KVUE · 10-Q · 2026Q2 · Full report
Segment Revenue Performance
Kenvue Inc. · 2026-08-06 · Importance 49 · Surprise 32 · No source text
Essential Health Segment net sales increased to $2.4 billion for the six months ended June 28, 2026, from $2.3 billion in the prior-year period, up $82 million or 3.5%. Organic sales increased 1.3% after a 2.2% favorable foreign-exchange benefit, reflecting 1.7% volume growth and a 0.4% unfavorable value-realization impact. Volume growth was driven by strong e-commerce, Baby Care distribution gains, and Wound Care innovation, while Oral Care declined because of competitive pressure. Strategic price investments pressured value realization, partly offset by pricing actions in Latin America and Asia Pacific.
Key facts
- Fiscal six months Skin Health and Beauty Segment Net sales: $2,172 million, increase of $136 million, or 6.7%; excluding favorable FX of 2.3% Organic sales increased 4.4% (volume 2.6%, value realization 1.8%) source
- Fiscal six months total Segment net sales: $7,864 million versus $7,580 million prior year, an increase of $284 million, or 3.7% source
- Fiscal six months Self Care Segment Net sales: $3,288 million, increase of $66 million, or 2.0%; excluding favorable FX of 2.9% Organic sales decreased 0.9% (value realization 1.4%, volume -2.3%) source
- Fiscal six months Essential Health Segment Net sales: $2,404 million, increase of $82 million, or 3.5% source
- Essential Health Segment Net sales: $2.4 billion for the fiscal six months ended June 28, 2026 and $2.3 billion for the fiscal six months ended June 29, 2025, an increase of $82 million, or 3.5%. source
- Fiscal three months Skin Health and Beauty Segment Net sales: $1,113 million, up $54 million, or 5.1%; Organic sales excluding 1.4% favorable FX increased 3.7% (value realization 2.7%, volume 1.0%) source
- Fiscal three months Self Care Segment Net sales: $1,589 million, increase of $34 million, or 2.2% versus prior-year quarter; Organic sales excluding 1.6% favorable FX: increased 0.6% (value realization 1.2%, volume -0.6%) source
- Fiscal three months Essential Health Segment Net sales: $1,253 million, up $28 million, or 2.3%; Organic sales excluding 1.2% favorable FX increased 1.1% (volume 1.9%, value realization -0.8%) source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +7.2% | Fiscal six months total Segment net sales: $7,864 million versus $7,580 million prior year, an increase of $284 million, or 3.7% |
| revenue | positive | realized | +3.4% | Fiscal six months Skin Health and Beauty Segment Net sales: $2,172 million, increase of $136 million, or 6.7%; excluding favorable FX of… |
| revenue | positive | realized | +2.1% | Essential Health Segment Net sales: $2.4 billion for the fiscal six months ended June 28, 2026 and $2.3 billion for the fiscal six months… |
| revenue | positive | realized | +1.7% | Fiscal six months Self Care Segment Net sales: $3,288 million, increase of $66 million, or 2.0%; excluding favorable FX of 2.9% Organic… |