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Reynolds Consumer Products Inc. (REYN) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

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.

LAKE FOREST, Ill.--(BUSINESS WIRE)--Barclays Participation Announcement.

A month has gone by since the last earnings report for Reynolds Consumer Products (REYN - Free Report) . Shares have lost about 4.2% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Reynolds Consumer Products due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Reynolds Consumer Products Inc. before we dive into how investors and analysts have reacted as of late.

Reynolds Q2 Earnings Beat on Productivity, Revenues Rise Y/YReynolds Consumer Products posted second-quarter 2026 adjusted earnings of 42 cents per share, up 7.7% year over year, and beating the Zacks Consensus Estimate of 41 cents. Manufacturing efficiencies and supply-chain productivity supported the earnings improvement.

Net revenues rose 0.6% year over year to $944 million, surpassing the consensus estimate of $942 million. Retail volumes declined 5%, but the drop narrowed to 2% excluding foam products. Adjusted EBITDA increased 4.9% to $171 million.

REYN Benefits From Margin ExpansionGross profit increased 8.4% year over year to $245 million. Gross margin expanded 180 basis points to 26%, reflecting manufacturing efficiencies and broader supply-chain productivity initiatives.
Selling, general and administrative expenses rose 11.5% to $107 million. Still, operating income advanced 16.9% to $138 million as gross-profit growth more than offset the higher expenses. Net income climbed 21.9% to $89 million.

Reynolds' Q2 Segment DetailsReynolds Cooking & Kitchen Essentials revenues increased 6.4% year over year to $314 million. Pricing contributed 19 percentage points as the company sought to offset elevated commodity costs, while retail volumes declined 8%. Promotional timing differences in foil weighed on volumes. However, Reynolds parchment paper, oven bags and slow-cooker liners gained market share. Adjusted EBITDA rose 8.2% to $53 million, aided by manufacturing efficiency gains despite lower volumes.

Hefty Waste & Clean-Up revenues slipped 1.3% year over year to $233 million. Retail volumes were flat as branded gains offset previously disclosed private-label distribution losses. The Hefty waste brand maintained share despite heightened promotional activity. Adjusted EBITDA for the segment declined 4.2% to $69 million due to lower revenues. Management noted that Hefty branded waste achieved low-double-digit distribution growth during the first half, while branded volumes and sales each increased 2%.

Hefty Home & Tableware revenues decreased 10.3% year over year to $217 million. Retail volumes fell 14%, largely due to continued weakness in foam products. Excluding foam, volumes declined 8%. Despite the top-line pressure, adjusted EBITDA increased 22.9% to $43 million. Manufacturing productivity and lower promotional spending offset the impact of weaker volumes. Hefty party cups also delivered market-share gains during the quarter.

Hefty Storage & Organization revenues advanced 5.4% to a second-quarter record of $176 million. Retail volumes grew 8%, supported by strength in Hefty and store-brand food bags and expanded distribution at key retailers. Adjusted EBITDA declined 10% to $27 million. The decrease primarily reflected costs tied to ramping up new business and promotional spending behind distribution gains. Management said Hefty food-bag e-commerce sales increased approximately 30% from the prior-year period.

Reynolds Generates Stronger Operating Cash FlowOperating cash flow increased to $173 million in the first six months of 2026 from $147 million a year earlier, supported by higher net income. Capital expenditures rose 27.8% to $101 million as Reynolds invested in automation, growth and cost-reduction projects.

At quarter-end, cash and cash equivalents totaled $66 million, while debt stood at $1.53 billion. Net debt was $1.46 billion, and the net debt-to-adjusted EBITDA ratio remained at 2.1 times. The company also made a voluntary $50 million debt repayment during the first half.

Reynolds’ Q3 & 2026 OutlookReynolds increased its 2026 net revenue outlook to growth of 1-3% from the prior guidance midpoint of a 1% decline. The revision reflects additional pricing to recover commodity inflation and better-than-expected first-half retail volumes.
The company reiterated adjusted earnings guidance of $1.57-$1.63 per share and adjusted EBITDA guidance of $660-$675 million. Management now expects roughly $400 million in annualized commodity headwinds, up from the $200 million cited in April.

For the third quarter of 2026, net revenues are expected to remain approximately flat compared with $931 million in the year-ago period. Adjusted earnings are projected between 37 cents and 39 cents per share.

Adjusted EBITDA is anticipated in the range of $160-$165 million, compared with $168 million a year earlier. Management expects second-half pricing to support revenues, though related demand elasticity could pressure volumes and reported margin rates.

How Have Estimates Been Moving Since Then?Investors have witnessed a downward trend in estimates review over the past two months.

The consensus estimate has shifted 5.56% due to these changes.

