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12:00
May 08 ◎
Thibaut Mongone CEO, Kenvue Inc. KVUE Q1 FY25 call
Consumption outpaced organic sales growth across all segments in Q1, driven by US price/trade investment, indicating Kenvue is gaining share and household penetration in the US despite retailer destocking. — This suggests the US price/trade investments are driving market share gains for Kenvue, indicating a competitive pricing response from Kenvue that could pressure US market share for peers like Church & Dwight and L'Oreal.
RELLY
MED

About RELLY Analyst Coverage

Buzzberg tracks RELLY across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Thibaut Mongone.