Reynolds Consumer Products Q1 Earnings Call Highlights Reynolds Consumer Products logo MarketBeat May 6, 2026 9 min read REYN ALI=F Key Points Reynolds delivered 7% revenue growth in Q1 with net revenues of $877 million, Adjusted EBITDA of $131 million, and adjusted EPS up more than 20% while retail volumes grew about 2%. Management warned of roughly a $200 million annualized commodity and supply-chain headwind (aluminum and resins) and plans to offset it via productivity, pricing, and cost reductions while reiterating full-year guidance of net revenue -3% to +1% and adjusted EBITDA of $660–675 million. The company realigned operating segments to sharpen commercial focus and reported category share gains and innovation—especially in Reynolds Cooking & Kitchen Essentials (parchment volumes +10 points, foil +4) and double-digit e‑commerce growth supported by new product launches.
Interested in Reynolds Consumer Products Inc.? Here are five stocks we like better. 3 Consumer Staples Stocks Breaking Out This Month Reynolds Consumer Products (NASDAQ:REYN) reported first-quarter 2026 results that management said reflected continued momentum from 2025, with growth across much of the portfolio despite heightened macroeconomic uncertainty and competitive intensity in several categories. First-quarter performance and market conditions President and CEO Scott Huckins said the company delivered 7% revenue growth in the quarter, outperforming its categories by about two points and gaining share across most of its portfolio.
He added that service levels "remain[ed] strong," with case fill continuing in the high-90% range, which he described as a competitive advantage in a volatile supply chain environment. → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Near 52-Week Lows, These 3 Mid-Cap Stocks Are Worth a Look Huckins said the company delivered double-digit growth in e-commerce, which he attributed to omni-channel execution that is "incremental and accretive" for retail partners. He also noted that private label bid losses previously discussed in February created an expected headwind in the first quarter, representing "roughly a 3-point headwind," but said the impact was more than offset by strength elsewhere. Management also pointed to ongoing changes in retailer sourcing strategies.
Huckins said some retailers have adopted dual-sourcing for risk management, creating "some near-term headwind," but added the company expects incremental opportunities over time. Segment realignment and portfolio commentary → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Reynolds Consumer Products High Yield Bought on the Dip Story Continues Beginning January 1, the company realigned its operating segments to increase operational and commercial efficiencies and sharpen focus on innovation. Huckins said the changes were designed to provide clearer end-to-end ownership across functions, emphasizing the realignment is "not about taking costs out of the business," but improving outcomes with existing resources.
The updated structure includes: Hefty Waste & Clean-Up (waste bag business consolidated into a new segment) Hefty Storage & Organization (food bag business consolidated into a new segment) Reynolds Cooking & Kitchen Essentials (renamed from Reynolds Cooking & Baking) Hefty Home & Tableware (renamed from Hefty Tableware) → Tyson Foods' Total Returns: Tasty Treats for Income Investors? In Reynolds Cooking & Kitchen Essentials, Huckins said the company continued to gain share in parchment and foil. He said parchment volumes outperformed the category by 10 points and foil volumes outperformed by 4 points.
He also described the foil category as resilient, with "net elasticity below 1," indicating consumers have largely absorbed price increases. With rising gas prices, Huckins said the company is seeing "early evidence" that consumers may cut back on eating away from home, which could translate into more at-home cooking and potentially support demand. Huckins highlighted innovation in the segment, including the launch of Reynolds Kitchens Countertop Prep Paper, which he said extends the brand into higher-frequency use occasions and has already earned "more than 1 billion impressions" from early marketing.
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