Monitor for future disclosures about order volumes and revenue impact. The lack of minimum purchase commitments means actual financial benefit depends on Kenvue's ordering patterns. Watch for potential extension announcements near March 2027.
Price Chart
Executive Summary
Sonoma Pharmaceuticals (SNOA) entered into a manufacturing and supply agreement with Kenvue Brands LLC to produce Microcyn technology-based products in the U.S. The agreement runs through March 2027, with optional extensions, and establishes Sonoma as the exclusive manufacturer while Kenvue retains rights to market similar products.
Key Financial Metrics
Key Facts
- Agreement is for manufacturing and supply of Microcyn technology-based products in the U.S.
- Effective from October 24, 2025 through March 2027, with potential for two additional one-year extensions.
- Kenvue owns all intellectual property rights to the products.
- Sonoma is the exclusive manufacturer but Kenvue can still manufacture or have similar products made by third parties.
- No minimum purchase requirements for Kenvue, only binding orders based on forecasts.
- Pricing structure includes conversion price, raw materials price, waste cost, and transportation cost.
- Kenvue has right to terminate without cause with six months' notice.
Financial Impact
Undisclosed financial terms, but agreement establishes revenue stream for Sonoma through product manufacturing
Risk Factors
- No guaranteed minimum orders from Kenvue
- Kenvue can manufacture similar products through other manufacturers
- Agreement can be terminated by Kenvue without cause with six months' notice
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001683168-26-002761 |
| Document: sonoma_8k.htm | 0001683168-26-002761 |
| Document: 0001683168-26-002761-index-headers.html | 0001683168-26-002761 |
| Document: 0001683168-26-002761-index.html | 0001683168-26-002761 |
| Document: 0001683168-26-002761.txt | 0001683168-26-002761 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 19d ago | 8-K | $1.22 $1.16 | ▼ −4.92% | ▼ −4.49% | $1.13 (−7.38%) |
Jun 18, 2026 18w ago | 8-K | $1.16 $1.14 | ▲ +1.72% | ▲ +0.27% | $1.13 (+2.59%) |
Jun 18, 2026 18w ago | 424B5 | $1.16 $1.14 | ▲ +1.72% | ▲ +0.27% | $1.13 (+2.59%) |
Apr 27, 2026 26w ago | 424B4 | $1.11 $1.04 | ▲ +6.31% | ▲ +5.82% | $1.13 (−1.80%) |
Apr 17, 2026 27w ago | S-1 | $2.65 $2.25 | ▼ −15.09% | ▼ −14.44% | $1.13 (−57.36%) |
Apr 9, 2026 28w ago | 8-K | $2.41 $2.28 | ▼ −5.39% | ▼ −5.33% | $1.13 (−53.11%) |
US Market Status
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