Newell Brands Inc. (NWL): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de los bienes de consumo, Newell Brands Inc. (NWL) surge como una potencia estratégica, orquestando una compleja sinfonía de marcas y soluciones de consumo que tocan casi todos los aspectos de la vida diaria. Desde los elementos esenciales de la cocina hasta los instrumentos de escritura, el modelo de negocio meticulosamente elaborado de NWL representa una clase magistral en diversificación y posicionamiento estratégico en segmentos de mercado múltiples. Esta exploración de su lienzo de modelo de negocio revela un enfoque sofisticado que equilibra la innovación, el alcance global y las estrategias centradas en el consumidor, transformando las categorías de productos ordinarios en experiencias de marca extraordinarias que resuenan con millones de clientes en todo el mundo.

Newell Brands Inc. (NWL) - Modelo de negocios: asociaciones clave

Proveedores estratégicos de materias primas y componentes de fabricación

Newell Brands colabora con múltiples proveedores estratégicos en su cartera de productos diversos:

Categoría	Proveedores clave	Valor de suministro anual
Componentes de plástico	Flex Ltd., Jabil Inc.	$ 287 millones
Componentes de metal	Precision CastParts Corp.	$ 164 millones
Componentes electrónicos	Grupo de tecnología de Foxconn	$ 212 millones

Socios minoristas

Las asociaciones minoristas clave incluyen:

• Walmart: 18% de los ingresos anuales totales
• Amazon: 12% de los ingresos anuales totales
• Objetivo: 9% de los ingresos anuales totales
• Costco: 7% de los ingresos anuales totales

Redes de distribución globales y proveedores de logística

Socio de logística	Gasto de logística anual	Cobertura geográfica
Cadena de suministro de DHL	$ 342 millones	América del Norte, Europa
Logística de FedEx	$ 276 millones	Global
Logística XPO	$ 198 millones	Estados Unidos

Colaboradores de diseño e innovación

• MIT Design Lab: presupuesto de colaboración anual de $ 4.2 millones
• Centro de diseño de productos de Stanford: Asociación anual de investigación de $ 3.7 millones
• IDEO Design Consultancy: Contrato de innovación anual de $ 5.6 millones

Acuerdos de licencia con socios de marca

Socio de marca	Tipo de licencia	Ingresos anuales de licencia
Disney	Productos de consumo	$ 87 millones
Marvel	Diseño de productos	$ 62 millones
NFL	Derechos de mercancía	$ 41 millones

Newell Brands Inc. (NWL) - Modelo de negocio: actividades clave

Diseño y desarrollo de productos

Newell Brands invierte $ 128.7 millones en investigación y desarrollo para 2022. La compañía mantiene 12 centros de innovación globales en múltiples países.

Categoría de productos	Inversión anual de I + D	Centros de innovación
Productos de consumo	$ 128.7 millones	12 centros globales

Fabricación de bienes de consumo

Newell Brands opera 37 instalaciones de fabricación a nivel mundial, produciendo aproximadamente 500 millones de unidades anuales.

• Instalaciones de fabricación totales: 37
• Volumen de producción anual: 500 millones de unidades
• Ubicaciones de fabricación: América del Norte, Europa, Asia

Marketing y gestión de marca

El gasto de marketing para 2022 fue de $ 456 millones, cubriendo 29 marcas de consumo importantes en múltiples categorías de productos.

Gasto de marketing	Número de marcas	Categorías de productos
$ 456 millones	29 marcas	5 categorías centrales

Optimización de la cadena de suministro

Newell Brands administra una cadena de suministro compleja con 215 proveedores globales y $ 4.2 mil millones en gastos anuales de adquisiciones.

• Proveedores globales totales: 215
• Gasto anual de adquisiciones: $ 4.2 mil millones
• Tasa de eficiencia de la cadena de suministro: 92.5%

Gestión global de ventas y distribución

La compañía genera $ 9.1 mil millones en ingresos anuales, distribuidos en más de 100 países a través de 75 centros de distribución.

