Reynolds Consumer Products (REYN)


Market Price (11/5/2026): $25.13 | Market Cap: $5.3 BilSector: Consumer Staples | Industry: Household Products

Reynolds Consumer Products (REYN)


Market Price (11/5/2026): $25.13
Market Cap: $5.3 Bil
Sector: Consumer Staples
Industry: Household Products

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.7%, Dividend Yield is 3.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.5%, FCF Yield is 5.3%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%

Low stock price volatility
Vol 12M is 26%

Megatrend and thematic drivers
Megatrends include Circular Economy & Recycling, and Sustainable Consumption. Themes include Sustainable Packaging Materials, and Eco-friendly Products.

Weak multi-year price returns
2Y Excs Rtn is -32%, 3Y Excs Rtn is -71%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.3%

Key risks
REYN key risks include [1] volatile costs for its core raw materials like aluminum and plastic resins, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.7%, Dividend Yield is 3.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.5%, FCF Yield is 5.3%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
2 Low stock price volatility
Vol 12M is 26%
3 Megatrend and thematic drivers
Megatrends include Circular Economy & Recycling, and Sustainable Consumption. Themes include Sustainable Packaging Materials, and Eco-friendly Products.
4 Weak multi-year price returns
2Y Excs Rtn is -32%, 3Y Excs Rtn is -71%
5 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.3%
6 Key risks
REYN key risks include [1] volatile costs for its core raw materials like aluminum and plastic resins, Show more.

REYN in ETFs

Weight = REYN's share of each fund

VTI0.00%
ITOT0.00%
IWB0.00%
IJR0.07%
VYM0.00%
VB0.01%
DFAS0.08%
FNDA0.08%
+15 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 11/4/2026

Reynolds Consumer Products (REYN) stock has remained largely at the same level since 7/31/2026 because of the following key factors:

1. Mixed fiscal Q3 2026 financial performance, coupled with reiterated full-year guidance, contributed to a stable stock trajectory. While Reynolds Consumer Products reported a 1.4% increase in net revenues to $944 million for fiscal Q3 2026 (ended September 30, 2026), surpassing analyst estimates, its net income declined 27% year-over-year to $58 million, and Adjusted EBITDA decreased to $163 million from $168 million in Q3 2025. However, the company's Adjusted Earnings Per Share of $0.39 exceeded consensus estimates of $0.38, and management reiterated its full-year 2026 outlook for net revenues, Adjusted EBITDA ($660 million to $675 million), and Adjusted EPS ($1.57 to $1.63), providing a sense of consistency and dampening significant shifts in investor sentiment.

2. Aggressive pricing strategies effectively offset significant commodity inflation, but led to a decline in retail volumes. Reynolds Consumer Products faced an estimated incremental annualized commodity headwind of approximately $400 million, necessitating price increases, such as an 18% hike in its Reynolds Cooking & Kitchen Essentials segment. While these pricing actions successfully mitigated the impact of higher input costs on gross profit dollars, they resulted in a 7% decrease in retail volumes during fiscal Q3 2026, reflecting consumer sensitivity and a challenged environment. This equilibrium of offsetting forces likely contributed to the stock maintaining a relatively consistent level.

Show more
Updated on 11/4/2026

Reynolds Consumer Products (REYN) stock has remained largely at the same level since 7/31/2026 because of the following key factors:

1. Mixed fiscal Q3 2026 financial performance, coupled with reiterated full-year guidance, contributed to a stable stock trajectory. While Reynolds Consumer Products reported a 1.4% increase in net revenues to $944 million for fiscal Q3 2026 (ended September 30, 2026), surpassing analyst estimates, its net income declined 27% year-over-year to $58 million, and Adjusted EBITDA decreased to $163 million from $168 million in Q3 2025. However, the company's Adjusted Earnings Per Share of $0.39 exceeded consensus estimates of $0.38, and management reiterated its full-year 2026 outlook for net revenues, Adjusted EBITDA ($660 million to $675 million), and Adjusted EPS ($1.57 to $1.63), providing a sense of consistency and dampening significant shifts in investor sentiment.

2. Aggressive pricing strategies effectively offset significant commodity inflation, but led to a decline in retail volumes. Reynolds Consumer Products faced an estimated incremental annualized commodity headwind of approximately $400 million, necessitating price increases, such as an 18% hike in its Reynolds Cooking & Kitchen Essentials segment. While these pricing actions successfully mitigated the impact of higher input costs on gross profit dollars, they resulted in a 7% decrease in retail volumes during fiscal Q3 2026, reflecting consumer sensitivity and a challenged environment. This equilibrium of offsetting forces likely contributed to the stock maintaining a relatively consistent level.

3. A mixed macroeconomic environment, characterized by resilient consumer spending alongside persistent inflationary pressures, influenced the sector. The U.S. economy experienced a robust 3.4% annualized real GDP growth in fiscal Q3 2026, with consumer spending, a significant component, increasing at an annual rate of 3.8%. However, consumers remained pressured by ongoing inflation, slower income growth, and declining savings, leading to more selective purchasing behavior. This created a challenging backdrop for consumer product companies, where essential items held ground but overall consumer sentiment weakened.

