Selloff or Market Correction? Either Way, Here's What to Do NextSee Overvalued Stocks

Newell Brands' SWOT analysis: turnaround strategy boosts stock outlook

Published 15/12/2024, 10:50 pm
NWL
-

Newell Brands Inc. (NASDAQ:NWL), a consumer goods company operating in various categories, has been navigating a challenging market environment while implementing a turnaround strategy. Trading at $12,715.55, the stock has shown resilience with an impressive 18.31% return over the past year. Recent analyst reports and financial performance indicators suggest that the company's efforts are beginning to yield positive results, despite ongoing macroeconomic uncertainties.

Want deeper insights into NWL's performance? InvestingPro offers comprehensive analysis and exclusive ProTips to help you make informed investment decisions.

Turnaround Strategy and Innovation

Newell Brands has been focusing on a turnaround strategy aimed at improving top-line growth and expanding margins. The company's approach includes a strong emphasis on mid- and high-price point product innovation, which aligns with changing consumer sentiment towards higher spending on general merchandise. This strategy has been showing signs of success, with analysts noting sequential improvement in revenue and significant incremental margin expansion.

The increased focus on innovation is supported by a commitment to boost Advertising & Promotion (A&P) spending. Analysts believe this investment could help Newell gain market share and drive category growth, potentially leading to a return to consistent, albeit modest, top-line growth starting in 2025.

Financial Performance and Outlook

Newell Brands' recent financial results have exceeded expectations, demonstrating management's confidence in their turnaround strategy. The company's stock has gained 9.02% over the past six months, with a strong YTD return of 16.59%. The company is expected to achieve core sales growth of 1% in fiscal year 2025 (FY25), which is comparable to industry peers. This projection, while modest, represents a positive shift from previous periods of underperformance.

Margin improvement has been a key focus area for Newell, with recent quarters showing significant expansion. This has allowed the company to increase investments in growth initiatives while maintaining profitability. Analysts have noted that this margin expansion provides a runway for future growth and could contribute to an inflection point in the company's performance.

Debt Management

Newell Brands' debt profile remains a concern for some analysts, with the company's leverage ratio currently at 4.8x. However, management has outlined plans to reduce this to 4.3x by the end of 2025. This debt reduction strategy is seen as crucial for improving the company's financial flexibility and reducing interest expenses, which have been a headwind due to recent refinancing activities.

Market Positioning and Competitive Landscape

The company operates in a competitive consumer goods market, with exposure to various categories including household products, beverages, and office supplies. Currently trading near its 52-week range of $10,695.87 to $13,039.41, Newell's positioning within these sectors has been impacted by tariffs, which have influenced the competitive landscape.

Discover NWL's complete financial health score and detailed valuation metrics with InvestingPro. Our Pro Research Report provides comprehensive analysis of NWL's market position among 1,400+ top US stocks. However, analysts note that the company is well-positioned within the current investing landscape, with cyclical exposure and some insulation from tariff effects.

Newell's performance across categories has been mixed. While most major segments have shown improvement, the office and school supplies category has underperformed relative to other divisions. The Learning & Development segment, in particular, has faced challenges due to potentially muted back-to-school spending.

Bear Case

How might persistent inflation impact Newell's profitability?

Persistent inflation remains a significant risk for Newell Brands. As a consumer goods company, Newell is particularly vulnerable to increases in raw material costs and labor expenses. If the company is unable to pass these higher costs on to consumers through price increases, it could face margin compression. Additionally, inflation may lead to reduced consumer spending power, potentially impacting demand for Newell's products, especially in discretionary categories.

Can Newell overcome its history of underperformance since the Jarden acquisition?

Newell Brands has faced challenges in delivering consistent performance since its acquisition of Jarden Corporation in 2016. The integration process and subsequent restructuring efforts have been complex and time-consuming. Skeptics argue that the company's track record of underperformance may continue to weigh on investor sentiment. Overcoming this history will require sustained execution of the turnaround strategy and consistent delivery of improved financial results over multiple quarters.

Bull Case

How could Newell's increased A&P spending drive market share gains?

