Thibaut Mongon

Kenvue houses J&J's former consumer health brands, creating the world's largest pure-play consumer health company with over $15 billion in annual revenue. The portfolio includes some of the most trusted names in healthcare: Tylenol (pain relief), Listerine (oral care), Band-Aid (wound care), Aveeno and Neutrogena (skin care), Zyrtec (allergy), and Nicorette (smoking cessation). Mongon's challenge is establishing Kenvue as an independent company while revitalizing growth in a portfolio of mature brands that underperformed expectations in the initial quarters post-separation. Many of these brands hold number-one or number-two positions in their categories but have faced share pressure from private label and digital-native competitors. He has focused on innovation (new product formats and formulations), digital marketing transformation, and supply chain optimization to improve margins. Mongon's execution on revenue growth acceleration, margin expansion through operational independence from J&J, and brand revitalization are the critical drivers of Kenvue's stock.