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Upturn AI SWOT - About
Hamilton Beach Brands Holding Co Class A (HBB)
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Upturn Advisory Summary
03/13/2025: HBB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 36.94% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 265.74M USD | Price to earnings Ratio 10.31 | 1Y Target Price 13 |
Price to earnings Ratio 10.31 | 1Y Target Price 13 | ||
Volume (30-day avg) 34279 | Beta 0.94 | 52 Weeks Range 14.11 - 31.40 | Updated Date 03/30/2025 |
52 Weeks Range 14.11 - 31.40 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 2.37% | Basic EPS (TTM) 1.88 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-04 | When After Market | Estimate - | Actual 1.7535 |
Profitability
Profit Margin 4.06% | Operating Margin (TTM) 6.33% |
Management Effectiveness
Return on Assets (TTM) 7.23% | Return on Equity (TTM) 18.96% |
Valuation
Trailing PE 10.31 | Forward PE - | Enterprise Value 311561001 | Price to Sales(TTM) 0.4 |
Enterprise Value 311561001 | Price to Sales(TTM) 0.4 | ||
Enterprise Value to Revenue 0.48 | Enterprise Value to EBITDA 8.03 | Shares Outstanding 10098400 | Shares Floating 6649351 |
Shares Outstanding 10098400 | Shares Floating 6649351 | ||
Percent Insiders 38.9 | Percent Institutions 50.77 |
Analyst Ratings
Rating - | Target Price 13 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Hamilton Beach Brands Holding Co Class A
Company Overview
History and Background
Hamilton Beach Brands Holding Company was founded in 1910. Initially focused on electric appliances, it has evolved to become a leading designer, marketer, and distributor of branded small appliances and specialty housewares in the U.S. and globally.
Core Business Areas
- Consumer Appliance Segment: Designs, markets, and distributes a wide range of small kitchen and home appliances under the Hamilton Beach, Proctor Silex, and Weston brands.
- Kitchenware Segment: Designs, markets and distributes a range of kitchen accessories under the Kitchen Collection Brand. Kitchen Collection sells directly to consumers through its website and catalogs.
- Commercial Appliance Segment: Supplies commercial-grade appliances and equipment to restaurants, hotels, and other foodservice establishments under the Hamilton Beach Commercial and Proctor Silex Commercial brands.
Leadership and Structure
Gregory H. Trepp is the President and CEO. The company operates with a functional organizational structure, emphasizing efficiency and brand management across its various segments.
Top Products and Market Share
Key Offerings
- Description of Product 1, include any market share data or number of users or revenue from this product. Who are the competitors for this product]: A range of blenders for various consumer needs. Competitors include Ninja (SharkNinja), Vitamix, and Blendtec. Market share is estimated around 15-20% of the US blender market.
- Product Name 1: Blenders (Hamilton Beach)
- Description of Product 2, include any market share data or number of users or revenue from this product. Who are the competitors for this product]: Toasters and toaster ovens catering to budget-conscious consumers. Competitors include Black+Decker, Cuisinart, and Breville. Market share is estimated to be 10-15%.
- Product Name 2: Toasters & Toaster Ovens (Hamilton Beach, Proctor Silex)
- Description of Product 3, include any market share data or number of users or revenue from this product. Who are the competitors for this product]: A wide range of coffee makers and beverage appliances. Competitors include Keurig Dr Pepper (Keurig), Nespresso (Nestle), and Cuisinart. Market share is estimated to be 12-18%.
- Product Name 3: Coffee Makers (Hamilton Beach, Proctor Silex)
Market Dynamics
Industry Overview
The small appliance market is highly competitive and influenced by consumer trends, technological advancements, and economic conditions. Growth is driven by innovation and demand for convenient and efficient appliances.
Positioning
Hamilton Beach Brands Holding Co Class A is positioned as a value-oriented brand, targeting budget-conscious consumers with affordable and reliable appliances. Their competitive advantage lies in their established brand recognition and extensive distribution network.
Total Addressable Market (TAM)
The global small kitchen appliance market is projected to reach USD 230 billion by 2028. Hamilton Beach is positioned to serve value-seeking portion of the market, which represents a significant part of the TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Value-oriented product offerings
- Efficient manufacturing capabilities
- Strong brand portfolio with various brand names.
Weaknesses
- Limited presence in the high-end appliance market
- Vulnerable to fluctuations in raw material costs
- Dependence on major retailers for distribution
- Less innovation in product design compared to competitors
- High debt
Opportunities
- Expanding into emerging markets
- Developing innovative smart appliances
- Acquiring complementary businesses
- Capitalizing on e-commerce growth
- Increase online presence
Threats
- Intense competition from established players
- Changing consumer preferences
- Economic downturns affecting consumer spending
- Supply chain disruptions
- Inflation
Competitors and Market Share
Key Competitors
- SNBR
- TPX
- WHR
- NWL
Competitive Landscape
Hamilton Beach Brands Holding Co Class A faces intense competition from larger appliance manufacturers with greater resources and broader product portfolios. Its value-oriented positioning helps it maintain market share, but innovation and brand differentiation are critical for future success.
Major Acquisitions
Weston Products, LLC
- Year: 2016
- Acquisition Price (USD millions): 25.8
- Strategic Rationale: Expands Hamilton Beach's reach in the outdoor cooking and food processing market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been moderate, with revenue growth averaging in the low single digits over the past decade.
Future Projections: Future growth is projected to be driven by new product innovation, expansion into emerging markets, and increasing e-commerce sales. Analyst estimates vary, but generally anticipate modest revenue growth.
Recent Initiatives: Recent initiatives include launching new smart appliances, expanding into the commercial appliance market, and optimizing the supply chain.
Summary
Hamilton Beach Brands has a strong brand presence focused on value-oriented products and efficient operations. While it has a long history, it faces competition and macroeconomic headwinds. It is important to consider its debt profile and strategic initiatives. Hamilton Beach Brands needs to focus on innovation and expanding its product portfolio in high end products.
Similar Companies
- SNBR
- TPX
- WHR
- NWL
Sources and Disclaimers
Data Sources:
- Company filings, market research reports, analyst estimates, and industry publications.
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and due diligence.
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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