olivLaw · US equity research
Reynolds Consumer Products Inc. REYN
Plastics, Foil & Coated Paper Bags · SIC 2673 · Vertical: Paper and allied products (SIC 267x)
Reynolds Consumer Products makes and sells household essentials such as aluminum foil, trash bags and disposable tableware, under the Reynolds and Hefty brands and also under store brands for retailers. The company reported net revenues of 3721 million USD in 2025 and, in the first half of 2026, revenue growth driven by higher pricing against a difficult cost and consumer backdrop.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Reynolds Consumer Products Inc. (REYN) stock was 25.13 USD (+4.32% on the day), with market capitalisation 5.3 bn USD, P/E 16.4 on diluted EPS of 1.54 USD over the last 12 months, dividend yield 3.66%, beta 0.27, 52-week range 20.56–27.18 USD. Latest reported quarter (Q3 2026): revenue of 944.0 m USD (+1.4% YoY), net income of 58.0 m USD (−26.6% YoY), diluted EPS 0.28 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 69.9
- strong (55–70)
- Bollinger (20, 2)
- 21.38 – 24.73
- above the upper band · %B 1.12 · band width 14.5%
- SMA 50 / 200
- 22.59 / 23.20
- mixed trend
- MACD (12, 26, 9)
- 0.49 / 0.25
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +13.0% | −1.1% | +14.1 pp | — |
| 3 months | −6.1% | −0.5% | −5.6 pp | — |
| 6 months | +14.7% | +4.4% | +10.3 pp | — |
| Year to date | +9.6% | +12.3% | −2.7 pp | — |
| 1 year | +2.2% | +13.5% | −11.3 pp | −32.0% |
| 3 years | −2.1% | +76.4% | −78.6 pp | −18.0% |
| 5 years | −13.8% | +63.7% | −77.4 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.0 bn | 818.0 m | 938.0 m | 931.0 m | 1.0 bn | 877.0 m | 944.0 m | 944.0 m |
| Cost of revenue | 740.0 m | 629.0 m | 712.0 m | 698.0 m | 768.0 m | 670.0 m | 699.0 m | 708.0 m |
| Gross profit | 280.0 m | 189.0 m | 226.0 m | 233.0 m | 266.0 m | 207.0 m | 245.0 m | 236.0 m |
| SG&A | 100.0 m | 104.0 m | 96.0 m | 99.0 m | 82.0 m | 109.0 m | 107.0 m | 106.0 m |
| Depreciation & amortisation | 33.0 m | 32.0 m | 33.0 m | 34.0 m | 35.0 m | 33.0 m | 33.0 m | 33.0 m |
| Interest expense | 22.0 m | 21.0 m | 22.0 m | 21.0 m | 23.0 m | 21.0 m | 22.0 m | 22.0 m |
| Pre-tax income | 158.0 m | 42.0 m | 96.0 m | 102.0 m | 153.0 m | 77.0 m | 116.0 m | 76.0 m |
| Income tax | 37.0 m | 11.0 m | 23.0 m | 23.0 m | 36.0 m | 18.0 m | 27.0 m | 18.0 m |
| Net income | 121.0 m | 31.0 m | 73.0 m | 79.0 m | 117.0 m | 59.0 m | 89.0 m | 58.0 m |
| Diluted EPS | 0.57 ≈ | 0.15 | 0.35 | 0.38 | 0.56 ≈ | 0.28 | 0.42 | 0.28 |
| Operating cash flow | 182.0 m | 56.0 m | 91.0 m ≈ | 93.0 m ≈ | 237.0 m | 71.0 m | 102.0 m ≈ | 51.0 m ≈ |
| Capex | 41.0 m | 39.0 m | 40.0 m ≈ | 45.0 m ≈ | 37.0 m | 44.0 m | 57.0 m ≈ | 42.0 m ≈ |
| Dividends paid | 48.0 m | 48.0 m | 48.0 m ≈ | 48.0 m ≈ | 48.0 m | 48.0 m | 48.0 m ≈ | 49.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 30 percentile of its own 27-quarter history (min 13.5, median 17.4, max 25.8; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3.1 bn | 3.0 bn | 3.3 bn | 3.6 bn | 3.8 bn | 3.8 bn | 3.7 bn | 3.7 bn |
| Revenue YoY | unavailable | −3.5% | +7.6% | +9.0% | +7.3% | −1.6% | −1.6% | +0.7% |
| Net income | 176.0 m | 225.0 m | 363.0 m | 324.0 m | 258.0 m | 298.0 m | 352.0 m | 301.0 m |
| Net income YoY | unavailable | +27.8% | +61.3% | −10.7% | −20.4% | +15.5% | +18.1% | −14.5% |
