Kenvue CEO replacement

[anonymous]

How long can Thibault last with the lack of growth and poor results at Kenvue?

 

[anonymous]

How long can Thibault last with the lack of growth and poor results at Kenvue?

If Kenvue follows the JNJ model, he should be just fine. JNJ has a long history of hanging on to medicore senior leaders for long, long periods of time.

 

[anonymous]

This is 100% true. They’ll usually get rid of M1-M2s before they ax anyone D2 or above. Never solving the problem.

 

[anonymous]

If Kenvue follows the JNJ model, he should be just fine. JNJ has a long history of hanging on to medicore senior leaders for long, long periods of time.

Kenvue leaders (who are J&J veterans) may want to follow the J&J model, but no longer can they hide in the deep Pharma pockets. Investors are looking for returns and the grace period is running out. Thibaut has maybe two more quarters to show progress before the Wall Street will turn on Kenvue. The old guard from J&J cannot bootstrap this, so the sooner we hit rock bottom and reboot the leadership layer, the better.