A house of brands selling everything from Sharpie markers and Rubbermaid bins to Coleman coolers and Graco baby gear, spanning home, school, and outdoor life. Think of it as the Walmart shelf's utility drawer, stocked with everyday essentials people grab witho
Revenue is USD 7.20B annually, with gross margin around 35%, but net income is negative (USD -0.28B in 2025). Money comes from selling low-cost, high-volume consumer staples across five segments, though thin operating margins (6.2%) and losses show the busines
Brand recognition (Sharpie, Yankee Candle) and retail shelf space create some stickiness, but private-label competitors like AmazonBasics and store brands from Walmart and Target undercut on price, eroding pricing power. Moat is eroding as distribution shifts
Strong Buy (sector percentile 88) — value C+, growth B, profitability C+, momentum A, revisions A. Updated daily, sector-relative, identical for every user.
Key events, in time order
Company announces upsizing and pricing of 6.250% senior unsecured notes for general corporate purposes
Multiple sources confirm Q2 beat and raised guidance, citing tariff refunds; stock surged 15.6% in a week
Multiple independent sources report unusual option volume, with call options particularly active
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