| Diluted EPS | 1.13 | 1.45 | 1.77 | 1.54 | 1.23 | 1.42 | 1.67 | 1.43 |
| Diluted EPS YoY | unavailable | +28.3% | +22.1% | −13.0% | −20.1% | +15.4% | +17.6% | −14.4% |
| net % | 5.6% | 7.4% | 11.1% | 9.1% | 6.8% | 7.9% | 9.5% | 8.1% |
| Free cash flow | 448.0 m | 294.0 m | 176.0 m | 169.0 m | 91.0 m | 540.0 m | 369.0 m | 316.0 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 147.0 m USD
- Financial debt
- 1.6 bn USD
- Net debt
- 1.4 bn USD
- Equity
- 2.3 bn USD
- Total assets
- 4.9 bn USD
- Debt / equity
- 0.70x
- Current ratio
- 1.93x
- ROE
- 13.7%
- ROA
- 6.1%
- FCF margin
- 8.5%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 3.3 bn | 3.6 bn | 3.8 bn | 3.8 bn | 3.7 bn | 3.7 bn | SEC (XBRL)· 04 Feb 2026verified |
| Cost of revenue | 2.3 bn | 2.7 bn | 3.0 bn | 2.8 bn | 2.7 bn | 2.8 bn | SEC (XBRL)· 04 Feb 2026verified |
| Gross profit | 973.0 m | 811.0 m | 776.0 m | 942.0 m | 978.0 m | 914.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Research & development | 41.0 m | 36.0 m | 38.0 m | 44.0 m | 45.0 m | 48.0 m | SEC (XBRL)· 04 Feb 2026verified |
| SG&A | 358.0 m | 320.0 m | 340.0 m | 430.0 m | 429.0 m | 382.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Depreciation & amortisation | 99.0 m | 109.0 m | 117.0 m | 124.0 m | 129.0 m | 135.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Interest expense | 70.0 m | 48.0 m | 76.0 m | 119.0 m | 98.0 m | 86.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Pre-tax income | 516.0 m | 430.0 m | 338.0 m | 393.0 m | 451.0 m | 393.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Income tax | 153.0 m | 106.0 m | 80.0 m | 95.0 m | 99.0 m | 92.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Net income | 363.0 m | 324.0 m | 258.0 m | 298.0 m | 352.0 m | 301.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Diluted EPS | 1.77 | 1.54 | 1.23 | 1.42 | 1.67 | 1.43 | SEC (XBRL)· 04 Feb 2026verified |
| Weighted average diluted shares | 204.5 m | 209.8 m | 209.9 m | 210.0 m | 210.4 m | 210.4 m | SEC (XBRL)· 04 Feb 2026verified |
| Dividend per share | 0.59 | 0.92 | 0.92 | 0.92 | 0.92 | 0.92 | SEC (XBRL)· 04 Feb 2026verified |
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 312.0 m | 164.0 m | 38.0 m | 115.0 m | 137.0 m | 147.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Receivables | 292.0 m | 316.0 m | 348.0 m | 347.0 m | 337.0 m | 355.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Inventories | 419.0 m | 583.0 m | 722.0 m | 524.0 m | 567.0 m | 584.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Current assets | 1.1 bn | 1.1 bn | 1.2 bn | 1.0 bn | 1.1 bn | 1.1 bn | SEC (XBRL)· 04 Feb 2026verified |
| Property, plant & equipment, net | 612.0 m | 677.0 m | 722.0 m | 732.0 m | 758.0 m | 823.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Goodwill | 1.9 bn | 1.9 bn | 1.9 bn | 1.9 bn | 1.9 bn | 1.9 bn | SEC (XBRL)· 04 Feb 2026verified |
| Intangibles (excl. goodwill) | 1.1 bn | 1.1 bn | 1.0 bn | 1.0 bn | 972.0 m | 943.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Total assets | 4.7 bn | 4.8 bn | 4.9 bn | 4.8 bn | 4.9 bn | 4.9 bn | SEC (XBRL)· 04 Feb 2026verified |
| Accounts payable | 185.0 m | 261.0 m | 252.0 m | — | — | 387.0 m | SEC (XBRL)· 06 May 2026verified |
| Short-term debt | 25.0 m | 25.0 m | 25.0 m | 0 | 0 | 0 | SEC (XBRL)· 06 May 2026verified |
