Earnings summaries and quarterly performance for NEWELL BRANDS.
Executive leadership at NEWELL BRANDS.
Christopher H. Peterson
President and Chief Executive Officer
Bradford R. Turner
Chief Legal and Administrative Officer and Corporate Secretary
Kristine K. Malkoski
Segment CEO, Learning and Development
Mark J. Erceg
Chief Financial Officer
Tracy L. Platt
Chief Human Resources Officer
Board of directors at NEWELL BRANDS.
Anthony Terry
Director
Bridget Ryan Berman
Independent Chairperson of the Board
Gary H. Pilnick
Director
Gerardo I. Lopez
Director
James P. Keane
Director
Judith A. Sprieser
Director
Patrick D. Campbell
Director
Stephanie P. Stahl
Director
Research analysts who have asked questions during NEWELL BRANDS earnings calls.
Andrea Teixeira
JPMorgan Chase & Co.
4 questions for NWL
Brian McNamara
Canaccord Genuity - Global Capital Markets
4 questions for NWL
Filippo Falorni
Citigroup Inc.
3 questions for NWL
Lauren Lieberman
Barclays
3 questions for NWL
Olivia Tong Cheang
Raymond James Financial, Inc.
3 questions for NWL
William Chappell
Truist Securities
3 questions for NWL
Christopher Carey
Wells Fargo & Company
2 questions for NWL
Peter Grom
UBS Group
2 questions for NWL
Bill Chappell
Truist Securities
1 question for NWL
Stephen Robert Powers
Deutsche Bank
1 question for NWL
Recent press releases and 8-K filings for NWL.
- Newell Brands reported Q4 2025 net sales of $1.9 billion, a 2.7% decline year-over-year, and full-year net sales of $7.2 billion, down 5%. Normalized diluted earnings per share (EPS) for Q4 was $0.18, with full-year normalized EPS at $0.57.
- Despite significant tariff-related headwinds, the company expanded its normalized operating margin by 20 basis points to 8.4% for the full year 2025, supported by a 50 basis point increase in advertising and promotion (A&P) support and the announcement of a global productivity plan in Q4.
- For 2026, Newell Brands forecasts full-year net sales to be down 1% to up 1% and core sales to be down 2% to flat, anticipating market share growth for the first time since the Jarden acquisition. Normalized operating margin is projected between 8.6% and 9.2%, and normalized EPS in the range of $0.54-$0.60.
- The company plans over 25 Tier 1 or 2 innovation launches in 2026, its strongest lineup to date, and expects positive distribution trends. Q1 2026 is projected to be an anomaly with core sales declining 7%-5% and normalized EPS between -$0.12 and -$0.08, due to seasonality and retailer shipment timing.
- Newell Brands reported a normalized operating margin of 8.4% in 2025, an increase from 8.2% in 2024, with normalized earnings per share (EPS) of $0.57.
- For 2026, the company initiated net sales guidance of down 1% to up 1% and core sales guidance of down 2% to flat, expecting to outperform an anticipated category decline of approximately 2%.
- Normalized operating margin for 2026 is projected to be between 8.6% and 9.2%, a 50 basis point improvement at the midpoint over 2025, despite an estimated gross P&L tariff impact of $150 million.
- The company plans over 25 Tier 1 or 2 innovation launches in 2026, the strongest lineup since the Jarden acquisition, and expects distribution to turn positive for the first time since the acquisition. Q1 2026 net sales are projected to be down 4% at the midpoint, with a rebound anticipated in Q2 through Q4, implying +1% net sales growth for those quarters.
- Newell Brands reported Q4 2025 net sales of $1.9 billion, a 2.7% decline, and full-year 2025 net sales of $7.2 billion, a 5% decline. Normalized diluted EPS was $0.18 for Q4 2025 and $0.57 for the full year.
- For 2026, the company projects full-year net sales to be down 1% to up 1% and core sales to be down 2% to flat. Normalized EPS is expected in the range of $0.54-$0.60, with normalized operating margin between 8.6% and 9.2%.
- Operating cash flow guidance for 2026 is $350-$400 million, representing a 40% increase at the midpoint over 2025. This is supported by a global productivity plan expected to generate over $75 million in year-over-year savings.
- Tariffs continue to be a significant factor, with an estimated total gross P&L impact of $150 million in 2026, representing an incremental $0.07 headwind to EPS compared to 2025.
- The company is focusing on innovation, with over 25 Tier 1 or 2 launches planned for 2026, and expects to grow market share and see performance improve significantly from Q2 2026 after a challenging Q1.
- Newell Brands reported Q4 2025 net sales of $1.9 billion, a 2.7% decline compared to the prior year period, and a net loss of $315 million. Normalized diluted EPS was $0.18, and normalized EBITDA increased 11.6% to $241 million.
- For the full year 2025, net sales were $7.2 billion, a 5.0% decrease compared to the prior year, with a net loss of $285 million and normalized diluted EPS of $0.57. Full year operating cash flow was $264 million.
- The company initiated its full year 2026 outlook, projecting net sales in the range of (1%) to 1%, normalized EPS between $0.54 and $0.60, and operating cash flow of $350 million to $400 million. This outlook anticipates a meaningful sequential improvement in net sales and an increase of over 40% in operating cash flow at the midpoint compared to 2025.
- Newell Brands reported fourth quarter 2025 net sales of $1.9 billion, a 2.7% decline compared to the prior year, with normalized diluted EPS of $0.18 and normalized EBITDA increasing 11.6% to $241 million.
- For the full year 2025, net sales were $7.2 billion, a 5.0% decline from the prior year, and normalized diluted EPS was $0.57. Full year operating cash flow was $264 million.
- The company initiated its full year 2026 outlook, projecting net sales in the range of (1%) to 1% and normalized EPS between $0.54 and $0.60. Operating cash flow for 2026 is expected to be $350 million to $400 million.
- As of the end of 2025, Newell Brands had $4.7 billion in debt outstanding and $203 million in cash and cash equivalents.
- 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.
- 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.
- 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.
- 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.
- 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.
Quarterly earnings call transcripts for NEWELL BRANDS.
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