VGM ScoresCurrently, Reynolds Consumer Products has a average Growth Score of C, however its Momentum Score is doing a bit better with a B. Following the exact same course, the stock has a grade of B on the value side, putting it in the second quintile for value investors.

Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook Reynolds Consumer Products has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Reynolds Consumer Products (NASDAQ:REYN – Get Free Report) and Church & Dwight (NYSE:CHD – Get Free Report) are both consumer staples companies, but which is the better investment? We will compare the two companies based on the strength of their risk, institutional ownership, profitability, earnings, dividends, valuation and analyst recommendations.

Valuation and Earnings This table compares Reynolds Consumer Products and Church & Dwight”s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Reynolds Consumer Products $3.72 billion 1.49 $301.00 million $1.64 16.03 Church & Dwight $6.23 billion 3.93 $736.80 million $3.11 33.18 Church & Dwight has higher revenue and earnings than Reynolds Consumer Products. Reynolds Consumer Products is trading at a lower price-to-earnings ratio than Church & Dwight, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings This is a breakdown of recent ratings for Reynolds Consumer Products and Church & Dwight, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Reynolds Consumer Products 0 7 1 0 2.12 Church & Dwight 1 8 9 0 2.44 Reynolds Consumer Products presently has a consensus price target of $25.60, indicating a potential downside of 2.62%. Church & Dwight has a consensus price target of $104.41, indicating a potential upside of 1.17%. Given Church & Dwight’s stronger consensus rating and higher probable upside, analysts plainly believe Church & Dwight is more favorable than Reynolds Consumer Products.

Profitability This table compares Reynolds Consumer Products and Church & Dwight’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Reynolds Consumer Products 9.11% 16.03% 7.28% Church & Dwight 11.96% 20.10% 9.31% Institutional & Insider Ownership 26.8% of Reynolds Consumer Products shares are owned by institutional investors. Comparatively, 86.6% of Church & Dwight shares are owned by institutional investors. 0.4% of Reynolds Consumer Products shares are owned by company insiders. Comparatively, 2.0% of Church & Dwight shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Risk and Volatility Reynolds Consumer Products has a beta of 0.55, suggesting that its share price is 45% less volatile than the S&P 500. Comparatively, Church & Dwight has a beta of 0.47, suggesting that its share price is 53% less volatile than the S&P 500.

Dividends Reynolds Consumer Products pays an annual dividend of $0.92 per share and has a dividend yield of 3.5%. Church & Dwight pays an annual dividend of $1.23 per share and has a dividend yield of 1.2%. Reynolds Consumer Products pays out 56.1% of its earnings in the form of a dividend. Church & Dwight pays out 39.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Church & Dwight has increased its dividend for 29 consecutive years.

Summary Church & Dwight beats Reynolds Consumer Products on 15 of the 17 factors compared between the two stocks.

About Reynolds Consumer Products (Get Free Report)

Reynolds Consumer Products Inc. produces and sells products in cooking, waste and storage, and tableware product categories in the United States and internationally. It 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 bags under the Hefty Ultra Strong and Hefty Strong brands; and food storage bags under the Hefty and Baggies brands. This segment also provides a suite of products, including compostable bags, bags made from recycled materials, and the orange bags. The Hefty Tableware segment offers disposable and compostable plates, bowls, platters, cups, and cutlery under the Hefty brand. The Presto Products segment primarily sells store brand products in food storage bags, trash bags, reusable storage containers, 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. The company was founded in 1947 and is headquartered in Lake Forest, Illinois. Reynolds Consumer Products Inc. is a subsidiary of Packaging Finance Limited.

About Church & Dwight (Get Free Report)

Church & Dwight Co., Inc. engages in the development, manufacture, and marketing of household, personal care, and specialty products. It operates through the following segments: Consumer Domestic, Consumer International, Specialty Products Division (SPD), and Corporate. The Consumer Domestic segment offers household products, such as laundry detergents, fabric softener sheets, cat litter, household cleaning products, and personal care products including antiperspirants, oral care products, depilatories, reproductive health products, oral analgesics, nasal saline moisturizers, and dietary supplements. The Consumer International segment is involved in the personal care, household and over-the-counter products in international subsidiary markets, including Australia, Canada, France, Germany, Japan, Mexico, China, and the United Kingdom. The SPD segment consists of sales to businesses and participates in three product areas namely, animal nutrition, specialty chemicals, and commercial and professional. The Corporate segment includes equity in earnings of affiliates. The company was founded by Dwight John and Austin Church in 1846 and is headquartered in Ewing, NJ.