| Long-term debt | 2.2 bn | 2.1 bn | 2.1 bn | 1.8 bn | 1.7 bn | 1.6 bn | SEC (XBRL)· 04 Feb 2026verified |
| Current liabilities | 432.0 m | 484.0 m | 496.0 m | 478.0 m | 539.0 m | 577.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Total liabilities | 3.1 bn | 3.1 bn | 3.1 bn | 2.8 bn | 2.7 bn | 2.7 bn | SEC (XBRL)· 04 Feb 2026verified |
| Equity | 1.6 bn † | 1.8 bn † | 1.9 bn † | 2.0 bn † | 2.1 bn † | 2.3 bn † | SEC (XBRL)· 04 Feb 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 319.0 m | 310.0 m | 219.0 m | 644.0 m | 489.0 m | 477.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Capex | 143.0 m | 141.0 m | 128.0 m | 104.0 m | 120.0 m | 161.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Free cash flow | 176.0 m ≈ | 169.0 m ≈ | 91.0 m ≈ | 540.0 m ≈ | 369.0 m ≈ | 316.0 m ≈ | SEC (XBRL)· 04 Feb 2026derived |
| Investing cash flow | -143.0 m | -141.0 m | -128.0 m | -110.0 m | -120.0 m | -161.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Financing cash flow | 34.0 m | -317.0 m | -217.0 m | -457.0 m | -346.0 m | -306.0 m | SEC (XBRL)· 04 Feb 2026verified |
| Dividends paid | 124.0 m | 192.0 m | 192.0 m | 192.0 m | 192.0 m | 192.0 m | SEC (XBRL)· 04 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 56 / 100
A scoring methodology on indicators and valuation, not investment advice.
(margin_of_safety <= -0.25 & agreement in ['high', 'medium'])
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 5.3 bn USD
Key indicators
Coverage and freshness
Score by group
- Valuation64
- Returns61
- Quality81
- Balance sheet84
- Growth17
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 12.09 – 29.06 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)14.85 – 29.06 (Mid 20.11)WACC 8.2% · starting FCFF 348.4 m USD · terminal value share of EV 76%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: starting growth implied by the price (fading linearly to terminal growth, everything else fixed): 6.5%
- Peers: EV/EBITDAunavailable · input data missing
- Peers: P/Eunavailable · not enough peers
- Dividend discount (DDM)12.09 – 16.26 (Mid 13.87)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Unattractive profile · Score 56/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 8.5% | 80 (vs peers) | 10% |
| FCF conversion · Quality | 87.0% | 81 (on a fixed band) | 10% |
| Revenue CAGR 3Y · Growth | -0.8% | 0 (on a fixed band) | 13% |
| EPS CAGR 3Y · Growth | 5.2% | 34 (on a fixed band) | 13% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.8x | 84 (on a fixed band) | 7% |
| P/E (TTM) · Valuation | 16.4x | 62 (on a fixed band) | 17% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 5.3% | 66 (on a fixed band) | 13% |
| Shareholder yield (distributions) · Returns | 3.6% | 52 (on a fixed band) | 10% |
| Payout ratio (FCF) · Returns | 68.7% | 73 (on a fixed band) | 7% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial84/100 · 1/3 factors with a value
- Growth17/100 · 2/2 factors with a value
- Quality81/100 · 2/3 factors with a value
- Returns61/100 · 2/2 factors with a value
- Valuation64/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
REYNOLDS CONSUMER PRODUCTS INC. (REYN). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 3.7 bn USD in 2025; YoY growth 0.7%; net margin 8.5%; ROE 14.3%.
