Kenvue Inc.
- Отрасль
- Household & Personal Care
- Биржа
- США
- Страна / Регион
- USA
- Дата IPO
- 4 мая 2023 г.
- Сотрудники
- 21 780
- Сайт
- www.kenvue.com
Сводный диапазон оценки · консервативный $10–$13 / справедливый $16–$20 / оптимистичный $22–$26. При $19.48, В пределах справедливого диапазона внутренней стоимости.
На момент публикации $17.69 (28 мая 2026 г.)
Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.
Kenvue Inc. operates as a consumer health company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America. It operates in three segments: Self Care, Skin Health and Beauty, and Essential Health. The company offers over-the-counter medicine for cough, cold and allergy, pain care, digestive health, smoking cessation, and eye care, as well as other naturally inspired and self-care products, digital diagnostics, and telemedicine; face and body care, hair, sun, and other care products; oral and baby care, women's health, wound care, and other essential health products; tampons; cosmetics; and vitamins and supplements. It sells its products under the Benadryl, Calpol, Motrin, Nicorette, Rhinocort, Tylenol, Zarbee's Naturals, and Zyrtec; Aveeno, Dr.Ci:Labo, Le Petit Marseillais, Lubriderm, Neutrogena, OGX, and Rogaine; BAND-AID, Carefree, Desitin, Johnson's, Listerine, o.b., and Stayfree; and ORSL, Clean & Clear, Versalie, Benylin, Daktarin, Imodium, Johnson's Baby, Johnson's Adult, Maui Moisture, Microlax, Motilium, Neosporin, Neostrata, Pepcid, Pulmicort, Regaine, Sudafed, and Visine/Vispring/Visclear brands. Kenvue Inc. was incorporated in 2022 and is headquartered in Summit, New Jersey.
История
Kenvue Inc. was incorporated in 2022 and is headquartered in Summit, New Jersey, carrying roughly 135 years of brand heritage. It listed publicly on 2023-05-04 and operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. During 2025 the company entered a cooperation agreement with Starboard and added three new directors, including Jeffrey Smith; in July 2025 Kirk Perry became interim CEO; and the board subsequently agreed to sell the company to Kimberly-Clark. Under its Our Vue Forward initiative and a 2024 multi-year restructuring plan, Kenvue had incurred cumulative pre-tax charges of about $556 million through the end of 2025 and reported over $350 million in annualized pre-tax gross savings, most of which were reinvested into advertising, product promotion, and HCP engagement. The company employs about 21,780 people.
Положение в отрасли
Kenvue describes itself as the world's largest pure-play consumer health company by revenue, with products sold across more than 165 countries. In 2025 it generated net sales of $15.124 billion, split by segment into Self Care at about $6.4 billion, Essential Health at about $4.6 billion, and Skin Health and Beauty at about $4.1 billion; by region, North America contributed about $7.259 billion, EMEA $3.721 billion, Asia-Pacific $2.775 billion, and Latin America $1.369 billion. Its brand portfolio includes Tylenol, Zyrtec, Listerine, BAND-AID, Aveeno, Neutrogena, Johnson's, and Nicorette, with ten brands each exceeding $400 million in sales in 2022 and several carrying professional endorsements from doctors, dermatologists, and dentists. The closest pure-play comparable is Haleon, while broader peers include Procter & Gamble, Colgate-Palmolive, and Church & Dwight. The global consumer health market was about $369 billion in 2022, and the company's 10-K states that no single patent is materially decisive to its business, indicating that its competitive position rests on brand trust and channel distribution rather than network effects, switching costs, or a single patent.
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