📈 Price History

Ratio Health

— Excellent

— Good

— Average

— Poor

By Category

📊 Sector Averages

About

Reynolds Consumer Products Inc. produces and sells products in cooking, serving, cleanup, and storage, and tableware product categories in the United States and internationally. The company operates through four segments: Reynolds Cooking & Baking, Hefty Waste & Storage, Hefty Tableware, and Presto Products. The Reynolds Cooking & Baking segment produces aluminum foil, disposable aluminum pans, parchment paper, freezer paper, wax paper, butcher paper, plastic wrap, baking cups, oven bags, and slow cooker liners under the Reynolds Wrap, Reynolds Kitchens, and EZ Foil brands in the United States, as well as under the ALCAN brand in Canada and under the Diamond brand internationally. The Hefty Waste & Storage segment offers trash and food storage bags under the Hefty Ultra Strong and Hefty Strong brands; and food storage bags under the Hefty brands. It also provides a suite of products, including compostable bags, bags made from recycled materials. The Hefty Tableware segment offers disposable and compostable plates, bowls, platters, containers, cups, and cutlery under the Hefty brand, as well as dishes and party cups. The Presto Products segment primarily sells store brand products in food storage bags, trash bags, and plastic wrap categories. It offers both branded and store brand products to grocery stores, mass merchants, warehouse clubs, discount chains, dollar stores, drug stores, home improvement stores, military outlets, and eCommerce retailers. Reynolds Consumer Products Inc. was founded in 1947 and is headquartered in Lake Forest, Illinois. Reynolds Consumer Products Inc. is a subsidiary of Packaging Finance Limited.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

See full financials →

📊 Quick Scorecard

Loading…

⭐ Superinvestors Holding REYN

View All Superinvestors →

Manager	Shares	Value	% of Fund	Period
Steve Cohen Point72 Asset Management	263.8K	$5.6M	0.01%	Mar 2026
Jim Simons Renaissance Technologies LLC	103.7K	$2.2M	0.00%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific ~ Volatile 4 quarters analysed

Q2 2025

Cautious

Management repeatedly described a 'challenging consumer and operating environment' but expressed confidence in meeting guidance, using phrases like 'solid quarter in line with expectations' and 'remain confident in the 2025 earnings expectations.' The tone was measured, not exuberant or defensive.

Q3 2025

Confident Specific

Management expressed clear confidence using specific metrics: 'gained market share overall and in the vast majority of our categories,' 'Hefty Waste Bags year-to-date retail takeaways +9%,' 'Reynolds Wrap retail sales up 7%' with detailed attribution to pricing and cost actions.

Q4 2025

Mixed

The call opens with confidence in 'solid fourth-quarter execution' and share gains, but quickly acknowledges 'challenging operating environment' and 'sustained headwinds in 2026'. Management repeatedly emphasizes progress on strategic priorities while cautioning about intensified competition and input cost pressures.

Q1 2026 latest

Confident Specific

Management uses precise metrics (7% revenue growth, 60bps gross margin expansion, $131M Adj EBITDA) and explicitly states they are 'well-positioned to stay within' guidance despite incremental $200M headwind. Language like 'strong start', 'solid footing', 'consistent execution' reinforces confidence.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears stronger after this call. Q1 results beat expectations with 7% revenue growth and share gains, and management reiterated full-year guidance despite a $200M cost headwind. This demonstrates pricing power and operational discipline. However, the macro consumer environment is softening, and the second half could see volume pressure from higher gas prices and tariff-driven inflation. The main risks are elasticity in the tableware segment and competitive intensity in waste bags. Watch for evidence of sustained share gains and the magnitude of pricing pass-through in Q3. Net-net, the call reinforces confidence in the foundation but does not eliminate uncertainty; the thesis remains intact but with cautious execution required.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific ~ Volatile 4 quarters Full tone analysis in Intelligence →

📊 MIXED Reynolds Consumer Products Q1 revenue $877M (+7% YoY), beats expectations, reaffirms FY guidance.

