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Kenvue Inc. is a leading global consumer health company, recognized as the world's largest pure-play consumer health company by revenue, with $15.4 billion in net sales in 2023 . The company operates through three main business segments: Self Care, Skin Health and Beauty, and Essential Health . Kenvue's portfolio includes products for pain care, cough, cold, and allergy, as well as face and body care, oral care, and baby care, featuring iconic brands like Tylenol®, Neutrogena®, and Listerine® . The company's global operations span over 165 countries, with approximately half of its net sales generated outside North America .
- Skin Health and Beauty - Focuses on face and body care, and hair, sun, and other products, featuring brands such as Neutrogena® and Aveeno®.
- Self Care - Offers products for pain care, cough, cold, and allergy, as well as digestive health, smoking cessation, and eye care, with brands like Tylenol®, Motrin®, and Nicorette®.
- Essential Health - Covers oral care, baby care, and other essential health products, including brands like Listerine® and Johnson’s®.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Thibaut Mongon ExecutiveBoard | Chief Executive Officer and Director | Board Member of The Consumer Goods Forum; Member of the Business Roundtable | CEO of Kenvue since May 2023, previously EVP and Worldwide Chairman of Consumer Health at Johnson & Johnson. Extensive experience in consumer health and business strategy. | View Report → |
Bernardo Tavares Executive | Chief Technology & Data Officer | Member of MIT Center for Information Systems Research Data Research Advisory Board; Member of Hispanic Information Technology Executive Council | Chief Technology & Data Officer since May 2023, previously CIO, Consumer Health at Johnson & Johnson, and held IT leadership roles at Unilever and IBM. | |
Carlton Lawson Executive | Group President, EMEA & Latin America | None mentioned | Group President since January 2024, previously Company Group Chairman, EMEA, Consumer Health at Johnson & Johnson, and held leadership roles at GSK and Pfizer. | |
Caroline Tillett Executive | Chief Scientific Officer | None mentioned | Chief Scientific Officer since May 2023, previously Global Head, R&D, Consumer Health at Johnson & Johnson, and VP of Consumer R&D at GSK. | |
Charmaine England Executive | Chief Growth Officer | None mentioned | Chief Growth Officer since January 2024, previously Area Managing Director for UK & Northern Europe at Kenvue and held leadership roles at Johnson & Johnson, Pact Group, Unilever, and Lion. | |
Ellie Bing Xie Executive | Group President, Asia Pacific | None mentioned | Group President since May 2023, previously Company Group Chairman, Asia Pacific, Consumer Health at Johnson & Johnson, and held leadership roles at Kellogg, Kodak, Gillette, and P&G. | |
Luani Alvarado Executive | Chief People Officer | None mentioned | CPO of Kenvue since May 2023, previously held senior HR roles at Johnson & Johnson, Bristol-Myers Squibb, and Dow Chemical. | |
Matthew Orlando Executive | General Counsel | None mentioned | General Counsel since May 2023, previously held senior legal leadership roles at Johnson & Johnson, including General Counsel, Consumer Health. | |
Meredith Stevens Executive | Chief Operations Officer | Advisory Board Member at Smithsonian Science Education Center | COO of Kenvue since May 2023, previously Worldwide VP, Consumer Health Supply Chain at Johnson & Johnson, and held leadership roles at Newell Rubbermaid, Tyco, Bertelsmann, Knoll, and GE. | |
Paul Ruh Executive | Chief Financial Officer | None mentioned | CFO of Kenvue since May 2023, previously CFO of Consumer Health at Johnson & Johnson and held leadership roles at PepsiCo and McKinsey & Company. | |
Betsy D. Holden Board | Director | Board Member at Dentsply Sirona, NNN REIT, and Western Union; Member of Food Chain Advisory Board at Paine Schwartz Partners | Director since May 2023, previously Co-CEO of Kraft Foods and Senior Advisor to McKinsey & Company. | |
Joseph J. Wolk Board | Director | EVP and CFO at Johnson & Johnson; Board Member at St. Joseph\u2019s University and Stanford Medicine Board of Fellows | Director since May 2023, currently EVP and CFO at Johnson & Johnson, with extensive experience in finance and operations. | |
Larry J. Merlo Board | Chair of the Board | Chair of Budget Committee at University of Pittsburgh; Advisor to Korn Ferry and Charlesbank Capital Partners | Chair of Kenvue's Board since May 2023, previously President and CEO of CVS Health (2011-2021). | |
Melanie L. Healey Board | Director | Board Member at Hilton Worldwide Holdings, PPG Industries, and Verizon Communications | Director since May 2023, previously held senior leadership roles at Procter & Gamble, including Group President, North America. | |
