WallStSmart
KVUE

Kenvue Inc.

NYSE: KVUE · CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS

$17.53
+1.74% today

Updated 2026-04-30

Market cap
$33.58B
P/E ratio
23.01
P/S ratio
2.22x
EPS (TTM)
$0.76
Dividend yield
4.77%
52W range
$14 – $24
Volume
22.6M

Kenvue Inc. (KVUE) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$17.53
Consensus
$19.73
+12.55%
2030 Target
$110.72
+531.60%
DCF
$16.00
-15.87% MoS
11 analysts:
3 Buy8 Hold0 Sell

Management guidance

No specific CEO revenue targets found in available guidance. Management is focused on operational efficiency, cost reduction (3.5% workforce cut announced), and integration with Kimberly-Clark (deal expected to close H2 2026). Post-acquisition, Kenvue will be absorbed into KMB, eliminating standalone guidance beyond 2026.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$185.11
$17.6B Rev × 20x P/S
Base case (2030)
$110.72
$17.6B Rev × 12x P/S
Bear case (2030)
$74.39
$17.6B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$15.4B$15.5B$15.1B$15.9B$16.3B$16.7B$17.1B$17.6B
Revenue growth0.1%-2.1%4.9%2.6%2.6%2.6%2.6%
EPS$1.13$1.03$0.91$1.15$1.22$1.28$1.34$1.40
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$100.34$102.07$105.53$108.99$110.72

Catalysts & risks

Growth catalysts
+ Kimberly-Clark acquisition closing (H2 2026) - removes standalone entity risk
+ Cost synergies and workforce optimization (3.5% headcount reduction)
+ New product innovation (Neutrogena, Aveeno, Rogaine dermatology R&D presented at AAD 2026)
+ Litigation resolution on Tylenol litigation risks
+ Margin expansion from operational efficiency initiatives
Key risks
- Tylenol autism litigation creates valuation overhang and potential product liability
- Revenue stagnation: 5Y CAGR only 0.9%, FY2025 revenue down 2.14% YoY
- Acquisition uncertainty and execution risk on KMB deal closure
- Consumer health sector headwinds and category-wide demand pressures
- High dividend payout ratio (107.98%) unsustainable long-term

Methodology

Kenvue Inc.'s forward estimates are derived from AI-powered research synthesis combining analyst consensus from 11 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.