Loading
Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“more than our 7 closest competitors, Unilever, Kenvue, Kimberly-Clark, Colgate, L'Oreal, Clorox, Reckitt Benckiser, combined, for the fifth consecutive year.”
P&G's count of top-25 Circana Pacesetters innovation launches exceeded the combined total of its 7 largest CPG rivals, including Kenvue, for a fifth straight year.
“We have the right foundation and a proven playbook to capitalize on our pending acquisition of Kenview.”
Kimberly-Clark frames its pending acquisition of Kenvue as a transformational, value-creating combination into a global health and wellness leader, implying strong confidence in Kenvue's asset base.
“no longer receiving a Kenvue dividend”
J&J's 2025 other-income guidance steps down partly because it no longer receives a dividend from Kenvue, the consumer health business it spun off, reflecting the full unwind of that residual financial tie.
“As previously announced, the Company entered into a definitive merger agreement on November 2, 2025, under which Kimberly-Clark will acquire all of the outstanding shares of Kenvue common stock in a cash and stock transaction.”
Kenvue is being acquired by Kimberly-Clark in a cash-and-stock deal expected to close in H2 2026.
“Kenvue announced it has entered into a definitive merger agreement under which Kimberly-Clark will acquire all of the outstanding shares of Kenvue common stock in a cash and stock transaction.”
Kimberly-Clark is acquiring Kenvue in a cash-and-stock deal, a major consumer-health M&A move for KMB.
“The separation from J&J is allowing us to be more flexible, nimble and also have a lower cost base, but we needed to separate.”
Kenvue frames its post-spinoff independence from former parent J&J as enabling lower costs and more operating flexibility, implying the prior TSA/DSA cost structure with J&J was a drag being actively wound down.
“we are now approximately 90 days from completing what has been a long and resource-intensive operational separation from J&J.”
Kenvue discusses nearing completion of its operational separation from former parent Johnson & Johnson, having exited over 2,000 TSAs across 50+ countries.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Peter Grom | UBS | 4 (0%) |
| Filippo Falorni | Citigroup | 4 (0%) |
| Steve Powers | Deutsche Bank | 3 (0%) |
| Bonnie Herzog | Goldman Sachs | 3 (33%) |
| Andrea Teixeira | JPMorgan | 3 (0%) |
| Anna Lizzul | Bank of America | 2 (0%) |
| Nik Modi | RBC Capital Markets | 2 (0%) |
| Korinne Wolfmeyer | Piper Sandler | 2 (0%) |
| Lauren Lieberman | Barclays | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 1 | 4 (0%) |
| UBS | 1 | 4 (0%) |
| Goldman Sachs | 1 | 3 (33%) |
| Deutsche Bank | 1 |
Kenvue closed FY2025 with Q4 revenue returning to 3.2% growth as Essential Health led with broad-based strength, providing a positive inflection after a difficult year. Adjusted EPS of $0.27 improved from $0.26 in the prior year, and full-year free cash flow reached $1.7 billion versus $1.3 billion prior. The Kimberly-Clark acquisition was progressing toward an H2 2026 close with the shareholder vote exceeding 90% in favor. No FY2026 guidance was provided due to the pending acquisition, and Self Care volume weakness persisted on seasonal softness.
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 |
| 3 (0%) |
| JPMorgan | 1 | 3 (0%) |
| Bank of America | 1 | 2 (0%) |
| Barclays | 1 | 2 (0%) |
| Piper Sandler | 1 | 2 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KVUE Kenvue | 7 | +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% |