Michael E. Sneed Board | Director | Board Member at Wayfair Inc., Thomas Jefferson University, Robert Wood Johnson Foundation, and WHYY | Director since May 2023, previously EVP, Global Corporate Affairs and Chief Communication Officer at Johnson & Johnson. | |
Richard E. Allison Jr. Board | Director | Board Member at Starbucks Corporation | Director since May 2023, previously CEO of Domino's Pizza and held leadership roles at Bain & Company. | |
Seemantini Godbole Board | Director | Member of IBM Advisory Board, Apparo\u2019s CXO Tech Council, and Charlotte Mecklenburg Community Foundation Board of Advisors | Director since May 2023, previously EVP, Chief Digital and Information Officer at Lowe's Companies, and held senior roles at Target, Sabre, and Travelocity. | |
Tamara S. Franklin Board | Director | Board Member at Genpact Limited, Dream Academy, and Arts Council of Princeton | Director since May 2023, previously Chief Digital, Data, and Analytics Officer at Marsh LLC and held leadership roles at IBM and Scripps Networks Interactive. | |
Vasant Prabhu Board | Director | Board Member at Delta Air Lines; Trustee at Brookings Institution | Director since May 2023, previously Vice Chairman and CFO of Visa Inc. and held leadership roles at NBCUniversal, Starwood Hotels, and Safeway. |
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Given that the recovery of your Skin Health and Beauty segment is not expected to be linear, what specific strategies are you employing to accelerate growth in this area for 2025, and how will you adapt if consumer sentiment in key markets like Asia does not improve?
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With significant investments in marketing and new partnerships, how are you ensuring that these efforts lead to sustainable sales growth and market share gains in a challenging category environment, rather than just short-term engagement?
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Considering the anticipated reduction of commodity tailwinds and persistent inflationary pressures, how confident are you in achieving your long-term gross margin expansion targets, and what contingency plans are in place if input costs rise unexpectedly?
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How are you addressing the risks associated with cautious retailer ordering patterns and potential store closures in key channels, particularly in the U.S. drug channel, to maintain product availability and consumer access?
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As you focus on cost savings through the Vue Forward initiative while investing in brand growth, how do you ensure that cost reductions do not compromise your ability to innovate and drive growth in segments that are currently underperforming?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Competes in the Self Care segment, which includes products like pain care, cough, cold, and allergy remedies, as well as digestive health, smoking cessation, and eye care. | |
Competes across multiple segments, including Self Care, Skin Health and Beauty, and Essential Health, with products in similar or adjacent categories. | |
Reckitt Benckiser Group | Competes in the Self Care segment, offering products in categories such as pain care and other over-the-counter remedies. |
Beiersdorf | Competes in the Skin Health and Beauty segment, focusing on face and body care products. |
L’Oréal | Competes in the Skin Health and Beauty segment, particularly in face and body care, as well as hair and sun care products. |
Competes in both the Skin Health and Beauty and Essential Health segments, offering products in categories like face and body care, oral care, and baby care. | |
Competes in the Essential Health segment, particularly in oral care products. | |
Competes in the Essential Health segment, offering products in categories like baby care and other essential health products. | |
Private-label brands | Compete across all segments, including Self Care, Skin Health and Beauty, and Essential Health, often offering generic or store-branded alternatives at lower prices. |
Recent developments and announcements about KVUE.
Earnings
New Earnings (Q4 2024)
·Feb 6, 2025, 4:29 PMView full earnings summary →Kenvue targets 2–4% organic sales growth in 2025, fueled by a 40% jump in new product launches and projected margin expansion. Q1 could dip low single digits (3–4ppt hit from China disruptions, pediatric demand), but management expects stronger momentum in H2.
8-K Filings
8-K Filing
·Mar 5, 2025, 1:51 PMFinancial ExhibitsMaterial Definitive AgreementLeadership ChangesOther EventsView full 8-K filing →Kenvue Inc. announced on March 5, 2025, its cooperation agreement with Starboard. The board expands from 11 to 14 directors—appointing 3 new directors—and will reduce to 13 after the 2025 Annual Meeting. Starboard also withdrew its prior nomination slate.