4. Strategic initiatives, including a vertical integration acquisition and organizational realignment, provided long-term optimism amidst short-term operational challenges. In October 2026, Reynolds Consumer Products completed the acquisition of Owl's Head Alloys, aiming to further vertically integrate its aluminum foil business and enhance long-term growth and margin expansion opportunities, though with limited impact on fiscal 2026 results. Additionally, the company implemented a strategic portfolio reorganization, effective January 1, 2026, to improve operational efficiency. These forward-looking strategic moves, despite current pressures from elevated input costs and consumer dynamics, likely helped stabilize investor confidence in the company's future prospects.

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Stock Movement Drivers

Fundamental Drivers

The 1.7% change in REYN stock from 7/31/2026 to 11/4/2026 was primarily driven by a 8.4% change in the company's P/E Multiple.
(LTM values as of)731202611042026Change
Stock Price ($)24.7225.131.7%
Change Contribution By: 
Total Revenues ($ Mil)3,7863,7990.3%
Net Income Margin (%)9.1%8.5%-6.4%
P/E Multiple15.116.48.4%
Shares Outstanding (Mil)211211-0.1%
Cumulative Contribution1.7%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2026 to 11/4/2026
ReturnCorrelation
REYN1.7% 
Market (SPY)2.6%11.9%
Sector (XLP)8.1%64.4%

Fundamental Drivers

The 22.2% change in REYN stock from 4/30/2026 to 11/4/2026 was primarily driven by a 13.8% change in the company's P/E Multiple.
(LTM values as of)430202611042026Change
Stock Price ($)20.5725.1322.2%
Change Contribution By: 
Total Revenues ($ Mil)3,7213,7992.1%
Net Income Margin (%)8.1%8.5%5.5%
P/E Multiple14.416.413.8%
Shares Outstanding (Mil)210211-0.2%
Cumulative Contribution22.2%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 11/4/2026
ReturnCorrelation
REYN22.2% 
Market (SPY)7.0%2.8%
Sector (XLP)9.8%60.0%

Fundamental Drivers

The 6.9% change in REYN stock from 10/31/2025 to 11/4/2026 was primarily driven by a 3.7% change in the company's Net Income Margin (%).
(LTM values as of)1031202511042026Change
Stock Price ($)23.5125.136.9%
Change Contribution By: 
Total Revenues ($ Mil)3,7073,7992.5%
Net Income Margin (%)8.2%8.5%3.7%
P/E Multiple16.316.40.8%
Shares Outstanding (Mil)210211-0.2%
Cumulative Contribution6.9%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 11/4/2026
ReturnCorrelation
REYN6.9% 
Market (SPY)13.4%9.9%
Sector (XLP)23.0%52.7%

Fundamental Drivers

The 10.2% change in REYN stock from 10/31/2023 to 11/4/2026 was primarily driven by a 38.8% change in the company's Net Income Margin (%).
(LTM values as of)1031202311042026Change
Stock Price ($)22.8125.1310.2%
Change Contribution By: 
Total Revenues ($ Mil)3,8693,799-1.8%
Net Income Margin (%)6.1%8.5%38.8%
P/E Multiple20.216.4-18.9%
Shares Outstanding (Mil)210211-0.4%
Cumulative Contribution10.2%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2023 to 11/4/2026
ReturnCorrelation
REYN10.2% 
Market (SPY)89.7%15.3%
Sector (XLP)46.0%46.1%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
REYN Return8%-1%-7%4%-12%13%2%
Peers Return6%7%-3%8%-23%7%-2%
S&P 500 Return27%-19%24%23%16%11%102%

Monthly Win Rates [3]
REYN Win Rate50%42%42%50%42%55% 
Peers Win Rate57%48%50%50%38%58% 
S&P 500 Win Rate75%42%67%75%67%36% 

Max Drawdowns [4]
REYN Max Drawdown-14%-22%-16%-17%-24%-20% 
Peers Max Drawdown-17%-22%-27%-17%-32%-31% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: CLX, AMCR, GPK, SLGN, SON.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/4/2026 (YTD)

How Low Can It Go

EventREYNS&P 500
2025 US Tariff Shock
  % Loss-10.0%-18.8%
  % Gain to Breakeven11.2%23.1%
  Time to Breakeven70 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-20.2%-24.5%
  % Gain to Breakeven25.3%32.4%
  Time to Breakeven133 days427 days
2020 COVID-19 Crash
  % Loss-18.7%-33.7%
  % Gain to Breakeven23.1%50.9%
  Time to Breakeven21 days140 days

Compare to CLX, AMCR, GPK, SLGN, SON

In The Past

Reynolds Consumer Products's stock fell -10.0% during the 2025 US Tariff Shock. Such a loss loss requires a 11.2% gain to breakeven.

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Asset Allocation

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EventREYNS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-20.2%-24.5%
  % Gain to Breakeven25.3%32.4%
  Time to Breakeven133 days427 days

Compare to CLX, AMCR, GPK, SLGN, SON

In The Past

Reynolds Consumer Products's stock fell -10.0% during the 2025 US Tariff Shock. Such a loss loss requires a 11.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Reynolds Consumer Products (REYN)

Reynolds Consumer Products Inc. (REYN) is a leading manufacturer and marketer of essential household consumer products across various categories. The company primarily operates in three core areas: cooking and baking supplies, waste and food storage solutions, and disposable tableware. REYN offers a comprehensive portfolio that includes both well-known branded products, such as Reynolds Wrap and Hefty, as well as private-label or store brand items through its Presto Products segment.

