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KVUE, which owns global brands such as Tylenol, Listerine, and Neutrogena, was spun off from Johnson & Johnson and enjoyed steady sales and dividends. However, in 2025, the company abruptly resigned its CEO and embarked on a strategic review. Performance was decent, and Tylenol remained the world's best-selling painkiller. However, immediately after, U.S. President Donald Trump remarked at a campaign rally that "Tylenol use during pregnancy increases the risk of autism," a dramatic shift in the situation. When the issue, previously dismissed by the courts, was brought up again by politicians, KVUE chose silence, and the market began to falter. The brand was alive, but the company remained silent. Performance was strong, but leadership was lacking. Dividends were rising, but the strategy was unclear. Is this all coincidence, or a sign? The analytical techniques used in this video can be found in the books tagged in the "View Products" button at the bottom left of the video. Some books are currently on sale. And if you, our listeners, have any questions about listed, unlisted, or soon-to-be-listed stocks or coins, please feel free to leave a comment. We'll cover them in the next episode.

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