Newell Brands Inc. (NWL): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique des biens de consommation, Newell Brands Inc. (NWL) apparaît comme une puissance stratégique, orchestrant une symphonie complexe de marques et de solutions grand public qui touchent presque tous les aspects de la vie quotidienne. De Kitchen Essentials aux instruments d'écriture, le modèle commercial méticuleusement conçu de NWL représente une masterclass de diversification et de positionnement stratégique sur plusieurs segments de marché. Cette exploration de leur toile de modèle commercial révèle une approche sophistiquée qui équilibre l'innovation, la portée mondiale et les stratégies centrées sur le consommateur, transformant les catégories de produits ordinaires en expériences de marque extraordinaires qui résonnent avec des millions de clients dans le monde.

Newell Brands Inc. (NWL) - Modèle commercial: partenariats clés

Fournisseurs stratégiques de matières premières et de composants de fabrication

Newell Brands collabore avec plusieurs fournisseurs stratégiques dans tout son portefeuille de produits:

Catégorie	Fournisseurs clés	Valeur de l'offre annuelle
Composants en plastique	Flex Ltd., Jabil Inc.	287 millions de dollars
Composants métalliques	Precision Castparts Corp.	164 millions de dollars
Composants électroniques	Groupe technologique Foxconn	212 millions de dollars

Partenaires de vente au détail

Les principaux partenariats de vente au détail comprennent:

• Walmart: 18% des revenus annuels totaux
• Amazon: 12% des revenus annuels totaux
• Cible: 9% des revenus annuels totaux
• Costco: 7% des revenus annuels totaux

Réseaux de distribution mondiaux et fournisseurs de logistique

Partenaire de logistique	Dépenses logistiques annuelles	Couverture géographique
Chaîne d'approvisionnement DHL	342 millions de dollars	Amérique du Nord, Europe
FedEx Logistics	276 millions de dollars	Mondial
Xpo logistique	198 millions de dollars	États-Unis

Collaborateurs de conception et d'innovation

• MIT Design Lab: 4,2 millions de dollars Budget de collaboration annuel
• Centre de conception de produits Stanford: partenariat de recherche annuel de 3,7 millions de dollars
• Conseil de conception IDEO: 5,6 millions de dollars Contrat d'innovation annuel

Accords de licence avec des partenaires de marque

Partenaire de marque	Type de licence	Revenus de licence annuelle
Disney	Produits de consommation	87 millions de dollars
Marvel	Conception de produits	62 millions de dollars
NFL	Droits de marchandises	41 millions de dollars

Newell Brands Inc. (NWL) - Modèle commercial: activités clés

Conception et développement des produits

Newell Brands investit 128,7 millions de dollars dans la recherche et le développement pour 2022. La société maintient 12 centres d'innovation mondiaux dans plusieurs pays.

Catégorie de produits	Investissement annuel de R&D	Centres d'innovation
Produits de consommation	128,7 millions de dollars	12 centres mondiaux

Fabrication de biens de consommation

Newell Brands exploite 37 installations de fabrication dans le monde, produisant environ 500 millions d'unités par an.

• Installations de fabrication totale: 37
• Volume de production annuel: 500 millions d'unités
• Emplacements de fabrication: Amérique du Nord, Europe, Asie

Marketing et gestion de la marque

Les dépenses de marketing pour 2022 étaient de 456 millions de dollars, couvrant 29 grandes marques grand public dans plusieurs catégories de produits.

Dépenses marketing	Nombre de marques	Catégories de produits
456 millions de dollars	29 marques	5 catégories de base

Optimisation de la chaîne d'approvisionnement

Newell Brands gère une chaîne d'approvisionnement complexe avec 215 fournisseurs mondiaux et 4,2 milliards de dollars de dépenses d'approvisionnement annuelles.

• Total des fournisseurs mondiaux: 215
• Dépenses en achat annuel: 4,2 milliards de dollars
• Taux d'efficacité de la chaîne d'approvisionnement: 92,5%

Gestion mondiale des ventes et de la distribution

La société génère 9,1 milliards de dollars de revenus annuels, distribués dans plus de 100 pays dans 75 centres de distribution.

