Reynolds Consumer Products (REYN)

NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-10-23

$23.02-2.50%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Reynolds Consumer Products’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q3
EBITDA	$160M–$165Mnon-GAAP	—
FY 2026 · Q4
Revenue	—	1.04B
EPS	—	0.531
FY 2026 · Annual
Revenue	—	3.8B
EPS	$0.37–$0.39non-GAAP	1.613
FY 2027 · Annual
Revenue	—	3.87B
EPS	—	1.683

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Dividend maintained at $0.23 per share	The company pays a steady dividend of $0.23 per share.	Intact	Dividend falls below $0.23 per share	Dividend per share: $0.23 per share FY2026-Q2; GAAP. Published target: >= $0.23 per share. Target period is not explicitly aligned with this observation. Source published Jul 29, 20260.23 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 2b3c30d6-a45a-4342-8466-ebe621f8f4d4. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. The quarterly dividend has been consistently maintained at $0.23 per share from 2025-Q4 through 2026-Q2, reflecting management's commitment to stable capital return to shareholders. Delivery assessment Oct 24, 2026
Operating income at or above $77 million in Q1 2026	Profit rises with operating income up from $42M to $77M in a year.	Intact	Operating income falls below $65 million in any quarter	Operating income: $138M FY2026-Q2; GAAP. Published target: >= $77 million. Target period is not explicitly aligned with this observation. Source published Jul 29, 2026138,000,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue at or above $3.7 billion in FY26	A primary condition in Reynolds Consumer Products's published investment case. The stated target is >= $3.72 billion.	Intact	Revenue falls below $3.5 billion in FY26	Revenue: $944M FY2026-Q2; GAAP. Published target: >= $3.72 billion. Target period is not explicitly aligned with this observation. Source published Jul 29, 2026944,000,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 2b3c30d6-a45a-4342-8466-ebe621f8f4d4. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