The estimated value range is 13.47–22.66 USD per share (median of 2 methods, agreement: high); assumptions are illustrative. Against the central value of 16.99 USD, the price of 25.13 USD leaves a potential of -32.4% (value / price − 1) and a margin of safety of -47.9% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 56/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: balance. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Net margin: 8.5%
- FCF conversion: 87.0%
- Current ratio: 1.8x
- Payout ratio (FCF): 68.7%
What contradicts it
- Revenue CAGR 3Y: -0.8%
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): ROIC, Net debt / EBITDA, Interest coverage, EV/EBITDA.
Versus the vertical median
Paper and allied products (SIC 267x) · same industry group (3-digit SIC) · compared with 5 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| KMBKimberly-Clark Corporation | 36.2 bn | 18.5 | 129.4% | 11.8% | −2.1% | −0% / −12% |
| AVYAvery Dennison Corporation | 14.5 bn | 20.8 | 30.8% | 7.6% | +1.1% | +12% / −1% |
| REYNReynolds Consumer Products Inc. | 5.3 bn | 16.4 | 14.3% | 8.5% | +0.7% | +2% / −2% |
| PACKRanpak Holdings Corp. | 288.2 m | — | -6.6% | -8.3% | +7.1% | −32% / −18% |
| DSYBig Tree Cloud Holdings Limited | 284.1 m | — | -232.8% | -551.3% | −49.3% | −64% / −98% |
| ITPIt Tech Packaging, Inc. | 2.1 m | — | -6.9% | -13.9% | −12.4% | −45% / −57% |
1- and 3-year price returns: for REYN from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 14.02 Total return -41% · Per year -41% | 24.86 Total return 3% · Per year 3% | 37.54 Total return 54% · Per year 54% |
| 3 years | 12.19 Total return -44% · Per year -18% | 24.44 Total return 8% · Per year 3% | 40.72 Total return 76% · Per year 21% |
| 5 years | 10.59 Total return -46% · Per year -12% | 24.03 Total return 13% · Per year 3% | 44.17 Total return 100% · Per year 15% |
- Exit P/E± 6.11
- Net margin± 4.28
- Annual revenue growth± 3.70
- Annual dilution± 0.36
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 29 Jul 2026; since then the company filed 8-K (04 Nov 2026 · results), 10-Q (04 Nov 2026).
In brief
Reynolds Consumer Products makes and sells household essentials such as aluminum foil, trash bags and disposable tableware, under the Reynolds and Hefty brands and also under store brands for retailers. The company reported net revenues of 3721 million USD in 2025 and, in the first half of 2026, revenue growth driven by higher pricing against a difficult cost and consumer backdrop.
SWOT
Strengths
- The Reynolds and Hefty brands hold leading positions with high household recognition, supporting consumer loyalty and the ability to launch new products 1.
- The mix of branded and store brand products gives a competitive advantage and solid relationships with large retailers 1.
- The company has shown it can improve margins through manufacturing efficiency, which supported profit in the second quarter of 2026 3.
