[KVUE] Kenvue: Q3 2026 Earnings Test for Self Care Volume and Gross Margin

Kenvue sells over-the-counter medicine brands such as Tylenol, Zyrtec and Nicorette, along with skin care brands such as Neutrogena, wholesale to mass merchants, drugstores, e-commerce platforms and distributors, and the Drillr earnings calendar shows it reporting Kenvue Q3 2026 earnings on 2026-10-30 for its fiscal third quarter, the 13-week quarter ending in late September 2026 (2026财年第三季度(截至 2026 年 9 月下旬的 13 周财季))[1]. In the latest disclosed quarter, the second quarter ended June 28, 2026, net sales were $3.955 billion, up 3.0%, with organic growth of 1.6% and a 1.4-point currency benefit[2][3]. In the same quarter, adjusted gross margin fell to 60.2% from 60.9% a year earlier and adjusted operating margin fell to 22.1% from 22.7%, while adjusted EPS rose to $0.31 from $0.29; because the Kimberly-Clark merger is still pending, the company provides no forward-looking guidance and holds no conference call[4]. The six analysts in Drillr's consensus put third-quarter revenue at $3.862 billion (range $3.852 billion to $3.872 billion), about 2.6% above the $3.764 billion the company reported for the third quarter of 2025, and EPS at $0.292 (range $0.271 to $0.333), with the EPS basis not specified by the data source[5].

Three things matter most in these results. The first is whether the Self Care segment, which is Kenvue's over-the-counter medicine business, can turn volume positive against a weak comparison: the segment grew 0.6% organically in the second quarter but volume still subtracted 0.6 points, and its organic sales fell 5.3% in the third quarter of 2025[6]; it produces about 56% of segment adjusted operating income, so its volume recovery decides the main profit engine[7]. The second is whether the Skin Health and Beauty recovery can hold both volume and margin: second-quarter organic growth was 3.7% and segment adjusted operating income rose 24.8% to $186 million, but part of that gain came from lower brand-support spending[8], so it is unclear whether margin holds once that spending rises again. The third is whether gross margin stops falling: adjusted gross margin rose 80 basis points year over year in the first quarter but fell 70 basis points in the second on inflation, tariffs and unfavorable transactional currency[9][3], and whether the third quarter extends that decline or returns to the first-quarter pattern will set the direction of profit while the company gives no guidance.

Company Background and Business Structure

Kenvue was carved out of Johnson & Johnson's consumer health business, completing its initial public offering and a separation distribution to J&J in fiscal 2023. Its 10-K cash flow statement shows net IPO proceeds of $4.241 billion that year and a $13.788 billion distribution to J&J in connection with the separation[10]. The former J&J unit Johnson & Johnson Consumer Inc. is now Kenvue Brands LLC, and that subsidiary also carries the product liability litigation over acetaminophen[11].

The company is in the middle of being acquired by Kimberly-Clark, which shapes both its disclosure and its capital allocation. The two companies signed the merger agreement on November 2, 2025, shareholders of both approved it on January 29, 2026, and the U.S. antitrust waiting period expired on February 4, 2026; the deal is expected to close in the fourth quarter of 2026, still subject to foreign regulatory approvals[12]. Under the agreement, Kenvue shareholders will receive 0.14625 Kimberly-Clark shares plus $3.50 in cash for each share, and the company has repurchased no stock since signing[13]. An 8-K filed on October 13, 2026 shows Kimberly-Clark exchanging Kenvue's existing notes for up to $7 billion of new Kimberly-Clark notes and cash, and using consent solicitations to strip most restrictive covenants and the SEC reporting covenant from the old indenture[14].

