Form 10-Q · Quarterly report
Kenvue 10-Q, filed Oct 30, 2026
- Filed
- CIK
- 0001944048
- Accession no.
- 0001944048-26-000168
Summary
Kenvue is progressing toward its pending acquisition by Kimberly-Clark, under which Kenvue shareholders would receive 0.14625 K-C shares and $3.50 in cash per share, with Kenvue holders expected to own roughly 46% and K-C holders about 54% of the combined company. Kenvue shareholders approved the merger agreement on January 29, 2026, the Hart-Scott-Rodino waiting period expired on February 4, 2026, and Kenvue has agreed to sell its feminine care business in Brazil, including the Carefree, Sempre Livre and o.b. tampon brands, to Essity Aktiebolag as a condition of regulatory approval.
Key points
- Kenvue reported $15.1 billion in net sales for fiscal year 2025 and operates through Self Care, Skin Health and Beauty, and Essential Health segments.
- Kimberly-Clark commenced offers on September 28, 2026 to exchange up to $7 billion aggregate principal amount of Kenvue Senior Notes for new K-C notes and cash, contingent on closing the merger.
- Kenvue estimated gross annualized tariff exposure of about $80 million, and recovered all refunds it claimed on IEEPA tariffs paid after the U.S. Supreme Court struck those tariffs down in February 2026.
- Kenvue's board approved a 2026 restructuring initiative on February 17, 2026 aimed at optimizing its operating model and supply chain.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management’s Discussion Overview Company Overview At Kenvue, our purpose is to realize the extraordinary power of everyday care. As a global leader at the intersection of healthcare and consumer goods, we are the world’s largest pure-play consumer health company by revenue with $15.1 billion in Net sales in the fiscal year 2025. By combining the power of science with meaningful consumer insights and our digital strategy, we empower consumers to live healthier lives every day. …
An excerpt of the text as filed with the SEC, cut for length.
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