Every material Form 8-K Newell Brands has filed with the SEC since February 19, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Newell Brands reported third-quarter 2026 net sales of $1.9 billion, up 3.7% from a year earlier, and raised its full-year 2026 net sales outlook to 2% to 3%. The company posted a GAAP net loss of $81 million, or $0.19 per diluted share, after a $101 million non-cash impairment charge, but normalized diluted EPS rose to $0.20 from $0.17 and the normalized EPS outlook midpoint was maintained. Shareholders also face a cut to the full-year operating cash flow outlook, now about $150 million.
Net sales were $1.9 billion (1,873 million), up 3.7%; core sales grew 3.3% in the quarter.
GAAP operating income fell to $27 million from $119 million, including a $101 million impairment charge tied to an indefinite-lived tradename.
Full-year 2026 net sales outlook raised to 2% to 3% from 1% to 2%; normalized EPS outlook of $0.74 to $0.76 midpoint maintained.
Full-year operating cash flow outlook revised to approximately $150 million, reflecting a roughly $85 million accounting effect from terminating non-qualified defined benefit plans and lower receivables factoring proceeds.
Newell Brands appointed Guillermo Beade as Chief Operating Officer, effective October 26, 2026, reporting to President and CEO Chris Peterson. He will oversee global sales, central marketing and supply chain, and will join the Executive Committee. The filing sets out his base salary, bonus target and equity grant, which shareholders can review in the compensation terms.
Effective date is October 26, 2026; Beade reports to CEO Chris Peterson
Annual base salary of $830,000 with a target bonus of 105% of earned base salary
Initial LTIP grant with a target value of $1.4 million, on or promptly after the effective date
Most recently President, Consumer Brands North America at SC Johnson, from January 2024 until June 2026
Newell Brands and its special purpose subsidiary Jarden Receivables renewed their receivables purchase agreement with Royal Bank of Canada as administrative agent and signed a second amendment. The facility limit on factored receivables is set at $75 million, and the maturity is extended to October 1, 2027. The filing also raises the debt rating thresholds that set the facility's rating-based levels, which affects the terms under which the facility operates.
Scheduled Termination Date extended to October 1, 2027
Facility Limit on factored receivables adjusted to $75 million
Concentration Limits increased for all Obligor groups
Debt Rating now based on corporate rating from S&P or Moody's, with higher thresholds for Levels 1, 2 and 3
Newell Brands issued $600 million of 6.250% senior notes due 2031 on August 19, 2026, in a private offering exempt from US registration. The company plans to use the proceeds to redeem in full its 6.375% senior notes due 2027, pay related fees, and repay part of its asset-based revolving credit facility. The filing describes a refinancing of existing debt, and the new notes add $600 million of senior unsecured obligations.
$600 million aggregate principal of 6.250% senior notes due 2031 issued August 19, 2026
2027 notes to be redeemed at 101.530%, or $1,015.30 per $1,000 principal, plus accrued interest, with a redemption date of August 20, 2026
Proceeds also to repay part of the revolver under a five-year asset-based facility dated July 30, 2026
If a change of control and ratings downgrade occur, the company must offer to repurchase the notes at 101% of principal plus accrued interest
Newell Brands entered a five-year, $800.0 million asset-based revolving credit facility on July 30, 2026, led by JPMorgan Chase Bank, N.A. The company borrowed $490.0 million under the new facility and used it to repay and replace its existing revolver dated August 31, 2022. The filing describes the facility as a routine refinancing with an uncommitted $500.0 million accordion feature, though it carries secured liens and a fixed charge coverage covenant that applies when availability falls below set levels.
Facility size: up to $800.0 million, maturing July 30, 2031, subject to a borrowing base
On the Closing Date, Newell borrowed $490.0 million and used it to repay the Existing Credit Agreement dated August 31, 2022
Pricing: SOFR-based loans at 1.50% to 2.00% over the benchmark; unused commitment fee of 0.25% to 0.30%
Obligations are guaranteed by subsidiaries and secured by a first-priority lien on certain assets
Newell Brands reported second quarter 2026 net sales of $2.0 billion, up 3.0% from a year earlier, and its first year-over-year sales growth in over four years, with diluted EPS of $0.25 versus $0.11. The company raised its full-year 2026 outlook for net sales, normalized operating margin, normalized EPS and operating cash flow, though results included about $126 million pretax in IEEPA tariff recoveries.
Q2 net sales were $1,994 million, up 3.0%; core sales rose 2.3%.
Diluted EPS was $0.25 versus $0.11; normalized diluted EPS was $0.42 versus $0.24.
