New Jersey-based Kenvue Inc. (KVUE) is a consumer health company operating across the Americas, Europe, EMEA, and the Indo-Pacific. It operates through Self Care, Skin Health and Beauty, and Essential Health segments. With a market cap of $42.9 billion, Kenvue owns several well-known brands like Listerine, BAND-AID, Tylenol, Neutrogena, and more.
The company has underperformed the broader market in 2025 but outpaced it over the past year. KVUE stock has inched up 3.8% on a YTD basis and soared 17.9% over the past 52 weeks, compared to the S&P 500 Index’s ($SPX) 8.3% gains in 2025 and 16.6% surge over the past year.
Narrowing the focus, Kenvue has also outperformed the Consumer Staples Select Sector SPDR Fund’s (XLP) 3.3% uptick on a YTD basis and 3.4% returns over the past year.
Kenvue’s stock prices gained 4.1% following the release of its better-than-expected Q1 results on May 8. Due to a dip in organic sales and currency headwinds, the company’s net sales for the quarter dropped 3.9% year-over-year to $3.7 billion. However, the figure surpassed the consensus estimate by 1.7%. Meanwhile, Kenvue’s adjusted EPS dropped 14.3% year-over-year to $0.24, but surpassed the Street’s expectations by 9.1%, which boosted investor confidence.
Analysts expect Kenvue to report a 2.6% year-over-year dip in adjusted EPS to $1.11 for the fiscal year 2025, ending in December. However, the company has a robust earnings surprise history. It has surpassed or met the Street’s bottom-line projections in each of the past four quarters.
The stock has a consensus “Moderate Buy” rating overall. Among the 15 analysts covering the stock, five recommend “Strong Buys” while 10 suggest “Hold” ratings.
This configuration is slightly less bullish than two months ago, when six analysts gave “Strong Buy” recommendations.
On Jul. 25, JP Morgan (JPM) analyst Andrea Faria maintained a “Buy” rating on KVUE, but reduced the price target to $26.
Kenvue’s mean price target of $23.89 suggests a 7.8% upside from current price levels, while the street-high target of $29 represents a 30.8% premium to current price levels.
