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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®.
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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.
- Haleon - Competitor in the Self Care segment .
- Procter & Gamble - Competitor in the Self Care, Skin Health and Beauty, and Essential Health segments .
- Reckitt Benckiser Group - Competitor in the Self Care segment .
- Beiersdorf - Competitor in the Skin Health and Beauty segment .
- L'Oréal - Competitor in the Skin Health and Beauty segment .
- Unilever - Competitor in the Skin Health and Beauty and Essential Health segments .
- Colgate-Palmolive - Competitor in the Essential Health segment .
- Kimberly Clark - Competitor in the Essential Health segment .
- Private-label brands - Competitors across Self Care, Skin Health and Beauty, and Essential Health segments .