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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Peter Grom | UBS | 4 questions · 0% challenging |
| Filippo Falorni | Citigroup | 4 questions · 0% challenging |
| Steve Powers | Deutsche Bank | 3 questions · 0% challenging |
| Bonnie Herzog | Goldman Sachs | 3 questions · 33% challenging |
| Andrea Teixeira | JPMorgan | 3 questions · 0% challenging |
| Anna Lizzul | Bank of America | 2 questions · 0% challenging |
| Nik Modi | RBC Capital Markets | 2 questions · 0% challenging |
| Korinne Wolfmeyer | Piper Sandler | 2 questions · 0% challenging |
| Lauren Lieberman | Barclays | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 1 analyst | 4 questions · 0% challenging |
| UBS | 1 analyst | 4 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 3 questions · 33% challenging |
| Deutsche Bank | 1 analyst | 3 questions · 0% challenging |
| JPMorgan | 1 analyst | 3 questions · 0% challenging |
| Bank of America | 1 analyst | 2 questions · 0% challenging |
| Barclays | 1 analyst | 2 questions · 0% challenging |
| Piper Sandler | 1 analyst | 2 questions · 0% challenging |
Kenvue delivered its second consecutive quarter of net and organic sales growth, with net sales up 4.5% year-over-year on organic growth of 0.7% and a 3.8% foreign currency benefit. Skin Health and Beauty led with 5.0% organic growth behind Neutrogena Sun and OGX innovation, while Self Care organic declined 2.3% on a weak cold and flu season, partially offset by sequentially improving US consumption and strengthening Tylenol trends. Margins expanded meaningfully, with adjusted gross margin at 60.8% versus 60.0% and adjusted operating margin at 24.0% versus 19.8% on supply-chain productivity and value realization that more than offset inflation, tariffs and lower volumes. Management withdrew forward guidance because of the pending Kimberly-Clark combination, which it expects to close in the second half of 2026.
Demand | Competitive Dynamics | Margin | Revenue Growth | Trade Tariffs | Supply Chain | Capital Allocation | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 1 | 3 | 1 | 1 | 3 | 1 | 2 |
| 2025Q1 | 2 | 3 | 2 | 1 | 3 | 1 | 1 | 1 |
| 2025Q2 | 2 | 3 | 1 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | |
|---|---|---|---|
| Demand | 3 | 2 | 2 |
| Competitive Dynamics | 1 | 3 | 3 |
| Margin | 3 | 2 | 1 |
| Revenue Growth | 1 | 1 | 3 |
| Trade Tariffs | 1 | 3 | |
| Supply Chain | 3 | 1 | |
| Capital Allocation | 1 | 1 | 2 |
| Cost Pressure | 2 | 1 | 1 |
What KVUE and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I would say, primarily North America skincare, North America Oral Care has been a challenge and some of their business in China.”
KC's CEO characterizes Kenvue's recent weakness as largely executional, concentrated in North America skincare, North America oral care, and parts of China.
“We look forward to seamlessly plugging Kenvue?brands and businesses into our proven durable operating model.”
Kimberly-Clark expresses strong conviction in integrating Kenvue's brands into its operating model following the announced combination.
“Shareholders of each company voted overwhelmingly to approve all of the proposals necessary for Kimberly-Clark to complete its acquisition of the Company at their respective Special Meetings of Stockholders held on January 29, 2026.”
Both companies' shareholders approved Kimberly-Clark's cash-and-stock acquisition of Kenvue and the HSR waiting period expired; closing is expected in the second half of 2026 pending foreign regulatory approvals.
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
Kenvue delivered its second consecutive quarter of net and organic sales growth, with net sales up 4.5% year-over-year on organic growth of 0.7% and a 3.8% foreign currency benefit.
Newest quarter FY2026 Q2 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Kenvue (KVUE), FY2026 Q1: 6/10. Scores: Kenvue’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: KVUE daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +4.49% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.66B | -0.1% | $0.15 | -11.8% | 56.5% | 13.2% | 8.0% | $661M |
| FY2025 Q1 | $3.74B | -3.9% | $0.17 | +13.3% | 58.0% | 14.9% | 8.6% | $249M |
| FY2025 Q2 | $3.84B | -4.0% | $0.22 | +628.5% | 58.9% | 18.0% | 10.9% | $533M |
| FY2025 Q3 | $3.76B | -3.5% | $0.21 | +5.0% | 59.1% | 16.7% | 10.6% | $196M |
| FY2025 Q4 | $3.78B | +3.2% | $0.17 | +13.3% | 56.5% | 21.8% | 8.7% | $744M |
| FY2026 Q1Selected | $3.91B | +4.5% | $0.25 | +47.1% | 58.9% | 21.9% | 12.1% | $350M |
| FY2026 Q2 | $3.96B | +3.0% | $0.24 | +9.1% | 58.2% | 17.7% | 11.5% | $827M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KVUE Kenvue | 6 | +4.5% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| PG The Procter & Gamble Company | 5 | +7.4% |