Kenvue's Stock Slide: Can Tylenol's Past Save Its Future?

Kenvue, the company behind well-known brands like Tylenol and Neutrogena, is in a tough spot. Its stock has dropped 30% this year, and it's facing serious accusations. President Donald Trump has claimed that Tylenol might increase autism when used during pregnancy. This is a big deal because Tylenol is a trusted pain reliever for many people. Kenvue isn't taking this sitting down. They've told the FDA that years of scientific evidence don't support this link. They point out that the FDA itself has said the same thing. But will this be enough to convince the public and the market? Kenvue has been through rough times before. In the 1980s, Tylenol was involved in a deadly poisoning scandal. Yet, the brand survived and thrived. Today, Tylenol is still a top choice for pain relief worldwide. This history shows that Kenvue knows how to bounce back.The company has a strong global presence with a billion consumers in 165 countries. It offers a wide range of products, from skincare to baby care. This diversity helps Kenvue weather economic storms. Plus, it has a strong research and development team, which could help it innovate and stay ahead. But there are concerns. Kenvue's earnings have been falling, and its dividend might not be sustainable. The company needs to address these issues to secure its financial health. Analysts are cautiously optimistic, with a "Moderate Buy" rating and a target price that suggests a potential 32% upside. Kenvue's future isn't all doom and gloom. It has a strong brand portfolio, a global reach, and a history of resilience. But it needs to tackle its financial challenges head-on. Only time will tell if Kenvue can turn things around.