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Sentiment · FY2026 Q2
Financials-only auto-score. No earnings transcript was available within 100 days. Base 6 (rev YOY 4.5%) + EPS adj 1 = 7/10. Will be replaced if a transcript surfaces later.
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 |
| 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 Q1 | $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 |
| 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 |
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.
| 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% |