Tylenol, Listerine Maker Kenvue Under Activist Spotlight With Starboard Value Stake — Overhaul Ahead For The Johnson & Johnson Spinoff?
Tylenol, Listerine Maker Kenvue Under Activist Spotlight With Starboard Value Stake — Overhaul Ahead For The Johnson & Johnson Spinoff?
The exact size of Starboard's position in Kenvue and its specific ideas for the company are not known. Starboard's founder and CEO, Starboard Value, an activist investor, has reportedly acquired a substantial stake in Kenvue Inc (NYSE:KVUE), the company behind popular consumer products like Tylenol and Listerine.
据报道，激进投资者Starboard Value已经收购了肯维股份有限公司（NYSE:KVUE）的大量股份，该公司是台诺和李施德林等热门消费品牌背后的公司。
What Happened: Starboard Value is pushing for changes at Kenvue, which was spun off from Johnson & Johnson (NYSE:JNJ) last year and has a market value of over $40 billion, reported The Wall Street Journal, citing people familiar with the matter.
事件经过：根据知情人士称，Starboard Value正推动对肯维公司的变革，该公司于去年从强生公司（纽交所:JNJ）分拆出来，市值超过400亿美元。
Despite having some of the best consumer brands in the industry, Kenvue's stock has underperformed its peers and the broader market since its debut over a year ago.
尽管肯维拥有一些行业内最好的消费品牌，但自一年多前首次上市以来，其股价表现不佳，落后于同行及整个市场。
The exact size of Starboard's position in Kenvue and its specific ideas for the company are not known. Starboard's founder and CEO, Jeff Smith, is expected to present the firm's thesis on Kenvue at an activist investing conference in New York on Tuesday.
Starboard在肯维的持仓规模及其对该公司的具体想法尚不为人所知。预计Starboard的创始人兼首席执行官Jeff Smith将于周二在纽约一次激进投资会议上介绍公司对肯维的主张。
Kenvue's other brands include Aveeno, Band-Aid, Zyrtec, Neosporin, and Neutrogena. The company, led by CEO Thibaut Mongon, recorded over $15 billion in net sales in 2023.
肯维的其他品牌包括雅漾、创口贴、泽杰、新斯邦和露得清。由首席执行官Thibaut Mongon领导的该公司2023年的净销售额超过150亿美元。
Kenvue and Starboard Value did not immediately respond to Benzinga's request for comment.
肯维和Starboard Value尚未立即回应Benzinga的置评请求。
Why It Matters: Kenvue's stock price has remained relatively unchanged this year, in contrast to the S&P 500 index's 23% increase. The company's biggest competitors include Haleon, the parent company of Advil, Procter & Gamble, the owner of Pepto-Bismol, and Unilever, the maker of Axe deodorant.
为什么重要：肯维的股价今年基本持平，与标普500指数的上涨23%形成对比。该公司的最大竞争对手包括薪赛能百亿的母公司以及派尔散热散，同时，代表抗胃酸类产品的宝洁公司和阿克斯除臭剂的制造商联合利华。
Starboard's recent investment in Kenvue follows its move to acquire a roughly $1 billion stake in Pfizer Inc., where it is seeking various changes to improve the drugmaker's performance. This includes the appointment of former Pfizer executives Ian Read and Frank D'Amelio, who have pledged their support for current Pfizer CEO Albert Bourla.
Starboard最近在肯维的投资跟随其投资约10亿美元辉瑞公司的举动，Starboard正寻求各种改变以改善这家制药公司的业绩。其中包括任命前辉瑞高管伊恩·瑞德和弗兰克·达梅里奥，他们已承诺支持现任辉瑞首席执行官阿尔伯特·布尔拉。
Starboard is known for its active involvement in various sectors, including technology, where it has recently made efforts at companies like Salesforce, Autodesk, and Match Group.
Starboard以在各个行业板块积极参与而闻名，最近在赛富时、欧特克和match group等公司展开了努力。
Price Action: Kenvue Inc.'s stock closed at $21.72 on Friday, up 1.26% with a gain of $0.27. Year to date, the stock has risen by 0.70%, according to data from Benzinga Pro.
价格走势：Kenvue公司的股票周五收盘价为21.72美元，上涨1.26%，涨幅为0.27美元。 根据Benzinga Pro的数据，截至今年，该股票已上涨0.70%。
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Image Via Shutterstock
图片来自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本报道使用Benzinga Neuro生成，并由Kaustubh Bagalkote
