KVUE · 10-Q · 2026Q3 · Full report

Market Demand Trends

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

Kenvue’s net sales increased 3.2% to $3.886 billion in the fiscal quarter, with organic sales up 2.9% on 1.6% volume growth and 1.3% favorable price/mix. Self Care organic sales rose 5.4%, led by Pain Care and Cough and Cold in Asia Pacific, while Essential Health organic sales grew 2.5%, including Baby Care growth across all regions. Skin Health and Beauty organic sales declined 0.5%, as volume declines of 1.7% outweighed favorable value realization.

Key facts

• Self Care’s three-month volume increases were primarily driven by Pain Care and Cough and Cold in Asia Pacific, Smoking Cessation in EMEA and Asia Pacific, and U.S. Digestive Health product innovation and e-commerce growth; EMEA pricing actions primarily drove favorable value realization. source
• Self Care volume-related decreases were primarily attributable to lower incidences of illnesses affecting pediatric Pain Care and Cough and Cold and decreases in Digestive Health in Asia Pacific, partially offset by product innovation and Smoking Cessation growth primarily in EMEA and Asia Pacific. source
• Nine-month favorable value realization was driven primarily by new pricing in EMEA, Latin America, and Asia Pacific; volume growth reflected e-commerce and product innovation, partly offset by lower illness incidences affecting pediatric Pain Care and Cough and Cold. source
• Skin Health and Beauty volume-related increases were primarily attributable to strong e-commerce performance, product innovation across major need states primarily in North America and EMEA, and increases in hair regrowth products. source