The company's diverse product range under its prominent brands includes aluminum foil, parchment paper, plastic wrap, and baking accessories from its Reynolds Cooking & Baking segment. Its Hefty Waste & Storage segment provides trash bags, including the Hefty Ultra Strong and Hefty Strong lines, alongside food storage bags. Furthermore, the Hefty Tableware segment offers a variety of disposable plates, bowls, cups, and cutlery.

Reynolds Consumer Products serves a wide array of retail channels, distributing its products to grocery stores, mass merchants, warehouse clubs, discount chains, and e-commerce platforms. With a significant presence in the United States, the company also extends its reach to international markets, ensuring its everyday consumer goods are readily available to a broad customer base.

AI Analysis | Feedback

Here are a few analogies for Reynolds Consumer Products:

  1. They're like a specialized **Clorox** or **SC Johnson**, but focused entirely on disposable kitchen, food storage, and waste products.
  2. Imagine them as the company behind all your household disposables, like if **Glad** (trash bags) and **Ziploc** (food storage bags) also made aluminum foil and paper plates.

AI Analysis | Feedback

  • Cooking & Baking Supplies: Includes aluminum foil, disposable aluminum pans, parchment paper, wax paper, freezer paper, butcher paper, baking cups, oven bags, and slow cooker liners for various culinary needs.
  • Trash Bags: Offers a range of bags for waste disposal, including heavy-duty, recycling, and compostable options.
  • Food Storage Bags: Provides bags for preserving food freshness and organization, available in branded and store-brand varieties.
  • Disposable Tableware: Consists of plates, bowls, platters, cups, and cutlery for single-use dining.
  • Plastic Wrap: Films for covering and sealing food and other items, available in branded and store-brand options.
  • Reusable Storage Containers: Containers designed for repeated use in food storage, primarily sold as store brand products.
  • Hefty EnergyBag Program: A unique initiative for collecting and converting hard-to-recycle plastics into energy.

AI Analysis | Feedback

Reynolds Consumer Products (REYN) primarily sells its products to other companies, specifically various types of retailers. While the provided background information does not list the names of specific major customer companies, it describes the categories of retailers through which its products are distributed. These categories of customer companies include:

  • Grocery stores
  • Mass merchants
  • Warehouse clubs
  • Discount chains
  • Dollar stores
  • Drug stores
  • Home improvement stores
  • Military outlets
  • eCommerce retailers

AI Analysis | Feedback

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Scott Huckins, President and Chief Executive Officer

Mr. Huckins has served as President and Chief Executive Officer of Reynolds Consumer Products since January 2025, and as a member of the company's board of directors since the same time. Prior to this role, he was the company's Chief Financial Officer from November 2023 to December 2024. Before joining Reynolds Consumer Products in October 2023, Mr. Huckins was the CFO of SunOpta, Inc. from 2019 to October 2023, where he was instrumental in revenue and earnings growth and led the 2020 sale of SunOpta's global ingredients segment. He also served as CFO of Claire's Stores Inc. from 2016 to 2019, which involved leading recapitalization and business consolidation initiatives followed by a change of ownership. His experience also includes roles at Sears Holdings, RCS Holdings, Inc., Pioneer Advisors, and Koch Industries Inc. and affiliated companies, where he was President & CEO of Koch Financial Products, LLC.

Nathan Lowe, Chief Financial Officer

Mr. Lowe has served as Chief Financial Officer of Reynolds Consumer Products since January 2025. From October 2023 to December 2024, he was the company's Senior Vice President of Financial Planning & Analysis, and prior to that, held various financial planning and analysis roles with increasing responsibility at the company since January 2019. Before joining Reynolds Consumer Products, Mr. Lowe served as Assistant Corporate Controller and Treasurer of GEC Packaging Technologies (part of Pactiv Evergreen Inc.) from 2016 to 2018, and Financial Controller of Americold Logistics LLC's international business from 2015 to 2016. He also spent nine years at KPMG in Australia and the USA, providing audit and advisory services to consumer and industrial businesses.

Carlen Hooker, Chief Commercial Officer

Ms. Hooker was appointed Chief Commercial Officer, effective June 16, 2025. She is a recognized CPG executive with experience from Church & Dwight, Ferrero U.S.A., Novartis, Pfizer, Sun Products, Tracfone Wireless, the Nielsen Company, and Kellogg.

Ryan Clark, President, Hefty Tableware

Mr. Clark was appointed President, Hefty Tableware, effective May 20, 2025. He brings over 25 years of CPG experience from companies such as Post Holdings, Conagra Brands, and Kraft Foods. His background includes roles in general management with P&L ownership, and he previously served as Chief Commercial Officer, Grocery, at Post Consumer Brands.

Jill Barnett, Chief Legal Officer and Corporate Secretary

Ms. Barnett has served as Chief Legal Officer and Corporate Secretary of Reynolds Consumer Products since April 2025. Prior to joining the company, she was Chief Administrative Officer, General Counsel and Corporate Secretary for SunOpta Inc. Before her time at SunOpta, Ms. Barnett spent 12 years as in-house counsel for Best Buy Co., Inc.

