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All stocks · Consumer Defensive · Personal Care Products

Kenvue KVUE

Kenvue scores average on business quality (5.0 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$17.70Oct 9, 2026
Business qualityAverage
Next earningsNov 2, 2026, before the open
Insiders, 90 daysQuiet

Why it matters

  1. What Kenvue does

    Kenvue sells everyday consumer health products like Tylenol and Neutrogena, collecting revenue from global retail and pharmacy shoppers.

  2. What it does best

    Kenvue dominates consumer health through iconic brands that command shelf space, driving a gross margin of 58.6% that sits in the top decile of its sector.

  3. The main risk

    Stagnant revenue growth of -2.1% limits pricing power and leaves the company vulnerable to shifting consumer preferences in personal care.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin sits at 19.4% with a free cash flow margin supported by strong conversion, maintaining steady profitability as the business scales.

MoatStrong

A brand portfolio anchored by household names secures deep retail shelf placement, earning an 82nd percentile sector rank for gross and operating margins.

GrowthSlow

Revenue contracted 2.1% to $15.4B over the latest period, reflecting a deceleration from prior years when sales hovered flat around $15.4B.

Financial healthFair

Total debt stands at $8.5B against $1.1B in cash, leaving interest coverage at 7x. Free cash flow reached $1.9B, keeping the balance sheet stable overall.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on KVUE

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is KVUE a good business?

Kenvue scores average on the Cluenex quality check (5.0 of 10), measured against its own industry. Profitability is fair, moat strong, growth slow and financial health fair.

Are insiders buying KVUE?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does KVUE report earnings?

Nov 2, 2026, before the open.

For members

See KVUE today

  • Today's verdict on KVUE, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Kenvue (KVUE)”, https://cluenex.com/stocks/kvue/, data as of Oct 10, 2026.