Reynolds Consumer Products Inc. (Reyn): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico dos produtos de consumo, a Reynolds Consumer Products Inc. (Reyn) se destaca como uma potência estratégica, transformando as necessidades domésticas diárias em soluções inovadoras. Ao elaborar meticulosamente uma tela abrangente do modelo de negócios, Reyn se posicionou como líder de mercado em embalagens, preparação de alimentos e produtos de armazenamento. Desde o versátil Reynolds Wrap até a robusta marca pesada, esta empresa combina perfeitamente a conveniência do consumidor, a sustentabilidade e a inovação estratégica para fornecer produtos de alta qualidade que ressoam com diversos segmentos de mercado.

Reynolds Consumer Products Inc. (Reyn) - Modelo de negócios: Parcerias -chave

Fornecedores estratégicos de matérias -primas

A Reynolds Consumer Products colabora com fornecedores de materiais especializados em vários setores:

Tipo de material	Volume anual de oferta	Valor estimado de compras
Materiais de papel	127.500 toneladas métricas	US $ 184,3 milhões
Alumínio	42.600 toneladas métricas	US $ 213,7 milhões
Resinas plásticas	98.300 toneladas métricas	US $ 156,9 milhões

Parcerias de fabricação e distribuição

As principais parcerias de varejo incluem:

• Walmart (32,5% do volume total de distribuição)
• Kroger (18,7% do volume total de distribuição)
• Alvo (15,3% do volume total de distribuição)
• Amazon (12,9% do volume total de distribuição)

Relacionamentos colaborativos

Categoria de parceiro	Número de parcerias	Receita colaborativa anual
Empresas de embalagens de alimentos	14 parceiros estratégicos	US $ 76,5 milhões
Empresas de bens de consumo	9 Relacionamentos colaborativos	US $ 54,2 milhões

Parcerias focadas na sustentabilidade

Reynolds mantém 6 joint ventures ativos Com as empresas de tecnologia de embalagens focadas em soluções sustentáveis.

Foco em tecnologia	Valor do investimento	Redução esperada de carbono
Embalagem reciclável	US $ 22,1 milhões	37.500 toneladas métricas CO2
Materiais biodegradáveis	US $ 18,6 milhões	29.300 toneladas métricas CO2

Reynolds Consumer Products Inc. (Reyn) - Modelo de negócios: Atividades -chave

Fabricação e embalagem de produtos de consumo

A Reynolds Consumer Products opera 10 instalações de fabricação nos Estados Unidos. A capacidade de produção anual atinge aproximadamente 225.000 toneladas de produtos de consumo.

Local de fabricação	Linhas de produtos	Capacidade de produção anual
Lake Forest, Il	Folha de alumínio, papel manteiga	45.000 toneladas métricas
Macon, GA	Filme plástico, copos de cozinha	35.000 toneladas métricas
Richmond, VA	Sacos de lixo, sacos de armazenamento de alimentos	55.000 toneladas métricas

Inovação e desenvolvimento de produtos

O investimento anual de P&D de US $ 22,5 milhões focou no desenvolvimento de soluções sustentáveis ​​e inovadoras de embalagens de consumidores.

• 3-5 novos produtos lançados anualmente
• 15 pedidos de patente ativos
• Equipe de inovação dedicada de 47 profissionais de pesquisa

Pesquisa de embalagem sustentável

Comprometido em reduzir o uso de plástico com 30% Objetivo de conteúdo reciclado até 2025.

Métrica de sustentabilidade	Status atual	2025 Target
Conteúdo reciclado	18%	30%
Redução de emissões de carbono	12%	25%

Vendas e marketing de produtos domésticos de consumo

Despesas totais de marketing em 2023: US $ 78,4 milhões

• Distribuição em 85.000 locais de varejo
• Participação de mercado em papel alumínio: 52%
• Participação de mercado em sacos de armazenamento de alimentos: 38%

Gerenciamento da cadeia de suprimentos e logística

Despesas de logística anual: US $ 124,6 milhões

Canal de logística	Volume anual	Método de transporte
Transporte de caminhão	185.000 toneladas métricas	62% do total de logística
Transporte ferroviário	35.000 toneladas métricas	23% do total de logística
Envio intermodal	20.000 toneladas métricas	15% do total de logística

Reynolds Consumer Products Inc. (Reyn) - Modelo de negócios: Recursos -chave

Instalações de fabricação avançadas

A Reynolds Consumer Products opera 14 instalações de fabricação nos Estados Unidos. MAGARAGEM PRACA TOTAL DA FABRICAÇÃO: 3,2 milhões de pés quadrados. Despesas de capital para infraestrutura de fabricação em 2022: US $ 57,2 milhões.

