Kenvue Inc’s Q2 Sales Slump: A Wake-Up Call for Investors

Kenvue Inc, a consumer health company that’s been riding high on its brand reputation, has just hit a speed bump. The company’s Q2 2025 sales have taken a nosedive, prompting a revision of its full-year outlook. This is not just a minor setback; it’s a clear indication that the company’s growth trajectory is off track.

The strategic review that’s currently underway is supposed to be a game-changer, but so far, it’s failed to deliver. Analysts are not buying the company’s spin, and they’re adjusting their price targets accordingly. Some have even lowered their expectations, a clear sign that the company’s stock is not as resilient as it seems.

• Analysts’ price target adjustments:
  • 10% decrease in price target for Goldman Sachs
  • 12% decrease in price target for Morgan Stanley
  • 8% decrease in price target for J.P. Morgan
• Key statistics:
  • Q2 2025 sales decline: 5%
  • Full-year outlook revision: 2% decrease in revenue growth
  • Stock performance: 3% rebound in recent weeks, but still down 10% from Q2 2024 highs

Despite the market’s recent rebound, the overall sentiment remains cautious. Investors are closely monitoring the company’s progress as it navigates its strategic review, and they’re not convinced that the company has a clear plan to get back on track. The question on everyone’s mind is: can Kenvue Inc recover from this setback, or is it a sign of a deeper problem? Only time will tell, but one thing is certain: investors will be watching closely.