Newell Brands reported its first year-over-year growth in both net sales and core sales in more than four years, sending its shares up 51.2% over the past six months. In the second quarter of 2026, net sales rose 3% year over year to approximately $2 billion and core sales grew 2.3%, while normalized EPS climbed to 42 cents from 24 cents a year ago, beating the Zacks Consensus Estimate of 19 cents. The company raised its 2026 outlook to net sales growth of 1-2%, core sales growth of 0-1%, normalized operating margin of 10-10.4% and normalized EPS of $0.73-$0.77, up from a previous EPS outlook of $0.56-$0.60, with operating cash flow expected around $400 million. Newell expects to launch more than 25 Tier 1 and Tier 2 innovations during 2026, and six of its top 10 brands delivered year-over-year point-of-sale growth in the quarter, though the company still faces approximately $200 million of inflationary pressure for 2026 and elevated debt levels. The second-quarter results included approximately $126 million of pretax tariff recoveries, equivalent to about 21 cents per share, making the sustainability of underlying earnings growth a key consideration.
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Colgate-Palmolive CompanyNewell Brands IncQ2 net sales rose 3% with normalized EPS of 42 cents beating estimates, and 2026 EPS outlook raised to $0.73-$0.77
