Contrarian Corpus
Starboard Value vs. Kenvue Inc.

Kenvue Inc. · KVUE

1 deck published between 2024-02-13 and 2024-02-13 — 0 pages, 0 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-02-13 initial thesis

    2024 02 2024_Active Passive_Investor_Summit_ _Kenvue_Inc

    —pp · conference_presentation

    Kenvue is an iconic consumer-health portfolio underperforming its potential — fixing margins and Skin Health & Beauty execution can close a wide valuation gap to Haleon and staples peers.