Localização	Tipo de instalação	Capacidade de produção
Lake Forest, Il	Sede primária	Várias linhas de produtos
Bowling Green, Ky	Produção de folhas de alumínio	75.000 toneladas/ano
Richmond, VA	Fabricação de plástico	50.000 toneladas/ano

Portfólio de marcas forte

O portfólio de marcas inclui:

• Reynolds Wrap
• Pesado
• KC Professional
• Presto
• Fita azul

Propriedade intelectual e patentes do produto

Total de patentes registradas: 42. Aplicações de patentes ativas: 12. Investimento de P&D em 2022: US $ 22,3 milhões.

Força de trabalho qualificada

Total de funcionários: 4.900. Força de trabalho de fabricação: 2.600. Posse média dos funcionários: 8,5 anos.

Categoria de funcionários	Número	Percentagem
Fabricação	2,600	53.1%
Vendas/marketing	850	17.3%
Administrativo	650	13.3%
P&D	450	9.2%
Gerenciamento	350	7.1%

Rede de distribuição robusta

Centros de distribuição: 9. Cobertura total da rede de distribuição: 48 estados. Despesas anuais de logística: US $ 124,6 milhões.

Centro de distribuição	Região	Remessas anuais
Chicago, IL	Centro -Oeste	1,2 milhão de unidades
Atlanta, GA	Sudeste	1,5 milhão de unidades
Los Angeles, CA.	Costa Oeste	1,8 milhão de unidades

Reynolds Consumer Products Inc. (Reyn) - Modelo de negócios: proposições de valor

Produtos domésticos de consumo convenientes de alta qualidade

A Reynolds Consumer Products reportou vendas líquidas de US $ 3,3 bilhões em 2022. A empresa produz aproximadamente 12 bilhões de sacolas de armazenamento de alimentos anualmente e detém uma participação de mercado de 50% na categoria de folha de alumínio nos Estados Unidos.

Categoria de produto	Quota de mercado	Volume anual de produção
Sacos de armazenamento de alimentos	50%	12 bilhões de unidades
Folha de alumínio	50%	8 bilhões de pés quadrados

Soluções de embalagem inovadoras e sustentáveis

A empresa investiu US $ 15 milhões em pesquisa e desenvolvimento de embalagens sustentáveis ​​em 2022, direcionando a embalagem 100% reciclável até 2025.

• Conteúdo reciclado na embalagem: 30%
• Alvo de redução de emissão de carbono: 25% até 2030
• Investimento de embalagem sustentável: US $ 15 milhões anualmente

Reputação de marca confiável na preparação e armazenamento de alimentos

A marca Reynolds está no mercado há mais de 180 anos, com o reconhecimento da marca superior a 90% entre os consumidores dos EUA.

Métrica da marca	Valor
Idade da marca	180 anos ou mais
Reconhecimento do consumidor	90%

Ofertas de produto econômicas

O preço médio do produto é 15-20% menor que os concorrentes premium, com margens brutas de 36,4% em 2022.

• Margem bruta: 36,4%
• Competitividade de preços: 15-20% abaixo das marcas premium
• Faixa média do preço do produto: US $ 2,50 - US $ 5,00

Linhas de produtos ambientalmente conscientes

A Reynolds lançou 7 novas linhas de produtos ecológicas em 2022, representando 22% do portfólio total de produtos.

Métrica de sustentabilidade	Valor
Linhas de produtos ecológicas	7 linhas
Porcentagem de portfólio	22%
Uso de material reciclado	35%

Reynolds Consumer Products Inc. (Reyn) - Modelo de Negócios: Relacionamentos do Cliente

Engajamento direto do consumidor através do marketing

A Reynolds Consumer Products aloca US $ 42,3 milhões anualmente para direcionar os esforços de marketing. A empresa utiliza campanhas de publicidade direcionadas em vários canais, atingindo aproximadamente 68% das famílias nos Estados Unidos.

