Kenvue (KVUE)
Markets OTC medicines and personal-care brands including Tylenol, Neutrogena, and Listerine worldwide.
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Kenvue is the medicine cabinet and the bathroom shelf, spun out of Johnson & Johnson: Tylenol, Neutrogena, Listerine, Band-Aid. Nobody buys these things for fun — they buy them when a head hurts or a knee scrapes — which makes the money steady and the names on the boxes the real asset. Now the pain-relief side is fighting a public claim about its main ingredient, and the company has agreed to be bought by Kimberly-Clark.
Item facts: FY2025 · year ended December 28, 2025, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
8 in detail · 16 more below
Neutrogena
Kenvue's largest skin-care brand, roughly a tenth of company sales. Kenvue's skin and beauty side grew 5.1% in the June 2026 quarter after two straight years of decline, but it still earns the least profit per dollar. Watch whether CeraVe keeps taking drugstore share.
Competes with CeraVe (L'Oréal) · Olay (Procter & Gamble) · Vaseline (Unilever)
In plain English
Face wash, sunscreen, moisturiser, a little make-up — the drugstore skin aisle, mostly. Neutrogena is Kenvue's biggest name in that aisle, carried less by any secret ingredient than by dermatologists naming it when a patient asks what to use.
The money is plain: it sells at a branded price while cheaper options sit on the same shelf, and enough people reach for it anyway. The catch is that this shelf has grown brutally crowded — CeraVe, L'Oréal's ceramide brand, has been taking drugstore share — and every dollar of skin-care sales throws off far less profit than a dollar of Kenvue's medicine. A slow sun season alone can drag the year.
Aveeno
Oat-based washes and lotions for touchy skin, plus a baby line — about 5% of sales. Management said the baby side had grown nine quarters running as of August 2025, steady compounding inside a skin business shrinking around it.
Competes with CeraVe (L'Oréal) · Cetaphil (Galderma) · Olay (Procter & Gamble)
In plain English
Oats, essentially. Aveeno's washes and creams are built on oat, aimed at people whose skin stings at ordinary soap and at parents washing a baby.
Parents are the good customers. Once a bath routine settles on one bottle it gets rebought every few weeks, no thinking involved, and doctors recommending it for sensitive skin is what keeps the price above the shop's own version. As of August 2025 management said the baby line had grown nine quarters in a row — one of the few things compounding quietly while the wider skin business shrank. CeraVe and Cetaphil chase exactly the same worried shopper.
Listerine
Mouthwash, roughly a tenth of company sales and the brand Kenvue leans on to charge a little more per bottle. The everyday-health family it anchors climbed to 31.7% of quarterly sales by mid-2026, from 29.3% in early 2025.
Competes with Crest Pro-Health / Scope (Procter & Gamble) · Colgate Total mouthwash (Colgate-Palmolive)
In plain English
The big bottle by the bathroom sink. Listerine anchors Kenvue's everyday-health family and is the brand management points to whenever it talks about getting more money out of the same shopper.
Earnings come from repeat buying: the bottle goes into the supermarket trolley, empties, gets replaced. The lever is the upgrade — dentists and hygienists steer people toward the versions sold for gum health rather than just fresh breath, which cost more for the same trip to the shop. Crest, Scope and Colgate are reaching across the same aisle for the same rinse.
BAND-AID Brand
Sticky plasters, about 5% of sales, in a worldwide category of roughly $3.2B where five players hold most of the revenue. It grows by winning shelf space, not by charging more. Watch store brands selling the same strip for less.
Competes with Nexcare bandages (3M) · Curad bandages (Medline) · Hansaplast / Elastoplast (Beiersdorf)
In plain English
People call every sticky plaster a Band-Aid — that is the entire business. The thing itself is a strip of fabric and glue; the name is what lets Kenvue price it above the plain box sitting next to it.
It moves in huge volume at low prices through supermarkets, drugstores and mass retailers, and Kenvue said its recent growth came from winning more distribution in the US rather than from higher prices. That hands the shops the power: across all of Kenvue, one unnamed retail customer is about 12% of everything sold and the ten largest together about 41%. Lose an aisle, lose a year.
