Pricing and mixnegative · 5 filings
“The decrease in net revenues was primarily due to lower foam volume, partially offset by the wrap-around of prior year price increases.”10-Q · Jul 29, 2026 ↗
Reynolds Consumer Products Inc.
REYN
Market read
Reynolds Consumer Products Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company+0.0% todayVolume comparison unavailable
Market group0 of 26 activeCyclical Demand · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- REYN's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if REYN's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- REYN's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods8
Price observations327
Usable filing statements104
Verified relationships5
Evidence supporting the case
- Operating cash flow covered net income at 1.58x in the latest annual period.
Evidence challenging the case
- Net margin changed -1.4 percentage points in the latest annual period.
- Pricing and mix has repeated adverse evidence across 5 filings.
- Input and raw-material costs has repeated adverse evidence across 4 filings.
- Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position
- P/E is 34% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 27% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
21.576m+0.3%12m-6.5%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.6B+13.0%$1.54+2.6%
2022-12-31$3.8B+7.3%$1.23+0.0%
2023-12-31$3.8B-1.6%$1.42+0.0%
2024-12-31$3.7B-1.6%$1.67+0.2%
2025-12-31$3.7B+0.7%$1.43+0.0%
What management says matters
Persistent and emerging business drivers
Input and raw-material costsnegative · 4 filings
“The increase was primarily driven by higher input costs, partially offset by lower operational costs and lower volume.”10-Q · Jul 29, 2026 ↗
Capital investment and capacitymixed · 3 filings
“The increase was driven by an increase in cash outlays for capital expenditures.”10-K · Feb 4, 2026 ↗
Credit and interest ratesnegative · 3 filings
“As of December 31, 2025, the unhedged portion of our Term Loan Facility was approximately $586 million, and any borrowings under our Revolving Facility are subject to interest rate volatility.”10-K · Feb 4, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.2× · EV/sales 1.6×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
21.57+0.0% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for REYN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for REYN. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind REYN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CLXThe Clorox CompanycompetitorFeb 4, 2026 ▾
“These competitors include The Clorox Company, S.C.”
Depended on by
MOAltria Group, Inc.partnerJul 30, 2025 ▾
“Reynolds obtained a sub-license to the asserted patents from JUUL in December 2023.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
REYN is currently a Follower in the organic co-movement group Cyclical Demand. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.