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Jun 30
Reynolds Q2 2025 Earnings Report
Reynolds Consumer Products reported its second quarter 2025 financial results, highlighting execution in a challenging environment and investments in long-term growth and cost savings.
Key Takeaways
Reynolds Consumer Products reported mixed results for the second quarter of 2025. While net revenues saw a slight increase to $938 million, net income and adjusted EBITDA both decreased compared to the prior year, primarily due to lower retail volume and the timing of pricing actions. The company is focused on strategic initiatives and cost savings programs.
Net Revenues increased slightly to $938 million, up from $930 million in Q2 2024, driven by Non-Retail Revenues.
Net Income decreased to $73 million from $97 million in Q2 2024, impacted by CEO transition costs and strategic investments.
Adjusted EBITDA declined to $163 million from $172 million in Q2 2024, mainly due to lower retail volume and pricing timing.
The company reiterated its fiscal 2025 outlook, expecting low single-digit net revenue decline and adjusted EBITDA between $650 million and $670 million.
Reynolds
Reynolds
Reynolds Revenue by Segment
Revenue by Segment
Reynolds Cooking & Baking Revenue
CapyFin.comHefty Waste & Storage Revenue
CapyFin.comHefty Tableware Revenue
CapyFin.comPresto Products Revenue
CapyFin.comUnallocated Revenue
CapyFin.com Forward Guidance
Reynolds Consumer Products reiterated its full-year 2025 guidance, expecting net revenues to be down low single digits, Adjusted EBITDA between $650 million and $670 million, and Adjusted EPS of $1.54 to $1.61. For Q3 2025, net revenues are expected to be down low single digits, Adjusted EBITDA between $160 million and $170 million, and Adjusted EPS between $0.37 and $0.41.
Positive Outlook
- Reiterating full year 2025 guidance, indicating confidence in achieving targets.
- Continued progress on programs to strengthen revenue and margin potential.
- Expected benefits from strategic programs to begin realizing late in the year.
- Adjusted EBITDA guidance for full year 2025 remains strong at $650 million to $670 million.
- Quarterly dividend of $0.23 per common share approved, signaling commitment to shareholder returns.
Challenges Ahead
- Full year 2025 Net Revenues expected to be down low single digits compared to 2024.
- Third quarter 2025 Net Revenues also expected to be down low single digits.
- Adjusted Net Income for full year 2025 reflects estimated adjustments for debt refinancing, CEO transition, and strategic initiative costs.
- Adjusted EBITDA for full year 2025 excludes estimated depreciation and amortization of approximately $130 million.
- The company operates in a challenging operating environment.
Revenue & Expenses
Visualization of income flow from segment revenue to net income