NYSE$KVUE

Kenvue Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Kenvue's financial performance remained steady with slight revenue decrease and reaffirmed outlook for FY24.

Kenvue reported a slight decrease in net sales, but organic growth showed a positive trend. The company is focused on accelerating investment in brands for future growth, with reaffirmed financial targets for 2024.

  • Net Sales decreased 0.3% to $4.0 billion; Organic Growth was +1.5%.
  • Diluted EPS was $0.03; Adjusted Diluted EPS was $0.32.
  • Gross profit margin expanded 360 basis points to 59.1%.
  • Reaffirmed outlook for FY24 Net Sales Growth and Adjusted Diluted EPS.

Headline financials

Total Revenue

$4.01B

Previous: $3.96B+1.4%
EPS

$0.03

Previous: $0.32-90.6%
Gross Profit Margin

59.1%

No prior period
Adjusted Gross Margin

61.6%

No prior period
Operating Margin

3.9%

No prior period
Adjusted Operating Margin

22.8%

No prior period
Effective Tax Rate

10.8%

No prior period
Adjusted Tax Rate

25.7%

No prior period
R&D Expenses

$105M

No prior period
Capital Expenditures

-$243M

Previous: -$132M-84.1%
Free Cash Flow

-$185M

Previous: $298M-162.1%
Net Income

$58M

Previous: $430M-86.5%
Operating Income

$154M

Previous: $702M-78.1%
Gross Profit

$2.37B

Previous: $2.23B+6.3%
Cash & Equivalents

$1.01B

Previous: $1.23B-17.6%
Total Assets

$26.4B

Previous: $27.5B-4.0%
R&D Expense

$105M

No prior period
Stock-Based Comp

$61M

Previous: $38M+60.5%

Revenue & EPS history

Kenvue · Revenue · Quarterly

$4.01B

Q2 2024+1.4%vs Q2 2023
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Revenue by segment

Kenvue · $3.92B total across 3 segments · Q3 2023

  • Self Care
    $1.61B+6.4%
  • Essential Health
    $1.18B+3.0%
  • Skin Health & Beauty
    $1.12B-0.4%

Forward guidance

The Company reaffirms its outlook for 2024.

Tailwinds

  • Net sales growth of 1.0%-3.0%
  • Organic growth of 2.0%-4.0%
  • Adjusted diluted earnings per share in the range of $1.10-$1.20

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+2.0%

Avg return

Earnings day

+3.1%

Avg return

5 days after

+2.8%

Avg return

30 days after

57%

8 / 14 earnings

Positive

+15.7%

Q3 2025

Best reaction

-7.7%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%-1.2%+0.2%
Q4 2025+0.9%+2.9%-5.5%
Q3 2025+15.7%+17.5%+18.1%
Q2 2025+1.5%+2.1%-13.2%
Q1 2025+4.3%+2.4%-6.0%
Q4 2024-4.5%+0.8%+12.9%
Q3 2024+5.2%+5.1%+1.5%
Q2 2024+13.4%+15.6%+23.7%
Q1 2024+7.2%+7.7%-2.4%
Q4 2022-0.2%+3.1%+12.9%
Q4 2023-5.8%-6.2%-2.4%
Q3 2023-7.7%-5.7%+2.6%
Q2 2023-4.0%+0.5%-8.5%
Q1 2023-0.5%-0.8%+4.5%
Q3 2022
Q2 2022
Q1 2022
Q4 2021

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