Consumer

Activist Starboard Holds Kenvue Stake and Seeks Changes, WSJ Reports

  • Shares have underperformed since going public in 2023
  • Neutrogena losing market share to CeraVe, Hero skin care lines

Kenvue brands include Aveeno, Band-Aid, Zyrtec, Neosporin and Neutrogena.

Photographer: Gabby Jones/Bloomberg
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Shares of consumer-products company Kenvue Inc. rose the most in more than two months after activist investor Starboard Value took a stake in the Tylenol maker with an eye toward making changes to boost the company’s stock price.

Starboard hasn’t disclosed its stake in Kenvue — spun out of Johnson & Johnson last year — or what issues it aims to tackle, but a person familiar with the matter described it as “sizable.”