Core Insights - Newell Brands Inc. provided a cautious outlook for 2026 after reporting fourth-quarter earnings that met expectations and revenue that slightly exceeded forecasts [1] - The company posted normalized earnings per share of $0.18 for the quarter, aligning with analyst estimates, while revenue reached $1.9 billion, modestly above the consensus forecast of $1.88 billion [1] - Core sales declined by 4.1% year over year [1] Full-Year 2026 Projections - For the full year 2026, Newell Brands projected normalized earnings of $0.54 to $0.60 per share, with the midpoint of $0.58 matching analyst expectations [2] - The company anticipates net sales to range from a 1% decline to 1% growth, while core sales are projected to range from a 2% decline to flat [2] - Fourth-quarter profitability improved, with normalized operating margin rising to 8.7% from 7.1% a year earlier, attributed to restructuring and productivity initiatives [2] Investor Sentiment - Investor sentiment was negatively impacted by Newell's first-quarter 2026 outlook, which anticipates a normalized loss of $0.08 to $0.12 per share [3]

Key Takeaways NWL posted Q4 EPS of 18 cents, meeting estimates, while net sales fell 2.7% y/y and core sales declined 4.1%.NWL delivered operating margin expansion to 8.7% and EBITDA up 11.6% on productivity actions and cost control.NWL sees 2026 sales down 1% to up 1%, with core sales down to flat, and EPS projected at 54-60 cents.Newell Brands Inc. (NWL) posted fourth-quarter 2025 results, wherein sales beat the Zacks Consensus Estimate but fell year over year. Nevertheless, earnings met the consensus mar ...

Newell Brands Inc. (NASDAQ:NWL) stock rose Friday after the company reported fourth-quarter fiscal 2025 results.The company reported fourth-quarter adjusted earnings per share of 18 cents, in line with the analyst consensus estimate. Quarterly sales of $1.897 billion (down 2.7% year over year) outpaced the Street view of $1.878 billion.Quarterly MetricsCore sales declined 4.1% compared with the prior year period.The Home & Commercial Solutions segment generated net sales of $1.1 billion, reflecting a core s ...

Peterson also said these actions helped Newell maintain a leverage ratio “at about five times” and that distribution momentum improved as the year progressed, contributing to fourth-quarter sales coming in modestly better than expected.Pricing: The company executed three rounds of pricing in impacted categories to protect structural economics, which management said helped expand normalized operating margin for the year while also increasing advertising and promotional support by 50 basis points.Domestic man ...

Newell Brands (NasdaqGS:NWL) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsChris Peterson - President and CEOJoanne Freiberger - SVP of Investor Relations and Chief Communications OfficerMark Erceg - CFOConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research AnalystBrian McNamara - Managing Director and Senior Equity Research AnalystLauren Lieberman - Managing Director and Senior Equity Research AnalystOlivia Tong - Managing Director and Equity Re ...

Newell Brands (NasdaqGS:NWL) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsChris Peterson - President and CEOJoanne Freiberger - SVP of Investor Relations and Chief Communications OfficerMark Erceg - CFOConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research AnalystBrian McNamara - Managing Director and Senior Equity Research AnalystLauren Lieberman - Managing Director and Senior Equity Research AnalystOlivia Tong - Managing Director and Equity Re ...

Financial Data and Key Metrics Changes - Fourth quarter net sales were $1.9 billion, down 2.7% year-over-year, and core sales declined 4.1% [17] - Full-year net sales were $7.2 billion, a decline of 5%, and core sales decreased by 4.6% [21] - Normalized gross margin for the fourth quarter was 33.9%, down 70 basis points year-over-year, while normalized operating margin was 8.7%, up 160 basis points [18][19] - Normalized earnings per share for 2025 were $0.57 compared to $0.68 in the prior year [23] Business Line Data and Key Metrics Changes - The Learning and Development segment showed resilience, with strong performance from brands like Sharpie and Expo [9] - The Baby segment improved significantly, with Graco's market share increasing by 160 basis points for the full year and over 350 basis points in the fourth quarter [9] - The Home and Commercial segment faced challenges, particularly in the Kitchen category, but promotional activities and selective price adjustments helped stabilize performance [10] - Outdoor and Recreation segment showed stabilization with improved gross and operating margins as the year progressed [11] Market Data and Key Metrics Changes - Core sales in Argentina grew slightly in the fourth quarter due to economic recovery, while Brazil's core sales were down only mid-single digits [18] - The overall market environment remains challenging, with expectations of a 2% decline in categories for 2026 [12] Company Strategy and Development Direction - The company has focused on rebuilding front-end capabilities and strengthening back-end capabilities while reducing complexity [4] - A global productivity plan was announced to enhance competitiveness and support long-term value creation [6] - The company aims to convert strengthened capabilities into improved performance while maintaining margin and cash discipline [16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that 2025 was more challenging than anticipated due to tariffs impacting consumer behavior and retail dynamics [5] - The company expects core sales to decline by approximately 2% for 2026 but is confident in outperforming the category due to strong innovation and distribution improvements [12][30] - Management highlighted the importance of innovation, with over 25 Tier 1 and Tier 2 launches planned for 2026 [13] Other Important Information - The company reduced its China sourcing exposure to below 10%, enhancing supply chain resilience [6] - Full-year operating cash flow guidance for 2026 is set at $350-$400 million, reflecting a 40% increase over 2025 [27] Q&A Session Questions and Answers Question: Can you help us understand your level of visibility on shelf space wins and confidence in sales growth? - The company is planning for category declines but expects to outperform due to strong innovation and secured shelf space wins that will kick in starting in Q2 [37][40] Question: Can you elaborate on the pricing interventions in the baby and kitchen categories? - The company adjusted pricing in response to tariff rollbacks and is implementing a 15% price reduction on Rubbermaid EasyStore lids to remain competitive [42][44] Question: What are the expectations for category growth in the long term? - The company anticipates that real income growth and product life cycles will contribute to category recovery, aiming for a long-term growth rate of 2%-3% [58]

U.S. stock futures are pointing higher this Friday, February 6th, 2026, signaling a potential rebound after a significant tech-led sell-off in the previous session. Investors are closely watching premarket activity and digesting a flurry of corporate earnings, particularly from major technology players, alongside a postponed key economic report. The market's sentiment appears to be a mix of cautious optimism and ongoing scrutiny over the hefty capital expenditures in the booming artificial intelligence (AI) ...

分组1 - Newell Brands reported quarterly earnings of $0.18 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.16 per share a year ago, with an earnings surprise of -1.91% [1] - The company posted revenues of $1.9 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.62%, but down from $1.95 billion year-over-year [2] - Newell Brands has outperformed the S&P 500, gaining approximately 21.5% since the beginning of the year, while the S&P 500 has declined by 0.7% [3] 分组2 - The earnings outlook for Newell Brands is uncertain, with current consensus EPS estimates at -$0.04 on $1.56 billion in revenues for the coming quarter and $0.55 on $7.21 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank indicates that the Consumer Products - Staples sector is in the bottom 31% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8] - The estimate revisions trend for Newell Brands was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6]

Newell Brands is cutting prices by up to 15% at its Rubbermaid food storage brand and on several core items in baby-care portfolio Graco, a spokesperson told Reuters on Friday. ...