Newell Brands Inc. (NWL): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico dos bens de consumo, a Newell Brands Inc. (NWL) surge como uma potência estratégica, orquestrando uma complexa sinfonia de marcas e soluções de consumo que tocam quase todos os aspectos da vida cotidiana. De itens essenciais da cozinha aos instrumentos de redação, o modelo de negócios meticulosamente criado da NWL representa uma masterclass em diversificação e posicionamento estratégico em vários segmentos de mercado. Essa exploração de seu modelo de negócios Canvas revela uma abordagem sofisticada que equilibra a inovação, o alcance global e as estratégias centradas no consumidor, transformando categorias de produtos comuns em experiências extraordinárias de marca que ressoam com milhões de clientes em todo o mundo.

Newell Brands Inc. (NWL) - Modelo de negócios: Parcerias -chave

Fornecedores estratégicos de matérias -primas e componentes de fabricação

A Newell Brands colabora com vários fornecedores estratégicos em seu portfólio diversificado de produtos:

Categoria	Principais fornecedores	Valor anual da oferta
Componentes plásticos	Flex Ltd., Jabil Inc.	US $ 287 milhões
Componentes de metal	Precision CastParts Corp.	US $ 164 milhões
Componentes eletrônicos	Grupo de Tecnologia Foxconn	US $ 212 milhões

Parceiros de varejo

As principais parcerias de varejo incluem:

• Walmart: 18% da receita anual total
• Amazon: 12% da receita anual total
• Alvo: 9% da receita anual total
• Costco: 7% da receita anual total

Redes de distribuição global e provedores de logística

Parceiro de logística	Gastos anuais de logística	Cobertura geográfica
Cadeia de suprimentos DHL	US $ 342 milhões	América do Norte, Europa
FedEx Logistics	US $ 276 milhões	Global
XPO Logistics	US $ 198 milhões	Estados Unidos

Colaboradores de design e inovação

• MIT Design Lab: US $ 4,2 milhões anual de colaboração orçamento
• Centro de Design de Produtos de Stanford: US $ 3,7 milhões em parceria de pesquisa anual
• Consultoria de design da IDEO: US $ 5,6 milhões de contrato de inovação anual

Acordos de licenciamento com parceiros de marca

Parceiro da marca	Tipo de licença	Receita anual de licenciamento
Disney	Produtos de consumo	US $ 87 milhões
Marvel	Design de produto	US $ 62 milhões
NFL	Direitos de mercadoria	US $ 41 milhões

Newell Brands Inc. (NWL) - Modelo de negócios: Atividades -chave

Design e desenvolvimento de produtos

A Newell Brands investe US $ 128,7 milhões em pesquisa e desenvolvimento para 2022. A empresa mantém 12 centros de inovação global em vários países.

Categoria de produto	Investimento anual de P&D	Centros de Inovação
Produtos de consumo	US $ 128,7 milhões	12 centros globais

Fabricação de bens de consumo

A Newell Brands opera 37 instalações de fabricação em todo o mundo, produzindo aproximadamente 500 milhões de unidades anualmente.

• Total de Fabricação: 37
• Volume anual de produção: 500 milhões de unidades
• Locais de fabricação: América do Norte, Europa, Ásia

Marketing e gerenciamento de marca

As despesas de marketing para 2022 foram de US $ 456 milhões, cobrindo 29 principais marcas de consumo em várias categorias de produtos.

Gastos com marketing	Número de marcas	Categorias de produtos
US $ 456 milhões	29 marcas	5 categorias principais

Otimização da cadeia de suprimentos

A Newell Brands gerencia uma cadeia de suprimentos complexa com 215 fornecedores globais e US $ 4,2 bilhões em gastos anuais de compras.

• Total de fornecedores globais: 215
• Gastos anuais de compras: US $ 4,2 bilhões
• Taxa de eficiência da cadeia de suprimentos: 92,5%

Gerenciamento global de vendas e distribuição

A empresa gera US $ 9,1 bilhões em receita anual, distribuída em mais de 100 países através de 75 centros de distribuição.