Zyrtec
Allergy pills, around 5% of sales, and the brand Kenvue credited when its medicine business returned to growth in America in the June 2026 quarter. Euromonitor ranks Kenvue first worldwide in cough, cold and allergy, Haleon close behind.
Competes with Claritin (Bayer) · Allegra (Sanofi / Opella) · Flonase (Haleon)
In plain English
Pills for the sneezing season. Zyrtec is the biggest piece of Kenvue's allergy shelf, sitting beside Benadryl and Rhinocort, and management credited a push behind it when the medicine side got back to growth in the US in mid-2026.
Allergy is a weather business as much as a health one. A heavy pollen spring empties the shelves and a mild one leaves them stocked, so three-month comparisons swing for reasons nobody controls. When the season does arrive, a pharmacist pointing at one box over another settles a lot of purchases. Claritin, Allegra and Flonase are all reaching for the same watery-eyed shopper.
Tylenol
Kenvue's largest brand, roughly an eighth of sales, and the reason the company is in the news. US sales fell about a tenth over a fortnight that autumn, after Washington linked the ingredient to autism in September 2025. Watch the labelling fight and the revived lawsuits.
Competes with Advil (Haleon) · Panadol (Haleon) · Store-brand acetaminophen (Retailers)
In plain English
Acetaminophen — paracetamol, outside America — for pain and fever, sold as adult tablets, children's syrups and cough-and-flu mixtures through mass, drugstore and grocery shelves. It is Kenvue's largest brand, and in August 2025 management said adult Tylenol had gained US share twelve quarters running.
Then the ground moved. In September 2025 the US administration linked the ingredient to autism in pregnancy; the shares fell about 9% in a day, and US Tylenol sales dropped roughly a tenth over a fortnight that autumn, by one bank's estimate. Texas sued, and an appeals court revived private lawsuits in July 2026. The bottles still sell — the open question is on what terms.
Tylenol with Naproxen
The first over-the-counter pill combining acetaminophen with naproxen sodium, approved in July 2026 with three years of protection from copies. No sales yet. Watch how many big US retailers stock it and how much it takes from Tylenol itself.
Competes with Advil Dual Action (Haleon) · Aleve (Bayer) · Tylenol Extra Strength (Kenvue)
In plain English
Two painkillers pressed into one pill. US regulators approved it on 24 July 2026 — the first over-the-counter combination of acetaminophen and naproxen sodium, cleared for ages twelve and up, with eight studies behind claims of relief starting inside half an hour and lasting up to twelve.
Nothing has been sold yet. The plan is straightforward: get onto the big American retailers' shelves and charge more than plain Tylenol, shielded by three years in which nobody else may copy the combination. Once that runs out, cheap versions can follow. And some of what it sells will simply be taken from the Tylenol bottle next to it.
Carefree, Stayfree & o.b.
Pads, liners and tampons at roughly 4% of sales — small money holding up a $48.7B takeover. Australia will clear the deal only if the whole Australian and New Zealand business is sold. Watch Europe's ruling, expected around end-September 2026.
Competes with Kotex (Kimberly-Clark) · Always / Tampax (Procter & Gamble) · Libresse / Bodyform (Essity)
In plain English
Pads, liners and tampons, sold mainly outside the United States through grocery and mass shops, with Asia-Pacific the largest consuming region. In revenue it is the smallest thing on this map.
In importance it is not. Kimberly-Clark, which is buying Kenvue, already owns Kotex, and competition regulators dislike one owner holding both. Australia's watchdog cleared the takeover in September 2026 on one condition: the entire Australian and New Zealand business here — brands, licences, agreements and all — must go to an approved buyer. Kimberly-Clark was readying similar concessions in Europe. Kenvue's own managers mentioned this line once across eight earnings calls.
