NWL
Newell Brands Inc.3.7700
+0.0000+0%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Pricing rollbacks, innovation hit rates detailed
Q&A unpacked pricing tailwinds absent from prepared remarks: Baby prices rolled back after tariffs eased from 30% to 20%, while U.S.-made Rubbermaid Easy Store lids drop 15% for competitive edge. Management disclosed a 70% hit rate on prior Tier 1/2 innovations, with standouts like Graco's top-selling car seat and Yankee Candle's 6% Q4 U.S. growth proving the model. Analysts questioned Q1 weakness and shelf reset timing; execs blamed shipment shifts to Q2, not demand, amid persistent low-income and Gen Z pullback. AI speeds product dev and marketing. Past launches cumulatively build momentum. Outlook prudent, eyes tax refund upside.
Key Stats
Market Cap
1.58BP/E (TTM)
-Basic EPS (TTM)
-0.06Dividend Yield
0.07%Recent Filings
8-K
10-K
8-K
8-K
Newell launches cost cuts
Newell Brands approved a global productivity plan on November 26, 2025, cutting professional and clerical headcount by ~10% (900 employees) and closing 20 Yankee Candle stores. Actions start Q4 2025, substantially done by end-2026, with $75-90M restructuring charges offset by $110-130M annualized pre-tax savings. U.S. cuts wrap this year. Local laws may delay international moves.
8-K
Q3 sales dip, EPS improves
Newell Brands reported Q3 2025 net sales of $1.8 billion, down 7.2% year-over-year, hit by trade disruptions, Brazil softness, and tariff-driven pricing. Yet normalized EPS edged up to $0.17 from $0.16, with operating margin swinging to 6.6% from negative 6.2%, thanks to restructuring savings and productivity gains. Tariffs cost $24 million this quarter; full-year outlook now sees core sales off 5.0% to 4.0% and normalized EPS at $0.56 to $0.60. Turnaround advances, but sales pressure lingers.
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