Weaknesses
- Reliance on a small number of large customers creates concentrated exposure, and losing any one of them would have a significant negative effect 1.
- The company generally does not enter long-term fixed price contracts for its main raw materials, which exposes it to cost swings 1.
- Some products are made at a single site, so a disruption at one plant could affect an entire production line 1.
Opportunities
- Expansion into adjacent categories, supported by the new segment structure, could open new sources of growth 2.
- A sustainable product range including compostable and recycled options could attract consumers who prefer these choices 1.
- Leverage at the lower end of the target range could offer flexibility for growth investment if financial discipline is maintained 3.
Threats
Risks
- Customer concentrationhigh
Losing one of the main customers could significantly affect sales and profitability 1.
- Raw material costshigh
Sharp rises in aluminum and resin costs could weigh on margins, especially when prices cannot be passed on quickly 1.
- Packaging regulationmedium
Extended producer responsibility laws and foam bans could narrow the product range and raise compliance costs 1.
- Production disruptionmedium
Reliance on single sites and suppliers, and on stable power supply, could lead to interruptions that affect deliveries 1.
- Labor pressurelow
Rising labor costs or worker shortages could affect operations and operating expenses 1.
Investment thesis
What would need to be true (bull case)
- If the Reynolds and Hefty brands keep their leading positions, the company could continue passing through higher prices and holding volumes in key categories 12.
- Manufacturing efficiency and lower operating costs could support profit growth even if volumes stay weaker 3.
- The segment reorganization could make it easier to grow in new categories and focus innovation 2.
What would break the thesis
- If volumes keep falling, price increases might not be enough to offset costs and maintain margins 23.
- Dependence on a few large customers could limit the company's bargaining power and keep prices under pressure 1.
- Stricter rules on plastic and packaging could raise costs and reduce sales in some product lines 1.
What to watch
- Retail volume trends and the effect of pricing by categoryQ3 2026
- Delivery against the full year 2026 outlook for net revenues, Adjusted EBITDA and EPS2026
- Movements in aluminum and resin costs and the company's ability to pass them onQ4 2026
- Stability of relationships with the largest customers and the effect of lost private label distributionnext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 29 Jul 2026; since then the company filed 8-K (04 Nov 2026 · results), 10-Q (04 Nov 2026).
The business
Reynolds Consumer Products Inc. (REYN) is a US consumer products company incorporated in Delaware that sells products used daily in homes for cooking, serving, cleanup and storage 1. The company has a presence in 95% of US households and holds the number one or two position in most of the categories it competes in 1. Most sales are in the United States and North America, with customers including grocery chains, mass merchants, warehouse clubs and online retailers 1.
Revenue by product group shows cooking and storage growing while tableware declined in 2025 compared with 2024 1. In 2026 the company reorganized its operating segments to improve efficiency and to make it easier to enter adjacent categories 2. Based on the second quarter results, management kept profitability targets in focus while investing in brands, innovation and strategic initiatives 3.
The company runs a mix of branded and store brand products that it sells to retail partners with long-standing relationships 1. This combination lets it manage several household aisles through a single vendor relationship, which strengthens its position as a strategic partner for these customers 1.
Segments
Reynolds Cooking & Kitchen Essentials
This segment includes Reynolds Wrap aluminum foil, parchment paper, oven bags and disposable aluminum pans, where the company holds the number one position in the US consumer foil market 2. Cooking products generated revenue of 1259 million USD in 2025 1.
Market context
The company describes the US household consumer products market as mature and highly competitive, with large multinational firms and smaller regional players 1. An important factor is customer concentration: the three largest customers account for a significant part of sales, and the top ten customers generated 74% of revenue in 2025 1.
Raw material prices, especially aluminum and plastic resins, rose in 2025 and pressured margins, with the company adjusting prices to cover costs 12. In the first half of 2026 price increases supported revenue but came alongside lower volumes 2.
