Spectrum Brands ramps up brand, digital and product investments to fuel long-term growth, despite near-term revenue lag.
Despite recent underperformance and weak top/bottom line results, Spectrum Brands shares remain attractively valued, especially for long-term investors willing to accept risk. The company's Home & Garden segment shows resilience, but other segments face volume and pricing pressures, particularly due to economic headwinds and tariffs. Management's ongoing efforts to reduce debt, cut costs, and potentially spin off the HPC segment could unlock shareholder value, though timing remains uncertain.
Spectrum Brands Holdings, Inc. (NYSE:SPB ) Q2 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Joanne Chomiak - Senior Vice President, Tax and Treasury David Maura - Chairman and CEO Jeremy Smeltser - Chief Financial Officer Conference Call Participants Pete Lukas - CJS Securities Peter Grom - UBS Olivia Tong - Raymond James Operator Good day and thank you for standing by. Welcome to the Q2 2025 Spectrum Brands Holding Earnings Conference Call.
SPB's Q2 sales and profits fall across key segments due to tough economic conditions, global trade issues and weaker consumer demand.
While the top- and bottom-line numbers for Spectrum (SPB) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Spectrum Brands (SPB) came out with quarterly earnings of $0.68 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.62 per share a year ago.
SPB's fiscal second-quarter results are likely to reflect ongoing cost pressures from tariffs and transformation investments, challenging near-term margin performance.
Spectrum (SPB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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SPB faces financial pressures, but strong e-commerce growth, cost savings and pricing strategies can help drive a turnaround in 2025.
SPB faces headwinds, but strong e-commerce growth and strategic initiatives could pave the way for a turnaround in 2025.
Spectrum Brands gains momentum on e-commerce growth, investments and disciplined cost management while tariffs and macroeconomic pressures remain concerning.