Revenue & Profitability

First quarter net revenues reached $877 million, a 7% increase from $818 million in Q1 2025. Adjusted EBITDA grew to $131 million from $117 million, and adjusted EPS increased over 20%. Gross margin expanded approximately 60 basis points. For full year 2026, management expects net income of $331-$343 million, adjusted EBITDA of $660-$675 million, and adjusted EPS of $1.57-$1.63.

Outlook

Management notes a cautious consumer outlook due to rising gas prices and geopolitical tensions, which could reduce household spending power by approximately $165 billion annually. However, they expect some tailwinds from increased at-home cooking. The company anticipates the year to be a tale of two halves, with pricing actions concentrated in the second half to offset $200 million in annualized commodity headwinds from aluminum and resin.

Growth Drivers

Growth drivers include double-digit e-commerce growth, net distribution wins during spring resets, and innovation such as Reynolds Kitchens Countertop Prep Paper and Hefty Fabuloso color series. The company is gaining share across most categories, with foil volumes outpacing the category by 4 points and parchment by 10 points. Hefty party cups saw 15% volume growth from expanded distribution.

Balance Sheet & CapEx

Not discussed in this earnings call.

Margins

Gross margin improved approximately 60 basis points year-over-year, with core profitability up about 200 basis points, driven by manufacturing efficiency gains and strong pricing. The dilutive impact of higher pricing and non-retail revenues tempered the reported gross margin increase. Adjusted EBITDA margin was roughly 14.9% in Q1.

Key Risks

Key risks include macroeconomic uncertainty, consumer pressure from rising gas prices, and commodity inflation (aluminum and resin) estimated at $200 million annualized. There is potential for higher elasticity in the tableware segment as it is more discretionary. The company also faces competitive pricing actions and possible shifts in consumer behavior.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

🔍

🔎 See cross-company document search → ?

📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-07-29

Solid Q2 results with revenue and margin growth driven by pricing actions and productivity gains. Full-year guidance raised for revenue, with commodity headwinds now expected at $400 million. Share gains in key categories and strong e-commerce growth highlight resilient performance.

Q1 2026 Q1 2026 2026-05-06

Q1 2026 saw 7% revenue growth, margin expansion, and share gains across most segments, despite $200M in commodity inflation headwinds. Full-year guidance is reiterated, with pricing expected to drive second-half results as cost pressures persist.

Q4 2025 Q4 2025 2026-02-04

Solid Q4 and full-year 2025 results featured share gains, innovation-driven growth, and strong cash flow, despite commodity and competitive headwinds. 2026 guidance anticipates flat to slightly lower revenues and EBITDA, with continued investment in innovation and efficiency.

Q3 2025 Q3 2025 2025-10-29

Q3 2025 saw revenue and earnings at or above guidance, with market share gains across key categories and strong innovation. Full-year guidance was raised for adjusted EBITDA and EPS, despite a challenging consumer and cost environment.

Q2 2025 Q2 2025 2025-07-30

Q2 results met expectations with net revenues up slightly year-over-year and share gains in key categories. Guidance for 2025 is reiterated, with cost headwinds offset by pricing and productivity, and strategic investments focused on automation and innovation.

📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

🎯

Discover Our Proven Investment Framework Learn how we analyze and rank stocks using advanced quantitative models, multi-dimensional scoring systems, and dynamic discriminatory ranking techniques that have guided successful investment decisions across market cycles.

📊 Explore The Finmagine™ Methodology

A comprehensive, bias-free framework for analyzing and ranking stocks by Financial Strength, Growth Potential, Competitive Edge, Management Quality, and Value.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

Not SEC-Registered:
Finmagine is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority. Nothing on this platform constitutes investment advice as defined under the Investment Advisers Act of 1940.

Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

Forward-Looking Statements:
This analysis may contain forward-looking statements, forecasts, or projections that are inherently subject to risks, uncertainties, and assumptions. Actual results may differ materially from those expressed or implied. Finmagine does not undertake any obligation to update such statements in the future.

Limitation of Liability:
The content is provided "as is" without any warranties, express or implied. Finmagine expressly disclaims any liability for errors, omissions, or any losses incurred as a result of reliance on the information provided. Readers assume full responsibility for their investment decisions.