Trends
- Raw material costsheadwind
Higher aluminum and resin costs could reduce margins if selling prices cannot be adjusted in time, since contracts generally lack cost pass-through mechanisms 1.
- Regulation of plastic and foamheadwind
Restrictions on expanded polystyrene foam and extended producer responsibility laws could limit the product range sold in some jurisdictions and raise compliance costs 1.
- Consumer preference for sustainabilitymixed
Interest in sustainable products could open opportunities for compostable and recycled lines, although consumers still rank performance and price ahead of sustainability 1.
- Price sensitivitymixed
Inflation and economic uncertainty could raise consumer price sensitivity, which favors private label products but could reduce branded volumes 1.
Competitive position
Competition includes large consumer goods companies such as The Clorox Company and S.C. Johnson & Son, as well as specialist packaging and foil producers 1. Competition is based on brand recognition, price, quality and innovation, and lower-cost overseas competitors add pressure 1.
Large retailers have strong bargaining power, which creates downward price pressure, and competitors' store brands can compete directly with the company's brands 1. The company points to the strength of its Reynolds and Hefty brands and its manufacturing scale as its main advantages 1.
- The Clorox CompanyCLX
US consumer goods company named among the main competitors in the company's household categories.
- S.C. Johnson & Son, Inc.
Private household products manufacturer named among competitors in the company's household categories.
- Poly-America
Plastic bag and packaging producer named among competitors in the bag and packaging categories.
- Handi-Foil Corporation
Aluminum foil producer named among competitors in the household foil category.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
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- Midterm Elections Live Updates : Ossoff Retains Georgia Senate Seat , as Polls Close in More BattlegroundsSurge — GDELT DOC · 04 Nov 2026 · RO
- Midterm Elections Live Updates : Ossoff Retains Georgia Senate Seat , as Polls Close in More BattlegroundsSurge — GDELT DOC · 04 Nov 2026 · RO
- Preprimary education laws and women’s gender attitudes, empowerment and reproductive autonomy in 117 low- and middle-income countriesNature Human Behaviour · 04 Nov 2026 · EN
- George Simion urmărește alegerile din SUA din fieful lui Donald Trump - ActiveNewsSurge — Google News · 03 Nov 2026 · RO
- Iowa live results: 2026 Governor electionThe Hill · 03 Nov 2026 · EN
- Drax wants to feed Britain's AI habit with £20B datacenter at biomass power stationThe Register · 03 Nov 2026 · EN
- Stone-age hunters in northern Europe may have used poison arrows to hunt big preyThe Conversation — Europe · 03 Nov 2026 · EN
- (video) „O să ne prăbușim”. Ultimele momente înainte ca un avion privat să se prăbușească în Florida. Cel puțin nouă oameni au murit - UnimediaSurge — Google News · 02 Nov 2026 · RO
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- Kim Reynolds says Lahn was ‘clear winner’ of gubernatorial debateThe Hill · 28 Oct 2026 · EN
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- O nouă victimă a criminalului în serie Ted Bundy, identificată după 52 de ani cu ajutorul testelor ADN - Euronews RomâniaSurge — Google News · 28 Oct 2026 · RO
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- Reynolds dismisses EU split with Burnham after warning of business ‘uncertainty’Politico EU · 27 Oct 2026 · EN
SEC filings
- Quarterly report04 Nov 2026
- Current report04 Nov 2026Results of operations · Financial statements and exhibits
- Quarterly report29 Jul 2026
- Current report29 Jul 2026Results of operations · Financial statements and exhibits
- Quarterly report06 May 2026
- Current report06 May 2026Results of operations · Financial statements and exhibits
- Current report30 Apr 2026Shareholder vote · Financial statements and exhibits
- Proxy statement18 Mar 2026
- Annual report04 Feb 2026
- Current report04 Feb 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Reynolds Consumer Products Inc. · 04 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Reynolds Consumer Products Inc. · 29 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Reynolds Consumer Products Inc. · 29 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.