Společnost Reynolds Consumer ve druhém čtvrtletí 2026 zvýšila upravený zisk EBITDA díky vyšším cenám a nižším provozním nákladům, přestože objemy maloobchodního prodeje klesly.
Key Takeaways REYN leverages its presence in 95% of U.S. households and leading brands to drive growth.Pricing actions and lower operating costs boosted REYN's adjusted EBITDA in Q2 despite soft retail volumes.REYN targets cost savings through manufacturing efficiency, procurement and supply-chain upgrades. Reynolds Consumer Products Inc. (REYN - Free Report) continues to focus on strengthening its established brands, expanding product innovation and improving operational efficiency amid a challenging consumer environment. Pricing actions, productivity initiatives and disciplined cost management remain central to its growth strategy. The company is also leveraging its strong retail relationships and broad household penetration to reinforce its market position and support long-term profitability.
Brand strength and product innovation remain important growth drivers. Reynolds Consumer has a presence in approximately 95% of U.S. households, with leading brands such as Reynolds Wrap and Hefty. The company continues to invest in these brands, develop products that address changing consumer needs and strengthen its value proposition through retail partnerships. Innovation across cooking, food storage, waste management and disposable tableware provides opportunities to reinforce customer loyalty and support category growth.
Pricing and revenue management are also playing an important role in protecting profitability. The company has implemented pricing actions to recover higher commodity costs, particularly aluminum, while working to limit the impact on consumer demand. In the second quarter of 2026, pricing actions and lower operating costs helped support adjusted EBITDA growth, despite lower retail volumes and higher selling, general and administrative expenses. However, the ability to maintain pricing without further weakening demand remains important to its growth outlook.
REYN is also emphasizing manufacturing efficiency, procurement savings, waste reduction and supply-chain improvements. These initiatives are intended to generate sustainable cost savings and create room for continued investments in brand building, innovation and other strategic priorities. In addition, the company realigned its business segments in 2026 to improve operating efficiency, sharpen its innovation focus and pursue better opportunities in adjacent categories.
Reynolds Consumer is balancing near-term cost pressures and softer retail volumes with investments aimed at strengthening its competitive position. Continued execution on pricing, productivity and innovation will be critical to sustaining earnings growth and improving profitability over the long term.
REYN’s Price Performance, Valuation and EstimatesReynolds Consumer’s shares have gained 3.3% in the past six months compared with the industry’s 1.9% growth.
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From a valuation standpoint, REYN trades at a forward price-to-earnings ratio of 13.45X compared with the industry’s average of 14.12X.
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The Zacks Consensus Estimate for REYN’s 2026 earnings per share (EPS) indicates a year-over-year decline of 3.1%, while that of 2027 EPS shows growth of 3.8%. The company’s EPS estimate for 2026 and 2027 has been stable in the past 30 days.
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Reynolds Consumer currently carries a Zacks Rank #3 (Hold).
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Duluth Holdings delivered a trailing four-quarter earnings surprise of 122.5%, on average. The Zacks Consensus Estimate for DLTH’s current financial-year EPS indicates a rise of 18.6% from the year-ago number.
Columbia Sportswear (COLM - Free Report) engages in marketing and distribution of outdoor and active lifestyle apparel, footwear and accessories, and currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for COLM’s current financial-year sales is expected to rise 1.9% from the corresponding year-ago reported figure. COLM delivered a trailing four-quarter earnings surprise of 36%, on average.
Ralph Lauren Corporation (RL - Free Report) , which is a designer and marketer of premium lifestyle products, currently carries a Zacks Rank of 2.
RL delivered a trailing four-quarter earnings surprise of 8.7%, on average. The Zacks Consensus Estimate for Ralph Lauren’s current financial-year sales indicates growth of 7.6% from the year-ago number.
Reynolds Consumer Products ve 2. čtvrtletí zvýšila hrubou marži o 200 bazických bodů meziročně a upravená EBITDA vzrostla asi o 5 % na 171 milionů USD. Firma ale čeká tlak z komoditních nákladů kolem 400 milionů USD ročně.
