Kenvue reported third‑quarter 2025 results with net sales of $3.764 billion, a 3.5% decline year‑over‑year, driven by a 4.4% drop in organic sales and offset by a 1.0% foreign‑currency benefit. Gross profit margin expanded to 59.1% and adjusted gross profit margin rose to 61.2%. Operating income margin stood at 16.7% and adjusted operating income margin at 21.5%. Diluted earnings per share were $0.21 and adjusted diluted EPS was $0.28. Net income increased to $398 million, up 3.9% from $383 million in the same quarter last year.
Segment results showed Self Care sales of $1.70 billion (45% of total), down 2% sequentially; Essential Health sales of $1.13 billion (30% of total), down 1%; and Skin Health & Beauty sales of $0.94 billion (25% of total), up 1%. Gross margins were 60% for Self Care, 58% for Essential Health, and 62% for Skin Health & Beauty, reflecting a mix of volume declines and price adjustments across the portfolio.
Kimberly‑Clark will acquire Kenvue in a cash‑and‑stock transaction valued at $48.7 billion, with the deal expected to close in the second half of 2026. The transaction gives Kimberly‑Clark 46% ownership of the combined company, and the acquisition is intended to combine complementary consumer‑health portfolios, generate cost synergies, and expand distribution capabilities.
Kirk Perry was named permanent chief executive officer effective immediately. Thibaut Mongon had served as CEO until Perry’s appointment. Management emphasized continued focus on cost discipline, brand investment, and the impact of ongoing legal challenges, including talc litigation.
Kenvue reaffirmed its full‑year 2025 outlook, projecting net sales of $12.5 billion and an adjusted operating income margin of 21.5%. Management noted that the company remains committed to strategic initiatives while navigating legal and market headwinds.
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