Revenue is spread across three reportable segments, and Self Care carries the most weight. In fiscal 2025 Self Care net sales were $6.378 billion, or 42.2%, Skin Health and Beauty $4.114 billion, or 27.2%, and Essential Health $4.632 billion, or 30.6%[7]. Self Care covers pain, cough and cold, allergy, digestive health and smoking cessation medicines, with Tylenol and Motrin bought ahead of the winter cold and flu season and Zyrtec and Benadryl in the spring and fall allergy seasons; Skin Health and Beauty covers skin, hair and sun care, with SPF products stronger ahead of summer[15]. Essential Health includes oral care, baby care and wound care, where competition plays out more through price and promotion[16].

Because Kenvue sells through retailers, customer concentration and retailer inventory directly amplify quarterly swings. One unnamed customer accounted for about 12% of net sales in each of fiscal 2023, 2024 and 2025[17]; in fiscal 2025 part of the Skin Health and Beauty volume decline came from U.S. retailer inventory management and from lower replenishment in China after prior-year inventory builds[18]. As of December 28, 2025, the company owned, leased or otherwise used about 120 sites, about 33 of them owned; about 11 are in nine U.S. states and the other roughly 109 are in 58 other countries and territories[19].

Financial History and Current Position

Kenvue's annual revenue slipped in fiscal 2025, with volume as the main drag. Segment net sales were $15.124 billion in fiscal 2025, down 2.1% from $15.455 billion in fiscal 2024; excluding currency and divestitures, organic sales fell 2.2%, with volume subtracting 2.3 points and price/mix adding 0.1 point[7][20]. Organic sales fell in all three segments: Self Care by 3.0%, Skin Health and Beauty by 2.7% and Essential Health by 0.7%[20].

The fiscal 2025 profit decline was concentrated in skin care, while cash flow went mostly to dividends. Segment adjusted operating income totaled $3.762 billion, with Self Care at $2.109 billion, Skin Health and Beauty at $477 million (down 21.4%) and Essential Health at $1.176 billion (up 1.2%); against the $3.942 billion the three segments earned in fiscal 2024, that is a drop of about $180 million, $130 million of it from Skin Health and Beauty[7]. Operating cash flow was $2.197 billion, up from $1.769 billion in fiscal 2024; capital expenditure was $475 million and dividends paid were $1.581 billion, so nearly all of the roughly $1.72 billion left after capital spending went to dividends[10].

Revenue has grown again in 2026, but margins moved in opposite directions in the two quarters. In the first quarter GAAP gross margin rose to 58.9% from 58.0%, adjusted gross margin rose to 60.8% from 60.0%, and adjusted operating margin rose to 24.0% from 19.8%[9]. Second-quarter net sales were $3.955 billion, up from $3.839 billion a year earlier[2]; GAAP gross margin fell to 58.2% from 58.9%, GAAP operating margin fell to 17.7% from 18.0%, and diluted EPS rose to $0.24 from $0.22[4]. First-half net sales rose 3.7%, made up of 1.2% organic growth and a 2.5-point currency benefit[6].

Cash and debt were broadly unchanged in the first half, with dividends funded by operating cash flow and commercial paper. Operating cash flow for the first half of 2026 was $1.177 billion, up from $1.049 billion a year earlier; over the same period the company paid $796 million in dividends, repaid the $750 million of 5.35% Senior Notes due 2026 and raised $680 million net from its commercial paper program[21]. As of June 28, 2026, cash and cash equivalents were $1.110 billion and total debt was $8.480 billion, including $6.940 billion of Senior Notes and $1.403 billion of commercial paper, with nothing drawn on the $4.0 billion revolving credit facility[22].

Operating Model

Revenue equals each of the three segments' prior-year base multiplied by one plus the volume contribution and value realization, plus currency and divestiture effects[20]. Volume reflects both consumer purchases and retailer inventory: incidence of illness, seasonality, share and distribution set end demand, while retailer destocking or restocking changes shipments within the quarter; in the second quarter of 2026, the Self Care volume decline was attributed mainly to low incidence of illness affecting allergy, pediatric pain and cough and cold[23]. Value realization is price increases net of promotional and price investments, and in the second quarter it added 0.9 point company-wide while volume added 0.7 point[3]. These changes reach net sales in the same quarter, while inventory-driven swings can reverse in later quarters.