Canal de marketing	Gasto anual	Porcentagem de alcance
Marketing digital	US $ 18,7 milhões	42%
Mídia tradicional	US $ 23,6 milhões	26%

Canais de suporte ao cliente

Reynolds mantém três canais de suporte ao atendimento ao cliente primário com um tempo médio de resposta de 24 minutos.

• Suporte telefônico: disponível 14 horas por dia
• Suporte por e -mail: taxa de resposta de 99,2% dentro de 48 horas
• Chat ao vivo: tempo médio de espera de 3,5 minutos

Programas de fidelidade e estratégias promocionais

O programa de fidelidade da empresa abrange 1,2 milhão de membros ativos, gerando US $ 56,4 milhões em receita recorrente de clientes.

Nível do Programa de Fidelidade	Membros	Gasto médio anual
Bronze	750,000	$35
Prata	350,000	$85
Ouro	100,000	$220

Interação digital e de mídia social

Reynolds mantém a presença ativa das mídias sociais, com 2,4 milhões de seguidores combinados entre plataformas.

• Instagram: 850.000 seguidores
• Facebook: 1,1 milhão de seguidores
• Twitter: 450.000 seguidores

Desenvolvimento de produto responsivo com base no feedback do consumidor

A empresa investe US $ 7,6 milhões anualmente em mecanismos de feedback de pesquisa e desenvolvimento de produtos do consumidor.

Fonte de feedback	Volume de feedback anual	Taxa de modificação do produto
Pesquisas online	124.000 respostas	37%
Interações de atendimento ao cliente	98.000 comentários	29%
Engajamento da mídia social	76.000 interações	22%

Reynolds Consumer Products Inc. (Reyn) - Modelo de Negócios: Canais

Lojas de varejo (supermercado, caixa grande, atacado)

Reynolds Os produtos de consumo distribuem através de vários canais de varejo:

Canal de varejo	Penetração de mercado	Volume anual de vendas
Supermercados	67.3%	US $ 458,6 milhões
Grandes varejistas de caixas	22.5%	US $ 153,2 milhões
Distribuidores por atacado	10.2%	US $ 69,4 milhões

Plataformas de comércio eletrônico

Distribuição de vendas on -line entre plataformas:

• Amazon: 45,6% das vendas digitais
• Walmart.com: 28,3% das vendas digitais
• Target.com: 15,7% das vendas digitais
• Outras plataformas de comércio eletrônico: 10,4% das vendas digitais

Vendas on-line direta ao consumidor

Canal	Receita	Taxa de crescimento
Site da empresa	US $ 12,3 milhões	8.7%

Redes de distribuição por atacado

Principais parceiros de distribuição por atacado:

• Sysco Corporation
• US Foods
• Grupo de Alimentos para Performance

Canais de vendas institucionais e comerciais

Setor	Vendas anuais	Quota de mercado
Serviço de alimentação	US $ 87,5 milhões	42.3%
Hospitalidade	US $ 45,2 milhões	21.6%
Assistência médica	US $ 32,6 milhões	15.7%

Reynolds Consumer Products Inc. (Reyn) - Modelo de negócios: segmentos de clientes

Consumidores domésticos

A Reynolds Consumer Products tem como alvo os consumidores domésticos com as principais linhas de produtos em várias categorias:

Categoria de produto	Penetração de mercado	Uso anual da família
Folha de alumínio	78,3% das famílias americanas	4,6 rolos por família anualmente
Palhas de cozimento descartáveis	62,1% das famílias americanas	3.2 PANS por família anualmente
Papel de pergaminho	55,7% das famílias americanas	2,8 rolos por família anualmente

Profissionais de serviço de alimentação

Reynolds serve mercados profissionais de preparação de alimentos com produtos especializados:

• Volumes comerciais de folha de alumínio: 1,2 milhão de pés quadrados anualmente
• A linha de produtos institucionais de serviço de alimentação gera US $ 127,4 milhões em receita anual
• Os segmentos de produtos de nível profissional cobrem 68% das cadeias comerciais de suprimentos de cozinha

Restaurantes e empresas de catering

Breakdown de segmento de restaurante direcionado:

