Reynolds (REYN) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 4, 2026 astatine 8:28 AM CST 36 min read

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Feb. 4, 2026 astatine 8 a.m. ET

• Chief Executive Officer — Scott Huckins

• Chief Financial Officer — Nathan Lowe

Scott Huckins: Thank you, Jill, and convey you to everyone joining america this morning. We closed 2025 with coagulated 4th fourth execution successful what remains a challenging operating environment. Our squad stayed focused connected the fundamentals, evolving our portfolio to conscionable user needs, serving our retail partners good with lawsuit capable rates successful the precocious 90s, protecting profitability, and advancing the strategical maturation and profit-generating priorities that underpin our semipermanent worth creation. We delivered sequential quarterly betterment passim the year, mitigating escalating commodity, tariff, and user headwinds.

Driven by our coagulated execution, on with palmy innovation successful our expanding gross maturation absorption capabilities, our beardown 4th fourth show was underpinned by stock gains crossed the overwhelming bulk of our categories, including our six largest halfway categories. These twelvemonth gains included hefty discarded bags, hefty nutrient bags, Reynolds Wrap, Reynolds parchment, Reynolds Bakeware, hefty enactment cups, arsenic good arsenic the beardown show crossed our store marque offerings. These gains bespeak the consumer's affinity for innovative and differentiated solutions successful discarded bags and nutrient bags, sustained penchant for branded prime and foil, and increasing involvement successful convenience crossed cooking and baking products. All of this reinforces that our innovation priorities are connected people and assistance signifier our go-to-market execution.

As a constituent of reference, we outperformed our categories by implicit 1 constituent successful 2025, and by 2 points successful the 4th quarter. I'm besides precise pleased that we were capable to present these stock gains portion expanding profitability successful the 4th versus a twelvemonth ago. On our 4th fourth telephone past year, we noted that 2025 would beryllium a modulation twelvemonth arsenic we aligned our squad and began executing against and investing down a fig of strategical priorities. These priorities span maturation and innovation, productivity initiatives crossed manufacturing and proviso chain, and different outgo savings programs. Let maine locomotion done our advancement during the archetypal twelvemonth of implementing our strategy.

Our innovation motor began to present successful 2025, driven by a focused strategy connected less ideas, bigger ambition, and amended user outcomes. We expanded our hefty discarded container lineup with caller scents and colors, including our fashionable watermelon scent. We introduced Reynolds Kitchen's parchment cooking bags and aerial fryer cups, EcoSafe compostable cutlery, and further seasonal offerings successful Reynolds Wrap vacation amusive foil and festive printed hefty enactment cups. The occurrence of these launches highlights the request for fun, convenience, value, and highly functional sustainable alternatives. Importantly, these caller products conscionable existent user needs and reenforce our enactment successful mundane household indispensable categories. These caller items are successful portion wherefore we outperformed our categories successful 2025.