Gross profit equals net sales minus cost of sales, and cost of sales moves with raw material and packaging inflation, U.S. import tariffs, transactional currency and plant utilization, partly offset by supply-chain optimization savings[3]. Adjusted operating income then subtracts brand support and overhead: in the first quarter, savings from Our Vue Forward and the 2026 Restructuring Initiative, combined with media cost improvements, reduced selling, general and administrative expenses[9], while in the second quarter higher brand support absorbed part of those savings[3]. The 2026 Restructuring Initiative is expected to generate about $250 million of pre-tax restructuring expenses and other charges this fiscal year[12], and such charges, along with amortization and separation- and merger-related costs, hit GAAP operating income but not the adjusted measure, which is why second-quarter GAAP operating margin of 17.7% sits well below the adjusted 22.1%[4].

Operating cash flow roughly equals net income plus non-cash items, adjusted for changes in receivables, inventory, payables and other working capital. First-half 2026 operating cash flow rose $128 million, driven mainly by a $223 million increase in net income after non-cash adjustments, partly offset by a $95 million reduction from working capital changes[21]. With buybacks stopped since the merger agreement was signed[13], cash flow after capital spending goes mainly to dividends, maturing notes have been refinanced with commercial paper, and total debt has stayed around $8.5 billion[22]. Profit changes show up first in the quarter's gross margin and then pass through receivables and inventory into operating cash flow.

Industry and Competitive Position

Each of Kenvue's three segments faces a different set of competitors, and one of them is its acquirer. According to the fiscal 2025 10-K, Self Care competes mainly with Haleon, Procter & Gamble, Reckitt Benckiser and private labels; Skin Health and Beauty with Beiersdorf, Estée Lauder, L'Oréal, Procter & Gamble, Unilever and private labels; and Essential Health with Church & Dwight, Colgate-Palmolive, Haleon, Kimberly-Clark, Procter & Gamble and private labels[24]. In other words, Kimberly-Clark, which is buying Kenvue, is itself one of Essential Health's competitors.

Kenvue's relative strengths sit in long-established OTC medicine and dermatology brands. In the second quarter of 2026, Zyrtec continued to gain share, Pepcid outperformed its market, Tylenol's U.S. consumption trends improved sequentially as the brand gained slight share versus a year earlier, and Nicorette outperformed the category across major markets; in the U.S., Neutrogena improved household penetration for the third consecutive quarter[25].

Its weaknesses sit in U.S. skin care and oral care, and the available comparison is narrow. In fiscal 2025 Skin Health and Beauty lost U.S. share through distribution losses, weak e-commerce and competitive pressure, alongside a softer sun season[18]; in the second quarter of 2026 Essential Health oral care volume fell under competitive pressure and the company increased price investments in every region[16]. Kenvue does not disclose brand-level revenue, its share changes are described only qualitatively, and the available disclosures contain no comparable peer figures for the same period, so its competitive position can only be judged through the company's own attributions.

Core Debates

Can Self Care turn volume positive against a weak Q3 2025 comparison and bring segment profit back to growth?

Self Care is Kenvue's main profit engine, and its volume direction decides whether overall growth holds. In fiscal 2025 the segment generated 42.2% of segment net sales and $2.109 billion of segment adjusted operating income, about 56% of the $3.762 billion three-segment total[7]; its volume fell 3.4 points that year, the largest source of the company's 2.2% organic decline[20].

Second-quarter results show the improvement has started but is not finished. The segment grew 0.6% organically, with value realization adding 1.2 points and volume subtracting 0.6 points; for the first half, organic sales were still down 0.9%, with volume subtracting 2.3 points[6]. The company said the U.S. returned to organic growth, Zyrtec and Pepcid performed well and Tylenol's U.S. consumption kept improving[25]; but low incidence still weighed on allergy, pediatric pain and cough and cold volumes, and segment adjusted operating income fell 2.8% to $512 million on brand support, inflation, currency and tariffs[23], a 32.2% margin on $1.589 billion of segment net sales[2].

