KVUE · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

Kenvue Inc. · 2026-10-30 · Importance 37 · Surprise 32 · Matches filing data

For the nine months ended September 27, 2026, net sales increased 3.6% to $11.750 billion from $11.344 billion, including 1.9% favorable foreign currency impact and 1.7% organic growth. Organic growth comprised 1.0% favorable price/mix and 0.7% volume growth; e-commerce and product innovation contributed, while lower illness incidence reduced pediatric Pain Care and Cough and Cold sales. Segment sales were $4.944 billion for Self Care, $3.211 billion for Skin Health and Beauty, and $3.595 billion for Essential Health, representing 42.1%, 27.3%, and 30.6% of sales, respectively. In the third quarter, net sales rose 3.2% to $3.886 billion, with Self Care up 5.9%, Skin Health and Beauty up 0.1%, and Essential Health up 2.5%.

Key facts

• For the fiscal three months ended September 27, 2026, Self Care net sales increased 5.9% to $1.7 billion; organic sales grew 5.4%, with 3.4% volume growth and 2.0% favorable value realization. source
• For the fiscal nine months ended September 27, 2026, Kenvue net sales increased $406 million, or 3.6%, to $11.8 billion; organic sales increased 1.7%, including 1.0% favorable value realization and 0.7% volume growth. source
• For the fiscal nine months ended September 27, 2026, Self Care net sales were $4.944 billion, up 3.3%; Skin Health and Beauty sales were $3.211 billion, up 4.5%; and Essential Health sales were $3.595 billion, up 3.2%. source
• Kenvue reported $15.1 billion in Net sales in fiscal year 2025. source
• For the fiscal three months ended September 27, 2026, Kenvue net sales increased $122 million, or 3.2%, to $3.9 billion; organic sales increased 2.9%, comprising 1.6% volume growth and 1.3% favorable value realization. source
• Skin Health and Beauty three-month organic sales decreased 0.5%, with volume down 1.7% and favorable value realization of 1.2%; volume declines reflected U.S. distribution losses and promotion timing and European retailer price negotiations, partly offset by hair regrowth growth. source
• Essential Health three-month organic sales increased 2.5%, with volume up 2.0% and favorable value realization of 0.5%; Baby Care grew across all regions and Women’s Health grew in Asia Pacific, driven primarily by promotions, e-commerce, and product innovation. source
• Self Care Organic sales increased 1.1% for the fiscal nine months ended September 27, 2026, excluding favorable foreign currency exchange rate changes of 2.2%; favorable value realization of 1.6% was partially offset by volume-related decreases of 0.5%. source

Impact estimates