Tylenol maker Kenvue ousts CEO amid board's strategic review
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 14 2025
0mins
Source: Reuters
Executive Changes at Kenvue: Kenvue has fired CEO Thibaut Mongon amid investor pressure for improved performance, appointing Kirk Perry as interim CEO while also considering portfolio simplification and potential divestitures.
Financial Outlook and Strategic Review: The company is reviewing its operations with the help of advisors to evaluate possible sales of underperforming brands, particularly in its skin-health and beauty unit, and anticipates second-quarter profits aligning with analyst estimates.
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Analyst Views on KVUE
Wall Street analysts forecast KVUE stock price to rise
8 Analyst Rating
1 Buy
7 Hold
0 Sell
Hold
Current: 18.010
Low
17.00
Averages
18.86
High
23.00
Current: 18.010
Low
17.00
Averages
18.86
High
23.00
About KVUE
Kenvue Inc. is a consumer health company. The Company's differentiated portfolio of brands includes Aveeno, BAND-AID Brand, Johnson's, Listerine, Neutrogena, Nicorette, Tylenol, and Zyrtec. It operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. Its Self Care product categories include pain care; cough, cold, and allergy; digestive health; smoking cessation; eye care; and other products. Self Care segments include brands such as Tylenol, Motrin, Nicorette, Benadryl, Zyrtec, Zarbee's, Rhinocort, and Calpol. The Skin Health and Beauty segment is focused on face and body care, as well as hair, sun, and other products. The Essential Health segment includes oral care, baby care, women's health, wound care, and other products. Its portfolio includes Self Care, Skin Health and Beauty, and Essential Health products which connect with consumers across North America, Asia Pacific (APAC), Europe, Middle East, and Africa (EMEA), and Latin America (LATAM).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Acquisition to Expand Market Share: The company acquired the fast-growing stain-removal brand Miss Mouth's Messy Eater for $325 million, continuing its decade-long acquisition strategy aimed at expanding market share without increasing leverage, thereby solidifying its position in the consumer goods market.
- Energy Drink Portfolio Growth: Keurig Dr Pepper's energy drink portfolio is expected to exceed $1 billion in annual retail sales, and despite a 29% decline in stock price, its low double-digit adjusted earnings growth forecast indicates potential in the youth market, boosting investor confidence.
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