.
BAND-AID Brand
Adhesive bandages and other wound-care products.

Who buys it3

Retailers and pharmacies buy branded products for resale in stores and through their online shops.
Online retailers sell Kenvue products to consumers through e-commerce channels.
Consumers buy the products through retail, pharmacy and online channels.

What it stands on, and what could break it

What the business leans on

1Kenvue relies on outside manufacturers for some products and on third-party operators for most of its distribution centers.
2It buys most raw and packaging materials from outside suppliers; some materials come from a single supplier or a limited number of suppliers, and commodity prices can change.
3Some legacy Johnson & Johnson names and branding, including Johnson’s, are used under licenses with varying durations.

What could go wrong

1The pending combination with Kimberly-Clark depends on remaining regulatory approvals and other closing conditions; delay or failure to complete it could disrupt operations, customers, suppliers or employees.
2Product safety, ingredient or labeling concerns can lead to recalls, regulatory action, lawsuits and reputational harm; Kenvue also faces talc-related proceedings involving Johnson’s Baby Powder sold outside the United States and Canada.
3Competition from other brands and retailer-owned products, changing consumer preferences, and retailers’ ordering and inventory decisions can affect sales; Kenvue has also faced distribution losses in some product categories.

Full financial statements →

About Kenvue Inc.

Its brands include Tylenol and Zyrtec medicines, Neutrogena skin and hair care, Listerine mouthwash, and BAND-AID wound-care products. It sells through retail and online channels around the world. Kenvue has a pending agreement to combine with Kimberly-Clark, subject to remaining conditions and regulatory approvals.

Head office: Summit, New Jersey, United States
Founded: 2022
Employees: approximately 22,000 (as of December 28, 2025, high)
Listed on: NYSE
Financial year ends: December

Built from Kenvue Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 FY2027 results

From Kenvue's results release of October 30, 2026; its quarterly report has since been filed.

Revenue
Actual
$3.89B
+3.2% y/y
-1.7% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.22
+4.8% y/y
-8.3% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$706M
+12% y/y
+1.0% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes Kenvue is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Household and Personal Products

Graded A or B and worth $2B or more: A first, then the largest.

All 29 graded companies in its industry

Grade rose recently in Consumer Staples

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises