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  • 3 months ago
Kimberly-Clark (NYSE: KMB) just announced a $48.7 billion cash-and-stock deal to acquire Kenvue (NYSE: KVUE) — the company behind Tylenol, Band-Aid, and Neutrogena.

Before the market opened, Kenvue stock surged 20.95% to $17.38, while Kimberly-Clark fell 14%.
The deal values Kenvue at roughly $21 per share (about $40.3 billion in equity) and is expected to close in the second half of 2026.

The combined company would generate $32 billion in annual revenue and projects $1.9 billion in cost synergies within three years of completion.
Kenvue, spun off from Johnson & Johnson in 2023, had seen its shares slide 35% from IPO levels before this merger was announced.

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00:00Two of America's biggest household names just joined forces in a $48.7 billion deal
00:05that could reshape the consumer health industry. Kimberly Clark, the company behind Huggies and
00:10Kleenex, announced it's acquiring Kinvu, maker of Tylenol and Band-Aid, in a cash and stock deal
00:16valued at $48.7 billion. Before markets opened, Kinvu's stock jumped nearly 21% at $17.38,
00:23while Kimberly Clark's shares fell roughly 14% in pre-market trading. The combined company will
00:28bring together 10 brands worth over $10 billion each, with expected annual revenue of $32 billion,
00:34making this one of Wall Street's biggest deals of 2025. Kimberly Clark CEO Mike Hsu called the
00:40acquisition a powerful next step in transforming the company toward higher growth, higher margin
00:45businesses. Kinvu chair Larry Merlot said the board's full strategic review showed this deal was the
00:51best path forward for shareholders. Kinvu shareholders will receive $3.50 in cash,
00:56plus 0.15 Kimberly Clark shares per Kinvu share, valuing the transaction at about $21 per share,
01:04or $40.3 billion in equity. The merger is expected to close in the second half of 2026,
01:10pending approval. Kinvu was spun off from Johnson & Johnson in 2023, and had fallen 35% from its IPO
01:16price before this announcement. Together, the companies expect $1.9 billion in cost synergies
01:22within three years of closing. Make sure you follow Benzinga for more real-time market breakdowns.
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