Kenvue results suck


A takeover may not be the worst thing...a big change is needed and current leaders have no idea what to do at this point except cut employees and give the current employees more work to do.
 

All speculation right now, but where’s there’s smoke
Dont think its real.... who would buy it.?.. they know the brands are old and tired, and there is no innovation.
Why not wait for Thibaut and the idiot C team to mess it up some more to get it cheaper.
It may be a sign that there is another activistcircling - Starboard seems quite weak, maybe a real shark like Nelson Peltz is waiting to pounce.
 
Starboard has been disappointing. They‘ve done nothing and the business keeps sinking
Maybe because their nominees have not been accepted?
“Kenvue’s Board has been reviewing Starboard’s proposed director candidates and will present its formal recommendation in due course.” as of Feb 2025.
 
Starboard is not on the board… yet. They are fighting to get seats which will bring about change to the company. They can’t do anything other than voice their perspective publicly to persuade the board to accept their nominations. I would expect mid-year to be when things really change, especially if Q1 misses the mark on their already weak guidance.
 
Most the good people have left or have been shown the door already. Anyone who dared to challenge leadership and try to do the right thing is being pushed aside or out or has just left. KLT has surrounded itself by blind followers and little terroristas like Meri's DK. Watching her on a call is like watching a bad novella actress. the drama! she can't control her body language. WTF!! And our 53% BM probably funding all the travel and commuting from Florida.
YUP!!! That DK is a real BULLY, pretty much bi-polar at this point.
 
Build and move to a new HQ only to be taken over. Wow.
Just look to see what other consumer companies are around Summit…maybe in Morris Plains? Maybe just outside of NYC? Easy to shfit the home office to the new shiny Kenvue offices. BTW, did you see that Summit is now listed as one of the Most if not the most expensive area to live in NJ…irony…brands that sell at Walmart are in a location that only the rich that don’t shop at Walmart live.
 
Just look to see what other consumer companies are around Summit…maybe in Morris Plains? Maybe just outside of NYC? Easy to shfit the home office to the new shiny Kenvue offices. BTW, did you see that Summit is now listed as one of the Most if not the most expensive area to live in NJ…irony…brands that sell at Walmart are in a location that only the rich that don’t shop at Walmart live.
They could cut Self Care loose and it could survive on its own. Slow growing for sure but not tied to the fluctuations and whims of the instagram, Kylie Jenner, Jessica Alba Skin market. They already have an office facility and 2 plants. Starboard, if you’re reading….
 
How many more quarters before the LT gets turned over? The board is very patient
I’m honestly surprised they are here through q1. If they are still here they are pretty being puppets to the activists investors at this point. Once they stop being a puppet and shit doesn’t change then they are out. I thought q2 this year would bring the hammer, but who knows. These clowns can’t run a lemonade stand.
 
They could cut Self Care loose and it could survive on its own. Slow growing for sure but not tied to the fluctuations and whims of the instagram, Kylie Jenner, Jessica Alba Skin market. They already have an office facility and 2 plants. Starboard, if you’re reading….
They would probably make tillet the CEO…what a nightmare that would be
 
Paul R is canned, but will it be enough of a sacrifice? Is this new guy an activist pick? I hope so and I hope he reports back to the activists that the problems are worse than senior leadership has been telling them.
 
WHEN IS THEY FIRING MERISTEVENS THE SHITTIEST MESSIEST COO ON EARTH. AND THE LOUSIEST CSO AND THE BIGGEST LOSER CEO. THEY DESTROY GOOD BRANDS AND RUIN AN AMAZING ORGANIZATION.
 


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