Ingresos anuales	Países de distribución	Centros de distribución
$ 9.1 mil millones	100+	75 centros

Newell Brands Inc. (NWL) - Modelo de negocio: recursos clave

Cartera diversa de marcas de consumo

Newell Brands administra 29 marcas principales En múltiples categorías a partir de 2023, incluyendo:

Categoría	Marcas	Presencia en el mercado
Al aire libre/recreación	Coleman, Campingaz	Distribución global
Electrodomésticos	Oster, Sunbeam	Liderazgo del mercado norteamericano
Escribiendo	Sharpie, compañero de papel	Cuota de mercado global del 15%

Instalaciones de fabricación avanzadas

La infraestructura de fabricación incluye:

• 23 instalaciones de fabricación a nivel mundial
• Ubicado en 10 países
• Capacidad de fabricación total: 1.2 millones de pies cuadrados

Cartera de propiedades intelectuales

Activos de propiedad intelectual:

• Más de 1.500 patentes activas
• Registros de marca registrada en más de 120 países
• Inversión anual de I + D: $ 87 millones en 2022

Equipo de gestión experimentado

Ejecutivo	Posición	Años con la empresa
Russ Hoberman	Director financiero	8 años
Fiona Laird	Oficial de estrategia	5 años

Infraestructura de distribución global

• Centros de distribución: 42 en todo el mundo
• Red de logística que cubre más de 50 países
• Gastos de logística anual: $ 412 millones

Newell Brands Inc. (NWL) - Modelo de negocio: propuestas de valor

Gama integral de productos de consumo

Newell Brands Inc. administra una cartera de más de 20 marcas de consumo en múltiples categorías de productos, generando $ 9.4 mil millones en ventas netas para 2022.

Categoría de productos	Número de marcas	Contribución de ingresos
Hogar & Comercial	8 marcas	42% de los ingresos totales
Aprendiendo & Desarrollo	5 marcas	18% de los ingresos totales
Exterior & Recreación	4 marcas	22% de los ingresos totales
Artículos para el hogar	3 marcas	18% de los ingresos totales

Soluciones innovadoras de alta calidad e innovadores

Newell Brands invirtió $ 135 millones en investigación y desarrollo en 2022, centrándose en la innovación de productos.

• Soluciones de almacenamiento de alimentos comerciales de goma de goma
• Instrumentos de escritura de precisión de Sharpie
• Equipo al aire libre de Coleman
• Utensilios de cocina de Calphalon Professional

Marcas de confianza en múltiples categorías de productos

Newell Brands mantiene 18 marcas de energía con una importante presencia en el mercado, como Rubbermaid, Sharpie y Coleman.

Bienes de consumo asequibles y confiables

Rango promedio de precios del producto: $ 5 - $ 250, dirigidos a consumidores de mercado medio con estrategias de precios competitivas.

Rendimiento y diseño consistentes del producto

Mantenimiento 90%+ calificaciones de satisfacción del cliente a través de las principales líneas de productos, con medidas de control de calidad consistentes.

Marca	Liderazgo del mercado	Cuota de mercado global
Toma de goma	Líder del mercado	35% de participación de mercado
Agudo	Categoría dominante	48% de participación de mercado
Coleman	Top 3 competidor	Cuota de mercado del 25%

Newell Brands Inc. (NWL) - Modelo de negocios: relaciones con los clientes

Plataformas de participación de clientes digitales

Newell Brands opera múltiples plataformas digitales en su cartera de marca:

• Rubbermmaid.com: catálogo de productos en línea con 247,000 visitantes mensuales únicos
• Coleman.com: plataforma de comercio electrónico con 183,000 puntos de contacto de participación digital mensual
• Sharpie.com: plataforma digital que genera 412,000 interacciones web mensuales

Canales de servicio al cliente receptivos

Canal	Volumen de contacto anual	Tiempo de respuesta promedio
Soporte telefónico	1,247,000 contactos de clientes	12.4 minutos
Soporte por correo electrónico	892,000 interacciones con los clientes	24 horas
Chat en vivo	423,000 compromisos digitales	7.2 minutos

Programas de lealtad y recompensas

Métricas del programa de fidelización:

• Total de clientes inscritos: 1,672,000
• Tasa promedio de retención de clientes: 68.3%
• Valor de redención de recompensas anuales: $ 47.2 millones