Full-year 2026 normalized EPS outlook raised to $0.73 to $0.77 from $0.56 to $0.60.
Q2 included about $100 million pretax from 2025 IEEPA tariff recoveries, plus about $26 million from Q1 2026 tariff recoveries.
At its May 7, 2026 Annual Meeting, Newell Brands stockholders elected all eight board nominees to one-year terms, ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026, and approved the 2026 Incentive Plan. The filing reports no change in management or financial results, but the plan sets the framework for future equity and cash awards to eligible service providers, which can affect shareholders through dilution and compensation costs.
Annual Meeting held May 7, 2026; 368,135,426 of 424,927,772 shares outstanding as of the March 12, 2026 record date were voted
2026 Incentive Plan approved with 305,206,680 votes for and 20,662,767 against
Say-on-pay advisory vote: 254,464,829 for and 71,068,404 against
PricewaterhouseCoopers LLP ratified as independent auditor with 363,199,115 votes for
Newell Brands reported first quarter 2026 net sales of $1.5 billion, down 1.1% from a year earlier, with core sales down 3.5%. The company said results were ahead of its expectations and raised its full year 2026 outlook for net sales, core sales and normalized earnings per share, though normalized diluted loss per share widened to $0.05 from $0.01.
Q1 net sales were $1.5 billion, down 1.1%; core sales fell 3.5%. Reported net loss narrowed to $33 million from $37 million.
Normalized diluted loss per share was $0.05 versus $0.01 a year earlier; normalized EBITDA was $135 million versus $136 million.
Full year 2026 normalized EPS outlook is now $0.56 to $0.60, up from $0.54 to $0.60; net sales outlook is now flat to 2%, up from (1%) to 1%.
Q2 2026 outlook calls for net sales of flat to 2% and normalized EPS of $0.16 to $0.19.
Newell Brands' Compensation and Human Capital Committee approved the 2026 Long-Term Incentive Plan on February 9, 2026, setting how executive equity awards are granted and vested, and established 2026 bonus performance criteria. The filing is a routine compensation disclosure that sets performance targets tied to free cash flow productivity, adjusted earnings per share, and other measures, which shareholders can track against future results.
LTIP awards for 2026 are 50% performance-based restricted stock units and 50% time-based restricted stock units by value.
PRSUs may vest at 0% to 150% based on equally weighted Free Cash Flow Productivity and Annual Adjusted Earnings Per Share goals for the performance period beginning January 1, 2026.
2026 bonuses for named executives Christopher Peterson, Mark Erceg, Tracy Platt and Bradford Turner are tied to adjusted operating cash flow, adjusted earnings per share, core sales and productivity savings.
Kristine K. Malkoski's bonus is 30% tied to corporate metrics and 70% to business segment goals.
Newell Brands reported fourth quarter and full year 2025 results on February 6, 2026. Fourth quarter net sales fell 2.7% to $1.9 billion and the GAAP net loss widened to $315 million from $54 million, including $340 million of non-cash impairment charges, while normalized diluted EPS rose to $0.18 from $0.16. The company initiated 2026 guidance calling for net sales of (1%) to 1% and normalized EPS of $0.54 to $0.60, which gives shareholders a baseline for the coming year.
Q4 2025 net sales were $1.9 billion, down 2.7%, with core sales down 4.1%.
Q4 net loss was $315 million versus $54 million a year earlier; diluted loss per share was $0.75.
Q4 normalized diluted EPS was $0.18 versus $0.16 in the prior year period.
2026 outlook: net sales (1%) to 1%, normalized EPS $0.54 to $0.60, operating cash flow $350 million to $400 million.
Newell Brands approved a global productivity plan that will reduce professional and clerical headcount by about 10%, or roughly 900 employees, and close about 20 Yankee Candle stores in the U.S. and Canada. The company expects $75 million to $90 million in restructuring charges and $110 million to $130 million in annualized pre-tax savings once the plan is fully implemented, while it now expects fourth-quarter net and core sales toward the lower end of its guidance range.
About 900 positions cut, roughly 10% of professional and clerical staff, with U.S. separations largely concluded by end of 2025
About 20 Yankee Candle stores in the U.S. and Canada to close in January 2026, representing roughly 1% of brand sales
Expected pre-tax restructuring charges of $75 million to $90 million, mostly cash, with most recognized by end of 2026
Expected annualized pre-tax savings of $110 million to $130 million; guidance for Q4 normalized operating margin, normalized EPS and operating cash flow affirmed
Newell Brands reported third quarter 2025 results, with net sales down 7.2% to $1.8 billion and core sales down 7.4%, while GAAP net income was $21 million versus a $198 million loss a year earlier. The company also updated its full year 2025 outlook, including normalized diluted EPS of $0.56 to $0.60 and an estimated incremental cash tariff cost of approximately $180 million compared with 2024.