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Key Takeaways REYN's adjusted EPS rose 7.7% Y/Y to 42 cents, while revenues increased 0.6% to $944 million.Manufacturing and supply-chain gains expanded gross margin 180 basis points and lifted EBITDA 4.9%.REYN raised its 2026 revenue outlook to 1-3% growth, citing pricing and stronger first-half volumes. Reynolds Consumer Products Inc. (REYN - Free Report) posted second-quarter 2026 adjusted earnings of 42 cents per share, up 7.7% year over year, and beating the Zacks Consensus Estimate of 41 cents by 2.4%. Manufacturing efficiencies and supply-chain productivity supported the earnings improvement.

Net revenues rose 0.6% year over year to $944 million, surpassing the consensus estimate of $942 million by 0.2%. Retail volumes declined 5%, but the drop narrowed to 2% excluding foam products. Adjusted EBITDA increased 4.9% to $171 million.

REYN Benefits From Margin ExpansionGross profit increased 8.4% year over year to $245 million. Gross margin expanded 180 basis points to 26%, reflecting manufacturing efficiencies and broader supply-chain productivity initiatives.

Selling, general and administrative expenses rose 11.5% to $107 million. Still, operating income advanced 16.9% to $138 million as gross-profit growth more than offset the higher expenses. Net income climbed 21.9% to $89 million.

Reynolds' Q2 Segment DetailsReynolds Cooking & Kitchen Essentials revenues increased 6.4% year over year to $314 million. Pricing contributed 19 percentage points as the company sought to offset elevated commodity costs, while retail volumes declined 8%. Promotional timing differences in foil weighed on volumes. However, Reynolds parchment paper, oven bags and slow-cooker liners gained market share. Adjusted EBITDA rose 8.2% to $53 million, aided by manufacturing efficiency gains despite lower volumes.

Hefty Waste & Clean-Up revenues slipped 1.3% year over year to $233 million. Retail volumes were flat as branded gains offset previously disclosed private-label distribution losses. The Hefty waste brand maintained share despite heightened promotional activity. Adjusted EBITDA for the segment declined 4.2% to $69 million due to lower revenues. Management noted that Hefty branded waste achieved low-double-digit distribution growth during the first half, while branded volumes and sales each increased 2%.

Hefty Home & Tableware revenues decreased 10.3% year over year to $217 million. Retail volumes fell 14%, largely due to continued weakness in foam products. Excluding foam, volumes declined 8%. Despite the top-line pressure, adjusted EBITDA increased 22.9% to $43 million. Manufacturing productivity and lower promotional spending offset the impact of weaker volumes. Hefty party cups also delivered market-share gains during the quarter.

Hefty Storage & Organization revenues advanced 5.4% to a second-quarter record of $176 million. Retail volumes grew 8%, supported by strength in Hefty and store-brand food bags and expanded distribution at key retailers. Adjusted EBITDA declined 10% to $27 million. The decrease primarily reflected costs tied to ramping up new business and promotional spending behind distribution gains. Management said Hefty food-bag e-commerce sales increased approximately 30% from the prior-year period.

Reynolds Generates Stronger Operating Cash FlowOperating cash flow increased to $173 million in the first six months of 2026 from $147 million a year earlier, supported by higher net income. Capital expenditures rose 27.8% to $101 million as Reynolds invested in automation, growth and cost-reduction projects.

At quarter-end, cash and cash equivalents totaled $66 million, while debt stood at $1.53 billion. Net debt was $1.46 billion, and the net debt-to-adjusted EBITDA ratio remained at 2.1 times. The company also made a voluntary $50 million debt repayment during the first half.

Reynolds’ Q3 & 2026 OutlookReynolds increased its 2026 net revenue outlook to growth of 1-3% from the prior guidance midpoint of a 1% decline. The revision reflects additional pricing to recover commodity inflation and better-than-expected first-half retail volumes.

The company reiterated adjusted earnings guidance of $1.57-$1.63 per share and adjusted EBITDA guidance of $660-$675 million. Management now expects roughly $400 million in annualized commodity headwinds, up from the $200 million cited in April.

For the third quarter of 2026, net revenues are expected to remain approximately flat compared with $931 million in the year-ago period. Adjusted earnings are projected between 37 cents and 39 cents per share.

Adjusted EBITDA is anticipated in the range of $160-$165 million, compared with $168 million a year earlier. Management expects second-half pricing to support revenues, though related demand elasticity could pressure volumes and reported margin rates.

The Zacks Rank #3 (Hold) company's shares have gained 23.7% in the past three months compared with the industry’s 8.3% growth.

Image Source: Zacks Investment Research

Key Consumer Discretionary PicksSome better-ranked stocks are discussed below:

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The Zacks Consensus Estimate for current fiscal-year sales and earnings implies a decline of 9.6% and 267%, respectively, from the year-ago reported figures. DLTH delivered a trailing four-quarter earnings surprise of 107.5%, on average.

