KVUE · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

Kenvue Inc. · 2026-08-06 · Importance 28 · Surprise 32 · In source text

Six-month net sales increased 3.7% to $7.864 billion from $7.580 billion, with organic sales up 1.2% after a 2.5% favorable foreign-exchange impact. Price/mix contributed 1.0% and volume contributed 0.2%, driven by Latin America, EMEA, and Asia Pacific pricing, e-commerce, and product innovation, partly offset by lower illness incidences in pediatric Pain Care and Cough and Cold. Skin Health and Beauty was the fastest-growing segment, with sales up 6.7% to $2.172 billion and its mix increasing to 27.6% from 26.9%, while Self Care increased 2.0% to $3.288 billion and Essential Health increased 3.5% to $2.404 billion. Quarterly sales increased 3.0% to $3.955 billion, with organic sales up 1.6% from 0.9% price/mix and 0.7% volume growth.

Key facts

• Net sales for the fiscal three months ended June 28, 2026: $3,955 million, an increase of $116 million, or 3.0% versus prior year quarter source
• Net sales for the fiscal six months ended June 28, 2026: $7,864 million, an increase of $284 million, or 3.7% versus prior year period source
• Kenvue Net sales for the fiscal year 2025: $15.1 billion source
• For the fiscal three months ended June 28, 2026, Organic sales increased 1.6%, comprising value realization of 0.9% and volume of 0.7%, after excluding favorable foreign currency of 1.4% source
• For the fiscal six months ended June 28, 2026, Organic sales increased 1.2%, comprising value realization of 1.0% and volume of 0.2%, after excluding favorable foreign currency of 2.5% source
• Excluding the impact of favorable changes in foreign currency exchange rates of 2.2%, Organic sales increased 1.3% driven by volume-related increases of 1.7%, partially offset by unfavorable value realization of 0.4%. source

Impact estimates