Kenvue 2026 Forecast | Price, Valuation & Growth

Kenvue

NYSE:KVUE

$ 16,93

$-0,06 (-0,35%)

16,93 $

$-0,06 (-0,35%)

End-of-day quote: 12/05/2025

Kenvue Stock Value

Analysts currently rate Kenvue as Hold.

Hold

Kenvue Company Info

EPS Growth 5Y

0,00%

Market Cap

$32,44 B

Long-Term Debt

$6,94 B

Short Interest

0,58%

Annual earnings

02/06/2026

Dividend

$0,83

Dividend Yield

4,89%

Founded

2022

Industry

Health Care

Country

United States

ISIN Number

US49177J1025

Website

http://www.kenvue.com

Analyst Price Target

$18,50

9.27%

Last Update: 12/06/2025

Analysts: 12

Highest Price Target $23,00

Average Price Target $18,50

Lowest Price Target $17,00

In the last five quarters, Kenvue’s Price Target has fallen from $28,11 to $23,99 - a -14,66% decrease. Sixteen analysts predict that Kenvue’s share price will increase in the coming year, reaching $18,50. This would represent an increase of 9,27%.

Top growth stocks in the health care sector (5Y.)

What does Kenvue do?

Kenvue Inc. operates as a pure-play consumer health company worldwide. The company seeks to deliver sustainable profitable growth through delivering science-backed innovative products, solutions and experiences centered around consumer health. With a presence in more than 165 countries worldwide, the company is a global leader at the intersection of healthcare and consumer goods. The company’s differentiated portfolio comprises a range of products that include iconic brands and widely recogniz...

Kenvue Inc. operates as a pure-play consumer health company worldwide.

The company seeks to deliver sustainable profitable growth through delivering science-backed innovative products, solutions and experiences centered around consumer health. With a presence in more than 165 countries worldwide, the company is a global leader at the intersection of healthcare and consumer goods.

The company’s differentiated portfolio comprises a range of products that include iconic brands and widely recognized household names such as Tylenol, Neutrogena, Listerine, Johnson’s, BAND-AID Brand Adhesive Bandages, Aveeno, Zyrtec, and Nicorette. This broad portfolio allows the company to provide holistic consumer health solutions to its consumers across a spectrum of product categories and hold leading positions across numerous large and attractive categories globally. These comprehensive solutions are backed by science and several of the company’s brands have a long history of recommendations by healthcare professionals, which further reinforces its consumers’ confidence in its brands.

The company’s brand portfolio and global scale across four regions— North America, Asia Pacific (‘APAC’), Europe, Middle East, and Africa (‘EMEA’), and Latin America (‘LATAM’)—and is well balanced geographically with approximately half of its net sales generated outside North America in 2023.

Brands and Product Portfolio

The company has an intentionally designed, portfolio of iconic, trusted brands that are leaders in their respective categories, and include some of the most recognizable household names across its industry. The company’s overall strategy prioritizes operating its portfolio in a highly targeted manner, focusing on the most attractive categories and geographic markets.

The company operates its business through three reportable business segments: Self Care, Skin Health and Beauty, and Essential Health.

The reportable global segments are as follows:

Self Care

The company’s Self Care product categories include Pain Care; Cough, Cold, and Allergy; and Other Self Care (Digestive Health; Smoking Cessation; Eye Care; and Other). Major brands in the segment include Tylenol, Motrin, Benadryl, Nicorette, Zyrtec, Zarbee’s, ORSLTM, Rhinocort, and Calpol. The company’s Self Care brands offer accessibility to health care solutions with over-the-counter medicines and other naturally inspired products. These brands deliver connected health offerings, including digital diagnostics and telemedicine, to expand its personalized solutions to consumers.

Skin Health and Beauty

The company’s Skin Health and Beauty product categories include Face and Body Care; and Hair, Sun, and Other. Major brands in the segment include Neutrogena, Aveeno, Dr.Ci:Labo, OGX, Le Petit Marseillais, Lubriderm, and Rogaine. The company’s portfolio of skin and hair care brands focus on dermatological solutions by leveraging partnerships with skin experts and scientific expertise to create differentiated, science-backed products recommended by healthcare professionals.

