| KVUE |
Report |
Organic Sales Growth (Q2 2026) |
MISS |
pred ~+1.8% vs. cons +2.47% |
MEDIUM |
| KVUE |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$0.325 vs. cons $0.313 |
MEDIUM |
| KVUE |
Report |
Adj. Gross Margin (Q2 2026) |
IN-LINE |
pred ~61.2% vs. cons ~61.0% |
MEDIUM |
| KVUE |
Guide |
Organic trajectory / 2H tone (qualitative, FY2026) |
LOWER |
guide measured/cautious; implies 2H organic below ~+2.5-3% embedded in FY cons |
MEDIUM |
| KVUE |
Guide |
KMB merger close (qualitative) |
UNCHANGED |
guide reaffirm on track for 2H 2026 close |
HIGH |
| KVUE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| KVUE |
Return |
5-day cumulative residual |
-3.0% (FADE) |
FADE — organic miss drives modest sell-side revenue cuts; EPS beat provides floor but does not offset implicit forward cut signal |
MEDIUM |