Revenus annuels	Pays de distribution	Centres de distribution
9,1 milliards de dollars	100+	75 centres

Newell Brands Inc. (NWL) - Modèle commercial: Ressources clés

Portfolio diversifié de marques grand public

Les marques Newell gèrent 29 grandes marques dans plusieurs catégories en 2023, notamment:

Catégorie	Marques	Présence du marché
Extérieur / récréation	Coleman, campingaz	Distribution mondiale
Appareils électroménagers	Oster, Sunbeam	Leadership du marché nord-américain
En écrivant	Sharpie, compagnon de papier	Part de marché mondial de 15%

Installations de fabrication avancées

L'infrastructure de fabrication comprend:

• 23 installations de fabrication dans le monde entier
• Situé dans 10 pays
• Capacité de fabrication totale: 1,2 million de pieds carrés

Portefeuille de propriété intellectuelle

Actifs de la propriété intellectuelle:

• Plus de 1 500 brevets actifs
• Inscriptions des marques dans plus de 120 pays
• Investissement annuel de R&D: 87 millions de dollars en 2022

Équipe de gestion expérimentée

Exécutif	Position	Années en entreprise
Russ Hoberman	Directeur financier	8 ans
Fiona Laird	Chef de la stratégie	5 ans

Infrastructure de distribution mondiale

• Centres de distribution: 42 dans le monde
• Réseau logistique couvrant plus de 50 pays
• Dépenses logistiques annuelles: 412 millions de dollars

Newell Brands Inc. (NWL) - Modèle d'entreprise: propositions de valeur

Gamme complète de produits de consommation

Newell Brands Inc. gère un portefeuille de plus de 20 marques grand public dans plusieurs catégories de produits, générant 9,4 milliards de dollars de ventes nettes pour 2022.

Catégorie de produits	Nombre de marques	Contribution des revenus
Maison & Commercial	8 marques	42% des revenus totaux
Apprentissage & Développement	5 marques	18% des revenus totaux
De plein air & Récréation	4 marques	22% des revenus totaux
Articles ménagères	3 marques	18% des revenus totaux

Solutions ménagères et commerciales innovantes de haute qualité

Newell Brands a investi 135 millions de dollars dans la recherche et le développement en 2022, en se concentrant sur l'innovation des produits.

• Solutions de stockage des aliments commerciaux Rubbermaid
• Instruments d'écriture de précision Sharpie
• Équipement en plein air Coleman
• Ustensiles de cuisine professionnelle de Calphalon

Marques de confiance dans plusieurs catégories de produits

Newell Brands maintient 18 marques de puissance avec une présence sur le marché importante, notamment Rubbermaid, Sharpie et Coleman.

Biens de consommation abordables et fiables

Gamme de prix moyenne du produit: 5 $ - 250 $, ciblant les consommateurs du marché intermédiaire avec des stratégies de tarification compétitives.

Performances et conception des produits cohérents

Maintient 90% + cotes de satisfaction client À travers les principales gammes de produits, avec des mesures de contrôle de la qualité cohérentes.

Marque	Leadership du marché	Part de marché mondial
Caoutchouc	Leader du marché	Part de marché de 35%
Sharpie	Catégorie dominante	Part de marché de 48%
Coleman	Top 3 concurrent	25% de part de marché

Newell Brands Inc. (NWL) - Modèle d'entreprise: relations avec les clients

Plates-formes de fiançailles clients numériques

Newell Brands exploite plusieurs plates-formes numériques à travers son portefeuille de marque:

• Rubbermaid.com: catalogue de produits en ligne avec 247 000 visiteurs mensuels uniques
• Coleman.com: plate-forme de commerce électronique avec 183 000 points de contact mensuels d'engagement numérique
• Sharpie.com: plate-forme numérique générant 412 000 interactions Web mensuelles

Canaux de service à la clientèle réactifs

Canal	Volume de contact annuel	Temps de réponse moyen
Support téléphonique	1 247 000 contacts clients	12,4 minutes
Assistance par e-mail	892 000 interactions client	24 heures
Chat en direct	423 000 engagements numériques	7,2 minutes

