Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

Kenvue (KVUE-N) has been highlighted in recent analyses for its resilience in the consumer staples sector, which has shown a stable performance even amidst economic uncertainties. Unlike more cyclical industries, companies in this space, including Kenvue, can expect more consistent earnings, with potential declines more manageable at around 10% rather than the more drastic 50% seen in other sectors. The presence of an activist investor has also sparked discussion, as their influence could drive changes that enhance growth prospects and bolster share performance despite the overall health and beauty sector facing challenges. With dividends standing at 3.5%, Kenvue presents an attractive option for investors seeking reliable income. Despite limited attention from Wall Street, the company is structured for stability and some growth potential, especially as the market focuses more on consumer staples.

Consensus
Positive
Valuation
Fair Value
BUY
Tariffs -- how to benefit?

Consumer staples are outperforming in the last few days, and that speaks to the advantage of having a balanced portfolio. Companies like KHC, UL, KVUE, and Nestle. It's not that they won't be affected (their costs would go up), but they're far less cyclical than other businesses. Earnings will be much more stable. Earnings could fall 10%, but not 50%. Dividends will be sustained.

Companies like Unilever and Nestle are huge in NA, but huge globally as well.

PAST TOP PICK
(A Top Pick Oct 20/23, Up 21%)

An activist investor is inside the company now. Pays a 3.5% dividend. Not followed that much by Wall Street, but offers decent growth.

COMMENT

Spun off from JNJ, but shares are up only 6% this year. The activist investor is too harsh, because the entire health/beauty sector is under pressure.

TOP PICK

Consumer health spinoff from J&J. First rate consumer products business. Trading at discount to peers in sector. ~4% dividend attractive. Excellent array of brands in portfolio. Litigation always a concern, but overall not worried for the long term. 

DON'T BUY

A JNJ spin-off, done with a lot of debt which gives him pause. Their PE is high. Is really concerned is that JNJ also spun off the liability to the talcum powder lawsuits which KVUE now carries.

WATCH

He owns JNJ. Lots of regard for KVUE, but hasn't initiated a position. Needs a period of seasoning to transition from IPO to reality. He's watching and waiting. Meaningful discount to CHD, but of similar quality.

DON'T BUY

Consumer products spinoff from Johnson & Johnson.
Would not buy at current share price (19x earnings).
Growth is slow (3-4%).
Sees better opportunities elsewhere.
Assumed product liability on products - very expensive.

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Kenvue(KVUE-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for Kenvue is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Kenvue(KVUE-N) Frequently Asked Questions

What is Kenvue stock symbol?

Kenvue is a American stock, trading under the symbol KVUE-N on the New York Stock Exchange (KVUE). It is usually referred to as NYSE:KVUE or KVUE-N

Is Kenvue a buy or a sell?

In the last year, 2 stock analysts published opinions about KVUE-N. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Kenvue.

Is Kenvue a good investment or a top pick?

Kenvue was recommended as a Top Pick by on . Read the latest stock experts ratings for Kenvue.

Why is Kenvue stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Kenvue worth watching?

2 stock analysts on Stockchase covered Kenvue In the last year. It is a trending stock that is worth watching.

What is Kenvue stock price?

On 2025-04-01, Kenvue (KVUE-N) stock closed at a price of $23.88.