Newell Brands Inc. (NASDAQ:NWL ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 11:15 AM EDT Company Participants Christopher Peterson - President, CEO & Director Conference Call Participants Christopher Carey - Wells Fargo Securities, LLC, Research Division Presentation Unknown Analyst Okay. All right.
Newell Brands is a global leader with a diverse portfolio of over 50 consumer and commercial product brands. Newell Brands trades at 8.4x forward P/E and 8.4x EV/EBITDA, a deep discount to peers (15.9x P/E, 11.6x EV/EBITDA), reflecting debt and revenue decline, but offering upside potential. Segment consolidation and cost restructuring are nearing completion, driving margin expansion (Q2 2025 gross margin +1.0pp YoY) and reduced restructuring charges (-43% YoY in H1).
In trading on Wednesday, shares of Newell Brands were yielding above the 5% mark based on its quarterly dividend (annualized to $0.28), with the stock changing hands as low as $5.55 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
NWL meets Q2 earnings estimates despite a 4.4% drop in core sales, as margin gains are overshadowed by tariff and sales headwinds.
Newell Brands (NWL) shares sank roughly 15% Friday when the consumer products maker gave weaker-than-anticipated guidance on higher costs from tariffs.
While the top- and bottom-line numbers for Newell Brands (NWL) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Newell Brands (NWL) came out with quarterly earnings of $0.24 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.36 per share a year ago.
While inflation, weak demand and currency headwinds are expected to have hurt NWL's Q2 performance, restructuring might have softened the blow.
Newell Brands (NWL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors need to pay close attention to NWL stock based on the movements in the options market lately.
Newell Brands is showing improved operating income and productivity from restructuring, with new initiatives and products expected to drive further gains in 2025. Despite risks from tariffs, interest rates, and ratings downgrades, NWL's strong free cash flow and undervaluation make it attractive at current prices. Ongoing cost reduction, centralization, and product launches should boost margins and support a turnaround, with fair value estimated near $11 per share.
Newell Brands (NWL) reported earnings 30 days ago. What's next for the stock?