Kenvue Posts Q2 2025 Gross sales Decline, Revises Full-12 months Outlook Amid Strategic Overview

THE WHAT? Kenvue reported a 4.0% year-on-year drop in web gross sales for Q2 2025, lowered its full-year steering, and continues its overview of strategic options underneath a newly appointed interim CEO and management crew.

THE DETAILS For the quarter ended June 29, 2025, web gross sales fell 4.0% to mirror a 4.2% decline in natural gross sales, pushed by softer class development, weak seasonal demand in North America, stock fluctuations, and cargo timing shifts in China. Adjusted gross revenue margin slipped to 60.9% from 61.6%, whereas adjusted working revenue margin was broadly flat at 22.7%. Adjusted diluted EPS was $0.29, down from $0.32 within the prior-year interval. The corporate now expects full-year 2025 web and natural gross sales to say no within the low single digits, adjusted working revenue margin to contract, and adjusted EPS to fall between US$1.00 and US$1.05. Management adjustments embrace the appointment of Kirk Perry as interim CEO, Andy Dasgupta as Group President for Asia Pacific, and Mike Wondrasch as incoming Chief Know-how & Information Officer.

THE WHY? The outcomes mirror class slowdown, seasonal weak spot, and operational headwinds, prompting a extra cautious outlook as Kenvue’s board explores strategic choices to strengthen efficiency and shareholder worth.

Supply: Kenvue