Q3 net sales were $1.8 billion, down 7.2%; core sales fell 7.4% and the Home & Commercial Solutions segment core sales fell 9.8%.
Diluted EPS was $0.05 versus a loss of $0.48 a year earlier; normalized diluted EPS was $0.17 versus $0.16.
Full year 2025 outlook: net sales down (5.0%) to (4.5%), normalized EPS $0.56 to $0.60, operating cash flow $250 million to $300 million.
Year-to-date operating cash flow was $103 million versus $346 million in the prior year period; debt outstanding was $4.8 billion at quarter end.
Newell Brands reported second quarter 2025 net sales of $1.9 billion, down 4.8% from a year earlier, and normalized diluted EPS of $0.24 versus $0.35. Gross margin rose to 35.4%, but the company also updated its full year 2025 outlook to include higher tariff costs, with normalized EPS now expected at $0.66 to $0.70 and operating cash flow at $400 million to $450 million. For shareholders, lower sales and profit alongside higher tariff costs weigh on the outlook.
Net sales were $1.9 billion, down 4.8%; core sales declined 4.4%
Normalized diluted EPS was $0.24 versus $0.35; GAAP diluted EPS was $0.11, unchanged
Full year 2025 normalized EPS outlook is $0.66 to $0.70; operating cash flow outlook is $400 million to $450 million
Year-to-date operating cash outflow was $271 million; company estimates incremental cash tariff cost of about $155 million versus 2024
Newell Brands issued $1.25 billion of 8.500% senior notes due 2028 on May 22, 2025, in a private offering exempt from SEC registration. The company plans to use the proceeds, with cash on hand, to fully redeem its 4.200% senior notes due 2026 and to pay related fees and expenses, which replaces a lower-rate debt with higher-rate debt.
Principal amount: $1,250,000,000 of 8.500% senior notes due 2028
Proceeds plus cash on hand to redeem in full the 4.200% senior notes due 2026
Notes are senior unsecured obligations issued under an indenture with U.S. Bank Trust Company, National Association, as trustee
If a change of control and a ratings downgrade both occur, the company must offer to repurchase the notes at 101% of principal plus accrued interest
At its May 8, 2025 annual meeting, Newell Brands stockholders re-elected all nine board nominees to one-year terms, ratified PricewaterhouseCoopers LLP as auditor for 2025, and approved an amendment adding 13,000,000 shares to the 2022 Incentive Plan. They also approved the advisory say-on-pay vote and rejected a stockholder proposal on executive stock retention requirements. The filing reports no change in officers or directors.
Annual meeting held May 8, 2025; 383,969,944 of 417,676,055 shares outstanding as of the March 12, 2025 record date were voted.
Incentive Plan amendment approved with 336,467,118 for and 16,085,069 against, adding 13,000,000 shares to the share reserve.
Say-on-pay approved with 297,871,146 for and 54,548,725 against.
Stockholder proposal on executive stock retention requirements not approved: 113,009,379 for and 239,351,439 against.
Newell Brands reported first quarter 2025 net sales of $1.6 billion, down 5.3% from a year earlier, with core sales down 2.1%. The reported net loss widened to $37 million from $9 million, while the company affirmed its full-year 2025 net sales, normalized operating margin and normalized EPS guidance. Shareholders face weaker sales and a larger loss, with the outlook dependent on mitigating a 125% China tariff that the company says is not in its current outlook.
Net sales were $1.6 billion, down 5.3%; core sales declined 2.1%.
Reported net loss was $37 million versus $9 million a year earlier; reported diluted loss per share was $0.09 versus $0.02.
Full-year 2025 normalized EPS outlook of $0.70 to $0.76 was unchanged; operating cash flow outlook narrowed to $400 million to $500 million.
If the 125% China tariff stays in effect all year without mitigation, the company estimates a reduction of about $0.20 in 2025 normalized EPS.
On February 17, 2025, Newell Brands' Compensation and Human Capital Committee approved the 2025 Long-Term Incentive Plan and set performance criteria for the 2025 executive bonus program. The filing covers how executive pay will be tied to free cash flow, adjusted earnings per share, and segment or corporate goals, which matters to shareholders because it shows the metrics used to reward management.
2025 long-term awards are 50% performance-based and 50% time-based restricted stock units by value
Performance-based units may vest at 0% to 200% based on free cash flow productivity and annual adjusted EPS goals
Target bonus payouts range from 90% to 175% of base salary for the five named executive officers, including 175% for Christopher Peterson
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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