Newell Brands Inc. (NWL) is trading at $5.62, presenting a contrarian investment opportunity. Despite a consumer durables recession, NWL has improved gross margins from 28.3% to 34.4% by cutting low-margin brands. EBITDA has surged 25% year-over-year, positioning the company for gains once the cycle turns. Management’s EPS estimate for 2025 is $0.75.

A potential macro tailwind could boost NWL’s stock to $20-$24 by 2027 if mortgage rates fall below 5.5% and a new Fed Chair lowers rates to 2.5%. With less than 10% of U.S. goods sourced from China, NWL is well-positioned to benefit from protectionist trade trends. The stock is a watchlist-worthy play with upside potential.

Unemployed Value Degen’s bullish thesis on NWL highlights the company’s turnaround execution, margin expansion, and undervaluation. Despite a 34.53% stock price depreciation since February 2025, the market’s focus on declining revenue is overshadowing NWL’s potential. Macro catalysts and algorithmic mispricing could drive future gains for NWL investors.

Read more at Yahoo Finance: Newell Brands Inc. (NWL): A Bull Case Theory