Key Takeaways REYN's Q2 gross margin expanded 200 bps year over year as productivity gains lowered costs.Adjusted EBITDA rose about 5% to $171 million, marking a third straight quarter of growth.REYN faces roughly $400 million in annualized commodity headwinds and a July pricing impact. Reynolds Consumer Products Inc. (REYN - Free Report) delivered a notable improvement in profitability during the second quarter of 2026, supported by productivity gains across its supply chain and particularly strong execution within manufacturing operations. The company continues to benefit from lean initiatives and automation, which are helping lower costs and improve operating efficiency. These savings are also enabling REYN to reinvest in R&D, innovation and other growth priorities, creating a self-reinforcing cycle that management believes can support profitable growth despite a challenging consumer and commodity environment.
The impact of these initiatives was evident in the quarter, with gross margin improving 200 bps year over year, following a 50-bps expansion in the first quarter. Adjusted EBITDA increased $8 million, or about 5%, to $171 million, marking the third consecutive quarter of EBITDA growth. For the first half of 2026, gross profit increased $38 million, while gross margin expanded 120 basis points, even as pricing taken to recover higher commodity costs remained dilutive to the margin rate. These results highlight the growing contribution from Reynolds’ productivity programs.
However, sustaining the same pace of margin expansion in the second half could be challenging. Management expects incremental pricing implemented in July to create a numerical headwind to the margin rate, while annualized commodity headwinds have risen to roughly $400 million from $200 million previously. REYN plans to counter these pressures through continued supply-chain productivity and automation benefits, which are expected to help offset both commodity inflation and potential pricing elasticity. The company’s ability to execute further cost savings while navigating higher input costs will therefore be critical to its margin trajectory in the remainder of 2026.
REYN’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 2.1% in the past six months, outperforming the industry’s rise of 1.3% and the broader Consumer Discretionary sector’s fall of 6.6%.
REYN Stock's Six-Month Price Performance
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REYN currently trades at a forward 12-month P/E ratio of 13.22X, which is lower than the industry average of 13.86X and the sector average of 15.24X.
REYN P/E Ratio (Forward 12 Months)
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Stocks to ConsiderVince Holding Corp. (VNCE - Free Report) provides luxury apparel and accessories in the United States and internationally. It operates through Vince Wholesale and Vince Direct-to-Consumer segments. At present, the company flaunts a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for VNCE’s current fiscal-year sales and earnings implies growth of 12.7% and 172.7%, respectively, from the year-ago reported figures. VNCE has delivered a trailing four-quarter earnings surprise of 561.4%, on average.
Kontoor Brands, Inc. (KTB - Free Report) , a lifestyle apparel company, designs, manufactures, procures, sells and licenses apparel, footwear and accessories, primarily under the Wrangler, Lee and Helly Hansen brands. At present, KTB carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for KTB’s current fiscal-year sales and earnings implies a decline of 14.3% and 6.1%, respectively, from the year-ago figures. KTB delivered a trailing four-quarter earnings surprise of 21.4%, on average.
Savers Value Village, Inc. (SVV - Free Report) , a thrift operator, sells second-hand merchandise in retail stores in the United States, Canada and Australia. SVV currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for SVV’s current financial-year sales and earnings is expected to rise 6.1% and 6.7%, respectively, from the corresponding year-ago reported figures. SVV delivered a trailing four-quarter negative earnings surprise of 1.6%, on average.
Squarepoint Ops LLC decreased its position in shares of Reynolds Consumer Products Inc. (NASDAQ:REYN – Free Report) by 72.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 38,973 shares of the company’s stock after selling 102,182 shares during the period. Squarepoint Ops LLC’s holdings in Reynolds Consumer Products were worth $1,046,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Baird Financial Group Inc. lifted its holdings in shares of Reynolds Consumer Products by 27.4% during the 2nd quarter. Baird Financial Group Inc. now owns 41,448 shares of the company’s stock valued at $1,113,000 after buying an additional 8,915 shares during the last quarter. West Family Investments Inc. acquired a new position in Reynolds Consumer Products in the second quarter worth approximately $245,000. Paragon Capital Management Ltd acquired a new position in Reynolds Consumer Products in the second quarter worth approximately $254,000. Corient Private Wealth LP raised its position in Reynolds Consumer Products by 34.7% during the second quarter. Corient Private Wealth LP now owns 287,368 shares of the company’s stock valued at $7,716,000 after acquiring an additional 73,982 shares in the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in Reynolds Consumer Products in the second quarter valued at approximately $285,000. Hedge funds and other institutional investors own 26.81% of the company’s stock.
