Reynolds Consumer Products Stock Earnings Reports

Reynolds Consumer Products reported Q3 2025 results with revenue of $931 million (up ~2% YoY) and adjusted EPS of $0.42, at the high end of guidance. Retail revenue and volumes were broadly stable (+1% retail volume ex-foam), with company-wide retail share gains across multiple product lines (Hefty waste bags, Hefty party cups, Reynolds Wrap and parchment products, and store brand food bags). Pricing actions (notably on aluminum foil) were implemented as planned and helped offset commodity and tariff headwinds. Adjusted EBITDA was $168 million (slightly below prior year), with each business unit improving EBITDA. Management emphasized ongoing cost-discipline initiatives—manufacturing productivity, lean/automation, and SG&A reductions—and added senior hires (Chief Commercial Officer and Chief Operations Officer) to accelerate growth and operations programs. The company raised full-year guidance: net revenues now expected to be flat to down 1% vs. 2024; adjusted EBITDA $655–$665 million; adjusted EPS $1.60–$1.64. Capital allocation highlights include a $50 million voluntary term loan principal paydown (improving interest expense), maintaining leverage in the target 2.0–2.5x EBITDA range, and incremental 2025 capex of ~$30–40 million to support manufacturing, onshoring and productivity initiatives. Management remains cautious on consumer demand (pressure on low- and middle-income households) and promotional intensity in certain categories (waste and food bags), but believes the company's U.S.-centric manufacturing, brand portfolio, and revenue growth management programs position it to continue gaining share and improving margins.