The Kenvue stock recorded an impressive price increase of approximately 5.13% on July 14, 2025. This strong rise is attributed to several key corporate news.
CEO Change and New Strategy
The previous CEO, Thibaut Mongon, has left the company, and Kirk Perry has been appointed as interim CEO effective immediately. This change reflects the company’s ambition to bring fresh winds into the management while also optimizing its future corporate strategy.
Comprehensive Strategic Review
The Board of Directors has set up a special committee to examine various strategic options. This includes a potential optimization of the brand portfolio, improving operational execution, and enhancing overall performance to accelerate profitable growth. There is also consideration of a potential sale of several smaller skin and beauty care brands. To support this process, the company has partnered with Goldman Sachs.
Financial Outlook
Despite a slight revenue decline in the second quarter of 2025 (-4% compared to the expected -1.6%), the company remains optimistic. It expects preliminary earnings per share (EPS) between $0.21 and $0.22, as well as adjusted EPS between $0.28 and $0.29, aligning with market expectations.
These developments signal a positive outlook for investors regarding future profit opportunities, supported by portfolio adjustments and efficiency improvements. The significant price increase reflects the market’s confidence in the strategic measures taken by the company’s management.
In summary, the strong gain in Kenvue’s stock shows confidence that the CEO change, combined with a comprehensive strategic review, can improve operational performance and long-term growth.