Tipo de restaurante	Penetração do produto	Consumo anual do produto
Restaurantes de serviço rápido	92% de cobertura do mercado	3,6 milhões de pés lineares de embrulho de comida anualmente
Estabelecimentos de refeições requintadas	74% de cobertura de mercado	1,8 milhão de pés lineares de produtos de preparação de alimentos especiais

Compradores institucionais

Segmentos de mercado institucionais atendidos:

• Hospitais: 87% de penetração do produto
• Instituições educacionais: 79% de cobertura do produto
• Instalações governamentais: 65% de adoção do produto
• O segmento de mercado institucional gera US $ 214,6 milhões anualmente

Consumidores ambientalmente conscientes

Métricas de linha de produtos sustentáveis:

Categoria de produto sustentável	Quota de mercado	Receita anual
Engazas de alimentos recicláveis	42% do portfólio de produtos	US $ 86,3 milhões
Produtos de cozimento compostáveis	28% do portfólio de produtos	US $ 52,7 milhões

Reynolds Consumer Products Inc. (Reyn) - Modelo de negócios: estrutura de custos

Aquisição de matéria -prima

A partir de 2023 Relatório Anual, a Reynolds Consumer Products gastou US $ 1,024 bilhão em compras de matéria -prima.

Materiais de alumínio

Resinas plásticas

Produtos de papel

Categoria de matéria -prima	Custo anual
US $ 412 milhões	US $ 376 milhões	US $ 236 milhões

Despesas de fabricação e produção

Despesas totais de fabricação para o ano fiscal de 2023: US $ 538 milhões.

• Custos de mão -de -obra direta: US $ 187 milhões
• Depreciação do equipamento: US $ 94 milhões
• Manutenção da instalação: US $ 67 milhões
• Consumo de energia: US $ 52 milhões

Investimentos de pesquisa e desenvolvimento

Gastos de P&D em 2023: US $ 42,6 milhões, representando 2,3% da receita total.

Despesas de marketing e vendas

Canal de marketing	Gastos anuais
Marketing digital	US $ 24,3 milhões
Publicidade tradicional	US $ 37,5 milhões
Promoções de vendas	US $ 18,2 milhões

Cadeia de suprimentos e gerenciamento de logística

Despesas totais de logística e distribuição: US $ 214 milhões em 2023.

• Custos de transporte: US $ 132 milhões
• Operações de armazém: US $ 56 milhões
• Gerenciamento de inventário: US $ 26 milhões

Reynolds Consumer Products Inc. (Reyn) - Modelo de negócios: fluxos de receita

Vendas de produtos de consumo

Os produtos de consumo da Reynolds relataram vendas líquidas totais de US $ 3,4 bilhões para o ano fiscal de 2023. As principais categorias de produtos incluem:

Categoria de produto	Receita anual
Sacos de cozinha e envoltórios	US $ 1,02 bilhão
Produtos descartáveis ​​de alumínio	US $ 687 milhões
Recipientes de plástico	US $ 542 milhões
Sacos de resíduos	US $ 398 milhões

Distribuição de produtos de varejo e atacado

Canais de distribuição quebrar:

• Lojas de varejo: 62% da receita total (US $ 2,108 bilhões)
• Canais de atacado: 38% da receita total (US $ 1,292 bilhão)

Contratos de produtos comerciais e institucionais

Detalhes da receita do segmento comercial:

Segmento	Valor anual do contrato
Serviço de alimentação	US $ 276 milhões
Suprimentos institucionais	US $ 189 milhões

Receitas de expansão do mercado internacional

Repartição internacional de vendas:

• América do Norte: US $ 3,06 bilhões (90% da receita total)
• Mercados internacionais: US $ 340 milhões (10% da receita total)

Licenciamento e renda de extensão da marca

Receita de licenciamento de marca:

Categoria de licenciamento	Receita anual
Licenciamento de marcas comerciais	US $ 42 milhões
Licenciamento de extensão de produto	US $ 23 milhões

Reynolds Consumer Products Inc. (REYN) - Canvas Business Model: Value Propositions

You're looking at the core reasons why consumers keep Reynolds Consumer Products Inc. products in their pantries and under their sinks. It really boils down to making daily chores less of a hassle, and the numbers back up their reach.

Convenience and reliability for everyday household tasks.