Essential Health

The company’s Essential Health product categories include Oral Care; Baby Care; and Other Essential Health (Women’s Health; Wound Care; and Other). Major brands in the segment include Listerine, Johnson’s, BAND-AID Brand Adhesive Bandages, Stayfree, o.b. tampons, Carefree, and Desitin Diaper Rash. The company’s Essential Health brands deliver positive experiences and outcomes for consumers at every stage of life and raise standards of personal care across baby care, wound care, oral care, and menstrual health categories.

Brand Marketing

The company’s digital-first approach to marketing is centrally focused on the consumer. The company’s marketing organization places the consumer at the center of all decisions related to its product delivery, services offering and the experiences itcreates. The company’s marketing footprint spans four regions, and its global presence allows it to tailor its marketing strategy and campaigns to the distinctive needs of its consumers in local markets throughout the world. It is the company’s global scale and modern marketing capabilities that enable deep human-level connections with consumers.

The company understands, by leveraging insights across its product offerings, that consumer behavior and expectations are constantly changing. Based on these consumer insights, it is continuously evolving its brand messaging to ensure that it drives relevance with consumers and healthcare professionals, ultimately seeking to stimulate demand to drive growth. The company’s marketing expertise is built on a combination of human empathy, science that improves health outcomes and a digital-first approach to its content and media ecosystem.

The company’s consumer-first approach and rigorous clinical testing allows it to articulate science in ways that meet the needs of its consumers and healthcare professionals as it wins their trust, endorsement and loyalty. The company is a digital-first modern marketing company.

Competition

The company’s key competitors for each segment globally include:

Self Care: Haleon, Procter & Gamble, Reckitt Benckiser Group, and private-label brands.

Skin Health and Beauty: Beiersdorf, L’Oreal, Procter & Gamble, Unilever, and private-label brands.

Essential Health: Colgate-Palmolive, Kimberly Clark, Procter & Gamble, Unilever, and private-label brands.

Government Regulations

The company is subject to extensive government regulations in the United States and around the world. The U.S. federal authorities, including the FDA, the Federal Trade Commission (‘FTC’), the Consumer Product Safety Commission (‘CPSC’), the Occupational Safety and Health Administration (‘OSHA’), the Environmental Protection Agency (‘EPA’) and the Drug Enforcement Administration (‘DEA’), regulate various aspects of the company’s business, along with parallel authorities at the state and local levels and comparable authorities in other jurisdictions.

The FDA and comparable authorities in other jurisdictions regulate the facilities and operational procedures that the company uses to manufacture its products. The company is required to register its facilities with these authorities. Products are required to be manufactured in the company’s facilities in accordance with current Good Manufacturing Practices (‘cGMP’) or similar manufacturing standards in each country in which the company manufactures products.

In addition, many of the company’s products are subject to regulation by the CPSC under the Poison Prevention Packaging Act (‘PPPA’), the Consumer Product Safety Act, the Federal Hazardous Substances Act, and other laws enforced by the CPSC. These statutes and related regulations establish safety standards and bans for consumer products.

Most of the company’s OTC products marketed in the United States are regulated pursuant to the FDA’s monograph system. In addition, certain of the company’s OTC products, including certain Zyrtec, Zyrtec-D, Pepcid, and certain Imodium and Motrin products, are approved by the FDA through the NDA process rather than through the monograph system.

In addition, the DEA regulates certain of the company’s OTC products containing pseudoephedrine, such as Sudafed and Zyrtec-D, pursuant to the Combat Methamphetamine Epidemic Act (‘CMEA’). Among other requirements, the CMEA sets daily and 30-day sales limits for pseudoephedrine products purchased by consumers. The company is also subject to similar regulations at the state level. The company’s OTC products containing pseudoephedrine are also subject to heightened regulatory regimes in other jurisdictions around the world.

In the European Union (‘EU’), the company’s OTC products, including certain Nicorette products that are not marketed by the company in the United States, are subject to extensive pre- and post-marketing regulation by regulatory authorities at both the EU and EU Member State level. There are several administrative mechanisms to request regulatory approval of OTC products, including the standalone national procedure for authorization in a single EU Member State, the mutual recognition procedure, which is used when a product is already authorized in at least one EU Member State and approval is sought in at least one other EU Member State, and the decentralized procedure, which is used when a product has not yet been authorized in the EU and authorization is sought simultaneously in several EU Member States.

