Added to YB: 2025-07-04
Pitch date: 2025-07-02
NWL [bullish]
Newell Brands Inc.
-18.15%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Newell Brands Inc. engages in the design, manufacture, sourcing, and distribution of consumer and commercial products worldwide.
Market Cap
$2.0B
Pitch Price
$5.75
Price Target
20.00 (+325%)
Dividend
5.96%
EV/EBITDA
7.37
P/E
-6.90
EV/Sales
1.00
Sector
Household Durables
Category
turnaround
Show full summary:
Newell Brands $NWL, Probably a 4x within a couple of years.
NWL: Turnaround underway - cutting 80% SKUs, 25 brands driving margin expansion from 28.3% to 34.4% despite revenue decline. EBITDA +25% YoY. Only 10% US products from China (was 35%). Algorithms misreading strategic SKU cuts as weakness. Bull case: $20 PT (1.0x P/S) by 2027 when housing market unfreezes at 5.5% mortgages.
Read full article (4 min)