NeutrogenaKenvue's largest skin-care brand, roughly a tenth of company sales. Kenvue's skin and beauty side grew 5.1% in the June 2026 quarter after two straight years of decline, but it still earns the least profit per dollar. Watch whether CeraVe keeps taking drugstore share.Kenvue's largest skin-care brand, roughly a tenth of company sales. Kenvue's skin and beauty side grew 5.1% in the June 2026 quarter after two straight years of decline, but it still earns the least profit per dollar. Watch whether CeraVe keeps taking drugstore share.
In plain English
Face wash, sunscreen, moisturiser, a little make-up — the drugstore skin aisle, mostly. Neutrogena is Kenvue's biggest name in that aisle, carried less by any secret ingredient than by dermatologists naming it when a patient asks what to use.
The money is plain: it sells at a branded price while cheaper options sit on the same shelf, and enough people reach for it anyway. The catch is that this shelf has grown brutally crowded — CeraVe, L'Oréal's ceramide brand, has been taking drugstore share — and every dollar of skin-care sales throws off far less profit than a dollar of Kenvue's medicine. A slow sun season alone can drag the year.
Competes with CeraVe (L'Oréal) · Olay (Procter & Gamble) · Vaseline (Unilever)
AveenoOat-based washes and lotions for touchy skin, plus a baby line — about 5% of sales. Management said the baby side had grown nine quarters running as of August 2025, steady compounding inside a skin business shrinking around it.Oat-based washes and lotions for touchy skin, plus a baby line — about 5% of sales. Management said the baby side had grown nine quarters running as of August 2025, steady compounding inside a skin business shrinking around it.
In plain English
Oats, essentially. Aveeno's washes and creams are built on oat, aimed at people whose skin stings at ordinary soap and at parents washing a baby.
Parents are the good customers. Once a bath routine settles on one bottle it gets rebought every few weeks, no thinking involved, and doctors recommending it for sensitive skin is what keeps the price above the shop's own version. As of August 2025 management said the baby line had grown nine quarters in a row — one of the few things compounding quietly while the wider skin business shrank. CeraVe and Cetaphil chase exactly the same worried shopper.
Competes with CeraVe (L'Oréal) · Cetaphil (Galderma) · Olay (Procter & Gamble)
ListerineMouthwash, roughly a tenth of company sales and the brand Kenvue leans on to charge a little more per bottle. The everyday-health family it anchors climbed to 31.7% of quarterly sales by mid-2026, from 29.3% in early 2025.Mouthwash, roughly a tenth of company sales and the brand Kenvue leans on to charge a little more per bottle. The everyday-health family it anchors climbed to 31.7% of quarterly sales by mid-2026, from 29.3% in early 2025.
In plain English
The big bottle by the bathroom sink. Listerine anchors Kenvue's everyday-health family and is the brand management points to whenever it talks about getting more money out of the same shopper.
Earnings come from repeat buying: the bottle goes into the supermarket trolley, empties, gets replaced. The lever is the upgrade — dentists and hygienists steer people toward the versions sold for gum health rather than just fresh breath, which cost more for the same trip to the shop. Crest, Scope and Colgate are reaching across the same aisle for the same rinse.
Competes with Crest Pro-Health / Scope (Procter & Gamble) · Colgate Total mouthwash (Colgate-Palmolive)
BAND-AID BrandSticky plasters, about 5% of sales, in a worldwide category of roughly $3.2B where five players hold most of the revenue. It grows by winning shelf space, not by charging more. Watch store brands selling the same strip for less.Sticky plasters, about 5% of sales, in a worldwide category of roughly $3.2B where five players hold most of the revenue. It grows by winning shelf space, not by charging more. Watch store brands selling the same strip for less.
In plain English
People call every sticky plaster a Band-Aid — that is the entire business. The thing itself is a strip of fabric and glue; the name is what lets Kenvue price it above the plain box sitting next to it.
It moves in huge volume at low prices through supermarkets, drugstores and mass retailers, and Kenvue said its recent growth came from winning more distribution in the US rather than from higher prices. That hands the shops the power: across all of Kenvue, one unnamed retail customer is about 12% of everything sold and the ten largest together about 41%. Lose an aisle, lose a year.