The transmission runs from seasonal incidence, retailer inventory and brand share, through volume contribution and value realization into segment organic growth and net sales, and then through plant utilization and brand investment into segment profit. The third-quarter comparison is very weak: the company reported Self Care organic growth of minus 5.3% and a volume contribution of minus 5.0 points for the third quarter of 2025, with segment adjusted operating income of $520 million and a 33.2% margin. An alternative explanation is that any third-quarter growth may come mainly from retailers restocking after 2025 destocking and from the easy base rather than from a consumer recovery, so the attribution of volume and whether profit recovers alongside it matter as much as the growth rate itself.

Four signals matter in the third quarter: whether Self Care organic growth reaches 3% or more; whether the volume contribution turns positive, and whether the company attributes it to consumer share or retailer restocking; whether the description of Tylenol's U.S. consumption and share extends the second-quarter improvement; and whether segment adjusted operating income exceeds $520 million. If the segment still fails to grow against such an easy base, demand or share is weakening; if growth comes only from restocking and fades in the fourth quarter, the improvement case also weakens. A third route to falsification is acetaminophen labeling or litigation that depresses Tylenol consumption[26].

Can the Neutrogena-led Skin Health and Beauty recovery hold both volume and margin in the third quarter?

Skin Health and Beauty is the segment with the most profit leverage. In fiscal 2025 its segment adjusted operating income fell 21.4% to $477 million, accounting for $130 million of the roughly $180 million drop across the three segments[7]; the decline came mainly from lower volume, unfavorable value realization and higher brand-support spending[18].

The segment recovered clearly in the second quarter of 2026, but the sources of that recovery need to be separated. Organic growth was 3.7%, with value realization adding 2.7 points and volume 1.0 point, growth came in every region, and Neutrogena's U.S. household penetration rose for the third consecutive quarter[25]. Value realization came mainly from new pricing in Latin America and lower price investments in North America and Latin America, and segment adjusted operating income rose 24.8% to $186 million, partly because media cost improvements lowered brand-support spending[8]; on $1.113 billion of segment net sales, that is a 16.7% margin[2].

In this segment, U.S. distribution and e-commerce, new products and brand investment drive volume, narrower price investments and Latin American pricing drive value realization, the two combine into segment organic growth and net sales, and brand investment, inflation and tariffs are then subtracted to reach segment profit. The third-quarter comparison is also weak: for the third quarter of 2025 the company reported segment organic growth of minus 3.5%, a volume contribution of minus 2.2 points, and segment adjusted operating income of $137 million at a 13.2% margin. An alternative explanation is that value realization came mainly from Latin American pricing and smaller price investments, that part of the profit gain came from spending less on brands, and that the true extent of the U.S. share repair is still unclear; a negative volume contribution in the third quarter, or a lower margin once brand investment rises, would support that reading.

In the third quarter, watch whether organic growth stays at 3% or more, whether the volume contribution stays positive and is still attributed to U.S. e-commerce and new products, whether segment adjusted operating income exceeds $137 million with a margin of at least 15%, and whether the profit gain comes with higher brand investment. Negative volume would show the U.S. share problem is unresolved; if profit came only from cutting investment, the improvement would be hard to sustain.

Can supply-chain savings again outrun inflation, tariffs and currency in the third quarter and stop the gross-margin slide?

With no guidance and only low-single-digit revenue growth, the direction of profit depends mainly on costs. On second-quarter net sales of $3.955 billion[2], each 100-basis-point move in adjusted gross margin equals about $39.55 million of quarterly gross profit.