Revolve Group, Inc. (RVLV - Free Report) operates as an online fashion retailer for millennial and generation z consumers in the United States and internationally. It currently carries a Zacks Rank of 2 (Buy).

The Zacks Consensus Estimate for Revolve Group’s current fiscal-year sales implies growth of 11.1% from the year-ago figures. RVLV delivered a trailing four-quarter average earnings surprise of 52.1%.

Vince 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, VNCE carries a Zacks Rank of 2.

The Zacks Consensus Estimate for current fiscal-year sales implies growth of 10.6%, while the same for earnings implies a 28.9% decline from the year-ago reported figures. VNCE has delivered a trailing four-quarter earnings surprise of 635.7%, on average.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Reynolds Consumer Products Inc. (REYN) Q2 2026 Earnings Call July 29, 2026 8:00 AM EDT

Company Participants

Jill Koval - Director of Investor Relations
Scott Huckins - President, CEO & Director
Nathan Lowe - Chief Financial Officer

Conference Call Participants

Peter Grom - UBS Investment Bank, Research Division
Andrea Teixeira - JPMorgan Chase & Co, Research Division
Lauren Lieberman - Barclays Bank PLC, Research Division
Brian McNamara - Canaccord Genuity Corp., Research Division

Presentation

Operator

Greetings. Welcome to Reynolds Consumer Products, Inc. Second Quarter 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Jill Koval, Director of Investor Relations. Thank you, Jill. You may begin.

Jill Koval
Director of Investor Relations

Thank you, operator, and good morning, everyone. Thank you for joining us for Reynolds Consumer Products Second Quarter Earnings Conference Call. Today's call is being webcast, and a replay will be available on the Investor Relations section of our corporate site at reynoldsconsumerproducts.com. Our earnings press release and investor presentation are also available.

Joining me on the call today are Scott Huckins, our President and Chief Executive Officer; and Nathan Lowe, our Chief Financial Officer. Following their prepared remarks, we will open the call for a brief question-and-answer session.

Before we begin, I would like to remind you that this morning's discussion will include forward-looking statements, which are subject to risks, uncertainties and other factors that could cause actual results to differ materially from those described today. Please refer to the Risk Factors section of our SEC filings for more information. The company does not intend to update or alter these forward-looking statements to reflect events or circumstances arising after the call. In addition, we will reference certain non-GAAP or adjusted financial measures during today's call. Reconciliations of these non-GAAP to GAAP financial measures are available in

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.

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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.

Key Takeaways Reynolds leveraged pricing, productivity and manufacturing efficiencies to support earnings.REYN expanded digital and omnichannel capabilities while introducing products to boost consumer engagement.Commodity inflation, uneven category demand and cautious 2026 guidance continue to temper the outlook. Reynolds Consumer Products Inc. (REYN - Free Report) is navigating 2026 with two priorities that matter for investors: offsetting commodity inflation and building stronger digital reach. The company’s first-quarter results showed that pricing, productivity and execution can still support earnings in a difficult cost environment.

The bigger question is whether these levers can keep working as aluminum and resin costs rise, consumer budgets remain pressured and digital shopping becomes more important across household categories.

Pricing and Productivity Offset Cost PressureReynolds is leaning on pricing discipline and productivity initiatives to manage higher raw material costs. In the first quarter of 2026, total revenues increased 7% year over year to $877 million, supported by 5% pricing and 2% retail volume growth. Adjusted earnings came in at 28 cents per share, up 22% from the year-ago quarter.

The strongest contribution came from Reynolds Cooking & Kitchen Essentials, where revenues rose 21% to $314 million. That segment benefited from 15 points of pricing and 6% retail volume growth, with share gains in Reynolds Wrap and Reynolds Kitchens parchment.

Cost pressure is still meaningful. Management expects roughly $200 million in annualized headwinds from aluminum and resin, and the full impact of pricing actions is expected to play a larger role in the second half of 2026.

Productivity is the other side of the response. Gross profit rose 9.5% to $207 million in the first quarter, while gross margin expanded 50 basis points to 23.6%. Operating profit increased 28.9% to $98 million, helped by manufacturing efficiencies and better alignment between pricing and input costs.

Digital and Omnichannel Execution Gains TractionReynolds is also adapting to changing buying habits. The company delivered double-digit e-commerce growth in the first quarter, supported by stronger omnichannel execution and high service levels.

Case-fill rates remained in the high-90% range, helping Reynolds support retail partners and improve product availability across online and physical channels. This matters because household products are frequently purchased and consumers increasingly move between store shelves and digital carts.