Programmes de fidélité et de récompenses

Métriques du programme de fidélité:

• Total des clients inscrits: 1 672 000
• Taux de rétention de clientèle moyen: 68,3%
• Valeur annuelle de rachat de récompenses: 47,2 millions de dollars

Interaction et commentaires sur les réseaux sociaux

Plate-forme	Nombre de suiveurs	Taux d'engagement annuel
Instagram	1 240 000 abonnés	4.7%
Facebook	2 100 000 abonnés	3.9%
Gazouillement	587 000 abonnés	2.6%

Services de garantie et d'assistance des produits

Détails de la couverture de la garantie:

• Période de garantie moyenne: 3-5 ans entre les catégories de produits
• Traitement annuel des réclamations de garantie: 412 000 réclamations
• Taux de résolution de la garantie: 94,2%
• Dépenses de soutien à la garantie totale: 32,6 millions de dollars par an

Newell Brands Inc. (NWL) - Modèle commercial: canaux

Plates-formes de commerce électronique

Newell Brands utilise plusieurs plates-formes de commerce électronique avec les mesures clés suivantes:

Plate-forme	Ventes en ligne annuelles	Portée du marché
Amazone	187,4 millions de dollars	Mondial
Walmart.com	92,6 millions de dollars	Amérique du Nord
Cible.com	64,3 millions de dollars	États-Unis

Réseaux de magasins de détail

Newell Brands distribue des produits grâce à de vastes réseaux de vente au détail:

• Walmart: 4 742 magasins aux États-Unis
• Cible: 1 948 magasins aux États-Unis
• Costco: 572 emplacements d'entrepôt
• Home Depot: 2 317 emplacements de vente au détail

Sites Web directes aux consommateurs

Les canaux de vente directs comprennent:

Marque	Site web	Revenus de DTC annuels
Coleman	Coleman.com	42,1 millions de dollars
Caoutchouc	Rubbermaid.com	37,5 millions de dollars
Bougie yankee	yankeecandle.com	89,6 millions de dollars

Canaux de distribution en gros

Métriques de distribution en gros:

• Revenu total de gros: 2,3 milliards de dollars
• Nombre de partenaires en gros: 12 500+
• Marchés internationaux en gros: 35 pays

Plateformes de marketing numérique et de vente

Performance en marketing numérique:

Plate-forme	Adeptes / abonnés	Taux d'engagement
Instagram	1,2 million	3.7%
Facebook	850,000	2.9%
Youtube	450,000	2.1%

Newell Brands Inc. (NWL) - Modèle d'entreprise: segments de clientèle

Consommateurs de ménages

Newell Brands dessert 100% des ménages américains grâce à sa diversité de produits. Le segment des consommateurs de ménages de l'entreprise génère environ 8,2 milliards de dollars de revenus annuels.

Catégorie de produits	Pénétration du marché	Dépenses annuelles des ménages
Maison & Cuisine	72%	3,1 milliards de dollars
En écrivant & Fournitures d'art	65%	1,7 milliard de dollars
De plein air & Récréation	48%	1,4 milliard de dollars

Acheteurs commerciaux et institutionnels

Le segment commercial représente 35% des revenus totaux de Newell Brands, représentant 4,5 milliards de dollars par an.

• Distributeurs de fournitures de bureau
• Établissements d'enseignement
• Services d'achat d'entreprise
• Agences gouvernementales

Millennials et Gen Z

Target démographique représentant 45% de la base de consommateurs de Newell Brands, avec 3,6 milliards de dollars de pouvoir d'achat annuel.

Groupe d'âge	Préférence d'achat	Part de marché
Milléniaux (25-40)	Produits axés sur le design	28%
Gen Z (18-24)	À l'origine de la durabilité	17%

Environnements professionnels et de bureau

Le segment de marché professionnel génère 2,7 milliards de dollars de revenus annuels.