Reynolds Consumer Products Trading Up 1.2% NASDAQ:REYN opened at $22.69 on Friday. The company’s 50 day moving average is $24.73 and its 200-day moving average is $23.29. The company has a quick ratio of 0.71, a current ratio of 1.80 and a debt-to-equity ratio of 0.66. Reynolds Consumer Products Inc. has a 12 month low of $20.44 and a 12 month high of $27.32. The firm has a market cap of $4.78 billion, a price-to-earnings ratio of 13.84 and a beta of 0.54.
Reynolds Consumer Products (NASDAQ:REYN – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $0.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.40 by $0.02. Reynolds Consumer Products had a net margin of 9.11% and a return on equity of 16.03%. The business had revenue of $944.00 million during the quarter, compared to the consensus estimate of $935.46 million. During the same period in the prior year, the firm earned $0.39 EPS. Reynolds Consumer Products’s quarterly revenue was up .6% compared to the same quarter last year. Reynolds Consumer Products has set its Q3 2026 guidance at 0.370-0.390 EPS and its FY 2026 guidance at 1.570-1.630 EPS. Equities analysts anticipate that Reynolds Consumer Products Inc. will post 1.59 EPS for the current year. Reynolds Consumer Products Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Monday, August 31st. Stockholders of record on Monday, August 17th were given a $0.23 dividend. This represents a $0.92 annualized dividend and a dividend yield of 4.1%. The ex-dividend date of this dividend was Monday, August 17th. Reynolds Consumer Products’s dividend payout ratio (DPR) is currently 56.10%.
Wall Street Analyst Weigh In Several analysts have commented on the stock. Piper Sandler raised shares of Reynolds Consumer Products to an “overweight” rating in a research report on Thursday, July 30th. UBS Group lifted their price objective on shares of Reynolds Consumer Products from $23.00 to $27.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. Canaccord Genuity Group upped their price objective on shares of Reynolds Consumer Products from $24.00 to $25.00 and gave the stock a “hold” rating in a report on Thursday, July 30th. JPMorgan Chase & Co. increased their target price on shares of Reynolds Consumer Products from $23.00 to $27.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. Finally, Barclays raised their target price on Reynolds Consumer Products from $24.00 to $25.00 and gave the company an “equal weight” rating in a report on Tuesday, July 21st. One research analyst has rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $25.60.
Check Out Our Latest Stock Report on REYN
Reynolds Consumer Products Company Profile (Free Report)
Reynolds Consumer Products Inc (NASDAQ:REYN) develops, manufactures and markets household products used for food preparation, storage, serving and waste management. The company sells branded and private-label products primarily through grocery stores, mass merchants, warehouse clubs, online retailers and other distribution channels.
Its portfolio includes Reynolds Kitchens aluminum foil, parchment paper, oven bags, wax paper, plastic wrap and disposable bakeware; Hefty trash bags, food-storage bags and disposable tableware; and Diamond kitchen and food-preparation products.
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Reynolds zvýšil výhled tržeb na rok 2026 na růst o 1–3 % díky cenám a lepším maloobchodním objemům. Zároveň potvrdil odhad upraveného zisku na akcii 1,57–1,63 USD.
Key Takeaways Reynolds lifted its 2026 sales outlook as pricing and better retail volumes support performance.Manufacturing productivity boosted margins and EBITDA despite weaker volumes across key segments.Rising commodity costs, promotional pressure and demand elasticity remain key risks to earnings. Shares of Reynolds Consumer Products Inc. (REYN - Free Report) have climbed 18.4% in the past three months, topping the Zacks sub-industry's 16.3% growth and the S&P 500's 2.7% rise. The advance has coincided with better earnings delivery despite elevated commodity costs and uneven consumer demand.
Second-quarter 2026 revenues rose 0.6% year over year to $944 million, while adjusted earnings increased 7.7% to 42 cents per share. Both measures topped the Zacks Consensus Estimate. Pricing and manufacturing productivity were central to the quarter's improvement.
Reynolds Cooking & Kitchen Essentials shows the clearest pricing impact. Segment revenues increased 6.4% to $314 million as pricing contributed 19 percentage points to offset higher commodity costs. Retail volumes declined 8%, partly because of promotional timing differences in foil, but adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) still rose 8.2% to $53 million on manufacturing efficiency gains.