AI Analysis | Feedback

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The key risks to Reynolds Consumer Products (REYN) are:

  1. Raw Material Cost Fluctuations: Reynolds Consumer Products is highly exposed to volatile raw material costs, particularly for aluminum and plastic resins, which constitute a significant portion of its cost of sales. Fluctuations in these commodity prices, driven by global market factors and governmental actions like tariffs, have historically impacted the company's financial performance and profitability. For example, the price of aluminum significantly climbed in 2025, directly affecting the cost of goods sold for brands like Reynolds Wrap and Hefty. The company has sometimes faced a lag between commodity price increases and its ability to implement corresponding price adjustments for consumers.
  2. Intense Competition and Private Label Pressure: The U.S. household consumer products market is mature and highly competitive. Reynolds faces significant competition from large multinational companies (e.g., The Clorox Company, S.C. Johnson & Son, Inc.) and, increasingly, from sophisticated private-label (store brand) alternatives across its product categories. This intense competition can lead to pricing pressures, limit Reynolds' ability to increase prices, and potentially result in a loss of market share and pressure on profit margins.
  3. Evolving Consumer Preferences and Soft Demand: Reynolds Consumer Products faces the risk of shifting consumer preferences, particularly a growing emphasis on sustainable and eco-friendly products. The company has already experienced declining unit sales for two consecutive years and weaker demand across its core categories, suggesting consumers may be trading down to private-label options or using existing products for longer. The decline in sales of less sustainable products, such as its foam tableware business, is a notable example of this trend impacting specific segments. To maintain its market position, Reynolds must continually adapt its product portfolio through innovation and potentially invest in product upgrades to meet these changing consumer values.
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AI Analysis | Feedback

The accelerating global trend towards reducing single-use products and plastics, driven by increasing consumer demand for sustainable and reusable alternatives, as well as stricter environmental regulations, poses a clear emerging threat to Reynolds Consumer Products. This trend could significantly erode demand for a substantial portion of their disposable product portfolio, particularly within the Hefty Waste & Storage, Hefty Tableware, and Presto Products segments, which rely heavily on single-use plastic and aluminum items.

AI Analysis | Feedback

Reynolds Consumer Products Inc. (REYN) operates in several key consumer product categories, serving a broad addressable market primarily within the United States, with some international presence. The addressable markets for its main products or services are substantial, reflecting widespread household and commercial usage.

Reynolds Cooking & Baking Segment

  • Aluminum Foil: The United States aluminum foil market generated a revenue of approximately USD 2.81 billion in 2024 and is projected to reach about USD 4.79 billion by 2033, growing at a CAGR of 6.1% from 2025 to 2033. Globally, the aluminum foil market was valued at approximately USD 28.93 billion in 2024 and is projected to reach USD 45.67 billion by 2033, with a CAGR of 5.1% from 2025 to 2033.
  • Parchment Paper: The U.S. food-grade parchment paper market size was approximately USD 400 million in 2024, with a CAGR of 5%. North America, a significant market for parchment paper, held a market share of 45.3% (valued at USD 0.4 billion) in 2024 and is projected to reach over 36% market share by the end of 2035. The global parchment paper market was valued at USD 1.2 billion in 2024 and is projected to reach USD 2.1 billion by 2033, growing at a CAGR of 6.5% from 2025 to 2033.
  • Plastic Wrap: While a specific market size for "plastic wrap" was not isolated, it falls under broader food storage categories.
  • Oven Bags & Slow Cooker Liners: The global oven bags and pouches market size was valued at approximately USD 2.19 billion in 2024 and is projected to reach nearly USD 2.84 billion by 2030, expanding at a CAGR of 4.4% from 2025 to 2030. North America holds a substantial share of this market. The oven bags and pouches market is also projected to grow from USD 2.31 billion in 2025 to USD 3.58 billion by 2035, exhibiting a CAGR of 4.47%.

Hefty Waste & Storage Segment

  • Trash Bags: The United States trash bags market size is estimated at USD 3.09 billion in 2026 and is projected to reach USD 3.69 billion by 2031, with a CAGR of 3.64% over 2026-2031. Another estimate places the U.S. trash bags market size at USD 2.21 billion in 2024, anticipated to reach USD 3.45 billion by 2035, growing at a CAGR of 4.13% from 2025 to 2035. Globally, the trash bags market size was valued at USD 12.64 billion in 2024 and is projected to reach USD 18.05 billion by 2030, growing at a CAGR of 6.3% from 2025 to 2030.
  • Food Storage Bags (including the Hefty and Baggies brands): The global food storage bags market size was valued at USD 5.02 billion in 2024 and is anticipated to reach USD 9.49 billion by 2035, with sales projected to rise at a CAGR of 6.4% from 2025 to 2035.