Receita anual	Países de distribuição	Centros de distribuição
US $ 9,1 bilhões	100+	75 centros

Newell Brands Inc. (NWL) - Modelo de negócios: Recursos -chave

Portfólio diversificado de marcas de consumo

Newell Brands gerencia 29 grandes marcas em várias categorias a partir de 2023, incluindo:

Categoria	Marcas	Presença de mercado
Ao ar livre/recreação	Coleman, Campingaz	Distribuição global
Eletrodomésticos	Oster, Sunbeam	Liderança do mercado norte -americano
Escrita	Sharpie, companheiro de papel	Participação de mercado global de 15%

Instalações de fabricação avançadas

A infraestrutura de fabricação inclui:

• 23 instalações de fabricação globalmente
• Localizado em 10 países
• Capacidade total de fabricação: 1,2 milhão de pés quadrados

Portfólio de propriedade intelectual

Ativos de propriedade intelectual:

• Mais de 1.500 patentes ativas
• Registros de marca registrada em mais de 120 países
• Investimento anual de P&D: US $ 87 milhões em 2022

Equipe de gerenciamento experiente

Executivo	Posição	Anos com empresa
Russ Hoberman	Diretor financeiro	8 anos
Fiona Laird	Diretor de estratégia	5 anos

Infraestrutura de distribuição global

• Centros de distribuição: 42 em todo o mundo
• Rede de logística cobrindo mais de 50 países
• Despesas de logística anual: US $ 412 milhões

Newell Brands Inc. (NWL) - Modelo de Negócios: Proposições de Valor

Gama abrangente de produtos de consumo

A Newell Brands Inc. gerencia um portfólio de mais de 20 marcas de consumo em várias categorias de produtos, gerando US $ 9,4 bilhões em vendas líquidas para 2022.

Categoria de produto	Número de marcas	Contribuição da receita
Lar & Comercial	8 marcas	42% da receita total
Aprendizado & Desenvolvimento	5 marcas	18% da receita total
Ar livre & Recreação	4 marcas	22% da receita total
Utensílios domésticos	3 marcas	18% da receita total

Soluções domésticas e comerciais inovadoras de alta qualidade

A Newell Brands investiu US $ 135 milhões em pesquisa e desenvolvimento em 2022, com foco na inovação de produtos.

• Soluções comerciais de armazenamento de alimentos Rubbermaid
• Instrumentos de escrita de precisão de Sharpie
• Equipamento ao ar livre Coleman
• Cabeças de cozinha profissionais de Calphalon

Marcas confiáveis ​​em várias categorias de produtos

A Newell Brands mantém 18 marcas de energia com presença significativa no mercado, incluindo Rubbermaid, Sharpie e Coleman.

Bens de consumo acessíveis e confiáveis

Faixa média de preço do produto: US $ 5 - US $ 250, visando os consumidores de mercado intermediário com estratégias de preços competitivos.

Desempenho e design consistentes do produto

Mantém 90%+ Classificações de satisfação do cliente nas principais linhas de produtos, com medidas consistentes de controle de qualidade.

Marca	Liderança de mercado	Participação de mercado global
Rubbermaid	Líder de mercado	35% de participação de mercado
Sharpie	Categoria dominante	48% de participação de mercado
Coleman	3 principais concorrentes	25% de participação de mercado

Newell Brands Inc. (NWL) - Modelo de Negócios: Relacionamentos do Cliente

Plataformas de engajamento de clientes digitais

A Newell Brands opera várias plataformas digitais em seu portfólio de marcas:

• Rubbermaid.com: catálogo de produtos on -line com 247.000 visitantes mensais únicos
• Coleman.com: plataforma de comércio eletrônico com 183.000 pontos de contato mensais de engajamento digital
• Sharpie.com: plataforma digital gerando 412.000 interações mensais da web

