Kenvue | Results Presentation Deck | 37 slides

Kenvue · 2024-08
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
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Slide inventory

37
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
front_matter
Open slide detailBeat · Attention
03
introduce_nominees
05
The slide features a visual shelf display of Kenvue's product portfolio alongside key financial KPIs.summarize
Open slide detailBeat · NeedLoop · Logic Chain
06
The slide uses a two-column bulleted list format to highlight six key strategic pillars.summarize
Open slide detailBeat · NeedLoop · Logic Chain
07
Includes footnotes regarding non-GAAP measures and value realization definitions.analyze_data
Open slide detailLoop · Logic Chain
08
propose_solution
Open slide detailLoop · Logic Chain
09
summarize
Open slide detailLoop · Logic Chain
10
transition
Open slide detailLoop · Logic Chain
11
The chart is a classic financial bridge/waterfall.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
12
Includes brand logos at the bottom.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
13
Includes brand logos at the bottom and footnotes regarding non-GAAP measures.summarize
Open slide detailBeat · SatisfactionLoop · Logic Chain
14
Includes brand logos for Listerine, Johnson's, and Band-Aid at the bottom.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
15
Includes non-GAAP reconciliation footnote.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
16
Includes non-GAAP financial measure disclosure.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
17
summarize
Open slide detailBeat · Action
18
The slide serves as a transition or closing placeholder for a Q&A session.other
Open slide detailBeat · Action
19
The slide is a minimalist brand-focused cover page.front_matter
21
The table uses a timeline-like structure to show the duration of specific business drivers across the four quarters of 2023.analyze_data
22
The slide presents two tables for the fiscal three months ended June 30, 2024 vs July 2, 2023.analyze_data
23
Contains two distinct tables: one for dollar/percentage impact and one for percentage-based drivers (Price/Mix vs Volume).analyze_data
24
The slide contains two distinct tables showing fiscal six-month comparisons for 2024 vs 2023.analyze_data
25
The slide presents two tables: the top table shows absolute dollar and percentage changes, while the bottom table breaks down the percentage changes by driver.analyze_data
26
Includes detailed reconciliation of non-GAAP measures to GAAP income before taxes.analyze_data
27
Includes detailed breakdown of adjustments by category (Cost of sales, SG&A, etc.) and reference letters (a)-(f).analyze_data
28
Includes a primary reconciliation table and a secondary detail table for adjustments.analyze_data
29
The slide includes two tables: a primary reconciliation of income statement items and a secondary table detailing the specific adjustments by expense category.analyze_data
30
Includes a primary reconciliation table and a detailed breakdown of adjustments by expense category.analyze_data
31
The table shows adjustments for special items, impairment, carve-out methodology, deferred markets, foreign tax credits, and other items.analyze_data
32
Non-GAAP financial measure reconciliation.analyze_data
33
The table provides a bridge between GAAP and non-GAAP financial metrics.analyze_data
34
Non-GAAP financial measure reconciliation.analyze_data
36
Data is in millions of dollars and is unaudited.analyze_data
37
front_matter