Kenvue (KVUE) Consumer Analyst Group of New York Conference (CAGNY) 2025 summary

Strategic transformation and operational progress

• Transitioned from a healthcare conglomerate segment to an independent consumer health leader focused on profitable growth in 2024, delivering on margin and EPS guidance.

• Exited over 2,000 TSAs in 50+ countries, nearing full operational independence and streamlining systems for cost efficiency.

• Revamped teams and culture, with a third of employees new, to drive performance and agility.

• Established global cross-functional brand teams and piloted new operating models, showing early success in Europe.

• Systematically deploying the 'Extraordinary Powers' framework across top brands to accelerate growth.

Five extraordinary powers framework

• Science-driven innovation: Over 1,500 scientists, 761 patents in 2023, and a focus on visible, science-backed claims for consumers.

• Expert recommendation: Expanded sales force to reach more healthcare professionals and amplified partnerships with top influencers.

• Insights-led innovation: Shifted to consumer-centric R&D, leveraging AI for faster product launches and 40% more innovation in 2025.

• Breakthrough brand building: Launched a 'content factory' for high-quality, cost-effective marketing, reducing time-to-market by 40%.

• Seamless commerce: Enhanced in-store and online presence, introduced AI tools for availability, and established a global revenue growth management center.

Brand and segment performance highlights

• Neutrogena returned to #1 in U.S. facial care, launched a mineral foundation with SPF 70, and achieved rapid market entry.

• Tylenol gained record share, expanded into new formats including drug-free options, and grew nearly twice the category in 2024.

• Aveeno Baby grew three times the market, leveraging clinical science, digital engagement, and endorsements.

• Band-Aid introduced a 100% waterproof product, developed in half the traditional time.

• Zyrtec used proprietary data and AI to optimize marketing and target specific allergy sufferers.