Geopolitics Alpha

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

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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 2 (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+0.9% 30d

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

  • CL Colgate-Palmolive+10.5% 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+1.6% 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+8.5% 13d

    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+1.17%+0.31%base+0.36%after closeafter closeafter close
XLB-2.56%-1.67%base+2.09%after closeafter closeafter close
CL-2.32%-3.78%base+1.06%after closeafter closeafter close
EL-0.35%+0.10%base-0.32%after closeafter closeafter close
ELF+1.11%+3.12%base+1.08%after closeafter closeafter close
COTY-5.43%-0.59%base+3.67%after closeafter closeafter close
HLN+17.78%+15.59%base+0.69%after 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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Filed: 2026-11-02 AccNo: 0000950157-26-001147 Size: 359 KB Item 1.02: Termination of a Material Definitive Agreement Item 2.01: Completion of Acquisition or Disposition of Assets Item 3.01: Notice of Delisting or Failure to Satisfy a Conti…

Source: sec-edgar

Kenvue (KVUE)

In the last 5 similar stories, Kenvue (KVUE) moved an average of +1.01% the next day. The best was +1.01% and the worst was +1.01%, from 1 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Kenvue (KVUE)the next day+1.01%+1.01%+1.01%1
Kenvue (KVUE)three days later+6.06%+6.06%+6.06%1
Select Sector Spdr Tr (XLB)the next day+1.38%+1.38%+1.38%2
Select Sector Spdr Tr (XLB)three days later+3.14%+3.14%+3.14%2
Colgate Palmolive (CL)the next day+1.92%+3.35%+0.48%2
Colgate Palmolive (CL)three days later+3.51%+3.51%+3.51%1

The price since 2 Nov 2026: Kenvue (KVUE) versus the S&P 500

CompanyWhenMoveStatus
Colgate Palmolive (CL)that day+1.06%still updating
Colgate Palmolive (CL)three days earlier-3.78%final price
Colgate Palmolive (CL)five days earlier-2.32%final price
Coty Inc Com Cl A (COTY)that day+3.67%still updating
Coty Inc Com Cl A (COTY)three days earlier-0.59%final price
Coty Inc Com Cl A (COTY)five days earlier-5.43%final price
Estee Lauder Companies (EL)that day-0.32%still updating
Estee Lauder Companies (EL)three days earlier+0.10%final price
Estee Lauder Companies (EL)five days earlier-0.35%final price
e.l.f. Beauty (ELF)that day+1.08%still updating
e.l.f. Beauty (ELF)three days earlier+3.12%final price
e.l.f. Beauty (ELF)five days earlier+1.11%final price
Haleon (HLN)that day+0.69%still updating
Haleon (HLN)three days earlier+15.59%final price
Haleon (HLN)five days earlier+17.78%final price
Kenvue (KVUE)that day+0.36%still updating
Kenvue (KVUE)three days earlier+0.31%final price
Kenvue (KVUE)five days earlier+1.17%final price
Select Sector Spdr Tr (XLB)that day+2.09%still updating
Select Sector Spdr Tr (XLB)three days earlier-1.67%final price
Select Sector Spdr Tr (XLB)five days earlier-2.56%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 is named in “8-K - Kenvue Inc. (0001944048) (Filer)”

Companies tied to this story

  • KVUE Kenvue

    For “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

    For “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

    Colgate Palmolive (CL) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Kenvue Inc. (0001944048) (Filer).” 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

    e.l.f. Beauty (ELF) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Kenvue Inc. (0001944048) (Filer).” 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

    Coty Inc Com Cl A (COTY) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Kenvue Inc. (0001944048) (Filer).” 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

    Haleon (HLN) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Kenvue Inc. (0001944048) (Filer).” 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)

On 2 Nov 2026, “8-K - Kenvue Inc. (0001944048) (Filer)” is the story that connects Kenvue (KVUE) to this story.

What ties Kenvue (KVUE) to the headline is this: SEC 8-K filing -> direct issuer disclosure -> KVUE

Select Sector Spdr Tr (XLB) is here too. Its reason reads: 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 84.33 and 98.20 across 20 sessions. The latest close on file is 95.30. 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.

How solid “8-K - Kenvue Inc. (0001944048) (Filer)” looks

46 out of 100Price not final

“8-K - Kenvue Inc. (0001944048) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.