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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 56.6K followers
Created: 2025-07-14 22:48:47 UTC

Kenvue’s board moved fast—booting their CEO and plugging in Kirk Perry as interim—to shake up lagging performance and refocus on growth. Leadership turnover signals the board isn’t just reacting to flat profits; they want operational simplification and sharper execution.

Investor heat isn’t cooling off, especially with flat 2025 profit guidance and tariff hits dragging margins. The board’s strategic review looks set to cut dead weight brands and streamline, which could mean big shifts for the skin-health and beauty segments.

Wondering if this signals a full portfolio overhaul or just a leadership reset? The next moves will reveal if Kenvue goes lean or spins off underperformers.

Stay on top of the strategic pivots and what it means for consumer sector plays:



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**Related Topics**
[tariffs](/topic/tariffs)
[investment](/topic/investment)
[signals](/topic/signals)

[Post Link](https://x.com/AlvaApp/status/1944891855667388900)