The cost picture in the first two quarters ran in opposite directions. In the first quarter, supply-chain productivity savings and favorable value realization more than offset inflation, tariffs and lower volume, lifting adjusted gross margin 80 basis points to 60.8%[9]; in the second quarter, inflation, tariffs and unfavorable transactional currency prevailed, and adjusted gross margin fell 70 basis points to 60.2%[3]. Based on the 10-Q segment table, second-quarter segment adjusted cost of sales was $1.574 billion, or 39.8% of net sales, up from 39.1% a year earlier[2]; Essential Health also increased price investments in every region because of oral care competition, leaving its value realization at minus 0.8 point[16].

The gross-margin chain works like this: supply-chain savings plus value realization (0.9 point company-wide in the second quarter), minus input cost inflation, U.S. import tariffs and transactional currency, set the segment adjusted cost-of-sales ratio and adjusted gross margin; subtracting brand investment and adding back savings from Our Vue Forward and the 2026 Restructuring Initiative then gives adjusted operating margin, which was 22.1% in the second quarter, down 60 basis points[3]. The third-quarter comparison is the company's reported third quarter of 2025: adjusted gross margin of 61.2%, a segment adjusted cost-of-sales ratio of 38.8% ($1.459 billion divided by $3.764 billion) and GAAP operating margin of 16.7% ($629 million divided by $3.764 billion). An alternative explanation is that the second-quarter decline was mostly a temporary effect of currency and the timing of quarterly costs, and that the third quarter may return to the first-quarter pattern; flat year-over-year gross margin in the third quarter would support the temporary reading.

In the third quarter, watch the year-over-year change in adjusted gross margin against 61.2%, whether the segment adjusted cost-of-sales ratio keeps rising, whether company-wide value realization stays positive and whether Essential Health's price investments widen, and whether adjusted operating margin can expand as brand investment rises. If tariffs and inflation keep pressing gross margin, or Essential Health's price investments spread to other businesses, the case for cost-side improvement weakens.

Risks and Falsifiers

The merger itself is the most direct structural risk. The deal is expected to close in the fourth quarter of 2026 but still depends on foreign regulatory approvals and other customary conditions[12]; with consideration of 0.14625 Kimberly-Clark shares plus $3.50 in cash per share[13], Kenvue's stock is anchored mainly to the deal terms rather than to quarterly operating results, and transaction and merger-related costs flow into GAAP operating income. The indenture amendments driven by Kimberly-Clark have already removed the SEC reporting covenant from the old notes[14], and Kenvue may stop reporting on its own once the merger closes. If the third-quarter release or a later 8-K shows approval delays or changed deal terms, the current understanding of the deal timetable would need revision.

The acetaminophen litigation has reopened a liability risk that cannot be quantified. In July 2026 the U.S. Court of Appeals for the Second Circuit vacated the district court's judgment in the company's favor, affirming in part and reversing in part, and remanded for further proceedings; product liability lawsuits continue to be filed, and the company says it cannot reasonably estimate either the likelihood or the magnitude of its potential liability[11]. The exposure is potential product liability payments and legal costs, which would hit GAAP operating income and cash flow. If later disclosures show the remanded proceedings again ending in the company's favor, for example with plaintiffs' expert testimony excluded or cases dismissed, this risk would ease.

Retailer inventory and customer concentration amplify swings in quarterly shipments. One customer accounts for about 12% of net sales[17], and U.S. retailer inventory management weighed on volume in fiscal 2025[18], so this risk lands directly on quarterly net sales and the volume contribution. If the third-quarter volume contribution is positive and the company no longer cites retailer inventory as a drag, the concern would ease.

The dispute over acetaminophen safety in pregnancy could depress Tylenol sales. In September 2025, U.S. federal officials alleged that in utero exposure to acetaminophen may be associated with a higher risk of autism and ADHD, the FDA began the process for a label change, and two citizen petitions later sought labeling changes; the company says these actions may depress acetaminophen sales[26]. The exposure falls on Self Care's $6.378 billion of net sales and $2.109 billion of segment profit[7], although the company does not disclose Tylenol revenue separately. If Self Care volume turns positive in the third quarter and the company keeps reporting improving U.S. Tylenol consumption and stable share, this risk has not materialized.