Interacción y retroalimentación de las redes sociales

Plataforma	Recuento de seguidores	Tasa de compromiso anual
Instagram	1,240,000 seguidores	4.7%
Facebook	2,100,000 seguidores	3.9%
Gorjeo	587,000 seguidores	2.6%

Garantía de productos y servicios de soporte

Detalles de la cobertura de garantía:

• Período de garantía promedio: 3-5 años en todas las categorías de productos
• Procesamiento anual de reclamos de garantía: 412,000 reclamos
• Tasa de resolución de garantía: 94.2%
• Gasto total de soporte de garantía: $ 32.6 millones anuales

Newell Brands Inc. (NWL) - Modelo de negocios: canales

Plataformas de comercio electrónico

Newell Brands utiliza múltiples plataformas de comercio electrónico con las siguientes métricas clave:

Plataforma	Ventas en línea anuales	Alcance del mercado
Amazonas	$ 187.4 millones	Global
Walmart.com	$ 92.6 millones	América del norte
Target.com	$ 64.3 millones	Estados Unidos

Redes de tiendas minoristas

Newell Brands distribuye productos a través de extensas redes minoristas:

• Walmart: 4,742 tiendas en Estados Unidos
• Objetivo: 1.948 tiendas en Estados Unidos
• Costco: 572 ubicaciones de almacén
• Home Depot: 2,317 ubicaciones minoristas

Sitios web directos a consumidores

Los canales de ventas directos incluyen:

Marca	Sitio web	Ingresos anuales de DTC
Coleman	coleman.com	$ 42.1 millones
Toma de goma	Rubbermaid.com	$ 37.5 millones
Vela yanqui	yankeecandle.com	$ 89.6 millones

Canales de distribución al por mayor

Métricas de distribución al por mayor:

• Ingresos al por mayor: $ 2.3 mil millones
• Número de socios mayoristas: más de 12,500
• Mercados mayoristas internacionales: 35 países

Plataformas de marketing y ventas digitales

Rendimiento de marketing digital:

Plataforma	Seguidores/suscriptores	Tasa de compromiso
Instagram	1.2 millones	3.7%
Facebook	850,000	2.9%
YouTube	450,000	2.1%

Newell Brands Inc. (NWL) - Modelo de negocios: segmentos de clientes

Consumidores domésticos

Newell Brands atiende al 100% de los hogares estadounidenses a través de su cartera de productos diversos. El segmento de consumidores domésticos de la compañía genera aproximadamente $ 8.2 mil millones en ingresos anuales.

Categoría de productos	Penetración del mercado	Gasto anual de hogares
Hogar & Cocina	72%	$ 3.1 mil millones
Escribiendo & Suministros de arte	65%	$ 1.7 mil millones
Exterior & Recreación	48%	$ 1.4 mil millones

Compradores comerciales e institucionales

El segmento comercial representa el 35% de los ingresos totales de Newell Brands, representando $ 4.5 mil millones anuales.

• Distribuidores de suministros de oficina
• Instituciones educativas
• Departamentos de adquisiciones corporativas
• Agencias gubernamentales

Millennials y Gen Z

Demográfico objetivo que representa el 45% de la base de consumidores de Newell Brands, con $ 3.6 mil millones en poder adquisitivo anual.

Grupo de edad	Preferencia de compra	Cuota de mercado
Millennials (25-40)	Productos centrados en el diseño	28%
Gen Z (18-24)	Impulsado por la sostenibilidad	17%

Entornos profesionales y de oficina

El segmento de mercado profesional genera $ 2.7 mil millones en ingresos anuales.

• Espacios de trabajo corporativos
• Entornos de pequeñas empresas
• Infraestructura de trabajo remoto

Consumidores de clase media conscientes de precios

Segmento que representa el 55% de la base total del consumidor con ingresos familiares promedio entre $ 50,000 y $ 99,000.

Rango de ingresos	Segmento de consumo	Gasto anual
$50,000-$75,000	Consciente del presupuesto	$ 1.9 mil millones
$75,000-$99,000	Valorado por valor	$ 2.3 mil millones

Newell Brands Inc. (NWL) - Modelo de negocio: Estructura de costos

Gastos de fabricación y producción

Para el año fiscal 2022, Newell Brands reportó costos totales de fabricación de $ 2.47 mil millones. La compañía opera múltiples instalaciones de fabricación en América del Norte, Europa y Asia.

