Reynolds Consumer Products Inc. (NASDAQ:REYN ) Q1 2025 Earnings Conference Call April 30, 2025 8:00 AM ET Company Participants Mark Swartzberg - VP, IR Scott Huckins - President and CEO Nathan Lowe - CFO Conference Call Participants Kaumil Gajrawala - Jefferies Peter Grom - UBS Lauren Lieberman - Barclays Andrea Teixeira - JPMorgan Javier Escalante - Evercore ISI David Holcomb - Truist Securiti...
Reynolds Consumer Products offers stability, modest growth, and a 3.9% dividend yield, making it an attractive defensive stock for income-seeking investors. Despite a slight revenue decline due to Hefty Tableware, Reynolds' EPS increased, and its diversified portfolio remains strong with essential, well-recognized products. Reynolds has reduced debt significantly, enhancing growth opportunities...
MNTN, a connected TV marketing platform that has Ryan Reynolds as its chief creative officer, filed for an initial public offering in the United States on Friday.
I maintain a hold rating on REYN due to expected demand headwinds and poor FY25 guidance, despite positive volume growth in 4Q24. REYN faces challenges including margin pressures, ongoing weakness in the Hefty Tableware segment, and higher input costs, particularly for aluminum. Positive volume trends and strong financial flexibility offer some bullish potential, but the uncertain macro environ...
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