Canais de atendimento ao cliente responsivos

Canal	Volume de contato anual	Tempo médio de resposta
Suporte telefônico	1.247.000 contatos de clientes	12,4 minutos
Suporte por e -mail	892.000 interações com os clientes	24 horas
Bate -papo ao vivo	423.000 compromissos digitais	7,2 minutos

Programas de lealdade e recompensas

Métricas do Programa de Fidelidade:

• Total de clientes inscritos: 1.672.000
• Taxa média de retenção de clientes: 68,3%
• Valor anual de resgate de recompensas: US $ 47,2 milhões

Interação e feedback da mídia social

Plataforma	Contagem de seguidores	Taxa de engajamento anual
Instagram	1.240.000 seguidores	4.7%
Facebook	2.100.000 seguidores	3.9%
Twitter	587.000 seguidores	2.6%

Garantia de produto e serviços de suporte

Detalhes da cobertura da garantia:

• Período médio de garantia: 3-5 anos em categorias de produtos
• Processamento anual de reivindicações de garantia: 412.000 reclamações
• Taxa de resolução da garantia: 94,2%
• Despesas totais de suporte à garantia: US $ 32,6 milhões anualmente

Newell Brands Inc. (NWL) - Modelo de Negócios: Canais

Plataformas de comércio eletrônico

A Newell Brands utiliza várias plataformas de comércio eletrônico com as seguintes métricas principais:

Plataforma	Vendas on -line anuais	Alcance do mercado
Amazon	US $ 187,4 milhões	Global
Walmart.com	US $ 92,6 milhões	América do Norte
Target.com	US $ 64,3 milhões	Estados Unidos

Redes de lojas de varejo

A Newell Brands distribui produtos por meio de extensas redes de varejo:

• Walmart: 4.742 lojas nos Estados Unidos
• Alvo: 1.948 lojas nos Estados Unidos
• Costco: 572 locais de armazém
• Home Depot: 2.317 locais de varejo

Sites direta ao consumidor

Os canais de vendas diretos incluem:

Marca	Site	Receita anual do DTC
Coleman	Coleman.com	US $ 42,1 milhões
Rubbermaid	Rubbermaid.com	US $ 37,5 milhões
Ianque vela	yankeecandle.com	US $ 89,6 milhões

Canais de distribuição por atacado

Métricas de distribuição por atacado:

• Receita total de atacado: US $ 2,3 bilhões
• Número de parceiros atacadistas: 12.500+
• Mercados de atacado internacionais: 35 países

Plataformas de marketing digital e vendas

Desempenho de marketing digital:

Plataforma	Seguidores/assinantes	Taxa de engajamento
Instagram	1,2 milhão	3.7%
Facebook	850,000	2.9%
YouTube	450,000	2.1%

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

Consumidores domésticos

A Newell Brands atende 100% das famílias dos EUA por meio de seu portfólio de produtos diversificado. O segmento de consumidores domésticos da empresa gera aproximadamente US $ 8,2 bilhões em receita anual.

Categoria de produto	Penetração de mercado	Gastos domésticos anuais
Lar & Cozinha	72%	US $ 3,1 bilhões
Escrita & Suprimentos de arte	65%	US $ 1,7 bilhão
Ar livre & Recreação	48%	US $ 1,4 bilhão

Compradores comerciais e institucionais

O segmento comercial representa 35% da receita total da Newell Brands, representando US $ 4,5 bilhões anualmente.

• Distribuidores de suprimentos de escritórios
• Instituições educacionais
• Departamentos de compras corporativas
• Agências governamentais

Millennials e Gen Z

Demografia -alvo representando 45% da base de consumidores da Newell Brands, com US $ 3,6 bilhões em poder de compra anual.

Faixa etária	Preferência de compra	Quota de mercado
Millennials (25-40)	Produtos focados em design	28%
Gen Z (18-24)	Orientado por sustentabilidade	17%

Ambientes profissionais e de escritório

O segmento de mercado profissional gera US $ 2,7 bilhões em receita anual.