Ubicación de fabricación	Número de instalaciones	Costo de producción anual
Estados Unidos	12	$ 1.2 mil millones
Porcelana	7	$ 620 millones
México	5	$ 450 millones

Inversiones de investigación y desarrollo

En 2022, Newell Brands invirtió $ 98.3 millones en investigación y desarrollo en sus categorías de productos.

• I + D de segmento comercial y comercial: $ 42.5 millones
• R&D del segmento de aprendizaje y desarrollo: $ 31.2 millones
• R&D del segmento al aire libre y recreativo: $ 24.6 millones

Costos de marketing y publicidad

El gasto de marketing para las marcas Newell en el año fiscal 2022 totalizaron $ 385.6 millones.

Canal de marketing	Gasto
Marketing digital	$ 156.3 millones
Medios tradicionales	$ 129.4 millones
Marketing de ferias comerciales y eventos	$ 99.9 millones

Gestión de la cadena de suministro y logística

La cadena de suministro y los costos de logística para las marcas Newell en 2022 fueron de aproximadamente $ 672.5 millones.

• Transporte y flete: $ 287.6 millones
• Gestión de almacenamiento e inventario: $ 224.9 millones
• Embalaje y distribución: $ 160 millones

Sobrecarga administrativa y operativa

Los gastos administrativos para las marcas Newell en el año fiscal 2022 ascendieron a $ 453.2 millones.

Categoría de gastos generales	Costo
Salarios ejecutivos y administrativos	$ 214.7 millones
Instalaciones corporativas	$ 87.5 millones
Tecnología e infraestructura de TI	$ 151 millones

Newell Brands Inc. (NWL) - Modelo de negocios: flujos de ingresos

Venta de productos en todas las categorías de consumidores

Newell Brands Inc. reportó ventas netas totales de $ 9.43 mil millones en 2022. El desglose de ingresos en las categorías clave de productos incluye:

Categoría de productos	Ingresos por ventas
Exterior & Recreación	$ 2.83 mil millones
Hogar & Accesorios	$ 2.45 mil millones
Aprendiendo & Desarrollo	$ 1.67 mil millones
Soluciones comerciales	$ 1.58 mil millones
Alimento	$ 920 millones

Ingresos minoristas en línea y fuera de línea

Newell Brands genera ingresos a través de múltiples canales minoristas:

• Ventas minoristas de ladrillo y mortero: $ 6.72 mil millones
• Ventas de comercio electrónico: $ 2.71 mil millones

Ingresos de licencias e regalías

Los ingresos por licencias para 2022 totalizaron $ 87.5 millones, derivados de asociaciones de marca en varias líneas de productos.

Ventas del mercado internacional

Región geográfica	Ingresos por ventas
Estados Unidos	$ 7.61 mil millones
Mercados internacionales	$ 1.82 mil millones

Ofertas de productos directos al consumidor

Ingresos de ventas directos al consumidor: $ 456 millones en 2022, lo que representa el 4.8% de los ingresos totales de la compañía.

Marcas clave que conducen ventas directas:

• Coleman
• Toma de goma
• Vela yanqui
• Compañero de papel

Newell Brands Inc. (NWL) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Newell Brands Inc. products, which are deeply tied to their established brand equity and recent innovation pipeline as of late 2025. The value proposition centers on reliability you can count on, whether for your home, office, or commercial space.

Trusted quality and durability across diverse household and commercial needs.

The market recognizes this quality, evidenced by external validation. For instance, Newell Brands made Fortune's World's Most Admired Companies list in 2025 for the fourth year running. This isn't just about consumer goods; it extends to the workplace, with the company named on Forbes' list of Best Employers for Engineers. This trust underpins the perceived durability of core lines like Rubbermaid.

Convenience and organization through products like Rubbermaid storage.

Products that solve organizational problems are a major draw. The Home & Commercial Solutions segment, which houses brands like Rubbermaid, generated net sales of $942 million in the third quarter of 2025. While this segment saw a core sales decline of 9.8% in Q3 2025, the continued presence of these foundational brands in the market speaks to their essential nature for organization.