The company’s segment realignment also supports this effort. Beginning in 2026, Reynolds organized its operations around consumer missions: cooking and kitchen essentials, waste and clean-up, home and tableware, and storage and organization. The structure is intended to improve commercial efficiency, sharpen innovation focus and support adjacent category expansion.

Innovation remains part of the growth equation. Recent launches include Reynolds Countertop Prep Paper, Hearts-embossed Fun Foil and expanded Hefty Waste & Clean-Up offerings, including retailer-exclusive scents and the national expansion of the Hefty Fabuloso Color Series.

What Investors Should WatchThe adaptation story is not one-sided. Hefty Waste & Clean-Up revenues declined 1% in the first quarter as retail volumes fell 1% amid increased competitive activity. Hefty Home & Tableware also remains exposed to softer discretionary demand, with retail volumes down 3% due primarily to foam products.

Image Source: Zacks Investment Research

Management reiterated 2026 net revenue guidance of down 3% to up 1% compared with 2025 revenues of $3.7 billion. Adjusted earnings per share are projected at $1.57-$1.63, below the $1.64 earned last year. That outlook points to limited near-term acceleration despite the first-quarter beat.

Peers offer useful context. Church & Dwight Co., Inc. (CHD - Free Report) gives investors another household-products benchmark with broad consumer-brand exposure. Newell Brands Inc. (NWL - Free Report) is also relevant for comparison because it operates across consumer product categories where pricing, demand elasticity and cost control remain key variables.

For REYN, the bottom line is that pricing power, productivity and digital growth are helping it adapt, but commodity inflation and uneven category demand keep the near-term setup balanced.

The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

It also has a VGM Score of B, Value Score of B, Growth Score of C and Momentum Score of D. A Zacks Rank #3 suggests a more neutral earnings-revision backdrop, while the favorable VGM and Value scores point to some support from valuation and broader style characteristics. The weaker Momentum Score signals that investors may want to watch whether recent share gains can be sustained alongside cost recovery and category performance.

Key Takeaways Reynolds Consumer Products is expected to deliver second-quarter revenue and EPS growth year over year.REYN is leveraging brand strength, pricing and productivity initiatives to support margins and market share.Commodity inflation and cautious consumer demand remain key headwinds ahead of the quarterly results. Reynolds Consumer Products Inc. (REYN - Free Report) is slated to report second-quarter 2026 results on July 29, before market open. The company is likely to report bottom and top-line growth when it posts the quarterly results.

The Zacks Consensus Estimate for the company’s earnings is pegged at 41 cents per share, which indicates an increase of 5.1% from the year-ago quarter’s reported figure. The consensus mark has remained stable in the past 30 days. For second-quarter revenues, the consensus mark is pegged at $941.5 million, indicating a 0.4% rise from the year-ago quarter’s reported figure.

In the last reported quarter, the company delivered an earnings surprise of 12%. Its earnings outperformed the Zacks Consensus Estimate by 5.2%, on average, in the trailing four quarters.

Key Factors to Note For REYN’s Q2Reynolds Consumer Products’ quarterly performance is expected to have benefited from its strength in brands and the solid execution of its strategic efforts. The company is leveraging its strong portfolio, including brands such as Reynolds Wrap and Hefty, to reinforce its leadership across household essentials while adapting to evolving consumer needs. By supporting its iconic brands with targeted advertising and promotional activities, the company aims to gain market share and consistently outperform underlying category growth.

The company has been focused on improving operational efficiency through productivity initiatives across its manufacturing network and supply chain. Investments in automation, procurement optimization and manufacturing efficiencies have been helping REYN reduce costs, improve margins and enhance operational resilience. In addition, the company has successfully implemented price increases and optimized its price-pack architecture to offset rising raw material costs, particularly in aluminum and resin.

REYN’s quarterly results are likely to be further bolstered by innovations and omnichannel capabilities. The company is broadening its portfolio beyond traditional household staples alongside strengthening its market leadership through strategic investments in marketing, merchandising and customer partnerships.

Reynolds Consumer Products continues to strengthen its digital and omnichannel capabilities. Supported by strong execution and high service levels, the company has deepened partnerships with retail customers and improved product availability across online and brick-and-mortar channels. All the aforesaid factors are likely to have driven the company’s performance in the to-be-reported quarter. On its last earnings call, management had guided second-quarter 2026 revenues in the range of down 2% to up 1% compared with the year-earlier quarter’s revenues of $938 million. It had expected earnings per share of 39-43 cents and adjusted EBITDA of $165-$175 million for the to-be-reported quarter.