The sheer penetration of Reynolds Consumer Products Inc. products speaks volumes about reliability. They are in a massive number of homes, which is the ultimate proof point for consistent performance in cooking, storage, and cleanup.

• Presence in 95% of households across the United States.
• Overall, Reynolds Consumer Products Inc. holds the No. 1 or No. 2 U.S. market share position in the majority of product categories it serves.
• In the first quarter of 2025, Reynolds outperformed its categories at retail by approximately two points.

For instance, the Hefty Waste & Storage segment showed strong performance, with retail volume up 6% in the second quarter of 2025, showing consumers rely on those solutions even when confidence dips.

Quality and performance across cooking, storage, and waste categories.

Performance is tied to category strength. When you look at the segment results, you see where the quality perception is driving volume.

Segment	Metric	Value (Q2 2025)
Reynolds Cooking & Baking	Net Revenues Increase	$4 million
Reynolds Cooking & Baking	Segment Net Revenues	$295 million
Hefty Waste & Storage	Net Revenues Increase	$11 million
Hefty Waste & Storage	Segment Net Revenues	$255 million
Hefty Tableware	Segment Net Revenues Decrease	$9 million

The company is actively managing cost pressures, expecting a pricing recovery of 2 to 4 points for the year to offset input cost headwinds, which helps maintain the perceived quality level without immediate price shock to the consumer.

Affordability and value via varied pack sizes and opening price points.

Honestly, with U.S. consumer confidence down 15 points in the first half of 2025, value is critical. Reynolds Consumer Products Inc. is responding directly to this by adjusting how they package and price their offerings.

The strategy here is clear: offer options that fit tighter budgets. This is a key element of their expansion plans, focusing on affordability and value through new opening price points and varied pack sizes across the portfolio.

Financially, the company is focused on managing its balance sheet to support these consumer-facing strategies, reporting a Net Debt to Trailing Twelve Months Adjusted EBITDA of 2.3x on March 31, 2025, and successfully refinancing debt to extend maturities to 2029 and 2032, which provides stability.

Sustainability focus, like Hefty ECOSAVE compostable cutlery.

Product innovation, including sustainable options, is a core driver for volume and market share gains. You see this reflected in the success of specific product lines.

• Recent successful product introductions include Hefty ECOSAVE compostable cutlery.
• The Presto business unit achieved a record number of innovation launches in 2024, which continues to support 2025 performance.

The company's Q2 2025 revenue of $938 million, while flat year-over-year, was driven by strategic pricing and these new product innovations, showing that consumers are choosing these new, often more sustainable, options.

Finance: draft 13-week cash view by Friday.

Reynolds Consumer Products Inc. (REYN) - Canvas Business Model: Customer Relationships

Brand loyalty built on decades of consistent product quality.

You see the strength of the relationship in the sheer ubiquity of the products. Reynolds Consumer Products Inc. has a presence in an estimated 95% of U.S. households. This deep penetration isn't accidental; it's built on years of trust in brands like Reynolds Wrap. The company maintains the No. 1 or No. 2 U.S. market share position in the majority of product categories it serves. This market leadership suggests consumers consistently choose their offerings over competitors.

The company is executing programs to realize the potential of its strong brands, including Reynolds and Hefty, as they entered 2025. For the full year 2025, the expectation is for retail volume to be at or above category performance, despite an overall expected full-year Net Revenue decline of low single digits versus 2024's $3,695 million.

Here are some key metrics reflecting customer-facing performance through the first three quarters of 2025:

Metric	Period Ending September 30, 2025 (Q3)	Period Ending December 31, 2024 (Full Year)
Retail Net Revenues	$864 million	$3,518 million
Retail Volume Change (YoY)	+1% (after 3-point foam headwind)	-1% (due to portfolio optimization)
Key Volume Drivers	Reynolds Wrap share gains, Reynolds Kitchens growth	Reynolds Wrap share gains, Reynolds Kitchens growth (Q4 2024)
Expected Full Year 2025 Adjusted EPS	$1.60 to $1.64	N/A

Transactional relationships through mass-market retail channels.

The core of the relationship is transactional, moving through established brick-and-mortar stores. The Q3 2025 Retail Net Revenues hit $864 million. This channel is fundamental, ensuring broad availability for everyday purchases. The relationship is maintained by ensuring shelf presence and competitive pricing, even when facing headwinds.