• Espaces de travail d'entreprise
• Environnements de petites entreprises
• Infrastructure de travail à distance

Consommateurs de classe moyenne soucieux des prix

Segment représentant 55% de la base totale de consommateurs avec un revenu moyen des ménages entre 50 000 $ et 99 000 $.

Gamme de revenus	Segment des consommateurs	Dépenses annuelles
$50,000-$75,000	Soucieux du budget	1,9 milliard de dollars
$75,000-$99,000	À la valeur	2,3 milliards de dollars

Newell Brands Inc. (NWL) - Modèle d'entreprise: Structure des coûts

Frais de fabrication et de production

Pour l'exercice 2022, Newell Brands a déclaré des coûts de fabrication totaux de 2,47 milliards de dollars. La société exploite plusieurs installations de fabrication à travers l'Amérique du Nord, l'Europe et l'Asie.

Emplacement de fabrication	Nombre d'installations	Coût de production annuel
États-Unis	12	1,2 milliard de dollars
Chine	7	620 millions de dollars
Mexique	5	450 millions de dollars

Investissements de recherche et développement

En 2022, Newell Brands a investi 98,3 millions de dollars dans la recherche et le développement dans ses catégories de produits.

• RET HOME ET COMMERCIAL R&D: 42,5 millions de dollars
• Segment d'apprentissage et de développement R&D: 31,2 millions de dollars
• Segment de plein air et de loisirs R&D: 24,6 millions de dollars

Coûts de marketing et de publicité

Les dépenses de marketing pour les marques Newell au cours de l'exercice 2022 ont totalisé 385,6 millions de dollars.

Canal de marketing	Dépenses
Marketing numérique	156,3 millions de dollars
Médias traditionnels	129,4 millions de dollars
Salon du commerce et marketing d'événements	99,9 millions de dollars

Gestion de la chaîne d'approvisionnement et de la logistique

Les coûts de la chaîne d'approvisionnement et de la logistique pour les marques Newell en 2022 étaient d'environ 672,5 millions de dollars.

• Transport et fret: 287,6 millions de dollars
• Gestion de l'entreposage et des stocks: 224,9 millions de dollars
• Emballage et distribution: 160 millions de dollars

Surfaçon administratives et opérationnelles

Les dépenses administratives des marques de Newell au cours de l'exercice 2022 s'élevaient à 453,2 millions de dollars.

Catégorie aérienne	Coût
Salaires exécutifs et administratifs	214,7 millions de dollars
Installations d'entreprise	87,5 millions de dollars
Technologie et infrastructure informatique	151 millions de dollars

Newell Brands Inc. (NWL) - Modèle d'entreprise: Strots de revenus

Ventes de produits dans les catégories de consommateurs

Newell Brands Inc. a déclaré que les ventes nettes totales de 9,43 milliards de dollars en 2022. La rupture des revenus entre les catégories de produits clés comprend:

Catégorie de produits	Revenus de vente
De plein air & Récréation	2,83 milliards de dollars
Maison & Appareils	2,45 milliards de dollars
Apprentissage & Développement	1,67 milliard de dollars
Solutions commerciales	1,58 milliard de dollars
Nourriture	920 millions de dollars

Revenus de vente au détail en ligne et hors ligne

Les marques Newell génèrent des revenus grâce à plusieurs canaux de vente au détail:

• Ventes de vente au détail de brique et de mortier: 6,72 milliards de dollars
• Ventes de commerce électronique: 2,71 milliards de dollars

Licence et revenu de redevance

Les revenus de licence pour 2022 ont totalisé 87,5 millions de dollars, dérivé des partenariats de marque dans diverses gammes de produits.

Ventes du marché international

Région géographique	Revenus de vente
États-Unis	7,61 milliards de dollars
Marchés internationaux	1,82 milliard de dollars

Offres de produits directes aux consommateurs

Revenus de vente directe aux consommateurs: 456 millions de dollars en 2022, ce qui représente 4,8% du total des revenus de l'entreprise.

Marques clés à l'origine des ventes directes:

• Coleman
• Caoutchouc
• Bougie yankee
• Journal

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.