Productivity was even more visible in Hefty Home & Tableware. Revenues fell 10.3% to $217 million and retail volumes dropped 14%, largely because of foam weakness. Yet adjusted EBITDA increased 22.9% to $43 million as manufacturing productivity and lower promotional spending offset weaker volumes. Companywide gross margin expanded 180 basis points to 26%.
Segment trends were mixed elsewhere. Hefty Storage & Organization posted record second-quarter revenues of $176 million, up 5.4%, as retail volumes grew 8%. Hefty Waste & Clean-Up revenues slipped 1.3% to $233 million, though retail volumes were flat and branded gains offset previously disclosed private-label distribution losses.
Cash generation is giving Reynolds room to keep investing in automation and cost reduction. Operating cash flow rose to $173 million in the first six months of 2026 from $147 million a year earlier. Capital expenditures increased to $101 million and the company made a voluntary $50 million debt repayment, while net debt to trailing 12-month adjusted EBITDA remained at 2.1 times.
The backdrop still demands caution. Reynolds raised its 2026 net revenue outlook to growth of 1-3%, reflecting additional pricing and better-than-expected first-half retail volumes, but kept adjusted earnings guidance at $1.57-$1.63 per share and adjusted EBITDA guidance at $660-$675 million. Management now expects roughly $400 million in annualized commodity headwinds, double the amount cited in April.
Third-quarter revenues are expected to be approximately flat year over year, with adjusted EBITDA of $160-$165 million compared with $168 million a year earlier. Additional second-half pricing may support revenues, but related demand elasticity could pressure volumes and reported margin rates.
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The pricing-productivity challenge extends across the household-products group. Church & Dwight Co., Inc. ((CHD - Free Report) reported second-quarter adjusted gross margin expansion of 40 basis points, helped by higher volume and productivity despite inflation. The Clorox Company (CLX - Free Report) , by contrast, reported a 520-basis-point fourth-quarter gross margin decline as higher commodity, manufacturing and logistics costs weighed on profitability despite cost savings.
REYN's rally has support from earnings execution, margin improvement and cash generation, but commodity inflation, promotional pressure and soft category volumes remain meaningful offsets. The stock also trades at 15.5X forward 12-month earnings, slightly above the Zacks sub-industry's 15.2X multiple.
REYN currently carries a Zacks Rank #3 (Hold). It has a Value Score of B, Momentum Score of B and VGM Score of B. Its Growth Score of C is less favorable than those B grades. The combination points to relatively favorable value, momentum and blended style characteristics, but the #3 Rank keeps the near-term signal measured rather than pointing to a clear directional call.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Reynolds Consumer Products zvýšil ve 2. čtvrtletí hrubou marži o 180 bazických bodů na 26 % a upravený zisk na akcii vzrostl o 7,7 % na 42 centů, i když vedení čeká asi 400 milionů USD ročních komoditních tlaků. Společnost zároveň zvedla výhled čistých tržeb na růst o 1–3 %.
Key Takeaways REYN expanded gross margin as manufacturing efficiency and pricing offset higher raw-material costs.Commodity headwinds have doubled to $400 million, increasing pressure on profitability and volumes.Cash flow and debt reduction support REYN, but pricing elasticity limits the case for aggressive entry. Reynolds Consumer Products Inc. (REYN - Free Report) is showing better profitability even as commodity inflation remains a major obstacle. Second-quarter 2026 gross margin expanded 180 basis points to 26%, while adjusted EBITDA rose 4.9% year over year to $171 million.
That improvement adds resilience, but it does not remove the central risk. Management now expects about $400 million of annualized commodity headwinds, up from the $200 million estimate cited in April.
Pricing and productivity are doing much of the heavy lifting. Second-quarter revenues increased 0.6% to $944 million and adjusted earnings rose 7.7% to 42 cents per share. Manufacturing efficiencies and supply-chain productivity helped gross profit advance 8.4% to $245 million despite higher raw-material costs.
The trade-off is visible in volumes. Retail volumes declined 5% in the quarter. Reynolds Cooking & Kitchen Essentials took 19 percentage points of pricing to offset commodity costs, while retail volumes fell 8%. Still, segment adjusted EBITDA increased 8.2% to $53 million.
