Whirlpool's Q1 2025: Navigating Contradictions in Tariffs, Pricing Strategies, and Direct-to-Consumer Growth
Earnings DecryptTuesday, May 13, 2025 11:09 am ET

Tariff impact and market dynamics, pricing actions and impact on margins, tariff impact and competition, pricing and cost actions, direct-to-consumer growth are the key contradictions discussed in Whirlpool's latest 2025Q1 earnings call.
Revenue and Margin Performance:
- Whirlpool Corporation reported a 2% organic net sales growth for Q1 2025, excluding currency and Europe transaction impacts.
- The company delivered a Global EBIT margin expansion of 160 basis-points year-over-year, driven by pricing actions and cost takeout.
North America Market Dynamics:
- The MDA North America business experienced flat net sales year-over-year, despite a challenging macro-environment due to consumer confidence decline and inventory loading by foreign competitors.
- The segment achieved an EBIT margin of 6.2%, supported by pricing actions and cost takeout.
Tariff Impact and Mitigation Strategies:
- The company anticipates an approximately 250 basis points tariff impact in 2025, which they plan to offset through pricing actions and supply sourcing changes.
- The new tariff policies are expected to level the playing field for U.S. appliance manufacturers, benefiting Whirlpool with its large U.S. production footprint.
Strong Asia and SDA Global Performance:
- The MDA Asia business saw a 16% net sales growth year-over-year, with a 7% EBIT margin and 240 basis points margin expansion from cost takeout.
- SDA Global achieved significant net sales growth of 10% year-over-year, driven by strong direct-to-consumer sales and high-growth potential categories.
WHR Total Revenue YoY, Total Revenue
Revenue and Margin Performance:
- Whirlpool Corporation reported a 2% organic net sales growth for Q1 2025, excluding currency and Europe transaction impacts.
- The company delivered a Global EBIT margin expansion of 160 basis-points year-over-year, driven by pricing actions and cost takeout.
North America Market Dynamics:
- The MDA North America business experienced flat net sales year-over-year, despite a challenging macro-environment due to consumer confidence decline and inventory loading by foreign competitors.
- The segment achieved an EBIT margin of 6.2%, supported by pricing actions and cost takeout.
Tariff Impact and Mitigation Strategies:
- The company anticipates an approximately 250 basis points tariff impact in 2025, which they plan to offset through pricing actions and supply sourcing changes.
- The new tariff policies are expected to level the playing field for U.S. appliance manufacturers, benefiting Whirlpool with its large U.S. production footprint.
Strong Asia and SDA Global Performance:
- The MDA Asia business saw a 16% net sales growth year-over-year, with a 7% EBIT margin and 240 basis points margin expansion from cost takeout.
- SDA Global achieved significant net sales growth of 10% year-over-year, driven by strong direct-to-consumer sales and high-growth potential categories.

Disclaimer: The news articles available on this platform are generated in whole or in part by artificial intelligence and may not have been reviewed or fact checked by human editors. While we make reasonable efforts to ensure the quality and accuracy of the content, we make no representations or warranties, express or implied, as to the truthfulness, reliability, completeness, or timeliness of any information provided. It is your sole responsibility to independently verify any facts, statements, or claims prior to acting upon them. Ainvest Fintech Inc expressly disclaims all liability for any loss, damage, or harm arising from the use of or reliance on AI-generated content, including but not limited to direct, indirect, incidental, or consequential damages.
Comments
No comments yet