Kenvue reports 3.0% revenue growth to $3.96B, net income +8.6% on lower tax rate

Filed August 6, 2026 · Period ending June 28, 2026 · Compared to 10-Q Aug 7, 2025 · ~1 min read

Key Changes

• high

  Gross margin compressed 70 basis points to 58.2% (vs. 20 bp decline prior year) driven by input cost inflation, tariff impacts, and unfavorable FX, partially offset by supply chain optimization.

  MD&A: Gross margin compression verify on EDGAR →
• high

  New talc litigation commenced in UK (October 2025), Australia (February 2026), and Scotland (March 2026) alleging mesothelioma and reproductive cancers; expands geographic exposure beyond U.S./Canada.

  Notes: UK/Australian/Scottish talc litigation view on EDGAR →
• high

  2026 Restructuring Initiative launched February 2026 targeting $250M in charges (59% IT/project, 35% employee costs) to optimize operating model and drive $200M annualized pre-tax savings.

  Notes: 2026 Restructuring Initiative verify on EDGAR →