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Q4 Household Products Earnings Review: First Prize Goes to Spectrum Brands (NYSE:SPB)

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The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Spectrum Brands (NYSE: SPB) and the rest of the household products stocks fared in Q4.

Household products stocks are generally stable investments, as many of the industry's products are essential for a comfortable and functional living space. Recently, there's been a growing emphasis on eco-friendly and sustainable offerings, reflecting the evolving consumer preferences for environmentally conscious options. These trends can be double-edged swords that benefit companies who innovate quickly to take advantage of them and hurt companies that don't invest enough to meet consumers where they want to be with regards to trends.

The 10 household products stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 1.6% while next quarter’s revenue guidance was 1.8% above.

Thankfully, share prices of the companies have been resilient as they are up 9.9% on average since the latest earnings results.

Best Q4: Spectrum Brands (NYSE: SPB)

A leader in multiple consumer product categories, Spectrum Brands (NYSE: SPB) is a diversified company with a portfolio of trusted brands spanning home appliances, garden care, personal care, and pet care.

Spectrum Brands reported revenues of $677 million, down 3.3% year on year. This print exceeded analysts’ expectations by 1.2%. Overall, it was a very strong quarter for the company with a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

"We are pleased with our results this quarter, particularly that our most profitable and largest Adjusted EBITDA contributing business, Global Pet Care, returned to growth. Our Net Sales and Adjusted EBITDA exceeded expectations despite the ongoing macroeconomic challenges that continue to impact overall consumer demand. These results reinforce the effectiveness of our strategic initiatives and validate our belief that the difficult, but necessary, steps we implemented in fiscal 2025 were indeed the right course of action. Looking forward, we will continue to remain disciplined in the execution of our strategy, understanding that significant work still lies ahead,” said David Maura, Chairman and Chief Executive Officer of Spectrum Brands.

Spectrum Brands Total Revenue

Interestingly, the stock is up 14.4% since reporting and currently trades at $78.32.

Is now the time to buy Spectrum Brands? Access our full analysis of the earnings results here, it’s free.

Energizer (NYSE: ENR)

Masterminds behind the viral Energizer Bunny mascot, Energizer (NYSE: ENR) is one of the world's largest manufacturers of batteries.

Energizer reported revenues of $778.9 million, up 6.5% year on year, outperforming analysts’ expectations by 10%. The business had a strong quarter with an impressive beat of analysts’ revenue and EBITDA estimates.

Energizer Total Revenue

Energizer scored the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 3.3% since reporting. It currently trades at $22.61.

Is now the time to buy Energizer? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: WD-40 (NASDAQ: WDFC)

Short for “Water Displacement perfected on the 40th try”, WD-40 (NASDAQ: WDFC) is a renowned American consumer goods company known for its iconic and versatile spray, WD-40 Multi-Use Product.

WD-40 reported revenues of $154.4 million, flat year on year, in line with analysts’ expectations. It was a softer quarter as it posted a significant miss of analysts’ EPS and EBITDA estimates.

Interestingly, the stock is up 20.4% since the results and currently trades at $245.00.

Read our full analysis of WD-40’s results here.

Procter & Gamble (NYSE: PG)

Founded by candle maker William Procter and soap maker James Gamble, Proctor & Gamble (NYSE: PG) is a consumer products behemoth whose product portfolio spans everything from facial tissues to laundry detergent to feminine care to men’s grooming.

Procter & Gamble reported revenues of $22.21 billion, up 1.5% year on year. This print met analysts’ expectations. Aside from that, it was a mixed quarter as it also recorded a solid beat of analysts’ EBITDA estimates but revenue in line with analysts’ estimates.

The stock is up 7.3% since reporting and currently trades at $156.75.

Read our full, actionable report on Procter & Gamble here, it’s free.

Reynolds (NASDAQ: REYN)

Best known for its aluminum foil, Reynolds (NASDAQ: REYN) is a household products company whose products focus on food storage, cooking, and waste.

Reynolds reported revenues of $1.03 billion, up 1.3% year on year. This number surpassed analysts’ expectations by 2.9%. More broadly, it was a satisfactory quarter as it also produced a solid beat of analysts’ organic revenue estimates but a miss of analysts’ gross margin estimates.

The stock is up 9.9% since reporting and currently trades at $23.98.

Read our full, actionable report on Reynolds here, it’s free.

Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

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