Substack · The Value Desk
A deliberately pessimistic valuation of NewPrinces (NWL)
What the group is worth if I zero everything I'm not sure about
Since publication +45.4% α +41.5 pp vs S&P 500 · USD
US · 2 entries · 1 publication
NWL
Newell Brands Inc.
- Entries
- 2
- Bullish
- 1
- Bearish
- 0
- First
- May 19, 2026
- Latest
- Jun 5, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on NWL at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- June 2026 1 entry
- May 2026 1 entry
Substack · The Value Desk
NewPrinces (NWL) Q1 2026: Retail Margin Inflection, Manufacturing Weakening, Stock Still Down 20%
First full quarter as a combined group. Distribuzione segment margin +250bps in twelve months. Two of six manufacturing segments weakened. Management upgraded retail guidance to €110-120m, accelerated
Since publication +52.4% α +48.0 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.