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Upturn AI SWOT - About
Hamilton Beach Brands Holding Co Class A (HBB)
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Upturn Advisory Summary
10/15/2025: HBB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 40.63% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 243.16M USD | Price to earnings Ratio 7.37 | 1Y Target Price 13 |
Price to earnings Ratio 7.37 | 1Y Target Price 13 | ||
Volume (30-day avg) - | Beta 0.34 | 52 Weeks Range 13.17 - 31.20 | Updated Date 06/29/2025 |
52 Weeks Range 13.17 - 31.20 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 2.62% | Basic EPS (TTM) 2.41 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.11% | Operating Margin (TTM) 1.73% |
Management Effectiveness
Return on Assets (TTM) 6.34% | Return on Equity (TTM) 21.86% |
Valuation
Trailing PE 7.37 | Forward PE - | Enterprise Value 290581762 | Price to Sales(TTM) 0.37 |
Enterprise Value 290581762 | Price to Sales(TTM) 0.37 | ||
Enterprise Value to Revenue 0.44 | Enterprise Value to EBITDA 6.91 | Shares Outstanding 10093000 | Shares Floating 6387951 |
Shares Outstanding 10093000 | Shares Floating 6387951 | ||
Percent Insiders 27.94 | Percent Institutions 47.67 |
Upturn AI SWOT
Hamilton Beach Brands Holding Co Class A
Company Overview
History and Background
Hamilton Beach Brands Holding Company was founded in 1910 through a merger of Hamilton Beach and Arnold Electric Company. It has evolved from producing electric motors and drink mixers to a leading designer, marketer, and distributor of branded small appliances, and specialty housewares products.
Core Business Areas
- North American Retail: Designs, markets, and distributes small kitchen appliances, home environment appliances, and personal care products primarily in North America through major retailers and online channels.
- Consumer Products - Global: Focuses on marketing small appliances and other products to consumers outside of North America.
- Commercial Products: Offers a range of products for restaurants, hotels, and other commercial customers, including blenders, coffee makers, and other food preparation equipment.
Leadership and Structure
The company is led by Gregory H. Phillips, President and Chief Executive Officer. The organizational structure includes various departments such as Sales, Marketing, Operations, Finance, and Legal, with a Board of Directors overseeing the overall strategic direction.
Top Products and Market Share
Key Offerings
- Blenders: Hamilton Beach is a leading brand of blenders. Market share fluctuates, but they are a major competitor to brands like Ninja, Vitamix, and Blendtec. Hamilton Beach is a leader in the value-priced blender market.
- Coffee Makers: Hamilton Beach offers a wide range of coffee makers from basic drip models to programmable machines. Competitors include Keurig, Cuisinart, and Mr. Coffee. Hamilton Beach maintains a strong presence in the affordable coffee maker segment.
- Toasters and Toaster Ovens: Hamilton Beach offers a range of toasters and toaster ovens. Competitors include Black+Decker, Cuisinart, and Breville.
Market Dynamics
Industry Overview
The small appliance market is highly competitive and influenced by factors such as consumer spending, housing market trends, technological innovation, and seasonality. The industry is fragmented, with several major players and numerous smaller brands competing for market share.
Positioning
Hamilton Beach Brands Holding Co Class A is positioned as a value-focused brand, offering a range of affordable and reliable small appliances. Their competitive advantage lies in their strong brand recognition, extensive distribution network, and focus on cost-effective product development.
Total Addressable Market (TAM)
The global small appliance market is estimated to be worth hundreds of billions of USD. Hamilton Beach Brands Holding Co Class A is positioned to capture a portion of this market through its diverse product offerings and established presence in North America and other regions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Value-focused product offerings
- Established presence in North America
- Diverse product portfolio
Weaknesses
- Limited presence in premium appliance segments
- Dependence on major retailers
- Lower profit margins compared to premium brands
- Susceptibility to commodity price fluctuations
Opportunities
- Expanding into new geographic markets
- Developing innovative and differentiated products
- Leveraging e-commerce channels for direct-to-consumer sales
- Acquiring complementary brands or technologies
- Capitalizing on growing demand for smart home appliances
Threats
- Intense competition from established players and new entrants
- Changing consumer preferences and technological advancements
- Economic downturns and fluctuations in consumer spending
- Supply chain disruptions and rising input costs
- Increased tariffs and trade restrictions
Competitors and Market Share
Key Competitors
- Spectrum Brands Holdings, Inc.(SPB)
- Newell Brands Inc. (NWL)
- Helen of Troy Limited(HELE)
Competitive Landscape
Hamilton Beach Brands Holding Co Class A's advantages include strong brand recognition and value pricing. Disadvantages include limited presence in premium segments and reliance on major retailers. Competitors like Newell Brands and Helen of Troy have a broader portfolio of brands and a greater presence in higher-margin categories.
Growth Trajectory and Initiatives
Historical Growth: Historically, Hamilton Beach Brands Holding Co Class A's growth has been driven by its ability to maintain its competitiveness and grow through acquisitions.
Future Projections: Analyst projections vary, but generally anticipate moderate growth driven by product innovation, market expansion, and strategic acquisitions.
Recent Initiatives: Recent initiatives include expanding e-commerce capabilities, launching new product lines, and focusing on cost optimization.
Summary
Hamilton Beach Brands Holding Co Class A is a moderately strong company with a well-established brand and distribution network. Its focus on value-priced products allows it to maintain a competitive position in the small appliance market. However, it needs to look out for increased competition, changing consumer preferences, and potential supply chain disruptions to maintain its market position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Industry reports, Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data are estimates and may vary. Financial data is based on publicly available information and may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hamilton Beach Brands Holding Co Class A
Exchange NYSE | Headquaters Glen Allen, VA, United States | ||
IPO Launch date 2017-10-02 | CEO, President & Director Mr. R. Scott Tidey | ||
Sector Consumer Cyclical | Industry Furnishings, Fixtures & Appliances | Full time employees 679 | |
Full time employees 679 | |||
Hamilton Beach Brands Holding Company, together with its subsidiaries, designs, markets, and distributes small electric household and specialty housewares appliances in the United States and internationally. It offers air fryers, blenders, coffee makers, food processors, indoor electric grills, irons, juicers, mixers, slow cookers, toasters, and toaster ovens. The company also provides consumer products under the Hamilton Beach and Proctor Silex brands; products under the Hamilton Beach Professional in the premium market; farm-to-table and field-to-table food processing equipment under the Weston brand; garment care products under the CHI brand; cocktail delivery system under the Bartesian brand; home appliances products under the Clorox brand; countertop electric water filtration appliances under the Brita Hub brand; and plant-based milk makers under the Numilk brand. In addition, it offers digitally connected devices to manage at home chronic conditions to use injectable medications; and commercial products under the Hamilton Beach Commercial and the Proctor Silex Commercial brands. The company sells its products through a network of mass merchandisers, e-commerce retailers, national department stores, variety stores, warehouse clubs, specialty home retailers, distributors, restaurants, fast food chains, bars, hotels, and other retail outlets. Hamilton Beach Brands Holding Company was founded in 1904 and is headquartered in Glen Allen, Virginia.
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