AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 3.0% YoY to $4.0B on broad-based segment growth, but gross margin contracted 70bps to 58.2% on input cost inflation and tariffs, while a pending $ Kimberly-Clark acquisition and reopened acetaminophen litigation loom over the quarter.
Biggest Revenue Drivers
Self Care$1,589M+2.2% YoY
Favorable value realization from EMEA/North America pricing offset by volume declines from lower illness incidence in Allergy, pediatric Pain Care, and Cough/Cold
Essential Health$1,253M+2.3% YoY
Volume gains from e-commerce, Wound Care innovation, and Baby Care promotions, partly offset by Oral Care declines from competitive pressure
Biggest Revenue Drivers
Total revenue: $4.0B+3.0% YoY
Self Care$1,589M+2.2% YoY
Favorable value realization from EMEA/North America pricing offset by volume declines from lower illness incidence in Allergy, pediatric Pain Care, and Cough/Cold
Essential Health$1,253M+2.3% YoY
Volume gains from e-commerce, Wound Care innovation, and Baby Care promotions, partly offset by Oral Care declines from competitive pressure
Skin Health and Beauty$1,113M+5.1% YoY
Favorable value realization plus volume gains from e-commerce, product innovation, and hair regrowth products
Largest Expense Items
Cost of sales$1,654M+4.8% YoY
Net input cost inflation, tariffs on U.S. imports, and unfavorable transactional FX, partly offset by supply chain optimization benefits
Selling, general, and administrative expenses$1,537M+2.2% YoY
Higher brand support and Pending Transaction costs, partly offset by restructuring savings and a $16M drop in Separation-related costs
Restructuring expenses$59M-1.7% YoY
Costs under the 2026 Restructuring Initiative to optimize the operating model and supply chain
Margins: Gross profit margin declined 70bps YoY to 58.2%, driven by net input cost inflation, U.S. tariffs, and unfavorable transactional FX, partially offset by supply chain optimization benefits and favorable pricing/mix.
Watch Items from the Filing
Pending acquisition by Kimberly-Clark: Kenvue shareholders to receive 0.14625 K-C shares plus $3.50 cash per share, expected to close Q4 2026 pending remaining foreign regulatory approvals.
In July 2026 the Second Circuit vacated the District Court's prior judgment favoring JJCI in the acetaminophen/autism multi-district litigation and remanded for further proceedings, reviving litigation exposure.
Company estimates gross tariff exposure of approximately $80 million annualized from U.S. import tariffs, with continued uncertainty following the Supreme Court's IEEPA ruling and new baseline tariffs.
Skin Health and Beauty reporting unit's estimated fair value exceeded carrying value by only ~10% in the September 2025 interim goodwill test; a 100bps increase in discount rate would trigger impairment.
Skin Health and Beauty segment adjusted operating income grew 24.8% YoY to $186M, driven by favorable pricing and lower brand support costs from media cost improvements.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Allison Richard E JrDirectorGrant or award · Sep 28, 2026
Dasgupta AnindyaGroup President APACOption exercise · Jul 31, 2026
Godbole SeemantiniDirectorGrant or award · May 21, 2026
Congress trading in KVUE
25 transactions in KVUE reported by 8 members of Congress under the STOCK Act, most recent trade Aug 5, 2026. Reported transactions, not recommendations.
About Kenvue Inc. (KVUE): stock profile, AI score and financials
Kenvue Inc. (KVUE) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores KVUE at 60.0/100 on a composite quality score built from its SEC filings, placing it at rank #888 of 2,925 stocks — the top half of the AI-ranked universe. KVUE scores in the top quartile across revenue scale (90.2). Areas of concern include revenue growth (24.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Kenvue Inc. reports quarterly revenue of $4.0B, net income of $456.0M, an operating margin of 17.7%. Top institutional holders of KVUE by reported 13-F value include FMR, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. KVUE trades on the NYSE exchange and files with the SEC under CIK 1944048. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate KVUE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Kenvue Inc. directly from SEC EDGAR.