Reynolds Consumer Products Inc. · NASDAQ:REYN

Reynolds Consumer Products — Q4 2025 Earnings Presentation

22 slides from Reynolds Consumer Products's earnings presentation, Feb 4, 2026

1. Slide 1: Q4 2025 Earnings Call

   Q4 2025 Earnings Call February 4, 2026

2. Slide 2: Safe Harbor

   Safe Harbor This presentation contains statements reflecting our views about our future performance that constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on information available to us on the date of this release. The

3. Slide 3: Our products simplify daily life so you can enjoy what matters most

   Our products simplify daily life so you can enjoy what matters most We make cooking, serving, clean-up and storage simpler and easier, providing people a little more time for the things that matter

4. Slide 4: Advanced our 2025 Priorities

   Advanced our 2025 Priorities  Treated employee and company safety as our top priority, building further on our world class safety performance  Accelerated growth through distribution wins and product innovation  Executed cost savings to set the stage for margin expansion  Delivered a more stable

5. Slide 5: Strategy: Accelerate Growth & Drive Elevated Financial Results

   Strategy: Accelerate Growth & Drive Elevated Financial Results Revenue Growth Margin Expansion ROI  Drive organic retail volume  Execution of cost reduction  Returns based mindset growth initiatives to improve margins  Focus on free cash flow and  Drive distribution wins and unlock additional g

6. Slide 6: Q4 2025 Financial Results

   rae, _ ULTRA STRONG Q4 2025 Financial Results

7. Slide 7: CEO quote on Q4 results

   “I’m proud of the results our team delivered in a challenging macro environment. We gained share, delivered excellent service levels, and reinforced the fundamentals of our U.S.-centric business by executing with discipline, innovating to meet evolving consumer needs, and investing in growth and pro

8. Slide 8: Q4 2025 Financial Performance

   Q4 2025 Financial Performance  Delivered earnings growth despite commodity headwinds  Realized benefits from strategic initiatives and continued investment Q4 2025 Performance  Drove share gains across the majority of our categories Highlights  Significantly improved our manufacturing and operat

9. Slide 9: Q4 2025 Financial Highlights

   Q4 2025 Financial Highlights $1,034m $220m 21% Net Revenues Adj. EBITDA1 Adj. EBITDA margin1 Reynolds Cooking & Baking Hefty Waste & Storage Hefty Tableware Presto Products Fourth Net Revenues $398M Net Revenues $250M Net Revenues $229M Net Revenues $168M Quarter Ended Adj. EBITDA1 $80M Adj. EBITDA1

10. Slide 10: FY 2025 Financial Highlights

    FY 2025 Financial Highlights $3,721m $667m 18% Net Revenues Adj. EBITDA1 Adj. EBITDA margin1 1This is a non-GAAP financial measure. See the reconciliation tables at the end of this presentation for a reconciliation to the most directly comparable GAAP measure. 2 Excludes Corporate/Unallocated Revenu

11. Slide 11: Q1 and FY 2026 Financial Outlook

    Q1 and FY 2026 Financial Outlook

12. Slide 12: Advancing our 2026 Priorities

    Advancing our 2026 Priorities  People & Culture: Advance a safety-first, performance driven culture by developing our people and consistently rewarding behaviors that deliver results  Volume Growth: Deliver volume growth by combining differentiated innovation, revenue growth management execution,

13. Slide 13: Q1 2026 Outlook

    Q1 2026 Outlook Net Revenues -3% to +1% Net Income / Adj Net Income1 $49 million to $53 million EPS / Adj EPS1 $0.23 to $0.25 Adj EBITDA1 $120 million to $125 million 1Adjusted Net Income, Adjusted EPS, and Adjusted EBITDA are non-GAAP financial measures. See the reconciliation tables at the end of

14. Slide 14: 2026 Outlook

    2026 Outlook Net Revenues -3% to +1% Net Income / Adj Net Income1 $331 million to $343 million EPS / Adj EPS1 $1.57 to $1.63 Adj EBITDA1 $660 million to $675 million 1Adjusted Net Income, Adjusted EPS, and Adjusted EBITDA are non-GAAP financial measures. See the reconciliation tables at the end of t

15. Slide 15: Non-GAAP Financial Measures

    Non-GAAP Financial Measures

16. Slide 16: Non-GAAP Financial Measures

    Non-GAAP Financial Measures We use non-GAAP financial measures “Adjusted EBITDA,” “Adjusted Net Income,” “Adjusted Earnings Per Share,” “Net Debt,” “Net Debt to Trailing Twelve Months Adjusted EBITDA,” and “Free Cash Flow” in evaluating our past results and future prospects. We define Adjusted EBITD

17. Slide 17: Reconciliation of Net Income to Adjusted EBITDA

    Reconciliation of Net Income to Adjusted EBITDA

18. Slide 18: Reconciliation of Net Income and EPS to Adjusted Net Income and Adjusted EPS

    Reconciliation of Net Income and EPS to Adjusted Net Income and Adjusted EPS (amounts in millions)

19. Slide 19: Reconciliation of Total Debt to Net Debt and Net Debt to Adjusted EBITDA

    Reconciliation of Total Debt to Net Debt and Calculation of Net Debt to Trailing Twelve Months Adjusted EBITDA (amounts in millions except for Net Debt to Trailing Twelve MonthsAdjusted EBITDA)

20. Slide 20: Reconciliation of Net Cash Provided by Operating Activities to Free Cash Flow

    Reconciliation of Net Cash Provided by Operating Activities to Free Cash Flow

21. Slide 21: Reconciliation of Q1 2026 and FY 2026 Net Income Guidance to Adjusted EBITDA Guidance

    Reconciliation of Q1 2026 and FY 2026 Net Income Guidance to Adjusted EBITDA Guidance

22. Slide 22: Reynolds Consumer Products

    ReynoldsY Consumer Products

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