Geopolitics Alpha

8-K - Kenvue Inc. (0001944048) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Kenvue filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: KVUE, XLB, CL, EL, ELF
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHA8-K - Kenvue Inc. (0001944048)(Filer)KVUEGEOPOLITICS ALPHA

8-K - Kenvue filed an 8-K with the SEC on Nov 4 (a notice of a material company event).

Directly affected

  • KVUE Kenvue+8.6% 14d

    Named in this report.

Indirectly affected

  • XLB Materials Select Sector SPDR+1.1% 30d

    Materials Select Sector SPDR holds the materials sector that Kenvue belongs to, so it often moves with news about it.

  • CL Colgate-Palmolive+11.3% 30d

    Colgate-Palmolive is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news.

  • EL The Estée Lauder Companies+10.2% 11d

    The Estée Lauder Companies is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news.

  • ELF e.l.f. Beauty+11.1% 13d

    e.l.f. Beauty is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news.

  • COTY Coty+12.0% 11d

    Coty is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news.

  • HLN Haleon

    Haleon is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
KVUE+1.56%—baseafter closeafter closeafter closeafter close
XLB-2.52%-0.41%baseafter closeafter closeafter closeafter close
CL-5.71%-1.35%baseafter closeafter closeafter closeafter close
EL-2.89%-6.57%baseafter closeafter closeafter closeafter close
ELF-0.96%-2.96%baseafter closeafter closeafter closeafter close
COTY-3.88%-0.14%baseafter closeafter closeafter closeafter close
HLN-7.67%-5.19%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-04 AccNo: 0001104659-26-122777 Size: 199 KB Item 3.03: Material Modifications to Rights of Security Holders Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

Price since this story was published: Kenvue (KVUE)

CompanyWhenMoveStatus
Colgate Palmolive (CL)three days earlier-1.35%final price
Colgate Palmolive (CL)five days earlier-5.71%final price
Coty Inc Com Cl A (COTY)three days earlier-0.14%final price
Coty Inc Com Cl A (COTY)five days earlier-3.88%final price
Estee Lauder Companies (EL)three days earlier-6.57%final price
Estee Lauder Companies (EL)five days earlier-2.89%final price
e.l.f. Beauty (ELF)three days earlier-2.96%final price
e.l.f. Beauty (ELF)five days earlier-0.96%final price
Haleon (HLN)three days earlier-5.19%final price
Haleon (HLN)five days earlier-7.67%final price
Kenvue (KVUE)five days earlier+1.56%final price
Select Sector Spdr Tr (XLB)three days earlier-0.41%final price
Select Sector Spdr Tr (XLB)five days earlier-2.52%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Kenvue (KVUE)

Companies carried with this story

  • KVUE Kenvue

    In “8-K - Kenvue Inc. (0001944048) (Filer),” Kenvue (KVUE) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> KVUE

  • XLB Select Sector Spdr Tr

    In “8-K - Kenvue Inc. (0001944048) (Filer),” Select Sector Spdr Tr (XLB) is linked, with no stored direction, medium confidence. Reason on file: Materials Select Sector SPDR holds the materials sector that Kenvue belongs to, so it often moves with news about it

  • CL Colgate Palmolive

    For “8-K - Kenvue Inc. (0001944048) (Filer),” Colgate Palmolive (CL) is linked, with no stored direction, medium confidence. Reason on file: Colgate-Palmolive is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news

  • EL Estee Lauder Companies

    For “8-K - Kenvue Inc. (0001944048) (Filer),” Estee Lauder Companies (EL) is linked, with no stored direction, medium confidence. Reason on file: The Estée Lauder Companies is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news

  • ELF e.l.f. Beauty

    In “8-K - Kenvue Inc. (0001944048) (Filer),” e.l.f. Beauty (ELF) is linked, with no stored direction, medium confidence. Reason on file: e.l.f. Beauty is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news

  • COTY Coty Inc Com Cl A

    For “8-K - Kenvue Inc. (0001944048) (Filer),” Coty Inc Com Cl A (COTY) is linked, with no stored direction, medium confidence. Reason on file: Coty is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news

  • HLN Haleon

    In “8-K - Kenvue Inc. (0001944048) (Filer),” Haleon (HLN) is linked, with no stored direction, medium confidence. Reason on file: Haleon is a peer of Kenvue in perfumes, cosmetics and other toilet preparations; rivals often move on the same news

How “8-K - Kenvue Inc. (0001944048) (Filer)” reaches Kenvue (KVUE)

Kenvue (KVUE) is the company in “8-K - Kenvue Inc. (0001944048) (Filer),” the 4 Nov 2026 this story story.

The link for Kenvue (KVUE) is this: SEC 8-K filing -> direct issuer disclosure -> KVUE

Also listed, Select Sector Spdr Tr (XLB): Materials Select Sector SPDR holds the materials sector that Kenvue belongs to, so it often moves with news about it

Dates in the story, and the Kenvue (KVUE) price range

CL traded between 87.10 and 98.20 across 20 sessions. The latest close on file is 95.61. KVUE traded between 17.55 and 19.99 across 14 sessions. The latest close on file is 19.27. XLB traded between 47.81 and 51.51 across 17 sessions. The latest close on file is 50.93.

A simple score for Kenvue (KVUE)

46 out of 100

“8-K - Kenvue Inc. (0001944048) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.