Newell Brands shows resilience with strong strategic positioning in U.S. and Mexican manufacturing and operational efficiency improvements, despite challenges posed by new tariffs on Chinese imports and reduced market growth expectations.
Company Guidance
During Newell Brands' first quarter 2025 earnings call, management provided guidance indicating a strong start to the year with core sales down 2.1%, which was at the high end of their guidance range. The company reported an increase in normalized gross margin by 150 basis points, marking the seventh consecutive quarter of expansion, and a normalized operating margin that exceeded expectations. Despite a challenging macroeconomic environment, Newell maintained its net sales guidance, adjusting category growth expectations to a decline of 1% to 2%, while anticipating stronger performance in the second half of the year due to product innovation and distribution gains. The company plans to mitigate the impact of a 125% China tariff, primarily affecting the baby gear segment, by leveraging domestic and Mexican manufacturing capabilities. Newell's strategy includes seizing market opportunities in tariff-advantaged categories, which are expected to offset challenges, ultimately reaffirming their full-year guidance for normalized operating margin and earnings per share.
Q1 Financial Performance
Core sales at minus 2.1% performed at the high end of guidance. Normalized gross margin increased by 150 basis points, and normalized earnings per share exceeded guidance by $0.05.
Strategic U.S. and Mexican Manufacturing Advantage
Newell Brands has significantly reduced dependency on China, with U.S. and Mexico facilities providing competitive advantage due to tariff-free production in key categories like Rubbermaid and Oster.
Operational Improvements
Gross productivity savings and pricing more than offset inflation and foreign exchange headwinds, with the gross margin improving for the seventh consecutive quarter.
Newell Brands (NWL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NWL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 30, 2025
$5.17
$4.78
-7.54%
Feb 07, 2025
$9.58
$7.05
-26.41%
Oct 25, 2024
$7.05
$8.57
+21.56%
Jul 26, 2024
$6.16
$8.66
+40.58%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Newell Brands (NWL) report earnings?
Newell Brands (NWL) is schdueled to report earning on Jul 25, 2025, TBA Not Confirmed.
What is Newell Brands (NWL) earnings time?
Newell Brands (NWL) earnings time is at Jul 25, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.