Hefty Home & Tableware shows a similar margin-versus-volume pattern. Revenues fell 10.3% to $217 million and retail volumes dropped 14%, largely because of foam weakness. Adjusted EBITDA nevertheless increased 22.9% to $43 million as manufacturing productivity and lower promotional spending offset weaker volumes.
Hefty Storage & Organization offered a better demand signal. Revenues rose 5.4% to a second-quarter record of $176 million as retail volumes grew 8%. Hefty Waste & Clean-Up revenues slipped 1.3% to $233 million, but retail volumes were flat.
Peer results underscore the importance of cost control. Church & Dwight Co., Inc. (CHD - Free Report) reported second-quarter adjusted gross margin of 45.4%, up 40 basis points, with productivity helping offset inflation. The Clorox Company (CLX - Free Report) reported a 520-basis-point gross margin decline in its fiscal fourth quarter amid lower volume and higher commodity, manufacturing and logistics costs.
Reynolds also improved cash generation. Operating cash flow increased to $173 million in the first six months of 2026 from $147 million a year earlier. The company made a voluntary $50 million debt repayment, while net debt to trailing 12-month adjusted EBITDA remained at 2.1 times.
The outlook keeps the risk-reward balanced. Reynolds raised its 2026 net revenue outlook to growth of 1-3% but maintained adjusted earnings guidance of $1.57-$1.63 per share and adjusted EBITDA guidance of $660-$675 million. Third-quarter revenues are expected to be approximately flat year over year, with adjusted EBITDA projected at $160-$165 million versus $168 million a year earlier.
Valuation is not a major bargain relative to the peer group. REYN trades at 15.5X forward 12-month earnings, compared with 15.2X for the Zacks sub-industry. Its five-year median multiple is 16.9X.
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The bottom line is that better margins and productivity support the investment case, but commodity inflation, pricing elasticity and uneven category demand limit the argument for an aggressive entry. The company has protected profitability, yet the second-half setup still depends on pricing holding without causing too much volume pressure.
REYN currently carries a Zacks Rank #3 (Hold). It has a Value Score of B, Momentum Score of B and VGM Score of B, alongside a Growth Score of C. The B scores are relatively favorable, but the Zacks Rank #3 is not one of the top two ranks typically favored for new purchases. With current-year earnings estimates unchanged over the past four weeks, the stock looks better suited to a measured hold stance than a clear buy call at present.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Reynolds Consumer Products Inc. (NASDAQ:REYN – Get Free Report) has received an average rating of “Hold” from the eight analysts that are presently covering the company, MarketBeat reports. Seven equities research analysts have rated the stock with a hold recommendation and one has given a buy recommendation to the company. The average 1-year price target among brokers that have issued ratings on the stock in the last year is $25.60.
Several analysts have issued reports on REYN shares. UBS Group increased their target price on Reynolds Consumer Products from $23.00 to $27.00 and gave the company a “neutral” rating in a research report on Thursday, July 16th. JPMorgan Chase & Co. boosted their price target on Reynolds Consumer Products from $23.00 to $27.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. Barclays upped their price objective on Reynolds Consumer Products from $24.00 to $25.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 21st. Canaccord Genuity Group raised their price objective on Reynolds Consumer Products from $24.00 to $25.00 and gave the company a “hold” rating in a research report on Thursday, July 30th. Finally, Weiss Ratings upgraded Reynolds Consumer Products from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 29th.
Check Out Our Latest Analysis on Reynolds Consumer Products
Reynolds Consumer Products Price Performance Shares of REYN opened at $24.61 on Thursday. The company has a 50 day moving average price of $25.87 and a 200-day moving average price of $23.46. Reynolds Consumer Products has a fifty-two week low of $20.44 and a fifty-two week high of $27.32. The stock has a market capitalization of $5.19 billion, a PE ratio of 15.01 and a beta of 0.55. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.71 and a current ratio of 1.80. Reynolds Consumer Products (NASDAQ:REYN – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $0.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.40 by $0.02. The firm had revenue of $944.00 million for the quarter, compared to the consensus estimate of $935.46 million. Reynolds Consumer Products had a net margin of 9.11% and a return on equity of 16.03%. The company’s quarterly revenue was up .6% on a year-over-year basis. During the same period last year, the firm earned $0.39 earnings per share. Reynolds Consumer Products has set its Q3 2026 guidance at 0.370-0.390 EPS and its FY 2026 guidance at 1.570-1.630 EPS. Equities analysts predict that Reynolds Consumer Products will post 1.59 earnings per share for the current fiscal year.
