Starboard 称 Kenvue 的皮肤健康业务部门影响业绩

Reuters
22 Oct 2024

((自动化翻译由路透提供,请见免责声明 )) Svea Herbst-Bayliss

路透纽约10月22日 - Starboard Value称消费品公司Kenvue 是一个便宜货,并称其皮肤健康和美容部门增长乏力是该股表现不佳的原因。

Starboard 首席投资官杰弗里-史密斯(Jeffrey Smith)说,拥有露得清(Neutrogena)和艾维诺(Aveeno)品牌的该部门有机会提高收入增长和利润率。

史密斯说:"他们需要专注于皮肤健康美容,"他开玩笑说,"这听起来很简单,对吧?现在他们只需要做到这一点。

对冲基金已经在这家生产创可贴、李施德林和泰诺的消费品公司建立了相当大的股份。Kenvue 于去年上市,市值约为 440 亿美元。

Kenvue 以前隶属于强生公司 ,自 2023 年 5 月上市以来,股价下跌了 18%。周一的收盘价为每股 22.92 美元。

史密斯在13D Monitor主动-被动投资者峰会上发言。

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