Reynolds Consum.

95% of U.S. households already buy Reynolds, and Walmart plus Sam’s Club still drove 48% of sales.

If you own REYN, here's what the kitchen-staple numbers mean for you.

reyn

consumer mid cap updated mar 13, 2026
$24.31
market cap ~$5B · 52-week range $21–$25
xvary composite: 61 / 100 · average
our overall rating — combines growth, value, risk, and momentum
Start here if you're new
what it is
Reynolds sells four household product lines for cooking, cleanup, tableware, and storage.
how it gets paid
Last year Reynolds Consum made $3.7B in revenue. Cooking products was the main engine at $1.5B, or 40% of sales.
why it's growing
Revenue grew 0.7% last year. Lower retail volumes, inventory destocking, and higher operating costs, were partly offset by aggressive product pricing.
what just happened
Reynolds posted $0.59 EPS versus $0.61 expected.
At a glance
B+ balance sheet — decent shape, but not bulletproof
70/100 earnings predictability — reasonably predictable
14.9x trailing p/e — the market's not buying it — or you found a deal
3.9% dividend yield — cash in your pocket every quarter
16.0% return on capital — nothing to write home about
xvary composite: 61/100 — average
What they do
Reynolds sells four household product lines for cooking, cleanup, tableware, and storage.
95% of U.S. households already buy Reynolds products. That is your foil in the drawer and your bags under the sink, while newer brands fight for the remaining 5%. Walmart and Sam’s Club were 48% of 2024 sales, so two retailers still shape the business.
consumer mid-cap branded-consumables pricing defensive
How they make money
$3.7B annual revenue · their business grew +0.7% last year
Cooking products
$1.5B
+1.0%
Waste & storage
$1.0B
+0.5%
Tableware
$0.7B
0.0%
Presto products
$0.5B
+2.0%
The products that matter
everyday kitchen staples
Cooking Products
part of a $3.7B business
foil, wraps, and related kitchen basics are the kind of products people replace without much debate. that repeat behavior supports a $3.7B revenue base, even if growth was only 0.7% last year.
habit purchase
trash bags and food storage
Waste & Storage
part of a 10.9% margin model
these are unglamorous categories, which is usually where consumer staples money gets made. the problem is not relevance — it's squeezing growth and margin out of mature demand.
defensive demand
tableware and presto goods
Tableware & Presto
supports the 3.9% yield story
the snapshot does not break these lines out separately, so we will not pretend it does. what matters is that the portfolio helps fund a 3.9% dividend while the company works on productivity and cost savings.
portfolio support
Key numbers
$24.31
share price
This is what you pay today for a business with 25.5% operating margin and a 3.9% yield.
95%
household reach
That means Reynolds sits in almost every U.S. kitchen, so leaving the brand is hard.
25.5%
op margin
That means 25.5 cents of every sales dollar stays after operating costs.
3.9%
dividend yield
That means you get about $3.90 a year for every $100 you put in, before the stock moves.
Financial health
B+
strength
  • balance sheet grade B+ — solid but not elite
  • risk rank 2 — safer than 80% of stocks
  • price stability 100 / 100
  • long-term debt $1.7B (25% of capital)
  • net profit margin 13.8% — keeps 14 cents of every dollar in revenue
  • return on equity 23% — $0.23 profit for every $1 investors have put in
B+ — functional but not a standout on the balance sheet.
Total return vs. market

You invested $10,000 in REYN 3 years ago → it's now worth $9,900.

The index would have given you $14,540.

same period. same starting point. REYN trailed the market by $4,640.

source: institutional data · total return
What just happened
missed estimates
Reynolds posted $0.59 EPS versus $0.61 expected.
Revenue was $2.7B and gross margin was 24.1%. Lower retail volumes and inventory destocking were the drag, while pricing held the line.
$2.7B
revenue
$0.59
eps
24.1%
gross margin
the number that mattered
The $0.59 EPS print matters because it missed $0.61, yet gross margin still held at 24.1%.
source: company earnings report, 2026

Get this snapshot in your inbox

This page, delivered free — plus weekly updates when the numbers change. plain english, no spam.

weekly updates earnings alerts plain english no spam
What could go wrong

the #1 risk is packaging regulation hitting foil, storage, and disposable product costs.

∘
med
packaging regulation and compliance costs
new rules on materials, packaging, or disposables could raise costs across core household categories.
on a 10.9% net margin, there is not a huge cushion for regulation-driven cost creep
∘
med
retail volume softness and inventory destocking
management already dealt with lower retail volumes and channel destocking. when annual revenue only grew 0.7%, even small volume pressure matters.
this is a $3.7B business, but it is not growing fast enough to shrug off repeated volume slippage
!
high
cost inflation outrunning pricing
higher operating costs were already a headwind, and pricing only partly offset them. that is how you get EPS down to $1.63 from $1.67.
quarterly margin at 8.1% shows what happens when the model absorbs pressure instead of passing it through
this is a slow-growth, $3.7B staples business with a 10.9% net margin. it can handle one problem at a time. regulation, weak volumes, and cost pressure together would be a different story.
source: institutional data · regulatory filings · risk analysis
Pay attention to
catalyst
whether EPS actually rebounds to $1.90
that estimate is the whole near-term script. if earnings recover while revenue pushes toward $4B, the stock can work without needing excitement.
risk
margin pressure from regulation and costs
watch whether packaging rules or input costs start eating into a business that kept 10.9% of revenue as profit last year.
earnings
whether the stronger december-period update sticks
$1.034B of revenue and $0.59 per share looked better. the next report tells you if that was momentum or just one clean quarter.
trend
institutions buying while the stock still lags
REYN has seen net buying for three straight quarters. if that continues and fundamentals stop slipping, the valuation gap gets more interesting.
Analyst rankings
short-term outlook
average
momentum score 3 — in human-speak, analysts think this will probably move with the market, not break away from it.
risk profile
above average
stability score 2 — safer than roughly 80% of stocks. this is the defensive part of the REYN pitch.
chart momentum
below average
technical score 4 — the tape is not confirming a breakout story from here.
earnings predictability
70 / 100
predictable enough for a staples name, but not so predictable that margins and costs stop mattering.
source: institutional data
Institutional activity

institutions have been net buying for 3 consecutive quarters — 121 buyers vs. 89 sellers in 4q2025. total institutional holdings: 66.6M shares. net buying for 3 quarters.

source: institutional data · 2q2025-4q2025
source: institutional data
Price targets
3-5 year target range
$21 $31
$24 current price
$26 target midpoint · +7% from current · 3-5yr high: $55 (+125% · 25% ann'l return)
source: institutional data · analyst targets

Want the deeper analysis?

The full deep dive: dcf model, scenario analysis, competitive moat breakdown, and quarterly tracking — everything on this page, taken further.

see plans from $5/mo
The deep dive
REYN
xvary deep dive
reyn
the full analysis is in the works.
what you'll get
dcf valuation model
bull / base / bear scenarios
competitive moat breakdown
quarterly earnings tracker
operating model projections
risk matrix with kill criteria
original price target + conviction
updated with every earnings
free · no spam · you'll be first to read it