Reynolds Consumer Products Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Monday, August 17th will be issued a $0.23 dividend. This represents a $0.92 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date is Monday, August 17th. Reynolds Consumer Products’s dividend payout ratio (DPR) is currently 56.10%.
Institutional Inflows and Outflows Large investors have recently modified their holdings of the company. Larson Financial Group LLC lifted its position in Reynolds Consumer Products by 70.4% during the fourth quarter. Larson Financial Group LLC now owns 1,264 shares of the company’s stock valued at $29,000 after acquiring an additional 522 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Reynolds Consumer Products in the second quarter worth $31,000. Farther Finance Advisors LLC increased its position in shares of Reynolds Consumer Products by 127.7% during the fourth quarter. Farther Finance Advisors LLC now owns 1,391 shares of the company’s stock worth $32,000 after purchasing an additional 780 shares in the last quarter. Global Retirement Partners LLC acquired a new position in shares of Reynolds Consumer Products during the second quarter worth $34,000. Finally, SJS Investment Consulting Inc. lifted its holdings in shares of Reynolds Consumer Products by 4,657.9% during the 1st quarter. SJS Investment Consulting Inc. now owns 1,808 shares of the company’s stock valued at $38,000 after purchasing an additional 1,770 shares during the last quarter. Institutional investors own 26.81% of the company’s stock.
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Reynolds Consumer Products, Inc (NASDAQ: REYN) is a leading North American manufacturer and marketer of household consumer products. The company specializes in food storage and cooking solutions, including aluminum foil, plastic wrap, food storage containers and disposable tableware. Its core portfolio features well-known brands such as Reynolds Wrap aluminum foil, Hefty storage containers and trash bags, and Fastfold paper plates.
The company operates through a network of manufacturing and distribution facilities across North America, Latin America, Europe and the Asia Pacific region.
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Reynolds Consumer Products zvýšil celoroční výhled tržeb na růst o 1 % až 3 % po cenových krocích a vyšší produktivitě dodavatelského řetězce. Upravený zisk na akcii ve 2. čtvrtletí vzrostl o 7 % na 0,42 USD.
3 Consumer Staples Stocks Breaking Out This MonthReynolds Consumer Products NASDAQ: REYN reported second-quarter earnings growth and said it raised its full-year revenue outlook as pricing actions and supply-chain productivity helped offset escalating commodity costs.
President and Chief Executive Officer Scott Huckins said the company executed planned pricing actions, held or grew market share across most categories and generated earnings growth through productivity programs. He described the consumer environment as pressured and highly promotional, but said the company’s brands and operating execution supported its performance.
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Near 52-Week Lows, These 3 Mid-Cap Stocks Are Worth a LookAdjusted earnings per share rose 7% to $0.42 in the second quarter, Chief Financial Officer Nathan Lowe said. For the first half of 2026, adjusted EBITDA increased 8% from the prior-year period to $302 million, while revenue rose 4% to $1.8 billion. Gross profit increased by $38 million and gross margin improved by 120 basis points, despite the dilutive effect of pricing intended to recover higher commodity costs.
First-half volume and category performance Lowe said the company’s first-half sales results were more indicative of underlying performance than second-quarter results alone because Easter shifted timing and the promotional calendar changed. On a year-to-date basis, Reynolds outperformed its categories by one percentage point on volume, more than offsetting a two-point headwind from private-label distribution losses that took effect in January.
Reynolds Consumer Products High Yield Bought on the DipHuckins said the company achieved distribution gains in both its Hefty Waste & Clean-Up and Hefty Storage & Organization businesses. In branded waste bags, Reynolds recorded low-double-digit distribution increases and two points of both volume and sales growth during the first half, while holding category share. Dollar and unit velocities in the branded waste-bag business also increased, he said.
The company also cited momentum in e-commerce. Hefty Ultra Strong trash bags ranked among the five top-selling products across all categories on Amazon Prime Day, according to Huckins. Hefty food bags grew e-commerce sales by about 30% from a year earlier, outpacing category growth.