Competes with Nexcare bandages (3M) · Curad bandages (Medline) · Hansaplast / Elastoplast (Beiersdorf)
ZyrtecAllergy pills, around 5% of sales, and the brand Kenvue credited when its medicine business returned to growth in America in the June 2026 quarter. Euromonitor ranks Kenvue first worldwide in cough, cold and allergy, Haleon close behind.Allergy pills, around 5% of sales, and the brand Kenvue credited when its medicine business returned to growth in America in the June 2026 quarter. Euromonitor ranks Kenvue first worldwide in cough, cold and allergy, Haleon close behind.
In plain English
Pills for the sneezing season. Zyrtec is the biggest piece of Kenvue's allergy shelf, sitting beside Benadryl and Rhinocort, and management credited a push behind it when the medicine side got back to growth in the US in mid-2026.
Allergy is a weather business as much as a health one. A heavy pollen spring empties the shelves and a mild one leaves them stocked, so three-month comparisons swing for reasons nobody controls. When the season does arrive, a pharmacist pointing at one box over another settles a lot of purchases. Claritin, Allegra and Flonase are all reaching for the same watery-eyed shopper.
Competes with Claritin (Bayer) · Allegra (Sanofi / Opella) · Flonase (Haleon)
TylenolKenvue's largest brand, roughly an eighth of sales, and the reason the company is in the news. US sales fell about a tenth over a fortnight that autumn, after Washington linked the ingredient to autism in September 2025. Watch the labelling fight and the revived lawsuits.Kenvue's largest brand, roughly an eighth of sales, and the reason the company is in the news. US sales fell about a tenth over a fortnight that autumn, after Washington linked the ingredient to autism in September 2025. Watch the labelling fight and the revived lawsuits.
In plain English
Acetaminophen — paracetamol, outside America — for pain and fever, sold as adult tablets, children's syrups and cough-and-flu mixtures through mass, drugstore and grocery shelves. It is Kenvue's largest brand, and in August 2025 management said adult Tylenol had gained US share twelve quarters running.
Then the ground moved. In September 2025 the US administration linked the ingredient to autism in pregnancy; the shares fell about 9% in a day, and US Tylenol sales dropped roughly a tenth over a fortnight that autumn, by one bank's estimate. Texas sued, and an appeals court revived private lawsuits in July 2026. The bottles still sell — the open question is on what terms.
Competes with Advil (Haleon) · Panadol (Haleon) · Store-brand acetaminophen (Retailers)
Tylenol with NaproxenThe first over-the-counter pill combining acetaminophen with naproxen sodium, approved in July 2026 with three years of protection from copies. No sales yet. Watch how many big US retailers stock it and how much it takes from Tylenol itself.The first over-the-counter pill combining acetaminophen with naproxen sodium, approved in July 2026 with three years of protection from copies. No sales yet. Watch how many big US retailers stock it and how much it takes from Tylenol itself.
In plain English
Two painkillers pressed into one pill. US regulators approved it on 24 July 2026 — the first over-the-counter combination of acetaminophen and naproxen sodium, cleared for ages twelve and up, with eight studies behind claims of relief starting inside half an hour and lasting up to twelve.
Nothing has been sold yet. The plan is straightforward: get onto the big American retailers' shelves and charge more than plain Tylenol, shielded by three years in which nobody else may copy the combination. Once that runs out, cheap versions can follow. And some of what it sells will simply be taken from the Tylenol bottle next to it.
Competes with Advil Dual Action (Haleon) · Aleve (Bayer) · Tylenol Extra Strength (Kenvue)
Carefree, Stayfree & o.b.Pads, liners and tampons at roughly 4% of sales — small money holding up a $48.7B takeover. Australia will clear the deal only if the whole Australian and New Zealand business is sold. Watch Europe's ruling, expected around end-September 2026.Pads, liners and tampons at roughly 4% of sales — small money holding up a $48.7B takeover. Australia will clear the deal only if the whole Australian and New Zealand business is sold. Watch Europe's ruling, expected around end-September 2026.
In plain English
Pads, liners and tampons, sold mainly outside the United States through grocery and mass shops, with Asia-Pacific the largest consuming region. In revenue it is the smallest thing on this map.