Hefty Tableware Segment

  • Disposable Plates: The U.S. disposable plates market size was valued at USD 1.66 billion in 2025 and is projected to reach USD 2.28 billion by 2033, growing at a CAGR of 4.06% during 2026-2033. The global disposable plates market size was estimated at USD 5.6 billion in 2024 and is expected to grow to USD 10.7 billion by 2034, at a CAGR of 6.8% from 2025 to 2034.
  • Disposable Bowls, Platters, Cups, and Cutlery: The U.S. disposable cups market generated a revenue of USD 5.95 billion in 2024 and is expected to reach USD 7.32 billion by 2030, growing at a CAGR of 3.1% from 2025 to 2030. The global disposable cups market size was estimated at USD 17.40 billion in 2024 and is projected to reach USD 22.14 billion by 2030, growing at a CAGR of 3.7% from 2025 to 2030. The disposable cutlery market in the U.S. is projected to grow at a CAGR of 2.4% from 2026 to 2036, with the global market expected to reach USD 2.48 billion by 2036. Another source states the global disposable cutlery market size was valued at USD 7.2 billion in 2024 and is poised to grow to USD 14.27 billion by 2033, at a CAGR of 7.9% from 2026-2033. The overall U.S. disposable tableware market was valued at USD 5.62 billion in 2025 and is expected to reach USD 8.81 billion by 2035, growing at a CAGR of 4.60% during 2026-2035.

Presto Products Segment

This segment primarily sells store brand products in food storage bags, trash bags, reusable storage containers, and plastic wrap categories, which fall under the market sizes mentioned above. For reusable food storage bags, the global silicone food storage bag market size is estimated at USD 1,338 million in 2024 and is predicted to reach around USD 2,221 million by 2034, expanding at a CAGR of 5.2% from 2024 to 2034. North America leads the silicone food storage bag market with a 45% share.

AI Analysis | Feedback

Reynolds Consumer Products (REYN) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  1. Product Innovation and Sustainable Solutions: The company is committed to developing new products that cater to evolving consumer preferences, with a particular focus on sustainable alternatives. Examples include 100% recycled aluminum foil and unbleached parchment paper, aimed at meeting the growing demand for environmentally friendly options. This commitment to innovation is a central part of their growth strategy for 2026 and beyond, with a strong pipeline of new products.
  2. Market Share Gains and Distribution Expansion: Reynolds Consumer Products aims to accelerate growth through distribution wins and by closing "share gaps" between its category share and its retail partners' end market shares. The company has a track record of gaining market share, even when overall category volumes have declined, indicating effective strategies to expand its presence in the market.
  3. Strategic Revenue Growth Management: The company is focused on "revenue growth management" by channeling trade investments into programs that yield higher returns for both Reynolds and its retail partners. While recent periods have seen varying pricing strategies, the overarching approach is to strategically manage pricing and trade spending to optimize top-line growth.
  4. Operational Efficiencies and Cost Savings (Reyvolution Program): Through initiatives like the Reyvolution program, Reynolds is working to improve manufacturing output, reduce operational costs, and enhance overall efficiency across its businesses. While primarily impacting profitability, these cost savings allow the company to invest further in innovation, marketing, and competitive pricing, indirectly supporting revenue growth. The company is also realigning its category organization within the Hefty Waste & Storage and Presto segments to increase efficiencies and unlock growth opportunities.

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Capital Expenditures

  • Capital expenditures were $161 million for the year ended December 31, 2025.
  • Capital expenditures were $120 million for the year ended December 31, 2024, reflecting an increase from $104 million in the prior year, 2023.
  • These investments are primarily focused on automation and other cost savings programs to drive margin expansion and support additional growth, alongside enhancing the innovation pipeline with sustainable products and new offerings such as parchment and scented waste bags. The company anticipates capital expenditures growth to average 1.5% over the next five fiscal years.

Better Bets vs. Reynolds Consumer Products (REYN)

Peer Outperformance in Household Products

REYN has outperformed 61% of its 18 Household Products peers over 5Y. Among the peers that beat it are CL and CHD. Household Products ranks 7th of 12 industries in Consumer Staples by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Household Products constituents that REYN has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
32%
of 19 industry peers · 6.3% return
3Y
56%
of 18 industry peers · 9.1% return
5Y
61%
of 18 industry peers · 5.7% return
Household Products peers with revenue growth within 4pp of REYN's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
Ticker Name Rev Growth 3Y Avg P/E 1Y3Y5Y 5Y Gap
REYN Reynolds Consumer Products -0.3% 16.4x 6.3%9.1%5.7% —
CL Colgate-Palmolive 3.6% 38.3x 32.1%41.5%43.9% +38pp
CHD Church & Dwight 2.7% 34.3x 31.0%33.8%33.1% +27pp
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Consumer Staples sector, ranked by 5Y. Household Products is REYN's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Consumer Staples Merchandise Retail 12 27.0%61.3%60.6% WMT 173% · PSMT 132% · COST 114%
Tobacco 6 -21.6%-5.1%45.9% PM 184% · MO 157%
Food Retail 6 10.6%62.5%38.7% CASY 249% · SFM 136% · KR 77%
Soft Drinks & Non-alcoholic Beverages 13 14.4%-4.8%16.2% COKE 416% · COCO 372% · CCHGY 139%
Food Distributors 9 8.3%23.9%13.2% CHEF 199% · USFD 197% · PFGC 137%
Brewers 3 11.5%-18.6%10.1% BUD 51% · TAP 10% · SAM -55%
Household Products ← 19 25.7%3.2%-13.3% IPAR 53% · CL 44% · CHD 33%
Personal Care Products 4 6.5%12.4%-15.2% ELF 276% · PG 31% · COTY -61%
Packaged Foods & Meats 48 -19.7%-29.6%-32.2% CALM 138% · TR 44% · SJM 27%
Agricultural Products & Services 11 -4.4%-5.0%-37.6% ADM 27% · BG 20% · INGR 16%
Distillers & Vintners 5 -25.2%-56.7%-74.6% STZ -27% · BF-B -52%
Drug Retail 3 -66.5%-82.8%-95.5%
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

