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NWL's margin expansion in the last report was actually decent, household products segment finally pulling weight after years of getting crushed. thing is the cash conversion still lags peers like Reckitt locally, so if they can sort working capital management this could run properly.
NWL sitting pretty at R30.50 with decent household product demand even through load-shedding chaos. Consumer staples always hold up when things get rough, balance sheet looked solid last sens announcement. This could run hard if they nail export deals. R150 minimum, mark it.
Interesting numbers on the last set, margins held up better than I expected given where input costs are. R29.89 feels reasonable if they can keep that operational discipline, household stuff should be less volatile than cosmetics anyway. Long term the distribution network is the real asset imo.
NWL sitting at R29.89 and honestly the household products space is looking hungry right now with load-shedding driving demand for alternatives. Balance sheet is solid enough if they can keep costs down, but the real play is whether they grab market share off the big boys while everyone's scrambling. Long term could be lekker if management doesn't mess it up.
ngl nwl looking decent at r29.89, household and personal care stuff is boring but it's steady cash. long as they keep the margins tight and dont get hammered by input costs theyre probably worth holding imo
NWL down 9% today but this looks like panic selling on what's likely temporary headwinds rather than structural damage. Consumer goods rotation happens but the fundamentals haven't shifted that dramatically in one session.
NWL getting hit like most consumer goods plays, rand weakness plus input cost pressure is real. but household essentials don't disappear in a recession, demand stays sticky. long-term view hasn't changed, inflation very high but once rate cycle peaks this should stabilize. keeping it for now.
checked the latest sens filing, margin compression is real but household products category actually grew volume. at r27.50 the yield doesn't justify the operational headwinds, reckon you need to see at least one quarter of stabilised input costs before touching it.
NWL sitting at R27.50 but needs a real catalyst. Consumer goods are tight margins, they need volume through big retail chains or institutional contracts to justify moving higher. Balance sheet decent enough but show me the revenue growth first, let's get a contract, once the deals start then it will run.
NWL sitting at R27.50 feels decent value for a consumer goods play. Household products usually hold up when rand gets weak, and they've got decent distribution network across retail. Long term if they keep margins tight through load-shedding costs this could be a solid dividend hold. GLTA
NWL sitting at R27.50 is decent value for a consumer goods play in this market. household products and personal care got decent demand even when things are tough, but need to watch their margins with rand volatility hitting input costs hard. wouldn't mind seeing some volume come back once the market opens, these smaller cap consumer stocks can move quick if sentiment shifts.
Need some Springbok forward pack energy, NWL holding the line at R27.50
nwl sitting at r27.50 and honestly the personal care space is looking decent with all the load-shedding chaos forcing people to stock up on basics. company's been grinding through the wholesale channel pretty solid, distribution network is actually its strength vs competitors. long term if they can keep margins steady through this rand weakness it could be a decent hold, consumer goods always come back.
NWL up 11.76% on what exactly - the fundamentals haven't changed that dramatically in a day. At these valuations you're pricing in perfection and the consumer goods space is hardly firing on all cylinders right now, so this feels like pure sentiment getting ahead of the actual ea
NWL sitting at R2960 today with a nice 2.07% bump, and I'm thinking about what this company could look like in 5 years if they keep growing their consumer goods footprint across SA. The long game here is whether they can keep margins healthy while expanding, because that's what s
NWL up 4.11% today at R2915 but earnings growth hasn't kept pace with the run. Margins getting squeezed in that consumer space, so I'd want to see actual volume growth before chasing this pop.