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Reynolds Consumer Products (REYN) investor relations material
Reynolds Consumer Products Barclays 18th Annual Global Consumer Staples Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 18th Annual Global Consumer Staples Conference 2025 summary2 Sep, 2025
Leadership priorities and organizational focus
New CEO and CFO emphasize building and retaining a world-class team, blending new executives with experienced veterans.
Key business aspirations are consistent organic volume growth and margin expansion.
Focus areas include innovation, share gain opportunities, and investment in revenue growth management.
Finance team is being elevated to act as business partners, with a strong ROI mindset and cost structure review.
Emphasis on earnings stability and agility in response to commodity volatility and tariffs.
Category overview and growth outlook
Operates in four segments: cooking and baking, waste and storage, tableware, and private label food bags.
Long-term category growth expected in low single digits, driven by household formation and innovation.
Current year saw low single digit declines, with foam category down double digits, but overall performance outpaced categories.
Revenue growth guidance remains low single digits, with a shift from volume to price.
Innovation, marketing, and competitive dynamics
Innovation and marketing are critical, with a focus on evolving consumer needs, especially among younger demographics.
Examples include scented waste bags and compostable cutlery targeting sustainability-minded consumers.
Competitive landscape is consolidated, with responsible promotional activity and a mix of branded and store brand players.
Innovation sometimes originates in store brands and is later adopted by branded products, creating synergy.
Innovation pipeline is prioritized based on consumer insights and resource allocation.
US-centric footprint: competitive advantage?
Holistic cost approach: earnings impact?
Organic TAM expansion strategy?
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Next Reynolds Consumer Products earnings date
Q3 202529 Oct, 2025
Next Reynolds Consumer Products earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Reynolds Consumer Products Inc. produces and sells products in cooking, waste and storage, and tableware product categories in the United States and internationally. It offers Reynolds Wrap aluminum foil for cooking, baking, or steaming; Hefty-branded disposable waste collection bags and containers; and Hefty One Zip storage bags for storing or freezing food, clothing, bedding, pictures, holiday decorations, tax paperwork, or office files. The company also provides Hefty paper plates for general meal service or special occasions; EZ Foil Bakeware products comprising parchment pans and tin foil cake pans; Reynolds Cut-Rite Wax paper for keeping sticky foods from sticking to surfaces; forma brand sandwich bags; and Hefty slider bags to prevent damage to your food while it is being stored.
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