NEWELL BRANDS (NWL) Company Report

Newell Brands anticipates its operating margin to grow by approximately 50 basis points in 2026, aiming for a long-term target of 12%-15% from 6% in 2023, supported by a projected 100 basis point reduction in overhead as a percentage of sales by 2026.
The company expects to finish 2025 with a gross margin of around 34.5%, an improvement from 29.5% in 2023, with a long-term goal of 37%-38%.
Newell Brands projects a $0.28 tariff-related headwind to its P&L in 2026, an increase of $0.05 from 2025, but expects a lower cash tariff impact of $120 million in 2026 compared to $180 million in 2025.
The company plans its highest-ever advertising and promotion (A&P) spending in 2026 to support a robust innovation pipeline, which includes over 20 Tier 1 and Tier 2 innovations, and expects a substantively better operating cash flow in 2026 compared to the $250-$300 million guided for 2025.
Newell Brands is leveraging AI across its operations, resulting in a 500% increase in digital marketing assets with fewer personnel, a reduction in customer service response time from three hours to 15 minutes, and a shortened product development cycle from four months to two to three weeks on the front end.

2 days ago

Transcript

Newell Brands Announces Productivity Plan and Updates Financial Outlook

NWL

Layoffs

Guidance Update

Demand Weakening

Newell Brands announced a new productivity plan, including a 10% reduction in professional clerical employees, targeting $110-$130 million in pre-tax cost savings, largely implemented in the U.S. by December 2025.
This plan is expected to reduce 2026 overhead as a percentage of sales by approximately 100 basis points, supporting the long-term operating margin goal of 12%-15%.
The company updated its outlook, expecting general merchandise categories to be down 2%-3% this year, and international core sales declined 6% in Q3 2025, with Brazil down 25%. As a result, core sales and net sales guidance are expected to be toward the lower end of the previously announced range.
Operating cash flow for 2026 is projected to be significantly stronger than the $250-$300 million guided for 2025, driven by reduced tariff cash impacts, improved cash conversion, and lower CapEx. The company remains committed to debt reduction, aiming for investment grade, with leverage at 5x by the end of 2025.

2 days ago

Transcript

Newell Brands Announces New Productivity Plan and Positive 2026 Outlook

NWL

Layoffs

New Projects/Investments

Guidance Update

Newell Brands announced a new productivity plan involving a 10% reduction of professional clerical employees, expected to generate $110 million-$130 million in pre-tax cost savings.
This plan is enabled by significant complexity reduction (e.g., brands from 80 to 52, SKUs from 100,000 to 20,000) and the implementation of over 100 Agentic AI use cases across the company.
The company projects this action will reduce 2026 overhead as a percentage of sales by approximately 100 basis points and supports the long-term goal of achieving a 12%-15% operating margin.
For 2026, Newell Brands anticipates substantively better operating cash flow than the $250 million-$300 million guided for the current year, driven by lower tariff cash impacts, improved cash conversion, reduced cash taxes, and a decrease in CapEx from $250 million to $200 million.
The company expects to grow faster than the category in 2026, supported by its strongest innovation portfolio ever, highest advertising and promotion budget, and an increase in net distribution.

2 days ago

Transcript

Newell Brands Announces Global Productivity Plan and Updates Q4 Sales Outlook

NWL

Layoffs

Guidance Update

Demand Weakening

Newell Brands Inc. (NWL) approved a global productivity plan on November 26, 2025, which includes a reduction of its global workforce by over 900 employees (approximately 10% of professional and clerical employees) and the closure of approximately 20 Yankee Candle® stores.
The company expects to incur pre-tax restructuring and related charges of approximately $75 million to $90 million, primarily for severance and related costs, with most charges recognized by the end of 2026.
Once fully implemented, the productivity plan is anticipated to generate annualized pre-tax cost savings of approximately $110 million to $130 million.
For Q4 2025, the company affirmed its guidance for normalized operating margin, normalized earnings per share, and operating cash flow, but now expects net and core sales results to be towards the lower end of its previously communicated guidance range.

4 days ago

8-K

Newell Brands Announces Global Productivity Plan with Workforce Reduction

NWL

Layoffs

Guidance Update

Demand Weakening

Newell Brands has announced a global productivity plan that includes a workforce reduction of over 900 employees, representing approximately 10% of its professional and clerical staff, with U.S. layoffs occurring this month.
The company expects to incur pre-tax restructuring charges between $75 million and $90 million and projects annualized pre-tax cost savings of $110 million to $130 million once the plan is fully implemented.
As part of this strategy, Newell plans to close approximately 20 Yankee Candle stores in the U.S. and Canada.
Newell anticipates its fourth-quarter net and core sales to be at the lower end of its guidance range, attributed to slower-than-expected improvements in Latin American sales.

