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KVUEKenvue Inc.
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Form 8-KMonday, November 3, 2025High Impact
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Kenvue Inc. Furnishes Financial Results and Strategic Updates

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Summary

Kenvue Inc. furnished its financial results for the third quarter ended September 28, 2025, via Exhibit 99.1 press release. The company reported a Net Sales decrease of 3.5% and Diluted EPS of $0.21. Kenvue also affirmed its outlook for FY'25. Additionally, the Board appointed Kirk Perry as permanent Chief Executive Officer and announced an agreement to combine with Kimberly-Clark, following a comprehensive review of strategic alternatives (via Ex. 99.2). * Organic Sales declined 4.4%. * Adjusted Diluted EPS was $0.28. * Gross profit margin was 59.1%. * Operating income margin was 16.7%.

Why It Matters

Investors should note the strategic agreement to combine with Kimberly-Clark, disclosed in Exhibit 99.2, as this represents a significant corporate action following a review of strategic alternatives. The appointment of Kirk Perry as permanent CEO and the affirmation of the FY'25 outlook also provide clarity on leadership and future performance.

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Key Quote

1) announcing its financial results for the fiscal third quarter ended September 28, 2025.

— From Item 2.02

Filing Details

Reported Items

Item 2.02Results of Operations
Item 9.01Financial Statements and Exhibits

Additional Information

CIK Number
0001944048
Filing Date
Monday, November 3, 2025
Filing Time
12:00 AM UTC
Form Type
8-K
Materiality Level
high
Sentiment
neutral