Kenvue Inc. (KVUE) earnings on August 6, 2026
Prior outlook: Optimistic Outcome: Missed
Kenvue's stock fell nearly 3% after its quarterly results missed expectations on both profit and sales.
KVUE price around the earnings
19.18
Change: -2.4%
2026-08-06, 20:00 UTC
End of the measured window
18.42
18.90
19.38
19.86
19.66
August 6, 2026
- Price: green if it ends above the starting price; red if it ends below
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Missed
- Thesis published
- Results released
100% beat streak with +13.1% avg, FDA approval, but analyst hold caps upside. Trajectory recovered strongly.
Context analyzed before publication
- Trend
- Trajectory recovered strongly into earnings, indicating a significant run-up before the event.
Analysts
Evidence
- Analyst consensus
- Hold
- Consensus average (1-5)
- 2.79
- Analysts covering the stock
- 12
- Average price target
- 19.83
- Lowest price target
- 18
- Highest price target
- 23
- Upside to price target
- 0.8%
- Quarterly earnings growth
- 47.2%
- Revenue growth
- 4.5%
- Forward EPS
- 1.25
- Trailing EPS
- 0.84
- Analyst moves in the last 60 days
- 2
- Strong buy: 1
- Buy: 1
- Hold: 12
- Sell: 0
- Strong sell: 0
- Strong buy
- 1
- Buy
- 1
- Hold
- 12
- Sell
- 0
- Strong sell
- 0
- July 21, 2026 · Barclays: Maintains rating (Equal-Weight → Equal-Weight)
- July 16, 2026 · UBS: Maintains rating (Neutral → Neutral)
News and sentiment
Evidence
Sentiment
- Sentiment
- Cautious
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (4)
- Kenvue Increases Quarterly Dividend By 1.2% To $0.21 Per Share (opens in a new tab) — Benzinga
- FDA Approves Kenvue’s TYLENOL With Naproxen, OTC Fixed-Dose Combination Of Acetaminophen And Naproxen Sodium (opens in a new tab) — Benzinga
- Barclays Maintains Equal-Weight on Kenvue, Raises Price Target to $19 (opens in a new tab) — Benzinga
- UBS Maintains Neutral on Kenvue, Raises Price Target to $20 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 19.66
- Average true range (ATR)
- 2.9%
- Distance to 52-week high
- -6.1%
- 14-day change (14d)
- +2.8%
- 30-day change (30d)
- +0.5%
- 30-day relative strength
- -2.0%
- SPY change (30d)
- +2.5%
- Nearest support
- 19.6
- Distance to nearest support
- 0.3%
- Nearest resistance
- 19.79
- Distance to nearest resistance
- 0.7%
- Volume accumulation ratio (14d / 46d)
- 0.73
- Mid: 19.59 (0.3% away, 0.12 ATR, 12 touches)
- Mid: 19.46 (1% away, 0.36 ATR, 12 touches)
- Mid: 19.25 (2.1% away, 0.73 ATR, 11 touches)
- Mid: 19.79 (0.7% away, 0.23 ATR, 10 touches)
- Mid: 20.03 (1.9% away, 0.66 ATR, 5 touches)
- Minor: 20.21 (2.8% away, 0.99 ATR, 2 touches)
Trends
Evidence
- Average earnings surprise
- +13.1%
- May 7, 2026: actual EPS 0.32 vs estimate 0.26 (surprise +23.0%)
- February 17, 2026: actual EPS 0.27 vs estimate 0.22 (surprise +21.2%)
- November 3, 2025: actual EPS 0.28 vs estimate 0.26 (surprise +5.7%)
- August 7, 2025: actual EPS 0.29 vs estimate 0.28 (surprise +2.2%)
Expected move
- Implied move
- +4.8%
- Source
- Options chain
Reactions over its last 12 earnings
- Median move
- 4.3%
- 75th percentile move
- 5.4%
- 90th percentile move
- 11.8%
- Up / down moves
- 8 / 4
- Average up move
- +5.4%
- Average down move
- -4.4%
Monitoring and close
What Kenvue Inc. reported
- Status
- Finished
| Actual EPS | 0.31 |
|---|---|
| EPS estimate | 0.32 |
| EPS surprise | -3.1% |
| Revenue | $3,955 million |
| Revenue estimate | $3,966 million |
| Revenue surprise | -0.3% |
Kenvue's quarterly earnings and sales missed estimates, though they rose year over year. Shares fell about 2% on lower margins. Results were pessimistic.
Sources (8)
- Kenvue second quarter results fall short of expectations, sending shares lower (opens in a new tab) — Proactive
- Kenvue (KVUE) Lags Q2 Earnings and Revenue Estimates (opens in a new tab) — Zacks
- Kenvue (NYSE:KVUE) Falls After Q2 Earnings Miss as Kimberly-Clark Deal Looms (opens in a new tab) — ChartMill
- Kenvue Posts Higher Profit, Sales as Turnaround Continues (opens in a new tab) — The Wall Street Journal
- Kenvue's adjusted earnings of $0.31 per share missed the $0.32 estimate. Sales of $3.955 billion also came in below the expected $3.966 billion. — Benzinga
- Kenvue Q2 Adj. EPS $0.31 Misses $0.32 Estimate, Sales $3.955B Miss $3.966B Estimate (opens in a new tab) — Benzinga
- Kenvue Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo
- Berkshire Earnings, Jobs Report: What to Watch the Rest of the Week (opens in a new tab) — The Wall Street Journal
Pre-market second reading after the results
- Verdict
- Missed expectations
Heading into the open, results came in below expectations on both earnings and revenue, and the price is indicating -0.3% pre-market, a move below the stock's usual reaction (about 4%). The figures don't confirm the prior scenario: that move is too small to draw conclusions from.
How the stock reacted
- Outcome
- Missed
- Consolidated
- -2.9%
- Max favorable move (MFE)
- 0.2%
- Max adverse move (MAE)
- 3.3%