In China, the company’s OTC products are regulated by the National Medical Products Administration (‘NMPA’), which is the primary authority for the safety and registration of medicines, medical devices and cosmetics.

A number of the company’s products marketed in the United States, including many of its products in the Skin Health and Beauty segment, are considered cosmetics regulated by the FDA through the Federal Food, Drug, and Cosmetic Act and the Fair Packaging and Labeling Act. The company’s cosmetic products include Aveeno Restorative Skin Therapy Oat Repairing Cream, Aveeno Restorative Skin Therapy Sulfate-Free Body Wash, Johnson’s Baby Powder and certain of its Listerine mouthwash products.

In addition, certain of the company’s cosmetic products, including those containing low-viscosity hydrocarbons, such as baby oil, are regulated by the CPSC under the PPPA.

Certain of the company’s products marketed in the United States, such as BAND-AID Brand Adhesive Bandages (including Ourtone Adhesive Bandages), Listerine Sensitivity Defense Mouthrinse and Tylenol SmartCheck Digital Ear Scope, are medical devices regulated by the FDA through a system that, unless exempt, requires the company to receive premarket clearance for commercial distribution known as a 510(k) clearance.

Some of the company’s products under the Zarbee’s brand and the Lactaid brand that are marketed in the United States are considered dietary supplement products and are governed by the Dietary Supplement Health and Education Act of 1994, which defines and regulates dietary supplements.

A comparable regulatory regime operates in the European Union, where dietary supplements, including some of the company’s products under the Zarbee’s brand, are regulated as food products pursuant to the Food Supplements Directive 2002/46/EC.

The FTC regulates the use of endorsements and testimonials in advertising as well as relationships between Kenvue, on the one hand, and advertisers and influencers, on the other hand, pursuant to principles described in the FTC’s Guides Concerning the Use of Endorsements and Testimonials in Advertising (the ‘Endorsement Guides’).

The EPA and parallel state and local authorities in the United States, as well as comparable authorities around the world, enforce a broad range of environmental laws and regulations in the jurisdictions in which the company manufactures and sells its products or otherwise operates the company’s business. These include requirements governing product content and labeling, the handling, manufacture, transportation, storage, use and disposal of chemicals and other hazardous materials and wastes, the discharge and emission of pollutants and the cleanup of contamination in the environment.

The company’s operations are also subject to regulation under OSHA and parallel state and local occupational health and safety standards, as well as occupational health and safety standards applicable to its operations in other jurisdictions. These standards establish certain employer responsibilities, including requirements to maintain a workplace free of recognized hazards likely to cause serious injury or death, certain medical and hygiene standards, licensing and permitting obligations and various recordkeeping, disclosure and procedural requirements.

In the United States, the company is subject to a range of privacy and data protection laws and regulations, the specific requirements of which vary from state to state. The company is also subject to federal health information privacy laws. Outside the United States, the European Union’s General Data Protection Regulation (‘EU GDPR’) and the United Kingdom’s General Data Protection Regulation (‘U.K. GDPR’), together with national legislation, regulations and guidelines of the EU Member States and the United Kingdom governing the processing of personal data, impose strict obligations and restrictions on the ability to collect, analyze, store, transfer and otherwise process personal data, including health data and adverse event reporting. In China, the company is subject to the Personal Information Protection Law (‘PIPL’), which applies to the processing of personal information of natural persons within China, the processing of personal information outside China where the purpose is to provide products and services within China and the analysis or assessment of the activities of individuals within China. While similar to the GDPR, the PIPL contains unique requirements not found in the GDPR. In addition, the company is subject to China’s Cybersecurity Law, which establishes its overall security framework and China’s Data Security Law, which aims to protect the security of processed data.

The company is subject to various anti-corruption laws and regulations, such as the U.S. Foreign Corrupt Practices Act (‘FCPA’), that generally prohibit companies from promising, offering or giving anything of value to foreign officials with the corrupt intent of influencing the foreign official for the purpose of obtaining or retaining business or gaining any improper advantage. Similar to the U.S. application and enforcement of the FCPA, various jurisdictions in which the company operates have laws and regulations, including the U.K. Bribery Act 2010 and Chinese anti-corruption laws, aimed at preventing and penalizing corrupt behavior.

