Kenvue | Results Presentation Deck | 45 slides

kenvue · 2024-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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4
coverage by narrative range · generated from this deck JSON

Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
The slide uses a visual metaphor of a bathroom shelf to introduce the brand portfolio.front_matter
Open slide detailBeat · Attention
02
front_matter
Open slide detailBeat · Attention
03
introduce_nominees
05
The image shows a real-world billboard display for Kenvue's NYSE listing.front_matter
Open slide detailBeat · Need
06
The slide uses a split layout: strategic pillars on the left and a brand portfolio grid on the right.prioritize
Open slide detailBeat · Need
07
summarize
Open slide detailBeat · Need
08
The slide uses product imagery to represent the portfolio and highlights segment-specific performance.summarize
Open slide detailBeat · Need
09
Includes product imagery alongside financial KPIs.summarize
Open slide detailBeat · Need
10
The slide uses a map to visualize regional performance metrics alongside a summary box for total organic growth.analyze_data
11
propose_solution
Open slide detailLoop · Cost Of Inaction
12
The slide uses a combination of financial metrics and a lifestyle image to contextualize the brand's market presence.analyze_data
13
Includes a photo of Listerine products on a retail shelf.analyze_data
14
The slide uses a split layout: a list of strategic pillars on the left and a logo grid of 15 brands on the right.prioritize
15
This appears to be a corporate mission or brand purpose slide for Kenvue.front_matter
16
The slide uses a high-quality photograph of a retail shelf as the primary visual element.front_matter
Open slide detailBeat · Satisfaction
17
The chart uses a waterfall bridge format to explain the variance in net sales.analyze_data
Open slide detailBeat · Satisfaction
18
The chart uses a standard waterfall bridge format to explain the variance in net sales.analyze_data
Open slide detailBeat · Satisfaction
19
The chart uses a waterfall bridge to explain the 2.2 percentage point increase in adjusted gross profit margin.analyze_data
Open slide detailBeat · Satisfaction
20
The chart uses a waterfall bridge to explain the 0.3 percentage point increase in adjusted gross profit margin.analyze_data
Open slide detailBeat · Satisfaction
21
The chart uses a waterfall bridge format to explain the variance in operating income margins.show_valuation_bridge
Open slide detailBeat · SatisfactionLoop · Before After
22
The chart illustrates the impact of operating leverage, standalone public company costs, and non-recurring items on the operating margin.show_valuation_bridge
Open slide detailBeat · SatisfactionLoop · Before After
23
The slide presents financial performance metrics comparing 2022 and 2023 for both Q4 and the full fiscal year.analyze_data
Open slide detailBeat · Satisfaction
24
The slide uses a combination of a big number metric and a bar chart to demonstrate financial discipline.analyze_data
Open slide detailBeat · Satisfaction
25
front_matter
Open slide detailBeat · Action
26
summarize
Open slide detailBeat · Action
27
The chart uses a waterfall bridge format to explain the variance between 2023 and 2024 EPS figures.show_valuation_bridge
Open slide detailBeat · Action
28
summarize
Open slide detailBeat · Action
29
state_next_steps
31
The table uses arrows to indicate the duration or impact period of specific positive (+) and negative (-) drivers on organic growth.analyze_data
32
The slide presents two tables: one showing the reconciliation of reported net sales change to organic growth, and another breaking down organic growth into pricanalyze_data
33
The slide presents two tables for the same fiscal period, one showing absolute dollar impacts and the other showing percentage impacts.analyze_data
34
Contains two distinct tables for fiscal year comparisons.analyze_data
35
The slide contains two distinct tables: one showing dollar amounts and percentages for net sales change, and another showing percentage breakdowns for organic ganalyze_data
36
Includes footnotes regarding deferred markets and separation-related costs.analyze_data
37
Includes a detailed breakdown of adjustments (a) through (k).analyze_data
38
The table includes a primary reconciliation section and a detailed breakdown of adjustments labeled (a) through (e).analyze_data
39
Includes a detailed breakdown of adjustments (a) through (n).analyze_data
40
The slide includes a detailed breakdown of adjustments (a) through (f) at the bottom.analyze_data
41
The table shows adjustments for special items, carve-out methodology, deferred markets, and foreign tax credit valuation allowances.analyze_data
42
analyze_data
43
Contains detailed footnotes explaining the calculation methodology for non-GAAP metrics.analyze_data
44
The slide includes a standard disclaimer regarding the inability to provide forward-looking GAAP reconciliations.analyze_data
45
front_matter