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This article discusses a bullish thesis on Newell Brands Inc. (NWL) presented by Unemployed Value Degen, emphasizing the company's strategic turnaround amid a consumer durables recession. Despite recent stock depreciation, management has streamlined operations, focusing on higher-margin categories and expanding gross margins. While awaiting a cyclical recovery, NWL shows potential for growth as it remains cash flow positive and less exposed to China. The stock could trade significantly higher by 2027 with a normalized price-to-sales ratio, appealing to patient investors.
Source: YAHOO