REYNCLXAMCRGPKSLGNSONMedian
NameReynolds.Clorox Amcor Graphic .Silgan Sonoco P. 
Mkt Price25.1399.0044.5011.7842.6651.0243.58
Mkt Cap5.312.020.63.54.55.15.2
Rev LTM3,7997,19623,5068,6396,6827,3717,284
Op Inc LTM5501,0152,197470645688667
FCF LTM2814531,229415343351383
FCF 3Y Avg320586956-69309324322
CFO LTM4616622,151816641630651
CFO 3Y Avg4708041,621806584669736

Growth & Margins

REYNCLXAMCRGPKSLGNSONMedian
NameReynolds.Clorox Amcor Graphic .Silgan Sonoco P. 
Rev Chg LTM2.5%6.3%56.6%0.3%8.4%3.6%4.9%
Rev Chg 3Y Avg-0.3%1.0%19.8%-3.3%2.4%16.5%1.7%
Rev Chg Q1.4%33.3%25.9%0.1%6.8%-4.2%4.1%
QoQ Delta Rev Chg LTM0.3%7.1%5.9%0.0%1.6%-1.2%1.0%
Op Inc Chg LTM8.7%0.6%66.9%-51.1%3.6%7.4%5.5%
Op Inc Chg 3Y Avg4.4%13.4%20.2%-24.4%-0.2%16.3%8.9%
Op Mgn LTM14.5%14.1%9.3%5.4%9.6%9.3%9.5%
Op Mgn 3Y Avg14.6%13.9%9.2%9.8%10.0%8.9%9.9%
QoQ Delta Op Mgn LTM-0.7%0.9%1.1%-1.5%-0.3%-0.3%-0.3%
CFO/Rev LTM12.1%9.2%9.2%9.4%9.6%8.6%9.3%
CFO/Rev 3Y Avg12.6%11.3%9.4%9.2%9.4%11.5%10.4%
FCF/Rev LTM7.4%6.3%5.2%4.8%5.1%4.8%5.2%
FCF/Rev 3Y Avg8.6%8.2%5.6%-0.8%5.0%5.5%5.6%

Valuation

REYNCLXAMCRGPKSLGNSONMedian
NameReynolds.Clorox Amcor Graphic .Silgan Sonoco P. 
Mkt Cap5.312.020.63.54.55.15.2
P/S1.41.70.90.40.70.70.8
P/Op Inc9.611.99.47.47.07.48.4
P/EBIT10.111.510.59.57.828.210.3
P/E16.417.818.647.216.7-22.317.2
P/CFO11.518.29.64.37.08.18.8
Total Yield9.7%10.6%10.2%5.9%7.9%-0.3%8.8%
Dividend Yield3.6%5.0%5.3%3.7%1.9%4.1%3.9%
FCF Yield 3Y Avg5.9%4.0%5.4%2.2%6.5%6.7%5.7%
D/E0.30.50.71.61.10.90.8
Net D/E0.30.40.71.51.00.90.8

Returns

REYNCLXAMCRGPKSLGNSONMedian
NameReynolds.Clorox Amcor Graphic .Silgan Sonoco P. 
1M Rtn13.0%22.5%6.5%36.8%21.9%5.8%17.5%
3M Rtn-5.3%-4.0%-5.5%0.1%0.5%-11.9%-4.6%
6M Rtn17.0%12.9%14.1%7.5%6.5%-0.5%10.2%
12M Rtn6.3%-5.8%20.0%-28.1%12.8%32.8%9.5%
3Y Rtn9.1%-11.1%15.1%-42.6%6.0%4.9%5.5%
1M Excs Rtn15.8%23.4%9.5%40.0%24.3%9.4%19.6%
3M Excs Rtn-1.7%-2.0%-2.4%2.2%5.0%-8.0%-1.8%
6M Excs Rtn14.2%10.1%11.6%4.7%3.7%-3.2%7.4%
12M Excs Rtn-3.9%-15.1%10.5%-32.2%1.6%23.1%-1.1%
3Y Excs Rtn-71.3%-85.8%-56.5%-121.1%-68.7%-68.0%-70.0%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Reynolds Cooking & Kitchen Essentials1,2591,2061,2371,2871,314
Hefty Waste & Storage1,011981960946884
Hefty Home & Tableware8509369841,000815
Presto Products628597594604564
Unallocated-27-25-19-20-21
Total3,7213,6953,7563,8173,556


Operating Income by Segment
$ Mil20252024202320222021
Hefty Waste & Storage259256246188155
Reynolds Cooking & Kitchen Essentials180183146118234
Hefty Home & Tableware155128161117121
Presto Products150109917448
Debt refinancing expense-13    
Costs to execute strategic initiatives-25    
Unallocated-34-34-37-35 
Interest expense, net-86    
Corporate / unallocated expenses-94-93-95-33-33
IPO and separation-related costs   -12-14
Other   -30
Depreciation and amortization    -33
Total492549512414478


Assets by Segment
$ Mil20252024202320222021
Unallocated3,5133,5173,5023,4693,548
Reynolds Cooking & Kitchen Essentials612563556646562
Hefty Waste & Storage318282267314290
Presto Products251252239274247
Hefty Home & Tableware242259216226165
Total4,9364,8734,7804,9294,812


