Investors interested in Consumer Products - Discretionary stocks are likely familiar with Acco Brands (ACCO) and SharkNinja, Inc. (SN). But which of these two stocks is more attractive to value investors?
ACCO Brands Corporation is downgraded to Sell with a $3.26 price target, reflecting debt concerns and macro headwinds. The recent EPOS acquisition expands ACCO's technology peripherals, but margin pressures from rising fuel and electricity costs persist. Leverage remains high at 4.11x net debt/aEBITDA, with $897mm debt and a significant 2029 maturity wall with limited cash and operational coverage.
ACCO Brands Corporation (ACCO) Q1 2026 Earnings Call Transcript
Acco Brands (ACCO) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.05 per share. This compares to a loss of $0.02 per share a year ago.
ACCO, CDE and EPRX have been added to the Zacks Rank #5 (Strong Sell) List on April 2nd, 2026.
ACCO, ATR and OBDC have been added to the Zacks Rank #5 (Strong Sell) List on March 20th, 2026.
ACCO Brands Corporation (ACCO) Q4 2025 Earnings Call Transcript
Acco Brands (ACCO) came out with quarterly earnings of $0.38 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.39 per share a year ago.
ACCO Brands remains rated 'hold' due to persistent revenue and profit declines despite aggressive cost-cutting and operational restructuring. Management targets $100M in annual cost savings, but deleveraging from falling sales continues to pressure margins and cash flows. Valuation is compelling, with ACCO trading at mid- to low-single-digit multiples, yet fundamentals have not stabilized to warrant an upgrade.
The office products industry faces relentless headwinds as remote work, digitization, and shifting workplace habits erode demand for traditional supplies.
Somnigroup International (SGI) is rated a BUY due to strong momentum, successful acquisition, and resilience even in weak consumer sentiment. SGI's recent Mattress Firm acquisition boosted revenue and margins, while ACCO Brands (ACCO) faces declining demand and cost-cutting measures. SGI trades at high valuations but justifies this with robust performance and a positive outlook, while ACCO, despite looking cheap, shows signs of being a value trap.
ACCO Brands Corporation ( ACCO ) Q3 2025 Earnings Call October 31, 2025 8:30 AM EDT Company Participants Christopher McGinnis - Senior Director of Investor Relations Thomas Tedford - President, CEO & Director Deborah OConnor - Executive VP & CFO Conference Call Participants Joseph Gomes - NOBLE Capital Markets, Inc., Research Division Gregory Burns - Sidoti & Company, LLC Kevin Steinke - Barrington Research Associates, Inc., Research Division William Reuter - BofA Securities, Research Division Presentation Operator Hello, everyone, and welcome to the ACCO Brands Third Quarter 2025 Earnings Conference Call. My name is Ezra, and I will be your coordinator today.