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Lifetime Brands supplies retailers with moderately priced kitchen tools, cookware, tableware and other household products. It designs products and relies on outside manufacturers to make them, then sells mainly to retailers and, to a lesser extent, distributors. Direct sales through its own websites are limited. Most revenue comes from the U.S. business, where kitchenware is the largest product category. Walmart, Amazon, Costco and TJX each account for a substantial share of sales.
Brand licenses are important to this business. Farberware products generate a material portion of sales under a fully paid, royalty-free license. KitchenAid products also contribute materially; the license covers specified products and expires in December 2026, with renewal not assured.
The company buys products well ahead of expected sales from suppliers mainly in China, so import tariffs affect its costs and its ability to source goods. Retail customers make no long-term purchase commitments, leaving sales dependent on their orders and inventory decisions. Most sales arrive in the second half of the year, requiring the company to build inventory ahead of holiday shipments.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Watch TJX orders too: this major customer is missing from the list but accounted for 11% of Lifetime Brands' 2025 sales.
Helen of Troy competes for the same retail buyers as Lifetime Brands, with OXO kitchen products and Hydro Flask drinkware up against Lifetime's kitchenware and beverageware. Watch sales of those brands rather than Helen of Troy's beauty and wellness products.
Newell Brands competes with Lifetime Brands for household shoppers buying branded cookware, bakeware, cutlery and food-storage products. Its sales in those categories offer a closer comparison than its broader Home and Commercial Solutions revenue, which also includes commercial cleaning products.
Lifetime Brands depends heavily on Walmart buying its kitchenware and home products to resell to shoppers: Walmart was its largest disclosed customer, contributing 17% of consolidated net sales in 2025. Those purchases feed Lifetime's U.S. segment.
Costco's purchases for its membership warehouses are a steady source of Lifetime Brands' sales, accounting for 11% in each of 2023, 2024 and 2025. Watch whether dinnerware and flatware programs return across the warehouse-club channel: programs not repeated in 2025 were the main reason Lifetime's U.S. tableware sales fell.
Amazon's purchases of Lifetime Brands products for resale contributed 12% of Lifetime's consolidated net sales in 2025, spanning its U.S. and International segments. Amazon's own retail buying matters here, rather than simply sales by third-party sellers on its marketplace.
SharkNinja and Lifetime Brands both depend on consumers buying kitchen equipment and retailers replenishing it, though SharkNinja sells small appliances while Lifetime sells kitchenware. Watch Ninja kitchen-appliance sales for a read on that spending, rather than Shark floorcare sales.
Fed Interest Rate Decision
For Lifetime Brands, the Fed’s decision on its benchmark interest rate matters because higher rates can raise the cost of its floating-rate debt and seasonal borrowing, leaving less cash for operations.
Expected4.0%Last release4.0%
If it comes in above expectations
If the policy rate is higher than expected, Lifetime Brands may pay more interest as its floating-rate debt and seasonal borrowing become costlier, leaving less cash for operations.
If it comes in below expectations
If the policy rate is lower than expected, Lifetime Brands may pay less interest as its floating-rate debt and seasonal borrowing become cheaper, leaving more cash for operations.
Newell Brands Inc. earningsNWL
Newell Brands' report offers Lifetime Brands a read on demand for the overlapping cookware, bakeware, cutlery and food-storage products competing for the same shoppers and retail shelves.
Compare Newell Brands' sales in cookware, bakeware, cutlery and food storage with its broader business, which also includes commercial cleaning products. If the overlapping categories hold up while the wider business weakens, demand on those shared shelves looks more resilient—a constructive signal for Lifetime Brands. If those categories also weaken, shared demand or retailer replenishment may be under pressure; the comparison alone cannot show which brand is taking share.
Lifetime Brands, Inc. earningsThis company
Lifetime Brands' report will show whether higher prices can steady U.S. sales without further weakening gross margin.
Read U.S. sales and the explanation of price and volume changes alongside gross margin. If sales stabilize or rise and margin holds, the higher prices have not cost too much demand, or have helped offset cost pressure. If sales and margin both fall, pricing has not made up for weaker demand or costs, leaving profitability without a firm footing.
Retail Sales MoM (Oct)
Retail sales track how much consumers spend at stores, so for Lifetime Brands they can influence retailers’ orders for its kitchenware, tableware and home products and the sales revenue it earns wholesale.
Stronger retail sales suggest consumers are spending more, which may support retailers’ orders for Lifetime Brands’ household goods and its sales revenue; weaker sales may put those orders and revenue under pressure.
Costco Wholesale Corp earningsCOST
Costco's report offers a read on warehouse-club demand behind Lifetime Brands' dinnerware and flatware programs, but cannot confirm whether a specific program will repeat.
Look for Costco's comments on comparable sales and merchandise demand, especially home goods; if it gives no category detail, treat overall sales only as a broad demand signal. Stronger home-goods demand would make repeat purchases of Lifetime Brands' tableware programs more plausible; weaker demand would make that warehouse channel less dependable. Lifetime Brands' own tableware sales are still needed to tell whether a program actually brought in revenue.