In the Reynolds Cooking & Kitchen Essentials segment, the company continued pricing efforts to recover commodity costs, particularly in foil. Huckins said Reynolds Wrap had performed broadly in line with its category on a year-to-date basis. He attributed variability between the first and second quarters partly to the Easter timing shift and promotions that occurred in the second quarter of 2025 but shifted into the first quarter of 2026.
He said retail trends over the most recent four weeks, after the effects of those timing differences had passed, looked more consistent with year-to-date results. Across the broader portfolio, the company said it gained share in food bags, party cups, parchment and Reynolds Kitchens, while holding share in foil and waste bags.
Pricing and commodity costs The company said it has taken several consecutive quarters of smaller pricing increases in foil, with the latest increase reaching the market in July. Pricing actions for resin-based products also began in July, representing the company’s first broader round of cost-recovery pricing for those products.
Huckins said the company recorded roughly 20 points of pricing in aluminum products during both the first and second quarters. Based on the company’s estimated $400 million of incremental commodity exposure and its retail revenue base, he said the company’s pricing actions across the business implied a low-double-digit level of pricing.
Reynolds now expects approximately $400 million in annualized commodity headwinds, up from the $200 million estimate it gave in April. Lowe said the increase reflected changes in commodity rates between the end of March and the end of June. He added that commodity prices eased somewhat late in the second quarter from their peak levels during the period, though they still ended the quarter above where they started it.
Management said it expects its supply-chain productivity efforts to provide incremental benefits that offset commodity inflation and potential demand elasticity associated with second-half pricing. Lowe cautioned, however, that pricing taking effect in July would be a numerical headwind to margin rate in the second half.
In foil, Huckins said price gaps with private-label products remained “constructive,” generally below $1, although those gaps expanded somewhat during the second quarter. He said category volumes over the latest four weeks were down 4% to 5%, while retail takeaway dollars rose by low double digits, which he said demonstrated resilience following pricing actions.
Outlook and cash flow Reynolds raised its full-year 2026 revenue outlook to growth of 1% to 3% from 2025 revenue of $3.721 billion. The prior guidance midpoint called for a 1% decline. The updated outlook reflects higher pricing to address commodity costs and first-half retail volume outperformance. The company continues to expect non-retail revenue to be flat for the year.
The company maintained its full-year earnings guidance, including:
Net income and adjusted net income of $331 million to $343 million. EPS and adjusted EPS of $1.57 to $1.63. Adjusted EBITDA of $660 million to $675 million. For the third quarter, Reynolds expects revenue to be approximately flat compared with third-quarter 2025 revenue of $931 million. It forecast net income and adjusted net income of $79 million to $83 million, adjusted EBITDA of $160 million to $165 million and adjusted EPS of $0.37 to $0.39.
Operating cash flow totaled $173 million in the first half, compared with $147 million a year earlier, driven by stronger net income. Capital expenditures increased 25% year over year as the company invested in growth, automation and cost-reduction projects. Lowe said leverage stood at 2.1 times net debt to EBITDA, at the lower end of the company’s target range.
Huckins said Reynolds plans to remain agile as it monitors consumer demand, competitor pricing and private-label activity. The company said its focus for the second half remains improving performance across its businesses while using productivity savings to fund investment in innovation, research and development, and growth initiatives.
About Reynolds Consumer Products (NASDAQ:REYN)Reynolds Consumer Products, Inc NASDAQ: REYN is a leading North American manufacturer and marketer of household consumer products. The company specializes in food storage and cooking solutions, including aluminum foil, plastic wrap, food storage containers and disposable tableware. Its core portfolio features well-known brands such as Reynolds Wrap aluminum foil, Hefty storage containers and trash bags, and Fastfold paper plates.
The company operates through a network of manufacturing and distribution facilities across North America, Latin America, Europe and the Asia Pacific region.
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Reynolds Consumer Products (REYN - Free Report) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.44%. A quarter ago, it was expected that this company would post earnings of $0.25 per share when it actually produced earnings of $0.28, delivering a surprise of +12%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Reynolds Consumer Products, which belongs to the Zacks Consumer Products - Discretionary industry, posted revenues of $944 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.26%. This compares to year-ago revenues of $938 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Reynolds Consumer Products shares have added about 12.6% since the beginning of the year versus the S&P 500's gain of 8.5%.