Price Behavior

Price Behavior
Market Price$25.13 
Market Cap ($ Bil)5.3 
First Trading Date01/31/2020 
Distance from 52W High-6.7% 
   50 Days200 Days
DMA Price$22.59$22.94
DMA Trenddownindeterminate
Distance from DMA11.2%9.5%
 3M1YR
Volatility26.3%25.9%
Downside Capture16.0213.64
Upside Capture-33.8314.52
Correlation (S&P 500)-12.4%7.6%
REYN Betas & Captures as of 10/31/2026

 1M2M3M6M1Y3Y
Beta-0.56-0.350.180.010.170.23
Up Beta-1.38-0.780.940.430.520.40
Down Beta-1.21-1.52-1.42-0.69-0.180.12
Up Capture54%14%28%27%10%4%
Bmk +ve Days12182862130427
Stock +ve Days15263466125391
Down Capture-88%-3%61%-7%28%37%
Bmk -ve Days10253664121325
Stock -ve Days7172958122348

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with REYN
REYN6.6%25.9%0.20-
Sector ETF (XLP)24.1%15.7%1.1752.9%
Equity (SPY)13.2%12.9%0.689.8%
Gold (GLD)1.0%28.8%0.03-0.7%
Commodities (DBC)35.9%21.2%1.34-35.6%
Real Estate (VNQ)14.3%14.1%0.7046.7%
Bitcoin (BTCUSD)-28.2%43.4%-0.65-6.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with REYN
REYN1.9%22.7%0.03-
Sector ETF (XLP)8.0%14.0%0.3450.6%
Equity (SPY)12.5%17.2%0.5522.9%
Gold (GLD)17.3%19.1%0.731.3%
Commodities (DBC)8.0%19.6%0.29-10.7%
Real Estate (VNQ)1.8%18.9%-0.0134.2%
Bitcoin (BTCUSD)5.5%51.5%0.295.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with REYN
REYN0.9%24.6%0.05-
Sector ETF (XLP)8.5%15.0%0.4342.2%
Equity (SPY)15.4%18.0%0.7323.7%
Gold (GLD)11.9%16.5%0.592.9%
Commodities (DBC)7.4%18.1%0.33-4.4%
Real Estate (VNQ)5.7%20.7%0.2329.3%
Bitcoin (BTCUSD)61.0%66.2%1.0110.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date10152026
Short Interest: Shares Quantity7.7 Mil
Short Interest: % Change Since 93020267.8%
Average Daily Volume1.2 Mil
Days-to-Cover Short Interest6.4 days
Basic Shares Quantity210.8 Mil
Short % of Basic Shares3.7%

Earnings Returns History

Updated 11/4/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/29/2026-0.4%1.9%-3.8%
5/6/20262.9%1.4%2.9%
2/4/20269.6%5.9%6.4%
10/29/20255.3%3.8%5.8%
7/30/20255.1%2.8%7.5%
4/30/2025-3.0%-3.2%-5.0%
2/5/2025-4.2%-11.3%-13.4%
10/30/2024-6.2%-8.1%-5.6%
...
SUMMARY STATS   
# Positive131513
# Negative11911
Median Positive3.9%2.8%3.9%
Median Negative-4.1%-3.2%-5.0%
Max Positive9.6%5.9%14.6%
Max Negative-7.3%-11.3%-13.4%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/29/2026-0.4%1.9%-3.8%
5/6/20262.9%1.4%2.9%
2/4/20269.6%5.9%6.4%
10/29/20255.3%3.8%5.8%
7/30/20255.1%2.8%7.5%
4/30/2025-3.0%-3.2%-5.0%
2/5/2025-4.2%-11.3%-13.4%
10/30/2024-6.2%-8.1%-5.6%
8/7/20247.0%4.7%14.6%
5/8/20241.2%2.6%-0.5%
2/7/20242.0%2.2%4.1%
11/8/20234.1%5.2%3.9%
8/9/20233.9%1.5%-5.0%
5/10/20235.3%2.7%3.7%
2/8/2023-4.9%-2.3%-7.2%
11/8/2022-7.3%-0.9%1.7%
8/9/2022-3.6%-2.9%-4.4%
5/10/20221.1%-1.4%-7.6%
2/9/20221.5%4.3%1.7%
11/4/2021-0.4%3.2%5.4%
8/2/2021-0.6%0.9%1.8%
5/5/20210.7%2.8%0.1%
2/9/2021-4.1%-4.2%-2.3%
11/12/2020-4.1%-3.4%-0.6%
SUMMARY STATS   
# Positive131513
# Negative11911
Median Positive3.9%2.8%3.9%
Median Negative-4.1%-3.2%-5.0%
Max Positive9.6%5.9%14.6%
Max Negative-7.3%-11.3%-13.4%

