Kenvue, the global consumer health giant, has reported a resilient financial performance for the third quarter of 2026, marking its fourth consecutive quarter of net and organic sales growth. The results, reflecting the period ending September 27, 2026, underscore the company’s ongoing efforts to streamline operations and focus on high-growth segments as it approaches a major corporate milestone.
Overall net sales for the third quarter rose by 3.2% compared to the same period in 2025, with organic sales growth reaching 2.9%. Chief Executive Officer Kirk Perry attributed this success to disciplined execution, consistent productivity initiatives, and targeted investments in innovation and brand equity.
“We are pleased to have delivered our fourth consecutive quarter of net and organic sales growth,” said Perry. “Our results reflect continued momentum from disciplined execution, ongoing productivity initiatives, and investment in our brands and innovation. We are strongly on track to deliver our business transformation that we began last year.”
The company’s performance was buoyed significantly by its Self Care segment, which saw a robust increase of 5.9% year-over-year. Meanwhile, the Hair Care category emerged as a standout growth engine, delivering low double-digit organic sales growth driven by the strong performance of Rogaine and continued market momentum for the OGX brand.
However, the Skin Health & Beauty division faced headwinds during the quarter, posting a modest net sales increase of 0.1%, while organic sales actually declined by 0.5%. Management noted that this dip was primarily due to specific distribution losses and the timing of promotional activity within the U.S. market, alongside ongoing retailer negotiations in Europe that impacted short-term results.
Despite these challenges, Kenvue’s commitment to innovation remained a central pillar of its quarterly strategy. The company successfully expanded its presence in North American sun care with the rollout of Neutrogena Cloud Tech, featuring the advanced filter BEMT (bemotrizinol). Furthermore, the brand continued to capitalize on the expansion of its Neutrogena Ultra Sheer line and the success of the OGX ProGrowth and ProGrowth + Peptide platforms.
As Kenvue closes out the third quarter, the company is operating under the shadow of a transformative deal: its pending combination with Kimberly-Clark. Shareholders have already approved the merger, and the leadership team is now focused on the final stages of the transition.
“As we near the completion of our value-creating combination with Kimberly-Clark and bring together our two companies, the team is excited about the opportunities ahead,” Perry added.
With strong cash generation and margins expanding, Kenvue enters the final quarter of the year in a position of stability, effectively balancing the demands of its current product portfolio with the complexities of its upcoming corporate integration.
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