What's Next for Reynolds Consumer Products?While Reynolds Consumer Products has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Reynolds Consumer Products was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.36 on $915.46 million in revenues for the coming quarter and $1.59 on $3.74 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consumer Products - Discretionary is currently in the bottom 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Honest (HNST - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This consumer products company is expected to post quarterly earnings of $0.02 per share in its upcoming report, which represents a year-over-year change of -33.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Honest's revenues are expected to be $77.65 million, down 16.9% from the year-ago quarter.
Reynolds Consumer Products v 1. čtvrtletí zvýšil čisté tržby o 7 % na 877 milionů USD a upravený zisk na akcii vzrostl o 22 % na 28 centů. Společnost ale varuje před asi 200 miliony USD ročních nákladových tlaků z dražšího hliníku a pryskyřic.
Key Takeaways Reynolds' pricing, retail volume growth and Cooking & Kitchen Essentials strength supported results.REYN is expanding innovation and reorganizing segments to sharpen commercial focus and support growth.Commodity inflation, cautious 2026 guidance and uneven category demand continue to temper the outlook. Reynolds Consumer Products Inc. (REYN - Free Report) has entered 2026 with better operating momentum, aided by pricing, volume gains and improved execution across much of its portfolio.
The setup is not risk-free. Commodity inflation, promotional pressure and a cautious consumer backdrop still leave investors weighing resilience against limited near-term upside.
Growth Drivers to WatchReynolds’ first-quarter 2026 results showed the benefit of pricing and operational discipline. Net revenues rose 7% year over year to $877 million, supported by 5% pricing and 2% retail volume growth. Adjusted earnings of 28 cents per share rose 22% and beat the Zacks Consensus Estimate of 25 cents.
The strongest segment was Reynolds Cooking & Kitchen Essentials, where revenues increased 21% to $314 million. That reflected 15 points of pricing and 6% retail volume growth, helped by share gains in Reynolds Wrap and Reynolds Kitchens parchment.
The company’s 2026 segment realignment also bears watching. Reynolds has organized the business around cooking and kitchen essentials, waste and clean-up, home and tableware, and storage and organization. The goal is to improve commercial focus, sharpen innovation and support moves into adjacent categories.
Innovation remains another growth lever. Recent launches include Reynolds Countertop Prep Paper, Hearts-embossed Fun Foil, retailer-exclusive Hefty scents and the national expansion of the Hefty Fabuloso Color Series. Reynolds Parchment Bags also received a 2026 Product of the Year award.
Risks That Could Limit UpsideInput costs are the clearest pressure point. Management expects roughly $200 million in annualized cost headwinds from higher aluminum and resin prices. Pricing and productivity actions should help, but higher material costs can still limit margin expansion if volume or category demand softens.
The full-year outlook also tempers enthusiasm. Reynolds continues to expect 2026 net revenues to range from down 3% to up 1% compared with 2025 revenues of $3.7 billion. Adjusted earnings per share are expected in the range of $1.57-$1.63, below the $1.64 earned in 2025.
Demand trends are uneven. Hefty Waste & Clean-Up revenues slipped 1% in the first quarter as retail volumes declined 1% amid greater competitive activity. Hefty Home & Tableware remained mixed, with retail volumes down 3% as foam products created an eight-point headwind.
Image Source: Zacks Investment Research
This backdrop matters for the broader household-products group as well. Church & Dwight Co., Inc. (CHD - Free Report) gives investors another branded consumer-products benchmark where pricing and category demand are central to the investment debate. The Clorox Company (CLX - Free Report) also sits in the peer set, making promotional intensity and consumer value-seeking behavior relevant across the space.
Investor Takeaway for REYN StockThe bottom line is that Reynolds has real operating supports, but the stock’s 2026 case still depends on whether pricing, productivity and innovation can stay ahead of input cost pressure and uneven category demand.
REYN currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
That rank indicates a more balanced near-term earnings-revision picture, rather than a clear positive or negative signal for the next one-three months.
The stock’s Zacks Style Scores are mixed. REYN has a VGM Score of B and a Value Score of B, which are favorable relative indicators. Its Growth Score of C is more neutral, while the Momentum Score of D points to weaker momentum characteristics.
For investors, that combination argues for selectivity. Reynolds’ execution, dividend profile and portfolio durability support the watchlist case, but commodity inflation, cautious guidance and uneven demand keep the risk-reward profile measured for now.
