)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Newell Brands
Newell Brands (NWL) investor relations material
Newell Brands Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Consumer Analyst Group of New York Conference (CAGNY) 2026 summary20 Feb, 2026
Strategic transformation and turnaround progress
Multi-year transformation since 2023 focuses on operational excellence, core capability rebuilding, and a unified global approach, with ERP integration set for completion by fall 2026.
Five strategic choices guide investment in top brands, channel expansion, premium segments, international growth, and Millennial/Gen Z consumers.
Significant portfolio simplification, SKU rationalization, supplier reduction, and brand consolidation have streamlined operations.
AI enablement through the Quantum Leap program is deeply embedded, driving operational transformation, innovation, and distribution gains.
Capability improvements span consumer insights, innovation, brand building, go-to-market expertise, and supply chain advancement.
Financial performance and outlook
Net sales for 2025 were $7.2B, with normalized EBITDA of $882M; top 25 brands and 10 countries drive 90% of sales.
2025 faced $174 million in incremental tariff costs, resulting in a $114 million P&L headwind, but gross and operating margins improved to 34.2% and 8.4%, respectively.
Core sales declined by 4.6% in 2025, following prior declines, but 2026 guidance targets flat to slightly positive core sales growth and further margin expansion.
Operating cash flow is projected to rise 40% in 2026, supporting dividends, modest debt paydown, and leverage reduction.
Long-term targets include low single-digit core sales growth, 50 bps annual operating margin improvement, 90% free cash flow productivity, and deleveraging to a 2.5x net leverage ratio.
AI-driven innovation and capability enhancement
AI is embedded across workflows, with over 2,000 employees using AI daily and 100+ active use cases.
AI has improved innovation cycle time, consumer understanding, and digital marketing, with a 500% increase in digital content output in 2025.
The innovation pipeline for 2026 is the strongest since the Jarden acquisition, with 25 major launches planned and highest-ever A&P investment.
Notable innovations include Sharpie S-Gel, Graco EasyTurn car seat, Oster Extreme Mix blender, and Coleman Snap 'N Go cooler.
Innovations span all business segments, including writing, baby, kitchen, home fragrance, and outdoor categories.
Quantify AI's contribution to margin or overhead
How will tariff ruling uncertainty impact sourcing?
Key drivers for 12-15% long-term operating margin?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Newell Brands earnings date
Q1 202629 Apr, 2026
Newell Brands
Next Newell Brands earnings date
Q1 202629 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Newell Brands Inc. operates in five segments: Commercial Solutions, which distributes commercial products for foodservice and other industries; Home Appliances, which offers kitchen appliances and accessories under a number of diverse brand names; Home Solutions, which includes the Rubbermaid and Levolor brands and markets storage, organization, laundry care, and other household products; Learning and Development, which focuses on early childhood learning toys and family games; and Outdoor and Recreational Products ,which markets outdoor cooking grills and accessories under the Weber brand name.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage