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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Kenvue
Kenvue (KVUE) investor relations material
Kenvue Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
Q4 net sales rose 3.2% year-over-year, with organic sales up 1.2% and a 2.1% foreign currency benefit.
Full year 2025 net sales declined 2.1% year-over-year, with organic sales down 2.2%.
Q4 diluted EPS was $0.17 (up from $0.15), and adjusted diluted EPS was $0.27 (up from $0.26).
Full year diluted EPS was $0.76 (up from $0.54), and adjusted diluted EPS was $1.08 (down from $1.14).
Pending acquisition by Kimberly-Clark expected to close in the second half of 2026.
Financial highlights
Q4 gross profit margin was flat at 56.5%; adjusted gross profit margin rose to 58.8% from 58.7%.
Q4 operating income margin increased to 14.2% (adjusted: 19.9%).
Full year gross profit margin expanded to 58.1% (adjusted: 60.2%).
Full year operating income margin was 16.0% (adjusted: 21.0%).
Net cash flows from operating activities were $2.2B; free cash flow was $1.7B.
Total cash and cash equivalents stood at $1.1B; total debt at $8.5B as of year-end.
Outlook and guidance
No forward-looking guidance provided due to the pending Kimberly-Clark transaction.
What caused Q4 volume decline across segments?
Explain net impact of "Our Vue Forward" initiatives.
What is the outlook for separation and transaction costs?
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Next Kenvue earnings date
Q1 20267 May, 2026
Kenvue
Next Kenvue earnings date
Q1 20267 May, 2026
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Frequently asked questions
Kenvue Inc is a consumer-health company. The company's brands portfolio includes AVEENO®, BAND-AID® Brand Adhesive Bandages, JOHNSON’S®, LISTERINE®, NEUTROGENA®, TYLENOL® and ZYRTEC®. Originally a part of Johnson & Johnson, Kenvue Inc went public as a standalone company in May 2023.
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