On the flip side, Reynolds Consumer Products continues to witness higher costs and commodity inflation for a while now. Cost headwinds from rising aluminum and resin prices are likely to have acted as deterrents. The company is also facing uneven demand dynamics across its business segments amid heightened promotional activity and a cautious consumer environment. These factors are likely to have acted as deterrents during the quarter to be reported.

What the Zacks Model UnveilsOur proven model does not conclusively predict an earnings beat for Reynolds Consumer Products this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Reynolds Consumer Products currently has an Earnings ESP of 0.00% and a Zacks Rank of 3.

The recent market movements show that REYN’s shares have risen 23.4% in the past three months compared with the industry's 4.5% growth.

Stocks With the Favorable CombinationHere are some companies, which according to our model, have the right combination of elements to post an earnings beat:

SharkNinja, Inc. (SN - Free Report) currently has an Earnings ESP of +1.29% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

SN is likely to register bottom and top-line growth when it reports second-quarter 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $1.6 billion, indicating a 13.5% increase from the figure reported in the year-ago quarter.

The consensus estimate for SN’s second-quarter earnings is pegged at $1.09 per share, implying 12.4% growth from the year-ago quarter’s actual. The consensus mark has dipped a penny in the past 30 days.

MGM Resorts International (MGM - Free Report) currently has an Earnings ESP of +0.08% and a Zacks Rank of 3. MGM is likely to register a top-line increase when it reports second-quarter 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $4.5 billion, indicating a 1.5% rise from the figure reported in the year-ago quarter.

The consensus estimate for MGM Resorts’ second-quarter earnings is pegged at 60 cents a share, implying a 24.1% decrease from the year-earlier quarter. The consensus mark has been stable in the past 30 days.

Alto Ingredients, Inc. (ALTO - Free Report) currently has an Earnings ESP of +0.05% and a Zacks Rank of 3. ALTO is likely to register bottom-and top-line growth when it reports second-quarter 2026 results. The Zacks Consensus Estimate for its quarterly revenues is pegged at $242.7 million, indicating 11.1% growth from the figure reported in the year-ago quarter.

The consensus estimate for ALTO’s second-quarter earnings is pegged at eight cents a share, implying a 153.3% increase from the year-earlier quarter. The consensus mark has been stable in the past 30 days.

The obvious dividend names in consumer goods -- the colas, the ketchups, the toothpaste giants -- are picked over, written about endlessly, and their stocks are priced accordingly. I'd rather look one shelf down, at the companies doing the work without the crowd standing on top of them.

These companies pay good dividends, too; after all, a dividend isn't just a number. It's a promise a company keeps quarter after quarter, and the ones that keep that promise the longest usually have durable businesses behind their payouts. Here are three consumer goods dividend payers worth a look for the back half of 2026, each offering a different flavor of income.

Image source: Getty Images.

1. The Marzetti Company: A Dividend King hiding behind a new name You may still know this one as Lancaster Colony. In July 2025, it renamed itself The Marzetti Company (MZTI +2.42%) after its flagship dressings brand, and I suspect a lot of investors haven't caught up to the new ticker yet. What hasn't changed is the streak: 63 straight years of raising its dividend. Only a dozen other U.S. companies have streaks that long or longer. That also makes it a Dividend King -- a title reserved for those companies that have boosted their dividend payouts annually for at least 50 consecutive years. Streaks like that don't happen by accident. They reflect a business that generates cash reliably through good times and bad.

The more interesting story is how Marzetti grows. It has become the intermediary between restaurant chains and your grocery cart, licensing Texas Roadhouse dinner rolls (now in roughly 4,000 Walmart stores), Chick-fil-A sauces, and Olive Garden dressings for the retail shelf. Borrowing other brands' fame is a capital-light way to grow, meaning Marzetti doesn't have to spend heavily building demand that it can rent instead.

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2. Reynolds Consumer Products: The boring aisle that pays around 4% Reynolds Consumer Products (REYN +0.84%) makes foil and trash bags (Reynolds Wrap and Hefty) -- the kind of products people toss in their carts almost without thinking. That autopilot demand is exactly what supports a forward dividend yield that recently sat above 4%, comfortably higher than the broader market average. The company keeps its brands playful in small ways, even rolling out heart-embossed aluminum foil this spring, but the real appeal is habit, not novelty.

There's a risk worth naming plainly. Reynolds Wrap is made from aluminum, so metal prices and tariffs can pinch its margins in ways management can't control, and revenue has been running roughly flat. This is an income-first, growth-second holding, which is fine, as long as you buy it for the yield rather than expecting the share price to sprint higher.

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3. Energizer Holdings: More than the bunny Most people file Energizer Holdings (ENR +1.29%) under batteries and move on. The part I find most underappreciated is its auto-care arm, with brands including Armor All, STP, and A/C Pro. Together with the battery business, those lines generate enough cash to fund a dividend that yields well north of 5% at the current share price.