The Skin Health and Beauty recovery needs sustained brand investment, and rising investment could compress margin again. In the U.S. the segment faces L'Oréal, Beiersdorf, Procter & Gamble and private labels[24], its fiscal 2025 segment profit was $477 million at a margin of about 11.6%[7], and the second-quarter 2026 profit improvement relied partly on lower brand spending[8]. If third-quarter volume is positive and the segment margin is at least 15% without cuts to brand investment, this risk would be falsified.

U.S. import tariffs, raw material inflation and transactional currency could keep outrunning supply-chain savings. This risk lands directly on adjusted gross margin, which was 60.2% in the second quarter, down 70 basis points[3]; GAAP gross profit in that quarter was about $2.301 billion, or $3.955 billion of net sales times a 58.2% gross margin[4]. If adjusted gross margin is flat or higher year over year in the third quarter, this risk would be falsified.

What to Watch Next

• Self Care volume: second-quarter organic growth was +0.6%, volume −0.6 point and segment profit $512 million. Against the minus 5.3% organic comparison from the third quarter of 2025, organic growth of 3% or more, positive volume and segment profit above $520 million would confirm the recovery; no growth against that easy base would falsify it.
• Skin Health and Beauty: second-quarter organic growth was +3.7%, volume +1.0 point and margin 16.7%. Against minus 3.5% organic growth and $137 million of segment profit a year earlier, positive volume and a margin of at least 15% with rising brand investment would confirm the recovery; negative volume or a margin that falls as investment rises would falsify it.
• Gross margin: second-quarter adjusted gross margin was 60.2% and the segment cost-of-sales ratio 39.8%. Against 61.2% and 38.8% a year earlier, a flat or higher margin would confirm stabilization; a further year-over-year decline or spreading Essential Health price investments would falsify it.
• Merger and litigation: the deal is expected to close in the fourth quarter of 2026 and the acetaminophen case has been remanded. Approval delays, changed terms or adverse litigation developments in the release or later 8-K filings would raise the risk.

Conclusion

Three things drive Kenvue: illness incidence and share in Self Care, the U.S. repair of Skin Health and Beauty, and whether supply-chain savings can outrun tariffs and inflation. Financially, fiscal 2025 segment net sales stalled at $15.124 billion, down 2.1%[7], and revenue grew again in the first two quarters of 2026, but second-quarter adjusted gross margin fell 70 basis points year over year[3]; operating cash flow goes almost entirely to dividends, and total debt is about $8.480 billion[22]. The central unresolved relationship is whether a revenue rebound off a weak base can turn into profit growth while brand investment rises and costs press.

After the second-quarter release, Reuters reported that Kenvue narrowly missed Wall Street estimates because inflation, tariffs and currency-related costs squeezed margins: adjusted EPS of $0.31 was just below the $0.32 LSEG average, sales of $3.96 billion slightly missed the $3.97 billion estimate, and adjusted gross margin fell to 60.2% from 60.9%[27]. That reading maps directly onto the gross-margin debate and sits in tension with the company's own statement that first-half results met or exceeded its expectations across key metrics[4]. Apart from this report, no other independent assessment with a verifiable publisher and date appeared after the second-quarter release, so outside coverage is thin and cannot be treated as a market consensus.

If, in the third quarter, Self Care volume turns positive with segment profit above $520 million, Skin Health and Beauty holds a margin of 15% or more while brand investment rises, and adjusted gross margin is flat or higher against 61.2%, the view that the revenue repair is reaching profit would strengthen materially. Conversely, if growth comes mainly from restocking, skin care margin falls as investment rises, gross margin keeps declining year over year, or merger approvals or the acetaminophen litigation turn adverse, that view would weaken.

