NWL in three months: buy, wait or sell?
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Newell Brands supplies products for households, workplaces and outdoor activities. Home and commercial goods generate most of its revenue, including Rubbermaid storage and cleaning products, Crockpot kitchen appliances and Yankee Candle home fragrances. Writing and baby products are another substantial business, with brands such as Sharpie and Graco; outdoor products under brands including Coleman contribute a smaller share.
Retailers and commercial distributors buy its products for resale, while Newell also sells directly to consumers online and through Yankee Candle stores. Amazon and Walmart are its largest customers, together accounting for a substantial share of sales. Its largest customers generally order without long-term purchase commitments or minimum-purchase guarantees, so the business depends on continued orders. Large retailers also press for lower prices, limiting Newell’s ability to pass on higher costs.
Newell relies on third-party manufacturers for finished goods, with some product lines dependent on one or a few suppliers. In its baby business, a single supplier provides products responsible for most of that unit’s sales and owns the intellectual property for many of them.
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.
Helen Of Troy Ltd competes with Newell Brands for major retailers’ purchases of food-preparation, storage, organization and outdoor hydration products. Its Home & Outdoor sales are the part to watch for competition with Newell’s household goods and portable drinkware.
SharkNinja’s Ninja kitchen appliances compete with Newell Brands’ Oster, Crockpot and Mr. Coffee for shoppers’ purchases and retail shelf space. Watch Ninja’s small kitchen appliance sales rather than Shark’s floorcare business for the competition facing Newell’s kitchen brands.
Lifetime Brands, Inc. competes with Newell Brands for major retailers’ orders for cookware, bakeware, cutlery, food storage and insulated drinkware. Walmart, Amazon and Costco buy from both, making Lifetime’s sales to those retailers particularly relevant to Newell’s kitchen and home products.
Spectrum Brands Holdings, Inc. sells small home appliances through retailers and distributors that compete with Newell Brands’ Oster, Mr. Coffee and other kitchen brands. Watch its Home and Personal Care business for appliance innovation and retail-partner developments, both areas it identifies as important to competition.
Acco Brands Corporation and Newell Brands’ writing and labeling businesses sell branded school and workplace supplies through overlapping office-supply stores and mass retailers. ACCO’s handling of large seasonal orders is worth watching alongside demand for Newell’s writing and labeling products.
YETI Holdings competes for outdoor consumers’ purchases with Newell Brands’ Coleman, Contigo and Bubba coolers and reusable drinkware. Drinkware made up 58% of YETI’s fiscal 2025 net sales, making that revenue line a particularly useful place to watch the competition.
Columbia Sportswear competes with Newell Brands’ Marmot for outdoor and active-lifestyle consumers buying technical outdoor apparel, selling through wholesale customers and directly to consumers. Its apparel launches and technical-performance improvements are the developments most relevant to Marmot.
Acco Brands Corporation earningsACCO
Acco Brands Corporation's report will show how large seasonal orders for school and workplace supplies are moving, offering a demand signal for Newell Brands' writing and labeling products.
Read ACCO Brands' sales alongside its account of large seasonal orders. Firm orders and sales would point to steady demand for school and workplace supplies, a supportive backdrop for Newell Brands' writing and labeling products; weakness would add to concern that soft demand is weighing on those products, but would not establish how Newell itself performed.
Columbia Sportswear Co earningsCOLM
Columbia Sportswear's report will show how its outdoor-apparel sales and launches are faring, offering a read on the technical-apparel market where Newell Brands' Marmot competes.
Read Columbia Sportswear's outdoor-apparel sales and launch commentary alongside the direction of Newell Brands' Outdoor and Recreation business. Strength would suggest demand in outdoor apparel, but also a competitive market for Marmot; weakness would point to softer demand, not an automatic gain in market share for Marmot.
Newell Brands Inc. earningsThis company
Newell Brands' report will show whether sales across its three businesses are stabilizing and whether pricing and productivity are protecting gross margin.
Read sales in Home and Commercial Solutions, Learning and Development, and Outdoor and Recreation alongside gross margin. Stabilizing sales with a steady margin would show that product launches, pricing and productivity are offsetting weak demand and cost pressure; falling sales and a lower margin would show those efforts are not enough to protect Newell Brands' revenue and product profitability.
SharkNinja, Inc. earningsSN
SharkNinja's Ninja small-appliance sales will show how it is competing with Newell Brands' Oster, Crockpot and Mr. Coffee for shoppers and retail shelf space.
Focus on SharkNinja's Ninja small-appliance sales, not its Shark floorcare business. Strong Ninja sales would show demand for small kitchen appliances, but could also mean tougher competition for Newell Brands' Oster, Crockpot and Mr. Coffee on retail shelves; weak sales could reflect a softer category, not a Newell market-share gain.
YETI Holdings, Inc. earningsYETI
YETI Holdings' drinkware sales will show how it is competing for outdoor shoppers who might also buy Newell Brands' Contigo and Bubba products.
Read YETI Holdings' drinkware sales alongside its overall results. Strong drinkware sales would show demand in the outdoor-drinkware market and point to real competition for Newell Brands' Contigo and Bubba; weaker sales could mean the category is cooling, but would not prove Newell is winning YETI's lost business.
Retail Sales MoM (Oct)
Retail sales track how much consumers spend at retailers; this matters to Newell Brands because demand for its kitchen, writing, baby-care and outdoor products drives retailer orders and the revenue those orders bring.
Stronger consumer spending would point to support for retailer orders of Newell’s products and sales; weaker spending would point to greater risk of reduced orders and further sales pressure.