That headline yield comes with the most risk, too. Energizer carries meaningful debt, and both batteries and car-care products face rising input costs and cheaper store-brand competition. A high-yielding dividend is only as valuable as a company's ability to keep paying it, so I'd treat this as the spicier pick rather than the anchor of an income-focused portfolio.

Aqua Capital, Energizer's largest outside shareholder with a roughly 10% stake, bought another 40,000 shares recently for about $844,000. That extends a steady buying streak that has added more than 314,000 shares since late May despite the company's sluggish sales. This is a solid sign for the company.

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Think of these three stocks as a ladder, not a contest. Marzetti offers the safest, slowest-growing income and an enviable streak of payout raises. Reynolds sits in the middle with a dependable yield in the mid-single-digit percentages, supported by a business that's tied to people's everyday habits. Energizer offers the highest payout and, fittingly, the highest risk. Rather than chasing the biggest number, make your pick based on your risk tolerance.

With dividends, the durability of the payout almost always matters more than its size.

Reynolds Consumer Products offers steady income, with a 4.2% dividend yield and a payout ratio of 58%. REYN's 2026 guidance is cautious, projecting revenue growth between -3% and +1% and adjusted EPS of $1.57-$1.63. Cost management, deleveraging, and operational efficiency offset input cost pressures from rising aluminum and polyethylene prices.

Dividend-paying stocks are regaining appeal as interest rates ease and market volatility persists, offering higher returns and lower risk over time. Top ten 'Attractive Toy Dogs' are forecasted to deliver an average 39.99% net gain by March 2027, with risk/volatility 15% below the market. All top ten yielding 'Toy Dogs' currently trade at or below their ideal fair price, with dividends from $1K invested matching or exceeding share prices.

LAKE FOREST, Ill.--(BUSINESS WIRE)--Reynolds Consumer Products Inc. (Nasdaq: REYN) (the “Company”) announced it will report first quarter financial results on Wednesday, May 6, 2026.

The Company’s President and Chief Executive Officer, Scott Huckins, and Chief Financial Officer, Nathan Lowe, will host a live webcast to discuss the results at 7:00 a.m. CT (8:00 a.m. ET) that same day. A link to the webcast and all related earnings materials will be available at https://investors.reynoldsconsumerproducts.com/.

About Reynolds Consumer Products Inc.

Reynolds Consumer Products is a leading provider of household essentials designed to simplify daily life so consumers can enjoy what matters most. Found in 95% of U.S. homes, the Company offers trusted solutions for cooking, serving, cleanup and storage. Its portfolio features iconic brands like Reynolds® and Hefty®, along with store brand products tailored to retail partners. Reynolds Consumer Products holds the No. 1 or No. 2 market share in most of the categories it serves. Learn more at: investors.reynoldsconsumerproducts.com

REYN-F

More News From Reynolds Consumer Products Inc.

Posted by Defense World Staff on Apr 24th, 2026

Shares of Reynolds Consumer Products Inc. (NASDAQ:REYN – Get Free Report) have received an average recommendation of “Hold” from the seven research firms that are currently covering the company, MarketBeat reports. Seven investment analysts have rated the stock with a hold rating. The average 12 month target price among brokerages that have updated their coverage on the stock in the last year is $23.60.

A number of research firms have commented on REYN. Weiss Ratings reiterated a “hold (c)” rating on shares of Reynolds Consumer Products in a report on Wednesday, January 28th. Barclays cut their price objective on shares of Reynolds Consumer Products from $25.00 to $24.00 and set an “equal weight” rating for the company in a report on Tuesday, April 14th. JPMorgan Chase & Co. cut their price objective on shares of Reynolds Consumer Products from $26.00 to $23.00 and set a “neutral” rating for the company in a report on Friday, April 17th. Royal Bank Of Canada set a $24.00 price objective on shares of Reynolds Consumer Products and gave the company a “sector perform” rating in a report on Thursday, April 9th. Finally, Zacks Research upgraded shares of Reynolds Consumer Products from a “strong sell” rating to a “hold” rating in a report on Monday, April 6th.

Read Our Latest Stock Analysis on Reynolds Consumer Products

Insider Buying and Selling at Reynolds Consumer Products In other news, Director Rolf Stangl purchased 4,705 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was acquired at an average price of $21.06 per share, with a total value of $99,087.30. Following the purchase, the director directly owned 39,537 shares in the company, valued at approximately $832,649.22. This represents a 13.51% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. 0.37% of the stock is currently owned by company insiders.