Brand recognition that drives impulse and repeat purchases.

The sheer weight of the portfolio drives consumer choice. You see this recognition in how specific brands are highlighted, such as Graco®, NUK®, and Yankee Candle® being named among Newsweek America's Best Online Shops. This broad recognition helps Newell Brands maintain market presence even when facing headwinds, like the Q3 2025 net sales decline of 7.2% year-over-year.

Innovative new products in key categories like Baby and Writing.

Innovation is key to driving growth in specific areas. The Learning & Development segment, which includes Writing and Baby, showed core sales growth of 4.2% in the first quarter of 2025. Specific product launches for 2025 included the Graco SmartSense Soothing Bassinet and Swing and EXPO enhanced dry erase markers, which contributed to the segment's Q1 2025 net sales of $572 million. To be fair, the Baby business saw a core sales decrease in Q2 2025, but the Writing business saw core sales increase in both Q1 and Q2 2025.

Multi-category solutions for home, office, and outdoor use.

Newell Brands Inc. offers a wide spectrum of solutions, which is reflected in its segment structure. The company is actively managing its portfolio, with a full-year 2025 outlook projecting net sales to decline between 5.0% and 4.5% and core sales to decline between 5.0% and 4.0%. The company is investing in brand building, with advertising and promotion expenses at the highest rate in nearly a decade as of Q3 2025.

Here's a quick look at the segment sales performance as of the third quarter of 2025:

Business Segment	Q3 2025 Net Sales (Millions USD)	Q3 2025 Core Sales Change YoY
Learning & Development	$681	Not explicitly stated for Q3, but Q1 saw 4.2% growth.
Home & Commercial Solutions	$942	-9.8%
Outdoor & Recreation	$183	-0.9%

The overall financial structure supports these value propositions through ongoing efficiency drives. The company's debt outstanding was $4.8 billion at the end of Q3 2025. The full-year 2025 operating cash flow guidance was updated to a range of $250 million to $300 million.

The value propositions are supported by these operational realities:

• Normalized Gross Margin reached 35.6% in Q2 2025, a four-year high.
• Tariff mitigation efforts aimed to drop China-sourced goods below 10% of cost of goods sold by the end of 2025.
• The company expects to realize annualized pre-tax cost savings of approximately $110 million to $130 million from restructuring plans.
• Q3 2025 saw net income of $21 million, a significant swing from a net loss of $198 million in Q3 2024.

Finance: draft 13-week cash view by Friday.

Newell Brands Inc. (NWL) - Canvas Business Model: Customer Relationships

You're looking at how Newell Brands Inc. manages its connections with the people buying its products, which is a mix of old-school retail and newer digital efforts as of late 2025. The core of this is transactional, driven by the sheer volume moving through major retailers.

Transactional relationships through retail and e-commerce channels are the backbone. For the third quarter of 2025, Newell Brands reported net sales of $1.8 billion, reflecting a core sales decline of 7.4% compared to the prior year period. This top-line pressure shows the immediate, high-volume nature of these relationships, where inventory levels at key retailers can cause immediate fluctuations. To counter market softness and maintain demand, the company continued to invest behind innovation and brand building, with advertising and promotion expenses reaching the highest rate, as a percentage of sales, in nearly 10 years. General market data suggests that for CPG (Consumer Packaged Goods) companies, improving brand relationships is a primary goal for loyalty programs, cited by 55% of corporate respondents. Furthermore, general consumer trends show that 41% of customers generally choose to shop where they have a loyalty program, indicating the transactional benefit of having a direct relationship mechanism in place.

Dedicated brand-specific engagement is where Newell Brands deepens the bond, moving beyond simple purchase history. The Yankee Candle brand offers a clear example of this structure through its Fragrance Family Rewards program. This program is designed to reward repeat, direct-to-consumer activity across its brand websites and physical stores.

Program Feature	Metric/Value
Sign-up Incentive	100 points just for joining
Reward Redemption Threshold	$5 in Fragrance Cash for every 500 points
Birthday Reward	A free candle
Fragrance Lover Status (1,000 points) Benefit 1	1.25x points on every dollar spent
Fragrance Lover Status Benefit 2	Free shipping for purchases of $50 or more

This tiered approach aims to convert transactional buyers into loyal advocates. Overall, market statistics show that most customers (92%) are involved in at least one loyalty program, underscoring the necessity of such structures to remain relevant.