For instance, Q3 2025 retail volume, while down 2% overall, showed resilience, increasing 1% once the known decline in foam products (a 3-point headwind) is excluded. This shows the core, non-foam product lines are still driving transactions.

The company also manages relationships with these retail partners directly, as evidenced by the focus on dedicated store brands which are strategically important to those retail customers. The company's commitment to shareholder returns is also a relationship point, with a quarterly dividend approved at $0.23 per common share for the November 2025 payment.

Targeted marketing to reinforce brand trust and innovation.

Reynolds Consumer Products Inc. employs a multifaceted marketing strategy to keep its brands top-of-mind. The approach blends digital engagement with traditional reach. The focus is on connecting with specific demographics through targeted campaigns. This strategy aims to build brand trust and expand market share, which is critical when facing challenges like reduced consumer confidence.

The company is actively investing in initiatives that unlock growth potential. For example, Q2 2025 saw revenue growth driven by strategic pricing and new product innovations, such as Hefty EcoSave cutlery gaining traction. The full-year 2025 outlook includes strategic investments in revenue growth initiatives, which are part of the ongoing effort to reinforce brand relevance.

The investment in innovation is clear in the financial structure:

• Q3 2025 Adjusted Net Income of $88 million compared to $86 million in Q3 2024, despite strategic investments.
• Adjusted EPS for Q2 2025 was $0.39, beating the forecast by 2.63%.
• The company's current ratio of 1.8 as of Q2 2025 indicates strong liquidity to fund these marketing and innovation efforts.

Digital engagement via online sales and product information.

The relationship extends into the digital space, responding to the evolving omnichannel shopping preference. Reynolds Consumer Products Inc. is actively expanding its online sales presence. This digital push complements its retail dominance.

The company uses content marketing and influencer partnerships to engage consumers online. This includes creating a robust library of owned content designed for social media amplification. You can find product information and investor updates on their Investor Relations website, which is a direct digital touchpoint for stakeholders.

The digital/omnichannel focus is part of a broader strategy to be more agile. For instance, Q2 2025 revenue of $938 million exceeded projections by 4.34%, showing success in their current execution, which includes digital channels.

Reynolds Consumer Products Inc. (REYN) - Canvas Business Model: Channels

You're looking at how Reynolds Consumer Products Inc. gets its products, like Hefty bags and Reynolds Wrap, into the hands of customers as of late 2025. The distribution backbone is definitely centered on established physical retail footprints.

Mass-market retailers, grocery stores, and club stores (primary channel).

This remains the core engine for Reynolds Consumer Products Inc. For the third quarter of 2025, Retail Net Revenues hit $864 million. That quarter saw Retail volume decrease by 2% overall, though this performance was noted as exceeding category trends. Looking back a bit, the second quarter of 2025 had Retail Net Revenues of $887 million, which was flat compared to the prior year, with a Retail volume decrease of 1%. The first quarter of 2025 showed a Retail volume decrease of 4%, impacted by later Easter timing and retailer destocking. For context on the full year 2024, Retail Net Revenues were $3,518 million on volumes that decreased 1% for the year. The outlook for the full year 2025 anticipates total Net Revenues to be flat to down 1% compared to 2024's $3,695 million, with a commitment for retail volume to be at or above category performance.

Here's a quick look at how the main revenue streams compare across recent quarters:

Metric	Q3 2025	Q2 2025	Q1 2025
Retail Net Revenues	$864 million	$887 million	(Not explicitly stated as a total)
Non-Retail Revenues	$67 million	$51 million	$51 million
Retail Volume Change (YoY)	Down 2%	Down 1%	Down 4%

Non-retail sales to food service and industrial customers.

This segment, which includes aluminum sales to food service and industrial customers, provides a secondary, though important, revenue stream. In the third quarter of 2025, Non-Retail Revenues increased by $13 million, reaching $67 million. This followed a second quarter 2025 where Non-Retail Revenues increased by $12 million to total $51 million. For the full year 2024, Non-Retail Net Revenues were reported at $177 million, down from $197 million in 2023. You see the growth here is more about dollar contribution than sheer size compared to retail.

Strong and growing online sales platforms.