Newell's commitment to increasing Advertising & Promotion spending could be a significant driver of market share gains. By investing in brand awareness and product promotion, the company can strengthen its position in key categories. This increased visibility, coupled with the focus on mid- and high-price point product innovation, may allow Newell to capture a larger share of consumer spending. Successful A&P campaigns could also support the introduction of new products, potentially accelerating top-line growth.

What potential does Newell's new innovation strategy have for driving growth?

Newell's focus on mid- and high-price point product innovation aligns with evolving consumer preferences for premium offerings. This strategy could lead to higher average selling prices and improved margins. By developing innovative products that meet consumer needs, Newell has the potential to create new revenue streams and revitalize existing product lines. The success of this innovation-driven approach could result in increased consumer loyalty, repeat purchases, and expansion into new market segments.

SWOT Analysis

Strengths:

  • Strong brand portfolio across various consumer categories
  • Effective turnaround strategy showing positive results
  • Improved margin expansion providing runway for growth
  • Focus on mid- and high-price point product innovation

Weaknesses:

  • High debt leverage requiring ongoing management
  • Underperforming office/school supplies category
  • History of underperformance since Jarden acquisition
  • Challenges in certain product segments due to market conditions

Opportunities:

  • Potential for market share gains through increased A&P spending
  • International business acceleration
  • Expansion into new product categories or markets
  • Leveraging e-commerce and direct-to-consumer channels

Threats:

  • Uncertain consumer demand in a volatile economic environment
  • Potential impact of tariffs on cost structure and pricing
  • Persistent inflation affecting profitability and consumer spending
  • Intense competition in consumer goods sectors
  • Potential for economic downturn impacting discretionary spending

Analysts Targets

  • Barclays (LON:BARC): Overweight, $10 (November 20th, 2024)
  • Barclays: Equal Weight, $8 (November 13th, 2024)
  • Barclays: Equal Weight, $8 (October 29th, 2024)
  • RBC Capital Markets: Sector Perform, $9.50 (October 28th, 2024)
  • RBC Capital Markets: Sector Perform, $9.50 (October 23rd, 2024)
  • Canaccord Genuity: Buy, $12 (July 29th, 2024)
  • Wells Fargo (NYSE:WFC) Securities: Equal Weight, $9 (July 29th, 2024)
  • RBC Capital Markets: Sector Perform, $9.50 (July 29th, 2024)
  • Barclays: Equal Weight, $8 (July 29th, 2024)
  • Barclays: Equal Weight, $8 (July 26th, 2024)
  • RBC Capital Markets: Sector Perform, $7.50 (July 24th, 2024)
  • Barclays: Equal Weight, $8 (May 15th, 2024)

Newell Brands Inc. is at a critical juncture in its turnaround efforts. While the company has shown promising signs of improvement, particularly in margin expansion and innovation strategy, it continues to face challenges related to debt management and category-specific performance. The success of its increased A&P spending and focus on premium product innovation will be key factors in determining whether Newell can sustain its recovery and deliver long-term value to shareholders. Investors and analysts will be closely monitoring the company's progress in executing its strategy and navigating the uncertain macroeconomic environment in the coming quarters.

This analysis is based on information available up to December 15, 2024, and reflects the most recent analyst reports and company performance data provided.

Make more informed investment decisions with InvestingPro. Access exclusive financial metrics, Fair Value estimates, and expert insights that go beyond traditional analysis. Join thousands of successful investors who rely on InvestingPro's comprehensive research tools and Pro Research Reports.

InvestingPro: Smarter Decisions, Better Returns

Gain an edge in your investment decisions with InvestingPro’s in-depth analysis and exclusive insights on NWL. Our Pro platform offers fair value estimates, performance predictions, and risk assessments, along with additional tips and expert analysis. Explore NWL’s full potential at InvestingPro.

Should you invest in NWL right now? Consider this first:

Investing.com’s ProPicks, an AI-driven service trusted by over 130,000 paying members globally, provides easy-to-follow model portfolios designed for wealth accumulation. Curious if NWL is one of these AI-selected gems? Check out our ProPicks platform to find out and take your investment strategy to the next level.

To evaluate NWL further, use InvestingPro’s Fair Value tool for a comprehensive valuation based on various factors. You can also see if NWL appears on our undervalued or overvalued stock lists.

These tools provide a clearer picture of investment opportunities, enabling more informed decisions about where to allocate your funds.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.