Sources

[1] KVUE Drillr earnings calendar updated 2026-10-26 · 2026-10-26 · Drillr earnings calendar

[2] KVUE Q2 2026 10-Q filed 2026-08-06 · 2026-08-06 · 10-Q · https://gateway.drillr.ai/mcp/private

[3] KVUE Q2 2026 8-K filed 2026-08-06 — financial results · 2026-08-06 · 8-K · https://gateway.drillr.ai/mcp/private

[4] KVUE Q2 2026 8-K filed 2026-08-06 · 2026-08-06 · 8-K · https://gateway.drillr.ai/mcp/private

[5] Drillr analyst estimates KVUE Q3 2026 retrieved 2026-10-26 · 2026-10-26 · Drillr analyst estimates · https://gateway.drillr.ai/mcp/private

[6] KVUE Q2 2026 8-K filed 2026-08-06 — organic sales tables · 2026-08-06 · 8-K · https://gateway.drillr.ai/mcp/private

[7] KVUE 10-K filed 2026-02-20 · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[8] KVUE Q2 2026 10-Q filed 2026-08-06 — Skin Health and Beauty segment · 2026-08-06 · 10-Q · https://gateway.drillr.ai/mcp/private

[9] KVUE Q1 2026 8-K filed 2026-05-07 · 2026-05-07 · 8-K · https://gateway.drillr.ai/mcp/private

[10] KVUE 10-K filed 2026-02-20 — cash flow statement · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[11] KVUE Q2 2026 10-Q filed 2026-08-06 — acetaminophen litigation · 2026-08-06 · 10-Q · https://gateway.drillr.ai/mcp/private

[12] KVUE Q2 2026 8-K filed 2026-08-06 — merger status and restructuring · 2026-08-06 · 8-K · https://gateway.drillr.ai/mcp/private

[13] KVUE 10-K filed 2026-02-20 — Kimberly-Clark merger consideration · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[14] KVUE 8-K filed 2026-10-13 · 2026-10-13 · 8-K · https://gateway.drillr.ai/mcp/private

[15] KVUE 10-K filed 2026-02-20 — seasonality · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[16] KVUE Q2 2026 10-Q filed 2026-08-06 — Essential Health segment · 2026-08-06 · 10-Q · https://gateway.drillr.ai/mcp/private

[17] KVUE 10-K filed 2026-02-20 — major customers · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[18] KVUE 10-K filed 2026-02-20 — Skin Health and Beauty segment · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[19] KVUE 10-K filed 2026-02-20 — properties · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[20] KVUE 10-K filed 2026-02-20 — organic sales reconciliation · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[21] KVUE Q2 2026 10-Q filed 2026-08-06 — cash flows · 2026-08-06 · 10-Q · https://gateway.drillr.ai/mcp/private

[22] KVUE Q2 2026 10-Q filed 2026-08-06 — liquidity and debt · 2026-08-06 · 10-Q · https://gateway.drillr.ai/mcp/private

[23] KVUE Q2 2026 10-Q filed 2026-08-06 — Self Care segment · 2026-08-06 · 10-Q · https://gateway.drillr.ai/mcp/private

[24] KVUE 10-K filed 2026-02-20 — competition · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[25] KVUE Q2 2026 8-K filed 2026-08-06 — segment results · 2026-08-06 · 8-K · https://gateway.drillr.ai/mcp/private

[26] KVUE 10-K filed 2026-02-20 — acetaminophen regulatory developments · 2026-02-20 · 10-K · https://gateway.drillr.ai/mcp/private

[27] Reuters via ESM Magazine 2026-08-10 Kenvue misses quarterly estimates · 2026-08-10 · Reuters · https://www.esmmagazine.com/a-brands/kenvue-misses-quarterly-estimates-as-inflation-tariffs-squeeze-margins-318877