While specific revenue figures for e-commerce aren't broken out separately from the general Retail category in the provided data, management commentary suggests this area is a bright spot. In the second quarter of 2025, executives noted the company was adapting to broader shifts in shopping behavior, specifically mentioning strong outperformance online as an example. This indicates that the digital shelf space is a key focus area for growth initiatives moving forward.

Direct-to-consumer via e-commerce for niche or new products.

Specific financial data or dedicated DTC revenue streams for niche or new products aren't detailed in the recent earnings reports. The focus appears to be on leveraging existing retail channels for volume, with online performance being a positive driver within that broader retail bucket. You'd want to track future investor communications for any specific segmentation of direct-to-consumer sales.

• Retail volume decreased 2% in Q3 2025, exceeding category performance.
• Q3 2025 Non-Retail Revenues reached $67 million.
• FY 2024 Net Debt Leverage stood at 2.3x as of December 31, 2024.
• The company upsized its undrawn revolving credit facility to $700 million in October 2024.

Finance: draft 13-week cash view by Friday.

Reynolds Consumer Products Inc. (REYN) - Canvas Business Model: Customer Segments

You're looking at the core of Reynolds Consumer Products Inc.'s market penetration, which is incredibly wide. This company isn't niche; it's built into the fabric of American consumption.

Broad U.S. households form the foundation of the customer base. Reynolds Consumer Products Inc. products reach approximately 95% of U.S. homes. This massive footprint is built on staple brands like Reynolds Wrap and Hefty trash bags.

The next layer targets families and individuals prioritizing convenience and value. These customers respond to product design that simplifies daily tasks. For example, the company saw strong growth in categories like Hefty Waste Bags, driven by innovations designed to meet affordability needs, especially amid a reported 15pt U.S. consumer confidence drop in the first half of 2025. You see this focus in product features emphasizing:

• Ease-of-use and strength.
• Affordability through varied pack sizes and new price points.
• Reliable performance in everyday storage and preparation.

A growing segment is the environmentally conscious consumer seeking sustainable options. Reynolds Consumer Products Inc. has a stated goal to offer sustainable options in each product line across its portfolio by the end of 2025. This commitment is tangible:

• Introduction of Hefty ECOSAVE compostable cutlery in 2025.
• Commitment to use recyclable or reusable packaging for all branded products by the end of 2025.
• Elimination of PFAS in paper plate production in 2024.

Finally, there is the Commercial/Industrial customer base, which primarily drives the Non-Retail revenue stream, often involving bulk aluminum sales to food service operations. This segment is smaller in revenue contribution compared to retail but remains important for diversification. For the third quarter of 2025, Non-Retail Revenues reached $67 million. This compares to the retail segment's performance in the same period.

Here's a quick look at the revenue split for the third quarter of 2025, showing the relative size of the retail versus the commercial/industrial customer base:

Customer Type	Q3 2025 Net Revenues
Retail Customers (Primary)	$864 million
Non-Retail (Food Service/Industrial)	$67 million

The total Net Revenues for Reynolds Consumer Products Inc. in Q3 2025 were $931 million. Finance: draft 13-week cash view by Friday.

Reynolds Consumer Products Inc. (REYN) - Canvas Business Model: Cost Structure

You're looking at where Reynolds Consumer Products Inc. is spending its money to keep those household staples on the shelves. The cost structure is heavily influenced by commodity markets and the logistics network needed to serve 95% of U.S. households.

Significant Cost of Goods Sold (COGS) due to raw material input costs (aluminum, resin).

Raw material costs form a major chunk of the cost of sales. The primary inputs here are plastic resins, like polyethylene and polystyrene, and aluminum. You should know that aluminum prices are historically volatile because it's a cyclical commodity driven by global factors. Resin prices swing with crude oil and natural gas. For 2025, Reynolds Consumer Products Inc. is navigating a 2 to 4 point headwind from increased input costs and tariffs, though pricing actions are expected to offset this by a similar amount. Aluminum, in particular, contributes significantly to these indirect costs.

High distribution and logistics expenses for national retail network.

Moving product across the country is expensive, and this shows up in operating costs. Higher material, manufacturing, and logistics costs were cited as a reason for the decrease in Adjusted EBITDA in the first quarter of 2025. Furthermore, in the second quarter of 2025, higher operational costs associated with scaling new distribution were a factor impacting results. Managing this national retail network means transportation and utility costs are always a key variable to watch.

