Michaels vs Kenvue
Side-by-side comparison of AI visibility scores, market position, and capabilities
North America's largest arts and crafts retail chain with 1,250+ stores; Apollo-owned with Jo-Ann bankruptcy creating expansion opportunity competing with Hobby Lobby.
About
Michaels is North America's largest specialty arts and crafts retail chain, operating over 1,250 company-owned stores in the US and Canada offering a vast selection of art supplies, custom picture framing, scrapbooking and paper crafts, yarn and needle arts, seasonal craft supplies, and home décor. Founded in 1973 in Irving, Texas, Michaels went private in a $6.1 billion leveraged buyout led by Apollo Global Management and Blackstone in 2006, then went public again in 2014, and was taken private again in 2021 by Apollo Global Management for approximately $5 billion.\n\nMichaels' product range spans over 45,000 SKUs in major categories: art supplies (paints, canvases, drawing materials), custom framing (in-store custom frame shop), floral (artificial flowers, wreaths), yarn and needle arts (extensive yarn selection, knitting supplies), seasonal (Halloween, Christmas craft supplies), and general crafts. The Michaels brand has added private label brands (Artist's Loft, Recollections for scrapbooking) that generate higher margins than national brands. In-store classes and workshops turn the store into a community space that drives engagement and repeat visits beyond purchases.\n\nIn 2025, Michaels competes with Hobby Lobby, Jo-Ann Fabric and Craft Stores (which filed for Chapter 11 bankruptcy in 2024, creating market share opportunity), and Michael's own Amazon storefronts for arts and crafts retail. Jo-Ann's bankruptcy and potential store closures represent a significant competitive opportunity for Michaels to gain share in the fabric and needle arts segments. The crafting market benefited from COVID-era growth as homebound consumers took up crafts, and the category has maintained elevated participation. Michaels' 2025 strategy focuses on capturing Jo-Ann customer migration, growing the Michaels Pro segment (artists, educators, craft businesses), expanding digital and e-commerce capabilities, and deepening the community/workshop programming that differentiates physical craft retail.
Skillman NJ consumer health (NYSE: KVUE) ~$15.5B FY2024 revenue; J&J spinoff May 2023, Tylenol/Band-Aid/Neutrogena/Listerine/Aveeno portfolio, talc litigation exposure competing with Haleon and P&G.
About
Kenvue Inc. is a Skillman, New Jersey-based consumer health company — publicly traded on the New York Stock Exchange (NYSE: KVUE) as an S&P 500 Consumer Staples component — marketing and selling over-the-counter medicines, skin health and beauty products, and essential health products through iconic consumer brands including Tylenol (pain and fever relief), Band-Aid (wound care), Neutrogena (skin care), Johnson's (baby care), Listerine (oral care), Aveeno (skincare), Motrin/Advil (ibuprofen pain relief), Zyrtec (allergy), Nicorette (smoking cessation), Neosporin (antibiotic ointment), and Benadryl through approximately 22,000 employees in 165 countries. Kenvue was separated from Johnson & Johnson through an IPO in May 2023 (the largest US IPO of 2023) and a tax-free distribution of J&J's remaining 89.6% stake to J&J shareholders in August 2023 — creating the world's largest pure-play consumer health company by market capitalization, with J&J retaining no ownership. In fiscal year 2024, Kenvue reported revenues of approximately $15.5 billion, with organic growth facing headwinds from lower cold/cough/flu season severity (Tylenol, Zyrtec, Benadryl volume sensitive to respiratory illness intensity), competitive pressure in skin health (Neutrogena competing with Korean beauty brands, Cerave, and pharmacy private label), and macroeconomic consumer trading down to lower-price alternatives in some markets. CEO Thibaut Mongon leads Kenvue's strategy of investing in the brand superiority of its household name portfolio while improving operational efficiency in the post-spinoff period (implementing Kenvue's own supply chain infrastructure, IT systems, and organizational structure previously shared with J&J).
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