SEC Filings

Expand for More
Report DateFiling DateFiling
09/30/202611/04/202610-Q
06/30/202607/29/202610-Q
03/31/202605/06/202610-Q
12/31/202502/04/202610-K
09/30/202510/29/202510-Q
06/30/202507/30/202510-Q
03/31/202504/30/202510-Q
12/31/202402/05/202510-K
09/30/202410/30/202410-Q
06/30/202408/07/202410-Q
03/31/202405/08/202410-Q
12/31/202302/07/202410-K
09/30/202311/08/202310-Q
06/30/202308/09/202310-Q
03/31/202305/10/202310-Q
12/31/202202/08/202310-K
Collapse to Preview
Report DateFiling DateFiling
09/30/202611/04/202610-Q
06/30/202607/29/202610-Q
03/31/202605/06/202610-Q
12/31/202502/04/202610-K
09/30/202510/29/202510-Q
06/30/202507/30/202510-Q
03/31/202504/30/202510-Q
12/31/202402/05/202510-K
09/30/202410/30/202410-Q
06/30/202408/07/202410-Q
03/31/202405/08/202410-Q
12/31/202302/07/202410-K
09/30/202311/08/202310-Q
06/30/202308/09/202310-Q
03/31/202305/10/202310-Q
12/31/202202/08/202310-K
09/30/202211/08/202210-Q
06/30/202208/09/202210-Q
03/31/202205/10/202210-Q
12/31/202102/09/202210-K
09/30/202111/04/202110-Q
06/30/202108/03/202110-Q
03/31/202105/05/202110-Q
12/31/202002/12/202110-K
09/30/202011/12/202010-Q
06/30/202008/05/202010-Q
03/31/202005/07/202010-Q
12/31/201903/10/202010-K

Recent Forward Guidance

Updated 11/4/2026

Latest: Q3 2026 Earnings Reported 11/4/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
Q4 2026 Dividends Per ShareReported 0.23    
Q4 2026 Net Revenues GrowthReported-3.0%0.0%3.0%   
Q4 2026 Adjusted EBITDAReported196.00 Mil203.50 Mil211.00 Mil25.2% Higher NewGuidance: 162.50 Mil for Q3 2026
Q4 2026 Net IncomeReported101.00 Mil107.50 Mil114.00 Mil32.7% Higher NewGuidance: 81.00 Mil for Q3 2026
Q4 2026 Adjusted Net IncomeReported101.00 Mil107.50 Mil114.00 Mil32.7% Higher NewGuidance: 81.00 Mil for Q3 2026
Q4 2026 Diluted EPSReported0.480.510.5434.2% Higher NewGuidance: 0.38 for Q3 2026
Q4 2026 Adjusted Diluted EPSReported0.480.510.5434.2% Higher NewGuidance: 0.38 for Q3 2026
2026 Net Revenues GrowthReported1.0%2.0%3.0% 0.0%AffirmedGuidance: 2.0% for 2026
2026 Adjusted EBITDAReported660.00 Mil667.50 Mil675.00 Mil0.0% AffirmedGuidance: 667.50 Mil for 2026
2026 Net IncomeReported307.00 Mil313.50 Mil320.00 Mil-7.0% LoweredGuidance: 337.00 Mil for 2026
2026 Adjusted Net IncomeReported332.00 Mil338.50 Mil345.00 Mil0.4% RaisedGuidance: 337.00 Mil for 2026
2026 Diluted EPSReported1.451.481.51-7.5% LoweredGuidance: 1.6 for 2026
2026 Adjusted Diluted EPSReported1.571.61.630.0% AffirmedGuidance: 1.6 for 2026


Prior: Q2 2026 Earnings Reported 7/29/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2026 Revenue GrowthReported1.0%2.0%3.0% 3.0%RaisedGuidance: -1.0% for 2026
2026 Adjusted EBITDAReported660.00 Mil667.50 Mil675.00 Mil0 AffirmedGuidance: 667.50 Mil for 2026
2026 Net IncomeReported331.00 Mil337.00 Mil343.00 Mil0 AffirmedGuidance: 337.00 Mil for 2026
2026 EPSReported1.571.61.630 AffirmedGuidance: 1.6 for 2026
Q3 2026 Adjusted EBITDAReported160.00 Mil162.50 Mil165.00 Mil   
Q3 2026 Net IncomeReported79.00 Mil81.00 Mil83.00 Mil   
Q3 2026 EPSReported0.370.380.39   

Insider Activity

Updated 6/3/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Stangl, Rolf DirectBuy319202621.064,70599,084832,621Form
2Hawkesby, Duncan IndirectBuy827202522.99159,5063,667,4977,681,729Form
3Hawkesby, Duncan IndirectBuy822202523.0467,2691,549,8784,022,463Form
4Hawkesby, Duncan IndirectBuy822202523.164,31799,9952,485,753Form
5Stangl, Rolf DirectBuy620202521.244,50095,580656,082Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Stangl, Rolf DirectBuy319202621.064,70599,084832,621Form
2Hawkesby, Duncan IndirectBuy827202522.99159,5063,667,4977,681,729Form
3Hawkesby, Duncan IndirectBuy822202523.0467,2691,549,8784,022,463Form
4Hawkesby, Duncan IndirectBuy822202523.164,31799,9952,485,753Form
5Stangl, Rolf DirectBuy620202521.244,50095,580656,082Form
6Stangl, Rolf DirectBuy609202521.704,50097,650572,641Form

Investor Activity (13F)

Updated Nov 5, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Lone Peak Global Investors LLC$17.4 Mil2.9%42Hold13F
Active Manager
Active Manager
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Lone Peak Global Investors LLC$17.4 Mil2.9%42Hold13F
Core Cache Last Updated: 11/4/2026