4 days ago

WSJ

AMSC Reports Second Quarter Fiscal Year 2025 Results and Provides Q3 FY2025 Outlook

NWL

Earnings

Guidance Update

Revenue Acceleration/Inflection

AMSC reported revenues of $65.9 million for the second quarter of fiscal year 2025, representing an increase of over 20% year-over-year, and achieved a gross margin greater than 30%.
For Q2 FY2025, the company posted net income of $4.8 million ($0.11 per share) and non-GAAP net income of $8.9 million ($0.20 per share).
Cash, cash equivalents, and restricted cash totaled $218.8 million as of September 30, 2025.
For the third quarter ending December 31, 2025, AMSC expects revenues in the range of $65.0 million to $70.0 million, with non-GAAP net income anticipated to exceed $6.0 million or $0.14 per share.

Nov 5, 2025, 9:05 PM

Press Release

Newell Brands Reports Q3 Profit Amid Sales Decline

NWL

Earnings

Guidance Update

Demand Weakening

Newell Brands reported a third-quarter net income of $21 million, a turnaround from a $198 million loss in the prior year, though net sales declined by 7.2%. Consolidated net sales for the quarter were approximately $1.9 billion, representing a 6.1% decline year-over-year, with core sales down 7.4%.
The Outdoor & Recreation segment reported stabilized sales at $183 million and a substantial narrowing of its operating loss to $8 million from $23 million in the prior year. The normalized operating loss for this segment narrowed to $1 million, or negative 0.5% of sales, compared with $15 million, or negative 8.2% of sales, in the prior year period.
CEO Chris Peterson highlighted the potential for growth in 2026, supported by a strong innovation pipeline, with the fastest growth seen in Coleman Pro Coolers.
The company provided financial guidance for the fourth quarter and full year 2025, expecting declines in net sales but projecting normalized earnings per share between $0.16 to $0.20 for Q4 and $0.56 to $0.60 for the full year. Newell Brands' reported normalized profit per share of $0.17 for the quarter narrowly missed analyst expectations of $0.18 , leading to an 8% drop in shares in pre-market trading.

Oct 31, 2025, 5:39 PM

Morningstar

Newell Brands Reports Q3 2025 Results and Updates Full-Year Guidance

NWL

Earnings

Guidance Update

Demand Weakening

Newell Brands reported Q3 2025 net sales decreased 7.2% and core sales decreased 7.4%, with normalized diluted earnings per share (EPS) of $0.17.
The company updated its full-year 2025 guidance, now expecting net sales to decline 5%-4.5% and core sales to decline 5%-4%, with normalized EPS in the range of $0.56-$0.60.
Macroeconomic headwinds, including lower retailer inventory levels, a slowdown in key international markets, and lower consumer demand due to aggressive pricing, significantly impacted Q3 sales.
Newell Brands anticipates incurring approximately $180 million in incremental cash tariff costs for 2025, resulting in a net P&L impact of $115 million or $0.23 per share for the full year.
Looking ahead, the company expects its international business to return to growth in Q4 2025 and projects net distribution gains to exceed losses starting in Q4 and extending through 2026, supported by strong innovation programs.

Oct 31, 2025, 11:30 AM

Transcript

Newell Brands Reports Q3 2025 Results and Updates Full Year Guidance

NWL

Earnings

Guidance Update

Demand Weakening

Newell Brands reported a 7.2% decline in net sales and a 7.4% decline in core sales for Q3 2025, with normalized diluted earnings per share of $0.17.
The company incurred approximately $55 million of net tariff P&L expense, or $0.11 per share, in Q3 2025, and updated its full year 2025 gross tariff cash impact estimate to $180 million.
Full year 2025 guidance was updated, with net sales expected to decline 5% to 4.5%, core sales to decline 5% to 4%, and normalized EPS projected in the range of $0.56 to $0.60.
The full year 2025 operating cash flow guidance range was updated to $250 million to $300 million, a significant reduction attributed to incremental cash tariff impacts.
Looking to 2026, the company anticipates operating cash flow to strengthen significantly, driven by declining cash taxes and incentive compensation, reduced CapEx, and improved working capital, alongside expected net distribution gains starting in Q4 2025 and continuing throughout 2026.

Oct 31, 2025, 11:30 AM

Transcript

Newell Brands Reports Q3 2025 Results and Updates Full-Year Guidance

NWL

Earnings

Guidance Update

Demand Weakening

Newell Brands reported Q3 2025 net sales and core sales both declined 7%, with normalized diluted earnings per share (EPS) of $0.17.
The Q3 results were significantly impacted by $55 million in net tariff P&L expense, or $0.11 per share, alongside lower retailer inventory levels, a slowdown in key international markets, and reduced consumer demand.
The company updated its full-year 2025 guidance, projecting net sales to decline 5% to 4.5%, core sales to decline 5% to 4%, and normalized EPS in the range of $0.56 to $0.60.
Full-year operating cash flow guidance was revised to $250 million to $300 million, reflecting $180 million in incremental cash tariff impacts for the year.
Looking to 2026, Newell Brands expects operating cash flow to strengthen significantly, with reduced CapEx and plans to launch over 20 new product innovations.

Oct 31, 2025, 11:30 AM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for NEWELL BRANDS.

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Christopher H. Peterson say about margins?What are NEWELL BRANDS's strategic priorities?How is NEWELL BRANDS positioned vs competitors?How did NEWELL BRANDS do last quarter?

Let Fintool AI Agent track NEWELL BRANDS's earnings for you

Get instant analysis when filings drop