Kenvue Inc. (KVUE)

Consumer health products, mostly abroad. Read October 19, 2026 from the annual report for the period ending December 28, 2025, filed February 20, 2026. Ranked 18 of the 39 Consumer Defensive companies read so far, by the share within reach now.

A consumer health company whose filing states its total, its regional split and its manufacturing share but nothing by segment, so the two manufacturing patterns follow segment revenue.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 20% now, 32% at the end of 2027, 37% at the end of 2028, 39% at the end of 2030. By the patterns, the work is about 39% desk work, 14% people work and 47% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 61% of the working time stays with people (conversation, in-person and hands-on work), 32% becomes checking a model's work and 5% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

22,000 employees as of December 28, 2025 (stated). The filing counts by region, not by country: 23% in North America, 28% in EMEA, 30% in APAC, 19% in LATAM; 48% of 2025 revenue was in North America.

The filing: “Our People As of December 28, 2025, we had approximately 22,000 employees, with approximately 23% located in North America, 28% in EMEA, 30% in APAC, and 19% in LATAM.”

The workforce as industry patterns

What the filing says about the workforce: About 22,000 employees: 23% in North America, 28% in EMEA, 30% in APAC, 19% in LATAM; about 99% full-time and 1% part-time; manufacturing employees are 23% of the workforce, a function share recorded here and not used as a pattern split.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Chemical Manufacturing (3255 and 3256 only), largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• PPG Industries, Inc. (PPG, 43,500 employees)20% now, 34% by 2028
• Colgate-Palmolive Company (CL, 33,600 employees)20% now, 33% by 2028

What the filing says about AI

21 sentences in the filing name AI. The filing's AI sentences are risk factors: uncertainty in the development, deployment, use and regulation of AI in its internal processes, manufacturing operations, products and services could hurt it, and it must comply with rapidly evolving requirements on AI among other laws.

• “Risks and uncertainties include but are not limited to: Our ability to expand globally, implement our digital strategy, and respond appropriately to competitive pressure, including from private-label brands and generic non-branded products, market trends, increased costs, and customer and consumer preferences; The rapidly changing retail landscape, including our dependence on key retailers, pol...”
• “Uncertainty in the development, deployment, use, and regulation of artificial intelligence in our internal processes, manufacturing operations, products, and services, as well as our business more broadly, could adversely affect us.”
• “Risks Related to Government Regulation, Legal Proceedings, and Financial and Economic Market Conditions Our ability to comply with a broad range of laws and regulations, and other stakeholder requirements globally, including rapidly evolving requirements related to tax, trade, tariffs, manufacturing, ingredients, climate change, sustainability, the environment, privacy, data protection, artific...”
• “Effective implementation of our digital strategy has required, and will require, significant investments in our digital platforms, including information technology systems, and significant development and expansion of our digital capabilities, including data science, data analytics, artificial intelligence, machine learning, natural language processing, and other developing and emerging platforms.”
• “Uncertainty in the development, deployment, use, and regulation of artificial intelligence in our internal processes, manufacturing operations, products and services, as well as our business more broadly, could adversely affect us.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20231median 1
• Fiscal 202416median 4
• Fiscal 202521median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• Pattern shares rest on segment revenue (c); the filing counts no employees by segment.
• The U.S. share is not stated; North America holds 23% of the headcount.
• The pattern applies abroad because the work is the same (rule 7); 77% of employees are outside North America.

Source: the company's annual report on EDGAR, accession 0001944048-26-000030, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.