Institutional Trading of Reynolds Consumer Products Several hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of Reynolds Consumer Products by 4.8% in the 3rd quarter. Vanguard Group Inc. now owns 6,197,729 shares of the company’s stock valued at $151,658,000 after buying an additional 284,643 shares during the period. AQR Capital Management LLC grew its stake in shares of Reynolds Consumer Products by 163.3% in the 3rd quarter. AQR Capital Management LLC now owns 4,951,190 shares of the company’s stock valued at $121,156,000 after buying an additional 3,071,015 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of Reynolds Consumer Products by 17.2% in the 4th quarter. Dimensional Fund Advisors LP now owns 4,425,029 shares of the company’s stock valued at $101,426,000 after buying an additional 649,120 shares during the period. Gotham Asset Management LLC grew its stake in shares of Reynolds Consumer Products by 182.2% in the 3rd quarter. Gotham Asset Management LLC now owns 1,558,361 shares of the company’s stock valued at $38,133,000 after buying an additional 1,006,051 shares during the period. Finally, SG Americas Securities LLC grew its stake in shares of Reynolds Consumer Products by 1,210.2% in the 4th quarter. SG Americas Securities LLC now owns 1,464,674 shares of the company’s stock valued at $33,570,000 after buying an additional 1,352,881 shares during the period. Hedge funds and other institutional investors own 26.81% of the company’s stock.

Reynolds Consumer Products Stock Up 0.1% REYN stock opened at $20.88 on Friday. The company has a market cap of $4.40 billion, a price-to-earnings ratio of 14.50 and a beta of 0.61. The company has a current ratio of 1.93, a quick ratio of 0.92 and a debt-to-equity ratio of 0.70. Reynolds Consumer Products has a 12 month low of $20.69 and a 12 month high of $26.25. The firm has a 50-day moving average of $22.23 and a two-hundred day moving average of $23.29.

Reynolds Consumer Products (NASDAQ:REYN – Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $0.59 EPS for the quarter, missing analysts’ consensus estimates of $0.60 by ($0.01). The business had revenue of $1.03 billion during the quarter, compared to analyst estimates of $1.01 billion. Reynolds Consumer Products had a net margin of 8.09% and a return on equity of 15.86%. The firm’s revenue was up 3.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.58 EPS. Reynolds Consumer Products has set its FY 2026 guidance at 1.570-1.630 EPS and its Q1 2026 guidance at 0.230-0.250 EPS. As a group, analysts forecast that Reynolds Consumer Products will post 1.61 earnings per share for the current fiscal year.

Reynolds Consumer Products Announces Dividend The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a $0.23 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $0.92 annualized dividend and a dividend yield of 4.4%. Reynolds Consumer Products’s dividend payout ratio is 63.89%.

Reynolds Consumer Products Company Profile (Get Free Report)

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.

See Also Five stocks we like better than Reynolds Consumer Products

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LAKE FOREST, Ill.--(BUSINESS WIRE)--Dividend Announcement.

Reynolds Consumer Products (REYN - Free Report) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +12.00%. A quarter ago, it was expected that this company would post earnings of $0.6 per share when it actually produced earnings of $0.59, delivering a surprise of -1.67%.

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 $877 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 6.72%. This compares to year-ago revenues of $818 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 lost about 7.1% since the beginning of the year versus the S&P 500's gain of 6%.

What's Next for Reynolds Consumer Products?While Reynolds Consumer Products has underperformed 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 favorable. 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 #2 (Buy) for the stock. So, the shares are expected to outperform 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 $0.39 on $938.51 million in revenues for the coming quarter and $1.61 on $3.73 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 top 38% 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, Spectrum Brands (SPB - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.

This holding company is expected to post quarterly earnings of $1.04 per share in its upcoming report, which represents a year-over-year change of +52.9%. The consensus EPS estimate for the quarter has been revised 0.3% lower over the last 30 days to the current level.

Spectrum Brands' revenues are expected to be $672.8 million, down 0.4% from the year-ago quarter.

Reynolds Consumer Products delivered a strong 1Q26 earnings beat, driven by operational efficiencies, pricing power, and market share gains. REYN trades at a 12% EV/EBITDA discount to peers and offers a sustainable 6.3% dividend yield, supporting a BUY rating for income-focused investors. Despite flattish earnings growth guidance, REYN's growth outpaces the consumer staples sector median, with resilient demand and premium brand positioning.

Reynolds Consumer Products is upgraded to a soft 'buy' after a recent irrational share price drop despite solid operational performance. REYN's Q1 2026 revenue rose 7.2% to $877M, driven by 21.2% growth in Cooking & Kitchen Essentials from price increases and higher retail volumes. Management guides for 2026 net profit of $333–$343M and EBITDA of $660–$675M, with adjusted operating cash flow estimated at $526M.