In importance it is not. Kimberly-Clark, which is buying Kenvue, already owns Kotex, and competition regulators dislike one owner holding both. Australia's watchdog cleared the takeover in September 2026 on one condition: the entire Australian and New Zealand business here — brands, licences, agreements and all — must go to an approved buyer. Kimberly-Clark was readying similar concessions in Europe. Kenvue's own managers mentioned this line once across eight earnings calls.
Competes with Kotex (Kimberly-Clark) · Always / Tampax (Procter & Gamble) · Libresse / Bodyform (Essity)
Named in filings, launches and programs
- NicoretteBrandNicotine gum and lozenges for people trying to quit smoking, sold on the self-care shelf.
- MotrinBrandKenvue's own ibuprofen painkiller — the in-house alternative for anyone who reaches past acetaminophen.
- BenadrylBrandAn antihistamine sold beside Zyrtec and Rhinocort on the allergy shelf.
- CalpolBrandChildren's paracetamol sold outside the United States — the role Tylenol plays in American medicine cabinets.
- RhinocortBrandA nasal spray for allergies, the third name in Kenvue's allergy line-up.
- Zarbee's NaturalsBrandNaturally derived cough, cold and supplement products, sold within the self-care family.
- PepcidBrandHeartburn tablets; Kenvue named it one of the growth drivers in the June 2026 quarter.
- ImodiumBrandAnti-diarrhoea medicine — the upset-stomach corner of the self-care shelf.
- OGXBrandMass-market hair care; its Pro Growth + Peptide line was cited as a growth driver in the June 2026 quarter.
- Dr.Ci:LaboBrandPremium Japanese skin care whose value Kenvue marked down by $488M in 2024 — most of its write-downs that year.
- Le Petit MarseillaisBrandA French body and shower care brand inside the skin and beauty family.
- LubridermBrandBody moisturiser sold on the same drugstore shelves as Neutrogena and Aveeno.
- RogaineBrandMinoxidil treatment for hair regrowth, part of the skin and beauty portfolio.
- Johnson'sBrandBaby wash, lotion and powder — the nursery name carried over from Johnson & Johnson, now in everyday health.
- DesitinBrandNappy-rash ointment sitting beside Johnson's in the baby aisle.
- ORSLBrandAn oral rehydration drink sold in India — one of the regional brands Kenvue never reports on its own.
NicoretteBrand
Nicotine gum and lozenges for people trying to quit smoking, sold on the self-care shelf.
MotrinBrand
Kenvue's own ibuprofen painkiller — the in-house alternative for anyone who reaches past acetaminophen.
BenadrylBrand
An antihistamine sold beside Zyrtec and Rhinocort on the allergy shelf.
CalpolBrand
Children's paracetamol sold outside the United States — the role Tylenol plays in American medicine cabinets.
RhinocortBrand
A nasal spray for allergies, the third name in Kenvue's allergy line-up.
Zarbee's NaturalsBrand
Naturally derived cough, cold and supplement products, sold within the self-care family.
PepcidBrand
Heartburn tablets; Kenvue named it one of the growth drivers in the June 2026 quarter.
ImodiumBrand
Anti-diarrhoea medicine — the upset-stomach corner of the self-care shelf.
OGXBrand
Mass-market hair care; its Pro Growth + Peptide line was cited as a growth driver in the June 2026 quarter.
Dr.Ci:LaboBrand
Premium Japanese skin care whose value Kenvue marked down by $488M in 2024 — most of its write-downs that year.
Le Petit MarseillaisBrand
A French body and shower care brand inside the skin and beauty family.
LubridermBrand
Body moisturiser sold on the same drugstore shelves as Neutrogena and Aveeno.
RogaineBrand
Minoxidil treatment for hair regrowth, part of the skin and beauty portfolio.
Johnson'sBrand
Baby wash, lotion and powder — the nursery name carried over from Johnson & Johnson, now in everyday health.
DesitinBrand
Nappy-rash ointment sitting beside Johnson's in the baby aisle.
ORSLBrand
An oral rehydration drink sold in India — one of the regional brands Kenvue never reports on its own.