Pulling SEC filings + quote and writing the call…

Reynolds Consumer Products Inc.
Next earnings Jul 28, 2026 (before open) · consensus $0.41 EPS, $954M rev
Last earnings +2.9% on 2026-05-06
Dominant household-staples franchise (Reynolds, Hefty) with a steady dividend, but flat sales and falling earnings cap the upside.
Revenue $3.72B · FY2025
Middling fundamentals and a rich price (~55% above fair value) leave little margin of safety — a wait-and-see.
Reynolds Consumer Products is a defensive staples business with an unusually strong moat: it reaches 95% of US households, holds the #1 or #2 market position in most categories, and over 50% of revenue comes from #1-ranked products. Its flagship Reynolds Wrap has 98% brand awareness and 'no significant branded competitor,' and the Hefty franchise is similarly entrenched. The branded-plus-store-brand model makes Reynolds a strategic partner to retailers and protects shelf space across cooking/baking, waste/storage, tableware and Presto.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.44B | $3.82B | $3.76B | $3.69B | $3.72B |
| Gross profit | $811M | $776M | $942M | $978M | $914M |
| Operating income | — | — | — | — | — |
| Net income | $324M | $258M | $298M | $352M | $301M |
| Diluted EPS | $1.54 | $1.23 | $1.42 | $1.67 | $1.43 |
| Net margin | 9.4% | 6.8% | 7.9% | 9.5% | 8.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0001786431, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:59:37 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
| 2026-06-01 | Hooker Carlen Chief Commercial Officer | Exercise | 13.6K | |
| 2026-06-01 | Hooker Carlen Chief Commercial Officer | Tax | 5.78K @ $21.67 | $125K |
| 2026-06-01 | Hooker Carlen Chief Commercial Officer | Exercise | 5.20K | |
| 2026-06-01 | Hooker Carlen Chief Commercial Officer | Tax | 2.21K @ $21.67 | $47.9K |
| 2026-06-01 | Clark Ryan Gerard President, Hefty Tableware | Exercise | 15.1K | |
| 2026-06-01 | Clark Ryan Gerard President, Hefty Tableware | Tax | 6.42K @ $21.67 | $139K |
| 2026-06-01 | Clark Ryan Gerard President, Hefty Tableware | Exercise | 6.23K | |
| 2026-06-01 | Clark Ryan Gerard President, Hefty Tableware | Tax | 2.65K @ $21.67 | $57.4K |
| 2026-05-01 | Barnett Jill Chief Legal Officer | Exercise | 4.79K | |
| 2026-05-01 | Barnett Jill Chief Legal Officer | Tax | 2.04K @ $20.97 | $42.7K |
| 2026-04-30 | Barnett Jill Chief Legal Officer | Exercise | 18.0K | |
| 2026-04-30 | Barnett Jill Chief Legal Officer | Tax | 7.52K @ $20.56 | $155K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1043 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.