$1.67 → Unavailable · observed estimates

FY2027 revenueUnavailable

$3.81B → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$1.67	$3,807,179,870	6 / 5
2026-07-25	Unavailable	Unavailable	3 / 3
2026-07-26	$1.67	$3,807,179,870	6 / 5
2026-07-27	$1.67	$3,807,179,870	6 / 5
2026-07-28	$1.67	$3,807,179,870	6 / 5
2026-07-29	$1.67	$3,807,179,870	6 / 5
2026-07-30	Unavailable	Unavailable	3 / 3
2026-07-31	Unavailable	Unavailable	3 / 3
2026-08-01	Unavailable	Unavailable	3 / 3
2026-08-02	$1.68	$3,870,530,550	6 / 5
2026-08-03	Unavailable	Unavailable	3 / 3
2026-08-04	Unavailable	Unavailable	3 / 3
2026-08-05	$1.68	$3,870,530,550	6 / 5
2026-08-06	$1.68	$3,870,530,550	6 / 5
2026-08-08	Unavailable	Unavailable	3 / 3
2026-08-09	Unavailable	Unavailable	3 / 3
2026-08-10	$1.68	$3,870,530,550	6 / 5
2026-08-12	$1.68	$3,870,530,550	6 / 5
2026-08-13	Unavailable	Unavailable	3 / 3
2026-08-14	Unavailable	Unavailable	3 / 3
2026-08-15	Unavailable	Unavailable	3 / 3
2026-08-16	Unavailable	Unavailable	3 / 3
2026-08-17	Unavailable	Unavailable	3 / 3
2026-08-18	Unavailable	Unavailable	3 / 3
2026-08-19	Unavailable	Unavailable	3 / 3
2026-08-20	Unavailable	Unavailable	3 / 3
2026-08-21	Unavailable	Unavailable	3 / 3
2026-08-22	Unavailable	Unavailable	3 / 3
2026-08-23	Unavailable	Unavailable	3 / 3
2026-08-24	Unavailable	Unavailable	3 / 3
2026-08-25	Unavailable	Unavailable	3 / 3
2026-08-26	Unavailable	Unavailable	3 / 3
2026-08-27	Unavailable	Unavailable	3 / 3
2026-08-28	Unavailable	Unavailable	3 / 3
2026-08-29	Unavailable	Unavailable	3 / 3
2026-08-30	Unavailable	Unavailable	3 / 3
2026-08-31	Unavailable	Unavailable	3 / 3
2026-09-01	Unavailable	Unavailable	3 / 3
2026-09-02	Unavailable	Unavailable	3 / 3
2026-09-03	Unavailable	Unavailable	3 / 3
2026-09-04	Unavailable	Unavailable	3 / 3
2026-09-05	Unavailable	Unavailable	3 / 3
2026-09-06	Unavailable	Unavailable	3 / 3
2026-09-07	Unavailable	Unavailable	3 / 3
2026-09-08	Unavailable	Unavailable	3 / 3
2026-09-09	Unavailable	Unavailable	3 / 3
2026-09-10	Unavailable	Unavailable	3 / 3
2026-09-11	Unavailable	Unavailable	3 / 3
2026-09-12	Unavailable	Unavailable	3 / 3
2026-09-13	Unavailable	Unavailable	3 / 3
2026-09-14	Unavailable	Unavailable	3 / 3
2026-09-15	Unavailable	Unavailable	3 / 3
2026-09-16	Unavailable	Unavailable	3 / 3
2026-09-17	Unavailable	Unavailable	3 / 3
2026-09-18	Unavailable	Unavailable	3 / 3
2026-09-19	Unavailable	Unavailable	3 / 3
2026-09-20	Unavailable	Unavailable	3 / 3
2026-09-21	Unavailable	Unavailable	3 / 3
2026-09-22	Unavailable	Unavailable	3 / 3
2026-09-23	Unavailable	Unavailable	3 / 3
2026-09-24	Unavailable	Unavailable	3 / 3
2026-09-25	Unavailable	Unavailable	3 / 3
2026-09-26	Unavailable	Unavailable	3 / 3
2026-09-27	Unavailable	Unavailable	3 / 3
2026-09-28	Unavailable	Unavailable	3 / 3
2026-09-29	Unavailable	Unavailable	3 / 3
2026-09-30	Unavailable	Unavailable	3 / 3
2026-10-01	Unavailable	Unavailable	3 / 3
2026-10-02	Unavailable	Unavailable	3 / 3
2026-10-03	Unavailable	Unavailable	3 / 3
2026-10-04	Unavailable	Unavailable	3 / 3
2026-10-05	Unavailable	Unavailable	3 / 3
2026-10-06	Unavailable	Unavailable	3 / 3
2026-10-07	Unavailable	Unavailable	3 / 3
2026-10-08	Unavailable	Unavailable	3 / 3
2026-10-09	Unavailable	Unavailable	3 / 3
2026-10-10	Unavailable	Unavailable	3 / 3
2026-10-11	Unavailable	Unavailable	3 / 3
2026-10-12	Unavailable	Unavailable	3 / 3
2026-10-13	Unavailable	Unavailable	3 / 3
2026-10-14	Unavailable	Unavailable	3 / 3
2026-10-15	Unavailable	Unavailable	3 / 3
2026-10-16	Unavailable	Unavailable	3 / 3
2026-10-17	Unavailable	Unavailable	3 / 3
2026-10-18	Unavailable	Unavailable	3 / 3
2026-10-19	Unavailable	Unavailable	3 / 3
2026-10-20	Unavailable	Unavailable	3 / 3
2026-10-21	Unavailable	Unavailable	3 / 3
2026-10-22	Unavailable	Unavailable	3 / 3
2026-10-23	Unavailable	Unavailable	3 / 3
2026-10-24	Unavailable	Unavailable	3 / 3

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	2	5
2026-06-01	2	5
2026-07-01	2	5
2026-08-01	2	5
2026-09-01	2	5
2026-10-01	2	5

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 2 Buy / Strong Buy · 5 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

BarclaysOct 15 · prior Jul 21

$25.00 → $23.00-8.0%

$0$13.75$27.50

0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Dividend maintained at $0.23 per shareDividend per share: $0.23 per share
Operating income at or above $77 million in Q1 2026Operating income: $138M
Revenue at or above $3.7 billion in FY26Revenue: $944M

Next proof point

Nov 4, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.0%Typical daily move · historical

Downside history

-20.7%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Reynolds Consumer Products outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a steady earnings-growth and operational-efficiency story, rather than a high-growth business. The long-term thesis is intact: recent performance is strong, management is stable, and company momentum has improved.

What's priced into Reynolds Consumer Products

REYN is valued cheaply versus peers, while the evidence describes expectations as justified and fragility as low. The expectations gap is small, so the current setup does not show a large disconnect between expectations and the business outlook.

What the fundamentals likely do

In the near term, earnings and revenue trends look positive: recent results included two earnings beats, and management raised its 2026 revenue growth guidance to 1% to 3%. Year-to-date net income and adjusted EBITDA also increased, though recent peer misses and a deep miss in REYN’s history remain risks. Management’s earnings-growth and revenue priorities are on track, while its dividend priority is mixed.

What Reynolds Consumer Products hinges on

The near-term risk is a reversal of the recently raised guidance, which could damage management credibility. A weakening jobs trend could also add pressure to cyclical businesses, while stronger results and guidance from sector bellwethers could support the Consumer Staples backdrop.