Q4 2025 Newell Brands Inc Earnings Call Transcript
Key Points
- Newell Brands Inc (NWL) has significantly reduced its China sourcing exposure from 35% to below 10%, enhancing supply chain resilience.
- The company has implemented a global productivity plan, leveraging automation, digitization, and AI to simplify processes and enhance execution.
- Newell Brands Inc (NWL) has secured $40 million in incremental tariff-advantaged business wins in the second half of 2025.
- The Baby segment showed strong performance, with Graco's market share increasing by over 350 basis points in the fourth quarter.
- The Home Fragrance segment returned to growth in the fourth quarter, driven by the successful relaunch of Yankee Candle.
- Core sales declined by 4.1% in the fourth quarter, with net sales down 2.7% compared to the previous year.
- The Home & Commercial segment faced significant pressure, particularly in the Kitchen category due to soft consumer demand and distribution losses.
- The company had to execute multiple pricing actions due to tariffs, which affected consumer behavior and retail dynamics.
- Normalized gross margin decreased by 70 basis points in the fourth quarter, impacted by tariff-related headwinds.
- Newell Brands Inc (NWL) expects core sales to decline by 7% to 5% in the first quarter of 2026, partly due to retailer shipment timing and major shelf resets.
Good morning and welcome to Newell Brands fourth-quarter and full-year 2025 earnings conference call. (Operator Instructions) Today's call is being recorded. A live webcast of this call is available at ir.newellbrands.com.
I will now turn the call over to Joanne Freiberger, SVP of Investor Relations and Chief Communications Officer. Ms. Freiberger, you may begin.
Thank you. Good morning, everyone, and welcome to Newell Brands fourth-quarter 2025 earnings call. On the call with me today are Chris Peterson, our President and CEO; and Mark Erceg, our CFO.
Before we begin, I'd like to inform you that during today's call, we will be making forward-looking statements, which involve risks and uncertainties. Actual results and outcomes may differ materially, and we undertake no obligation to update forward-looking statements. I refer you to the cautionary language and risk factors available in our earnings release our Form 10-K, Form 10-Qs, and other SEC
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