-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们维持12个月目标价为19美元，相当于我们2027年每股收益预期1.15美元的16.5倍，较2023年上市以来18.1倍的交易倍数有所折让。鉴于诉讼阴影以及由于金佰利(KMB)即将收购KVUE（预计将于2026年下半年完成），KVUE独立业绩的可见性有限（该公司已停止提供前瞻性指引并召开分析师电话会议），我们认为这一倍数是合理的。在今天上午发布第一季度财报后，我们将2026年每股收益预期从1.10美元上调至1.15美元。我们维持2027年每股收益预期1.15美元不变。Kenvue第一季度业绩稳健，展现出持续的运营势头。净销售额增至39.09亿美元（同比增长4.5%），其中内生增长0.7%。这一业绩表明，随着公司交易接近完成，管理层的运营举措正在取得成效。该交易已于2026年1月获得股东批准，目前正在进行监管审批。
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