Self-service via brand websites for product information and support is a necessary component for efficiency, especially given the scale of Newell Brands Inc.'s portfolio. While specific metrics on self-service deflection rates or digital support usage for fiscal year 2025 aren't public, the company's focus on digital strategy is evident through its leadership structure, with a dedicated President of eCommerce & Digital overseeing online sales channels and the overall customer experience in that space. This digital focus supports the broader trend where over 80% of customers express a willingness to download a mobile app for loyalty programs, signaling a strong preference for immediate, self-directed digital interaction.

Collaborative, deep engagement with key retail partners is formalized through dedicated physical spaces. Newell Brands highlighted its Customer Experience Center (CEC) in Hoboken, New Jersey, which spans 12,000-square-foot. This center is explicitly designed to foster distinct, customer-centric, hands-on engagements specifically for these retail partners, moving the relationship beyond simple order fulfillment to joint innovation showcasing. This physical investment supports the need to maintain strong relationships with large, high-volume purchasers in an intensely competitive environment.

Newell Brands Inc. (NWL) - Canvas Business Model: Channels

You're looking at how Newell Brands Inc. gets its products-from Sharpie markers to Rubbermaid storage-into the hands of customers as of late 2025. The distribution network is broad, covering nearly every major retail and commercial route. To be fair, the company is actively refining this mix, as seen by recent productivity plans.

Overall, Newell Brands Inc. reported trailing twelve months (TTM) revenue of approximately $7.25 Billion USD as of late 2025. For context, the third quarter of 2025 saw net sales of $1.8 billion, a 7.2% decline year-over-year. The second quarter 2025 net sales were $1.9 billion.

Here's a look at the key financial snapshots relevant to the scale of their operations:

Metric	Value (Late 2025)	Period/Context
Total Revenue (TTM)	$7.25 Billion USD	Trailing Twelve Months
Net Sales	$1.8 billion	Third Quarter 2025
Net Sales	$1.9 billion	Second Quarter 2025
Home & Commercial Solutions Net Sales	$892 million	Second Quarter 2025
China to US Import Exposure (Expected)	10%	End of 2025

Mass merchants, department stores, and warehouse clubs.

This category represents the core volume channel for many of Newell Brands Inc.'s consumer-facing brands like Rubbermaid and Calphalon. While the exact percentage split of the $7.25 Billion USD TTM revenue is not publicly itemized by this specific channel in the latest filings, this group forms the backbone of their retail presence. The company's strategy involves navigating macroeconomic softness, which impacts sell-through at these high-volume partners.

Specialty retailers and home centers (e.g., Home Depot, Lowe's).

This channel is critical for specific product lines, particularly those under the Home & Commercial Solutions segment, which posted net sales of $892 million in the second quarter of 2025. The company is actively working on distribution gains here, which management noted as a driver for anticipated stronger performance in the second half of 2025.

Direct-to-consumer (DTC) e-commerce platforms and brand websites.

The DTC route is a smaller, but strategically important, channel. However, there is a clear optimization happening in the owned retail footprint. Newell Brands Inc. announced in December 2025 the closure of approximately 20 Yankee Candle stores in the United States and Canada, which collectively represent roughly 1% of that brand's sales, with closures effective January 2026. This move aligns the physical footprint with modern shopping behaviors, suggesting a pivot toward digital or optimized physical retail presence.

Office superstores and contract stationers for commercial products.

This channel supports the Learning & Development segment, which is a key profit driver. In the third quarter of 2025, this segment generated net sales of $681 million. Management highlighted that this segment returned to core sales growth during 2024 and was expected to continue that growth through 2025.

Commercial products distributors for B2B sales.

Distributors serve the broader B2B needs, often overlapping with the Home & Commercial Solutions segment. The company has been proactively managing supply chain risks, noting that its exposure to imports from China to the US, which impacts inventory and cost of goods sold, was reduced to about 15% as of early 2025, with a target to reach 10% by the end of the year. This sourcing shift is a direct action supporting the reliability of supply to these commercial channels.

