金佰利将以 400 亿美元收购泰诺生产商科赴 特朗普曾警示泰诺风险

Zhitong
2025.11.03 17:56

Kimberly-Clark has agreed to acquire the struggling Tylenol manufacturer Kenvue for approximately $40 billion, a move that will position the Scott tissue producer among the leaders in the consumer health industry.

Kimberly-Clark will acquire Kenvue at a price of $21.01 per share, representing a 46% premium over Kenvue's closing price last Friday. The two companies stated that the deal values Kenvue at approximately $48.7 billion based on enterprise value. This transaction exposes Kimberly-Clark to legal and political risks. Since Kenvue's spin-off from Johnson & Johnson in 2023, its financial condition has been poor, and it is currently embroiled in escalating confrontations with the Trump administration over safety issues related to its flagship product, Tylenol. Year-to-date, Kenvue's stock price has fallen nearly 33%.

Kimberly-Clark stated that post-merger, the company's revenue will reach $32 billion, surpassing Unilever to become the second-largest seller of health and wellness products, only behind Procter & Gamble.

Kimberly-Clark's stock plummeted 14% in New York, marking its largest single-day drop since 2000. Meanwhile, Kenvue's stock surged 20% at the open to $17.18, still below its issue price