NWL Newell Brands Inc

$NWL Zacks moved Newell Brands to its #1 (Strong Buy) list today, with the current-year consensus estimate up 11.8% over the last 60 days. The revisions trace to July: Q2 EPS came in at 0.42 vs 0.19 expected, a 121% beat, and management raised FY26 guidance to 0.73-0.77 vs the 0.57 consensus at the time. Still trades around 7x forward earnings with about a 4.6% dividend yield. Q3 reports Oct 30 against a 0.19 consensus; the test is whether the turnaround is more than one quarter.

$NWL reported before the open this morning. Adjusted EPS of $0.20 beat the $0.20 analyst estimate by 1.4%, according to Stock Meadow. Revenue was $1.87B versus $1.86B expected.

$NWL Q3 '26 sales rose 3.7% YoY to $1.9B, with core sales +3.3%, beating guidance. Gross margin expanded 70 bps to 35.2%, operating margin +90 bps to 9.8%. FY26 sales outlook raised to +2–3% and core sales +1–2%; EPS midpoint held at $0.75 despite $220M inflation. Q4 core sales guided +1–3%. Catalysts in play - 7 of top 10 brands grew; US and international both positive. - 25 major product launches in 2026 support innovation. - FUEL productivity offsets inflation with virtually no pricing. - Net leverage fell to 4.5x from 4.8x; further decline targeted. - New COO to integrate global sales and supply chain. Risks to watch - Operating cash flow outlook cut 62% to $150M on pension and factoring effects. - 2027: ~$150M inflation plus loss of $100M tariff refund benefit. - Outdoor & Recreation core sales turned negative in Q3. - Baby gear tariff relief remains uncertain. - 2027 modest price hikes may face consumer resistance. - Q4 core growth may slow from Q3's 3.3% amid weak EMEA demand.

$NWL Knock knock! Yes still holding, now with only a 11% gain, but I did predict this would run and it did all the way to $6.46 coming out of VWAP pinch. I screwed up by not selling it. We are now testing the lower VWAP level after going back and filling the gap open from last earnings. This has been resistance several times. Stock was under pressure due to their debt load and rising treasury yields which makes it more expensive to service the debt. Strong retail sales this morning and yields falling are helping this catch a bid and dividend stocks are killing it. If we clear $5.97 which is the gap open Anchored VWAP from the last earnings we come out of the pinch and we could run into $6 range again. And get paid to wait.

$NWL would it be good or bad for another activist investor father/son duo to get involved with this? rinse and repeat?

$NWL Q3 release mentioned a 101 million dollar tradename impairment, the 10-Q puts it in the Commercial reporting unit inside Home and Commercial Solutions. What's left of that tradename is 87 million dollars, and it is not indefinite-lived anymore, it got a 15 year life with amortization starting October 1.

$NWL Good solid earnings...beat expectation on EPS and revenue. Good guidance. Management paying down debt.

$NWL: who is already in Benson? Buyers of NUK orthodontic pacifiers in 10 states, CA to WA, from Oct 16, 2019 to May 14, 2026. Class certified, opt out closed Aug 24. No claim form yet. Open Class Actions.

$NWL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.20 up 17.65% YoY • Reported revenue of $1.87B up 3.71% YoY • Newell Brands raised full-year 2026 net sales outlook to 2% to 3% and core sales to 1% to 2%, maintaining normalized operating margin at 10.0% to 10.4% and normalized EPS at $0.74 to $0.76.

$NWL: eight NUK lines carry the orthodontic label in Benson, from Space and Latex to Sensitive and Juicy. Plaintiffs allege that word promised oral benefits that do not exist. Trial ahead, nothing to claim. Open Class Actions.

$NWL: Benson is No. 1:19-cv-06836 before Judge Wood in N.D. Ill. Newell says orthodontic accurately describes NUK pacifiers and denies misleading parents. No merits ruling yet, nothing to claim. Open Class Actions.

$NWL Price: $5.41 Volume: Average or below Catalyst: Recent earnings showed stabilizing margins as turnaround/cost-cutting plan continues to take hold. Resistance: $5.85 Support: $5.10 Bull case: Reclaiming $5.85 on rising volume could open a path back toward $6.50 as turnaround narrative gains traction. Bear case: A break below $5.10 support risks a slide back toward $4.70 if volume picks up on selling. What I'm watching: Need a volume surge to confirm any breakout above resistance before trusting the move. Note: I’m not a financial advisor or a market predictor, and I don’t offer any premium subscriptions or paid services. Feel free to check out the link in my bio: