Kenvue, Inc. (KVUE) in Fidelity Select Consumer Staples Portfolio Q2 2024

Leading Personal Care Products Company with Growth Potential

Apr 15, 2025

Summary

Largest holding in the personal care products segment.
Strong market position and brand recognition.
Potential challenges from competitive pressures and consumer spending.
Top overweight in the fund's portfolio.
Focus on sustainable revenue growth and earnings.

Kenvue, Inc. (KVUE, Financial) was the largest holding in the personal care products segment of the Fidelity Select Consumer Staples Portfolio Q2 2024. The company is recognized for its strong market position and brand recognition, making it a top overweight in the fund's portfolio. The fund manager highlighted the focus on sustainable revenue growth and earnings, although competitive pressures and consumer spending constraints could pose challenges.

"Kenvue was the largest holding from this segment, the No. 4 position overall and a top overweight." — Fidelity Select Consumer Staples Portfolio, Q2 2024 Fund Letter

Read full letter at gurufocus fidelity select consumer staples portfolio q2 2024 review 2024 Q2 page.

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