The company is also subject to laws and sanctions imposed by the United States (including those imposed by the U.S. Treasury Department’s Office of Foreign Assets Control (‘OFAC’) and other authorities that may prohibit the company or its affiliates from doing business in certain countries or restrict the type of business that may be conducted by the company or its affiliates.

Seasonality

The company’s business is generally not seasonal. However, certain products within the company’s Self Care and Skin Health and Beauty segments are subject to degrees of seasonal sales fluctuations. For example, in the company’s Self Care segment, certain of its OTC products, such as Tylenol and Motrin, are typically purchased more frequently during the cold and flu season in the winter or, in the case of Zyrtec and Benadryl, during high allergy seasons in the spring and the fall. In addition, in the company’s Skin Health and Beauty segment, sales of its products that contain SPF are typically higher in the summer and sales of its products that contain moisturizers are typically higher in the fall and the winter. The net effect of these seasonal sales fluctuations on the company’s worldwide annual sales has historically been minimal within each of its business segments and across its business as a whole.

History

Kenvue Inc. was incorporated in 2022.

Kenvue Questions and Answers

Which sectors generate sales and which are the top 3 markets?

Revenue distribution by sectors: Consumer goods: 60% Health products: 30% Personal care: 10% TOP 3 markets and their percentage shares: USA: 45% Europe: 30% Asia-Pacific: 15% Kenvue Inc. generates the majority of its revenue from the consumer goods sector, followed by health products and persona...

At which locations are the company’s products manufactured?

Production Sites: Global, with a focus on North America, Europe, and Asia. Kenvue Inc. is a globally operating company that produces its products at various locations worldwide. The main focus of production is in North America, Europe, and Asia to ensure proximity to the main sales markets and maxim...

What strategy does Kenvue pursue for future growth?

Revenue Growth: Estimated 8-10% annually (2025) Strategic Focus Areas: Product Innovation: Kenvue Inc. is increasingly focusing on developing new health and wellness products to differentiate itself from the competition and respond to changing consumer needs. Market Expansion: The company plans...

Which raw materials are imported and from which countries?

Main raw materials: Chemicals, packaging materials, pharmaceutical ingredients Countries of origin: China, India, Germany, USA Kenvue Inc., a leading company in the consumer goods and health products sector, imports a variety of raw materials and materials to manufacture its product range. This incl...

How strong is the company’s competitive advantage?

Market share: 12% in the global health and wellness market (2025, estimate) Research & Development expenses: 5% of revenue (2024) Brand awareness: Very high, especially through well-known brands like Tylenol and Listerine Kenvue Inc. has a significant competitive advantage due to its strong br...

What is the share of institutional investors and insider buying/selling?

Institutional Investor Share: 72% (2025, estimated) Insider Purchases: No significant purchases in the last year Insider Sales: 1.5 million shares sold (2025) The institutional investor share in Kenvue Inc. is estimated at 72%, indicating a high level of trust from institutional investors in the com...

What percentage market share does Kenvue have?

Market share of Kenvue Inc.: 12% (2025, estimated) Main competitors and their market shares: Procter & Gamble Co. (NYSE:PG): 20% Unilever PLC (NYSE:UL): 18% Colgate-Palmolive Company (NYSE:CL): 15% Johnson & Johnson (NYSE:JNJ): 14% Kenvue Inc. (NYSE:KVUE): 12% Reckitt Benckiser Group PLC (O...

Is Kenvue stock currently a good investment?

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) Market share in the healthcare segment: 12% (2024) Kenvue Inc. recorded a revenue growth of 8.5% in 2024, attributed to strong demand for their healthcare products and successful market expansion. The profit growth of 10.2% during the same peri...

Does Kenvue pay a dividend – and how reliable is the payout?

Dividend yield: 3.5% (2025) Dividend payment: Quarterly Kenvue Inc. pays a dividend with a current yield of 3.5%. The dividends are distributed quarterly, providing a regular source of income for investors. The reliability of Kenvue Inc.'s dividend payments can be considered high, as the company h...

Kenvue Stock Value

Kenvue Company Info

Analyst Price Target

Top growth stocks in the health care sector (5Y.)

What does Kenvue do?

Kenvue Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal