Whirlpool: This Transformation Offers Opportunity

  • Whirlpool has faced significant challenges, including revenue declines, divestitures, and tariff concerns, leading to a 30% stock drop since my 2022 'buy' call. Despite recent struggles, the company is aggressively paying down debt, trading at low valuation multiples, and showing signs of profitability improvement post-divestitures. Management's cost-cutting, price increases, and product launches aim to offset tariff impacts and drive organic growth, with a focus on margin expansion and debt refinancing.