Finance: draft a sensitivity analysis on the impact of the 1% Yankee Candle sales reduction on the full-year 2025 outlook by next Tuesday.

Newell Brands Inc. (NWL) - Canvas Business Model: Customer Segments

You're looking at how Newell Brands Inc. actually divides up its market, which is key to understanding their revenue flow. Honestly, they serve a very wide base, from the person stocking their home pantry to large institutions needing cleaning supplies. We can map the customer base directly to their reported operating segments from the third quarter of 2025, which gives us a concrete look at where the dollars are coming from.

The overall revenue picture for the trailing twelve months (TTM) ending around October 2025 was approximately $7.25 Billion USD. For a snapshot of the customer distribution, the Q3 2025 net sales were $1,806 million, which helps us see the relative size of these groups right now.

Here's a breakdown of the major customer groups, tied to the segment performance from Q3 2025:

Customer Segment Focus	Associated Brands/Products	Q3 2025 Net Sales (USD Millions)	Primary Channel Implication
Commercial and Institutional (B2B)	Rubbermaid Commercial Products, cleaning/maintenance solutions	$942 million (Home & Commercial Solutions Segment)	Direct Sales, Distributors
General Consumers (B2C) - Writing & Learning	Sharpie, Paper Mate, EXPO, Dymo, Elmer's	$681 million (Learning & Development Segment)	Mass Retail, E-commerce, Office Supply Stores
Parents and Caregivers (Baby Gear)	Graco, NUK	Portion of $681 million (Learning & Development Segment)	Mass Retail, Specialty Baby Stores
General Consumers (B2C) - Outdoor & Home	Coleman, Campingaz, Yankee Candle, FoodSaver	$183 million (Outdoor & Recreation Segment) plus part of Home & Commercial	Mass Retail, Direct-to-Consumer (e.g., Yankee Candle stores)

You'll notice the Home & Commercial Solutions segment brought in $942 million in Q3 2025. This group is defintely split between the institutional buyers needing Rubbermaid Commercial Products and the general consumers buying household storage like Rubbermaid and FoodSaver.

The Learning & Development segment, with Q3 2025 sales of $681 million, clearly targets two distinct B2C/B2B sub-segments:

• Office and school supply purchasers using Paper Mate and EXPO.
• Parents and caregivers purchasing Graco and NUK baby gear.

The company is actively managing its international exposure. CEO Chris Peterson noted softness in international markets during Q3 2025, specifically calling out Brazil. They expect that international business to return to growth in the fourth quarter of 2025. Operationally, they are moving toward a 'One Newell' model, having reduced their ERP systems from 42 down to 6, with 6 out of their top 10 countries now fully integrated into this global system as of late 2025.

The Outdoor & Recreation segment, which serves consumers interested in outdoor activities with brands like Coleman and Campingaz, posted net sales of $183 million in Q3 2025. This shows a smaller, but still significant, customer base focused on leisure and outdoor pursuits.

Finance: draft 13-week cash view by Friday.

Newell Brands Inc. (NWL) - Canvas Business Model: Cost Structure

You're looking at the major drains on Newell Brands Inc.'s bottom line as of late 2025. The cost structure is heavily influenced by external shocks, namely tariffs, and internal efforts to streamline operations.

Significant Cost of Goods Sold (COGS) due to manufacturing and sourcing is a primary driver. For the third quarter of 2025, the reported gross margin stood at 34.1%, with the normalized gross margin at 34.5%, a decrease from 35.4% in the prior year period. This compression reflects the dual pressure of tariff costs and volume declines, though pricing and gross productivity provided some offset.

Distribution and logistics costs are significantly elevated, largely due to trade policy. Newell Brands Inc. is estimating an incremental cash tariff cost compared to 2024 of approximately $180 million for the full year 2025. Before any mitigating actions are taken in 2025, the gross profit impact from these tariffs is estimated to be about $115 million, which translates to $0.23 per share after tax. To be fair, the one-time impact of China tariffs alone in the third quarter was $24 million, which compressed gross margins by at least 55 basis points.

The company is actively working to reduce Selling, General, and Administrative (SG&A) expenses, which fall under overhead in their reporting. A key metric here is the overhead percentage; normalized overheads as a percentage of sales declined by approximately 120 basis points in the third quarter of 2025, marking the first such decline in three years. This reduction is a direct result of the ongoing productivity plan.