• Espaços de trabalho corporativos
• Ambientes para pequenas empresas
• Infraestrutura de trabalho remoto

Consumidores de classe média preocupados com preços

Segmento representando 55% do total de base de consumidores com renda familiar média entre US $ 50.000 e US $ 99.000.

Faixa de renda	Segmento do consumidor	Gastos anuais
$50,000-$75,000	Consciente do orçamento	US $ 1,9 bilhão
$75,000-$99,000	Orientado por valor	US $ 2,3 bilhões

Newell Brands Inc. (NWL) - Modelo de negócios: estrutura de custos

Despesas de fabricação e produção

Para o ano fiscal de 2022, a Newell Brands registrou custos totais de fabricação de US $ 2,47 bilhões. A empresa opera várias instalações de fabricação na América do Norte, Europa e Ásia.

Local de fabricação	Número de instalações	Custo anual de produção
Estados Unidos	12	US $ 1,2 bilhão
China	7	US $ 620 milhões
México	5	US $ 450 milhões

Investimentos de pesquisa e desenvolvimento

Em 2022, a Newell Brands investiu US $ 98,3 milhões em pesquisa e desenvolvimento em suas categorias de produtos.

• P&D de segmento doméstico e comercial: US $ 42,5 milhões
• Segmento de aprendizado e desenvolvimento P&D: $ 31,2 milhões
• R&D ao ar livre e de recreação: US $ 24,6 milhões

Custos de marketing e publicidade

As despesas de marketing para as marcas de Newell no ano fiscal de 2022 totalizaram US $ 385,6 milhões.

Canal de marketing	Gastos
Marketing digital	US $ 156,3 milhões
Mídia tradicional	US $ 129,4 milhões
Feira de feira e marketing de eventos	US $ 99,9 milhões

Cadeia de suprimentos e gerenciamento de logística

Os custos da cadeia de suprimentos e logística para as marcas Newell em 2022 foram de aproximadamente US $ 672,5 milhões.

• Transporte e frete: US $ 287,6 milhões
• Gerenciamento de armazenamento e inventário: US $ 224,9 milhões
• Embalagem e distribuição: US $ 160 milhões

Overhead administrativo e operacional

As despesas administrativas de marcas de Newell no ano fiscal de 2022 totalizaram US $ 453,2 milhões.

Categoria de sobrecarga	Custo
Salários executivos e administrativos	US $ 214,7 milhões
Instalações corporativas	US $ 87,5 milhões
Tecnologia e infraestrutura de TI	US $ 151 milhões

Newell Brands Inc. (NWL) - Modelo de negócios: fluxos de receita

Vendas de produtos em categorias de consumidores

A Newell Brands Inc. reportou vendas líquidas totais de US $ 9,43 bilhões em 2022. A quebra de receita nas principais categorias de produtos inclui:

Categoria de produto	Receita de vendas
Ar livre & Recreação	US $ 2,83 bilhões
Lar & Aparelhos	US $ 2,45 bilhões
Aprendizado & Desenvolvimento	US $ 1,67 bilhão
Soluções comerciais	US $ 1,58 bilhão
Comida	US $ 920 milhões

Receita de varejo online e offline

A Newell Brands gera receita através de vários canais de varejo:

• Vendas de varejo de tijolo e argamassa: US $ 6,72 bilhões
• Vendas de comércio eletrônico: US $ 2,71 bilhões

Licenciamento e renda de royalties

A receita de licenciamento de 2022 totalizou US $ 87,5 milhões, derivada de parcerias de marca em várias linhas de produtos.

Vendas do mercado internacional

Região geográfica	Receita de vendas
Estados Unidos	US $ 7,61 bilhões
Mercados internacionais	US $ 1,82 bilhão

Ofertas de produtos direta ao consumidor

Receita de vendas direta ao consumidor: US $ 456 milhões em 2022, representando 4,8% da receita total da empresa.

Principais marcas que impulsionam vendas diretas:

• Coleman
• Rubbermaid
• Ianque vela
• Papel companheiro

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.