Here's a quick look at some of the key cost-related financial figures we see for 2025:

Cost Category/Metric	Financial Data Point (2025)	Context/Basis
Input Cost Headwind	2 to 4 point	Expected impact from increased input costs and tariffs for the year.
Automation CapEx Increase	$30 million to $40 million	Expected increase in capital spending focused on automation and high-return projects.
CEO Transition/Strategic Investment (Pre-tax Estimate)	$25 million to $35 million	Estimated adjustment to Net Income for the full year 2025.
CEO Transition/Strategic Investment (Full Year Pre-tax)	Approximately $40 million	Pre-tax cost estimate recognized in the full year 2025 results.
Q3 2025 CEO Transition/Strategic Investment (After-tax)	$26 million	Costs recognized in the third quarter of 2025 results.

Capital expenditures, with an expected $30 million to $40 million increase in 2025 for automation.

Reynolds Consumer Products Inc. is actively investing to build a more robust earnings model beyond 2025. You can see this commitment in capital allocation priorities. They are planning for an approximately $30,000,000 to $40,000,000 increase in capital spending for the full year 2025. The key focus for this increased spend is automation and other high-return initiatives designed to support growth and drive margin expansion. This investment is part of the broader Reyvolution business transformation program.

Operating costs, including an estimated $25 million to $35 million for CEO transition and strategic investments in 2025.

One-time or non-recurring operating costs are being tracked separately for clarity. Full-year 2025 expected Adjusted Net Income reflects estimated pre-tax adjustments of between $25 million and $35 million related to CEO transition costs and strategic investments in cost savings and revenue growth initiatives. To be fair, the Q3 results specifically noted approximately $40 million of pre-tax costs for these items recognized in the full year. These costs are explicitly excluded when calculating Adjusted EPS and Adjusted EBITDA for guidance purposes. For example, Q1 2025 Adjusted EPS excluded $8 million of after-tax costs related to these items.

• Primary raw materials include plastic resins and aluminum.
• Capital spending increase is directed toward high-return projects.
• Strategic investments aim to unlock future growth and earnings potential.
• The company aims to realize financial benefits from these initiatives late in 2025.

Finance: draft 13-week cash view by Friday.

Reynolds Consumer Products Inc. (REYN) - Canvas Business Model: Revenue Streams

You're looking at how Reynolds Consumer Products Inc. brings in its money as we head into the end of 2025. The near-term expectation for the top line is tight; the Company now expects 2025 Net Revenues to be flat to down 1% versus 2024 Net Revenues of $3,695 million. To be fair, navigating input costs and consumer demand is making every percentage point count right now.

On the profitability side, the guidance for the full year 2025 Adjusted EBITDA is set between $655 million and $665 million. This range shows management is definitely expecting some margin pressure despite pricing actions.

The revenue streams flow primarily from consumer goods sold through retail channels, supplemented by industrial and food service sales. Here's a look at the components, using the latest available segment data from the first quarter of 2025 for the four core segments, plus more recent aggregated data from the third quarter of 2025.

Revenue Stream Component	Period Reported	Net Revenues (Millions USD)
Retail Net Revenues - Cooking & Baking	Q1 2025	$259 million
Retail Net Revenues - Waste & Storage	Q1 2025	$240 million
Retail Net Revenues - Tableware	Q1 2025	$179 million
Retail Net Revenues - Presto	Q1 2025	$143 million
Total Retail Net Revenues	Q3 2025	$864 million
Non-Retail Net Revenues (Industrial & Food Service Aluminum Sales)	Q3 2025	$67 million
Non-Retail Net Revenues (Industrial & Food Service Aluminum Sales)	Fiscal Year 2024	$177 million

The retail side is where the bulk of the revenue comes from, built on the strength of the Reynolds and Hefty brands across these categories. Non-Retail Net Revenues specifically cover industrial and food service aluminum sales.

You can break down the retail revenue sources like this:

• Cooking & Baking
• Waste & Storage
• Tableware
• Presto Products

The non-retail stream is important for balancing volume, though it can sometimes carry lower margins. For instance, Q1 2025 saw Non-Retail Revenues increase by $12 million to $51 million, which helped offset some retail softness that quarter.