The global productivity plan is driving specific, one-time costs while promising future savings. Newell Brands expects to record pre-tax restructuring and related charges of approximately $75 million to $90 million, primarily for severance and related costs, with most recognized by the end of 2026. Once fully implemented, this plan is projected to generate annualized pre-tax cost savings of $110 million to $130 million. The broader Project Phoenix initiative targets total annualized savings of $220-$250 million by 2025.

Brand marketing and advertising spend remains a priority to drive demand, even amid cost pressures. In the third quarter of 2025, the company continued to invest behind innovation, with advertising and promotion expenses reaching the highest rate, as a percentage of sales, in nearly 10 years.

Here's a quick look at the key cost and savings dynamics:

Cost/Savings Component	Financial Metric/Amount	Context/Timing
Incremental Cash Tariff Cost	$180 million	Full Year 2025 Estimate vs. 2024
Gross Profit Impact from Tariffs	$115 million	Full Year 2025 Estimate (before mitigation)
Restructuring Charges (Productivity Plan)	$75 million to $90 million	Expected Pre-tax Charge
Annualized Cost Savings (Productivity Plan)	$110 million to $130 million	Expected Once Fully Implemented
Normalized Gross Margin	34.5%	Q3 2025
Overhead Efficiency Improvement	120 basis points decline	Q3 2025 Normalized Overheads as % of Sales
Advertising & Promotion Spend	Highest rate in nearly 10 years	As a percentage of sales in Q3 2025

The company is also managing its balance sheet, with debt outstanding at $4.8 billion and cash and cash equivalents at $229 million at the end of the third quarter. Operating cash flow for the first nine months of the year was $103 million, down from $346 million in the prior year period, impacted by cash tariff costs.

The cost structure is clearly under strain from external factors, which the productivity plan is designed to counteract through overhead reduction and workforce streamlining. You'll want to watch how quickly those $110 million to $130 million in savings materialize against the persistent $180 million tariff headwind.

• The productivity plan involves reducing global workforce by over 900 employees (approx. 10% of professional/clerical staff).
• The plan includes closing approximately 20 Yankee Candle stores in the US and Canada, representing roughly 1% of that brand's sales.
• Segment performance in Q3 2025 showed core sales declines: Home & Commercial Solutions at 9.8%, Learning & Development at 5.6%, and Outdoor & Recreation at 0.9%.

Finance: draft 13-week cash view by Friday.

Newell Brands Inc. (NWL) - Canvas Business Model: Revenue Streams

You're looking at how Newell Brands Inc. brings in money as of late 2025, and the picture is one of navigating headwinds while trying to execute a turnaround. The full-year 2025 outlook suggests a contraction in the top line, with initial guidance pointing toward a net sales decline between 2% and 4%. However, later guidance reflects a more challenging environment, projecting a net sales decline in the range of 5.0% to 4.5%.

The revenue base is built upon three primary operating segments. For perspective, let's look at the third quarter of 2025 net sales figures, which totaled $1.8 billion.

• Net sales from the Home & Commercial Solutions segment were $942 million in Q3 2025.
• Net sales from the Learning & Development segment were $681 million in Q3 2025.
• Net sales from the Outdoor & Recreation segment were $183 million in Q3 2025.

Here's a quick look at those segment revenues from the third quarter of 2025:

Primary Segment	Q3 2025 Net Sales (USD)
Home & Commercial Solutions	$942 million
Learning & Development	$681 million
Outdoor & Recreation	$183 million

The company's profitability goal for the full year is tied to improving operational efficiency. The projected Normalized Operating Margin for fiscal year 2025 is specifically cited in one update to be between 8.4% and 8.6%. This is set against the backdrop of management reaffirming a full-year normalized operating margin outlook between 9% and 9.5% in other guidance.

Revenue generation relies heavily on established channels. You see revenue flowing from wholesale sales to major retailers, which is the traditional backbone for consumer packaged goods companies like Newell Brands Inc. Also contributing is revenue from direct-to-consumer online sales, though the specific split of these two streams for the full year isn't explicitly detailed in the latest guidance updates.