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Kenvue Inc.鈥檚 filings tell a story that reaches far beyond pain-relief sales and skincare ads. Inside each 10-K, investors uncover how royalty agreements with Johnson & Johnson affect margins, how product-liability reserves are set for talc and acetaminophen, and how global supply chains drive costs across Tylenol, Listerine and Aveeno. If you have ever searched for 鈥淜envue SEC filings explained simply,鈥� this page is built for you.
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Event: On August 7, 2025, Kenvue Inc. (KVUE) furnished a Current Report on Form 8-K announcing that it issued a press release (Exhibit 99.1) reporting its financial results for the fiscal second quarter ended June 29, 2025.
Disclosure status and exhibits: The filing states the information is furnished, not filed, and therefore is not subject to Section 18 liability or incorporated by reference except by specific reference. The filing attaches Exhibit 99.1 (press release dated August 7, 2025) and Exhibit 104 (cover page in Inline XBRL). The report is signed by CFO Amit Banati on August 7, 2025.
On 14 July 2025, Kenvue Inc. (NYSE: KVUE) filed a Form 8-K disclosing three material items.
Item 2.02 鈥� Preliminary Q2 results: A press release (Exhibit 99.1) announced select, unaudited second-quarter figures; no numbers appear in the filing. Full Q2 results and updated FY-25 guidance are scheduled for 7 Aug 2025.
Item 5.02 鈥� Leadership change: CEO Thibaut Mongon resigned from both the CEO post and the Board effective 14 Jul 2025, qualifying for standard severance and 鈥渞etirement鈥� equity treatment. The Board appointed independent director Kirk L. Perry as interim CEO. His offer letter (Exhibit 10.1) provides (i) $1.25 million annual salary, (ii) up to $1.5 million performance-based cash award payable when a permanent CEO is installed, (iii) $5 million in equity (50% stock options, 50% RSUs) vesting after one year, and (iv) up to $25,000 legal-fee reimbursement. Perry will not join the Severance Plan and will receive no additional Board fees.
Item 8.01 鈥� Strategic review: The Board formed a five-member Strategic Review Committee, chaired by Melanie L. Healey and advised by Centerview Partners and McKinsey & Co., to evaluate alternatives such as brand-portfolio optimization aimed at accelerating profitable growth and 鈥渦nlocking inherent value.鈥� No timeline or specific options were disclosed.
The filing includes standard forward-looking disclaimers and lists three exhibits: the offer letter, the press release, and the Inline XBRL cover page.
Investor takeaway: The sudden CEO departure injects uncertainty, yet the swift appointment of an experienced interim leader and initiation of a strategic review indicate proactive Board engagement. More clarity should emerge with Q2 earnings on 7 Aug 2025.
Kenvue has announced significant leadership changes in its Asia Pacific region. Ellie Bing Xie, current Group President of Asia Pacific, will step down from her role on July 14, 2025. She will remain with the company through August 8, 2025, to facilitate transition.
The company has appointed Anindya (Andy) Dasgupta as the new Group President, Asia Pacific, effective July 14, 2025. Dasgupta brings nearly 30 years of global consumer products industry experience, with expertise in:
- Commercial strategy and sales
- Marketing and business development
- Leadership experience across Europe, US, and Asia Pacific
- Health, nutrition, and food/beverage sectors
The Asia Pacific region is a significant market for Kenvue, contributing approximately $3 billion in Net sales in fiscal year 2024. Ms. Xie's departure qualifies as separation without "cause" under the Executive Severance Pay Plan, making her eligible for severance benefits subject to executing a release of claims and compliance with restrictive covenant obligations.
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