KVUE · 10-Q · 2026Q3 · Full report

Middle East Conflict Impact

Kenvue Inc. · 2026-10-30 · Importance 32 · Surprise 24

Kenvue reports that the conflict in the Middle East has caused volatility in the cost or availability of raw materials, commodities, logistics, transportation and other product inputs. For the nine months ended September 27, 2026, management cited input-cost inflation, including the conflict’s impact, as a partial offset to supply-chain optimization benefits. The company expects continued variability in the macroeconomic environment and says further escalation or economic disruptions could affect global trade and supply chains; it is taking mitigation actions, but gives no quantified estimate of the conflict’s financial impact.

Key facts

• The Middle East conflict has caused volatility in the cost or availability of raw materials, commodities, logistics, transportation, and other product inputs; Kenvue expects continued macroeconomic variability and says the issues may adversely affect its business, results, or financial condition. source