With a market cap. of $34.6 billion, Kenvue Inc. (KVUE) is the world’s largest pure-play consumer health company by revenue, with more than a century of heritage and a portfolio of iconic brands, including Aveeno®, BAND-AID® Brand, Johnson’s®, Listerine®, Neutrogena®, and Tylenol®. Driven by science-backed innovation and recommendations from healthcare professionals worldwide, Kenvue is committed to empowering consumers through everyday care and building trusted relationships in homes around the world.
Kenvue is slated to announce its fiscal Q3 2026 results soon. Ahead of the event, analysts expect KVUE to report an adjusted EPS of $0.28, in line with the year-ago quarter. The company has surpassed Wall Street's bottom-line estimates in three of the last four quarterly reports while missing on another occasion.
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For fiscal 2026, analysts project the Summit, New Jersey-based company to report adjusted EPS of $1.14, up 5.6% from $1.08 in fiscal 2025. Moreover, adjusted EPS is projected to grow 7.9% year-over-year to $1.23 in fiscal 2027.
www.barchart.com KVUE stock has gained 14.9% over the past 52 weeks, lagging behind both the S&P 500 Index's ($SPX) 15.5% rise. However, the stock has outpaced the State Street Consumer Staples Select Sector SPDR ETF's (XLP) 10.9% increase over the same period.
www.barchart.com Kenvue shares fell 2.5% on Aug. 6 after the consumer-health company reported weaker-than-expected Q2 2026 adjusted EPS of $0.31 and sales of $3.96 billion. Margins came under pressure as inflation, tariffs, and currency-related costs outweighed some benefits from supply-chain savings and higher prices, with the adjusted gross margin declining to 60.2% from 60.9% a year earlier.
Investor concerns were further compounded by the company’s expected $250 million in pretax restructuring charges in 2026, aimed at simplifying operations and reducing costs, as Kenvue navigates its pending $40 billion acquisition by Kimberly-Clark, which is expected to close in Q4 2026.
Analysts' consensus rating on KVUE stock is cautious, with a "Hold" rating overall. Among 13 analysts covering the stock, one recommends a "Strong Buy" and 12 give a "Hold" rating. The average analyst price target is $19.17, indicating a potential upside of 2.7% from the current levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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