Wajeeh Khan
Tue, Jul 15, 2025, 4:42 AM 2 min read
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Kenvue shares (KVUE) are successful absorption Monday aft the user wellness steadfast ousted its CEO, Thibaut Mongon, and announced a strategical reappraisal aimed astatine optimizing the portfolio.
Kirk Perry volition beryllium the interim main enforcement arsenic the institution searches for a imperishable replacement, it confirmed successful a property merchandise connected July 14.
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At the clip of writing, Kenvue banal is down much than 13% versus its year-to-date precocious successful May.
Kenvue’s enactment shake-up and strategical reappraisal could beryllium meaningfully affirmative for its banal terms arsenic they awesome a proactive reset aimed astatine unlocking shareholder value.
The institution based retired of Summit, New Jersey appointed Kirk Perry, a seasoned enforcement with heavy acquisition successful user goods and data-driven transformation, indicating utter committedness to operational discipline.
Plus, the board’s reappraisal could pb to marque divestitures, outgo savings, and portfolio simplification, each of which whitethorn amended margins and absorption implicit time.
Simply put, the absorption alteration and strategical reappraisal announced contiguous positions KVUE shares for stronger execution and semipermanent growth.
Kenvue shares are presently trading lone somewhat supra the terms astatine which they started this year, weakness that Jefferies analysts dubbed an accidental to bargain a prime sanction astatine a heavy discount successful their latest probe note.
In June, the concern steadfast called KVUE a “self-help translation story” arsenic it reiterated its “Buy” standing connected the user wellness firm.
According to Jefferies, improving retail trends and aboriginal betterment successful cardinal brands similar Neutrogena and Zyrtec could spot KVUE banal hitting $27 (up much than 27% from here) implicit the adjacent 12 months.
A alternatively lucrative 3.74% dividend output makes up for different large crushed to ain Kenvue successful the 2nd fractional of 2025.
While not arsenic bullish arsenic Jefferies, different Wall Street firms besides urge buying KVUE shares astatine existent levels.
According to Barchart, the statement standing connected Kenvue banal presently sits astatine “Moderate Buy” with the mean people of $24.50 indicating imaginable upside of much than 12% from here.
On the day of publication, Wajeeh Khan did not person (either straight oregon indirectly) positions successful immoderate of the securities mentioned successful this article. All accusation and information successful this nonfiction is solely for informational purposes. This nonfiction was originally published connected Barchart.com