Added to YB: 2026-04-24
Pitch date: 2026-02-21
REYN [bearish]
Reynolds Consumer Products Inc.
+13.75%
current return
Author Info
No bio for this author
Company Info
Reynolds Consumer Products Inc. produces and sells products in cooking, serving, cleanup, and storage, and tableware product categories in the United States and internationally.
Market Cap
$4.4B
Pitch Price
$24.21
Price Target
19.50 (-7%)
Dividend
4.39%
EV/EBITDA
8.53
P/E
14.67
EV/Sales
1.60
Sector
Household Products
Category
value
Reynolds Consumer Products Inc. - $REYN (short)
REYN (short): Branded household goods facing structural headwinds across all divisions. Cooking/Baking down on air fryer adoption & demographic shifts (project -2% annual vol vs Street +1.5%). Waste/Storage overearning from Glad's cyber attack; share losses resuming as Glad reprices & private label gains. Tableware exposed to foam bans (40% sales, 12 states banned). Target 12x 2028 EPS = ~20% downside. Risks: raw material volatility (aluminum tariffs 25-50%), potential cost cuts.
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