About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business output a ...

业绩总结 - 公司2024年第二季度有机增长率为+1.5%，较去年同期略有下降[11] - 调整后的毛利率较去年同期增加了410个基点，达到61.6%[12] - 2024年第二季度调整后的净收入为574百万美元，较去年同期略有下降[64] - 2024年第二季度调整后的每股收益为0.32美元[66] 品牌投资 - 公司品牌激活投资较去年同期增加了约20%[13] - 公司计划继续加大品牌投资，预计年度增长率为20%[62] 业务展望 - 公司预计2024年的净销售增长率为1.0%-3.0%[68] - 公司预计2024年调整后的毛利率将扩张约150个基点[17] - 公司预计2024财年的有效税率为26.5%至27.5%[100] 部门增长 - 2024年第二季度皮肤保健和美容部门的有机增长率为1.9%[86] - 2024年第二季度Essential Health部门的有机增长率为4.3%[86] - 2023年第二季度Essential Health部门的有机增长率为0.5%[82] - 2023年第二季度Essential Health部门的有机增长率为6.3%[82] 其他信息 - 调整后的有效税率为25.7%至30.8%[99] - 调整后的稀释每股收益为0.32至0.68美元[102] - 公司自由现金流为0.5亿美元[104]

财务业绩 - 第二季度销售额40亿美元下降0.3%，有机增长1.5%[2][6] - 毛利率提升360个基点至59.1%，调整后毛利率提升410个基点至61.6%[8][9] - 营业利润率为3.9%，调整后营业利润率为22.8%[10][11] - 有效税率下降至10.8%，调整后有效税率为25.7%[13] - 净销售额为40亿美元，同比下降0.3%[41] - 毛利润为23.65亿美元，同比增长6.3%[41] - 净利润为5800万美元，同比下降86.5%[41] - 每股基本和稀释收益均为0.03美元[42] - 公司第二季度调整后营业收入为19.69亿美元，同比下降4.8%[87] - 公司第二季度调整后毛利率为61.6%，同比提升2.5个百分点[74] - 公司第二季度调整后营业利润率为22.8%，同比提升4.3个百分点[75] - 公司第二季度调整后EBITDA为9.83亿美元，EBITDA利润率为24.6%[76] - 公司第二季度调整后净利润为6.11亿美元，净利率为15.3%[76] - 公司本季度净销售额为78.63亿美元[98] - 毛利率为57.4%[99] - 经调整后的营业利润率为22.2%[100] - 经调整后的净利润率为15.4%[101] - 经调整后的EBITDA利润率为23.5%[101] - 公司本季度自由现金流为5亿美元[112] 业务表现 - 自我护理业务销售额为16.35亿美元，同比下降1.6%[45] - 皮肤健康和美容业务销售额为11.03亿美元，同比下降3.8%[45] - 基本健康业务销售额为12.62亿美元，同比增长4.9%[45] - 公司在北美、欧洲、亚太和拉美地区的销售收入分别为38.93亿、17.83亿、15.46亿和6.72亿美元[113] 非经常性项目 - 公司进行了5.1亿美元的减值计提[41] - 公司进行了4800万美元的重组费用[41] - 公司第二季度营业利润中包含5.78亿美元的减值费用[78] - 公司第二季度营业利润中包含1.46亿美元的重组费用和优化运营模式费用[78] - 公司第二季度营业利润中包含9.4亿美元的与分拆相关的费用[78] - 公司第二季度营业利润中包含2.3亿美元的与"延迟市场"相关的费用[78] - 公司第二季度营业利润中包含2000万美元的诉讼费用[78] 展望和指引 - 稀释每股收益0.03美元，调整后稀释每股收益0.32美元[3][14] - 确认2024财年销售额增长和调整后稀释每股收益的展望[16] - 重申2024财年销售额增长1.0%-3.0%(有机增长2.0%-4.0%)和调整后稀释每股收益1.10-1.20美元的展望[16] - 公司预计2024财年的有效税率将在25.5%-26.5%之间[108] - 公司预计2024财年的经调整每股收益将在0.60-0.68美元之间[109] 其他 - 生产效率提升推动加大品牌投资以促进未来增长[5] - 就Dr.Ci:Labo业务计提4.88亿美元的长期资产减值[15] - 公司本季度研发投入为2.05亿美元[114]

skhoward Introduction Consumer staples stocks and most other value stocks have performed quite well recently. However, shares of Kenvue Inc. (NYSE:KVUE), the former consumer health division of Johnson & Johnson (JNJ), don't seem to be getting any positive attention from Mr. Market. Although the stock is up 5% from its 52-week low of $17.7, it's worth noting that KVUE stock started trading as a separate company at nearly $27 last May. I have been following the company since the split-off became concrete, foc ...

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. Estimate Revisions Trend Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) ...

YCharts % Loss/Gain BKH is $2.42 over-priced, SWK is $24.34 overpriced, and FRT needs to lose $34.59 in price to join the ideal eight. 42% Irina Nedikova/iStock via Getty Images As a supplement to this article, please note that The Motley Fool, which sourced this latest list, and SureDividend both update their lists periodically. any) of these Kings show "safe" dividends (with sufficient cash reserves to cover their payout), click on the last bullet point at the top 0 the article after July 18. Estimated di ...

Overview KVUE's currently dividend yield sits at a solid starting point of 4.3%. While KVUE hasrit been listed long enough to have established any sort of dividend growth yet, I do believe that it has the potential to eventually grow into a dividend compounder once market conditions improve. KVUE went public during a time of high inflation, lower consumer spend, and a decade high-interest rates, so to its credit, the stock hasn't really had a chance to prove itself yet. KVUE reported their Q1 earnings at th ...

It's a great time to be looking at healthcare stocks to buy now. According to research from BlackRock, U.S. healthcare stocks have outperformed the overall stock market by an average of 10% over the past seven recessions. Given high interest rates, inflation and the possibility of an economic slowdown in coming months, it could be a great time for defensive investment categories such as healthcare. More broadly, the sector should enjoy several positive factors in coming years. For one, there is demographics ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-41697 Kenvue Inc. (Exact name of registrant as specified in its charter) Delaware 88-1032011 (State or other jurisdiction of (I.R.S. Emplo ...

Operator acceleration that people can rally around versus maybe a potential source of disruption. And in that vein, if you could talk a little bit about where you see reinvestments to be prioritized as the savings are realized over the next couple of years, that would be great as well. Company Participants Andrea Teixeira - J.P. Morgan Bonnie Herzog - Goldman Sachs Stephen Powers - Deutsche Bank Nik Modi - RBC Capital Markets Anna Lizzul - Bank of America Securities Filippo Falorni - Citigroup Korinne Wolfm ...