Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Reynolds Consumer Products (REYN)
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04
$25.13+4.32%
Close 2026-11-04 · 1-day change
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.68 → 1.68 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for REYN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Dividend maintained at $0.23 per share | The company pays a steady dividend of $0.23 per share. | Intact | Dividend falls below $0.23 per share | Dividend per share: $0.23 per share FY2026-Q3; GAAP. Published target: >= $0.23 per share. Target period is not explicitly aligned with this observation. Nov 4, 20260.23 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a consumer staples business with a moderate-risk, steady-growth profile, not a turnaround story. The long-term thesis is intact: recent results are strong, management priorities are on track, and company momentum has improved.
Valuation is tagged as justified, with the evidence indicating REYN is cheap versus peers. The expectations gap is effectively neutral, so the evidence does not point to unusually high expectations already built in.
In the near term, recent earnings beats, higher full-year revenue guidance, and year-to-date gains in net income and adjusted EBITDA support continued improvement. Management’s focus on operational efficiency and modest revenue growth is on track, though a guidance reversal would damage credibility and weaker employment could pressure demand.
The multi-year view depends on management sustaining earnings growth and delivering the raised guidance. Near-term conditions also depend on whether employment weakens further and whether large consumer staples peers continue to report strong results and raise guidance.
For the next 1 to 3 years, REYN’s thesis is supported by improving financial performance and a valuation described as cheap versus peers, while guidance credibility and economic weakness remain the main swing factors. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit rises with operating income up from $42M to $77M in a year. |
| Intact |
| Operating income falls below $65 million in any quarter |
Operating income: $138M FY2026-Q2; GAAP. Published target: >= $77 million. Target period is not explicitly aligned with this observation. Jul 29, 2026138,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue at or above $3.7 billion in FY26 | A primary condition in Reynolds Consumer Products's published investment case. The stated target is >= $3.72 billion. | Intact | Revenue falls below $3.5 billion in FY26 | Revenue: $944M FY2026-Q3; GAAP. Published target: >= $3.72 billion. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 2026944,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.67 → $1.68 · observed estimates
$3.81B → $3.87B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.67 | $3,807,179,870 | 6 / 5 |
| 2026-07-25 | $1.66 | $3,805,563,515 | 3 / 3 |
| 2026-07-26 | $1.67 | $3,807,179,870 | 6 / 5 |
| 2026-07-27 | $1.67 | $3,807,179,870 | 6 / 5 |
| 2026-07-28 | $1.67 | $3,807,179,870 | 6 / 5 |
| 2026-07-29 | $1.67 | $3,807,179,870 | 6 / 5 |
| 2026-07-30 | $1.68 | $3,846,383,640 | 3 / 3 |
| 2026-07-31 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-01 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-02 | $1.68 | $3,870,530,550 | 6 / 5 |
| 2026-08-03 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-04 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-05 | $1.68 | $3,870,530,550 | 6 / 5 |
| 2026-08-06 | $1.68 | $3,870,530,550 | 6 / 5 |
| 2026-08-08 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-09 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-10 | $1.68 | $3,870,530,550 | 6 / 5 |
| 2026-08-12 | $1.68 | $3,870,530,550 | 6 / 5 |
| 2026-08-13 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-14 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-15 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-16 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-17 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-18 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-19 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-20 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-21 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-22 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-23 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-24 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-25 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-26 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-27 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-28 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-29 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-30 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-08-31 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-01 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-02 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-03 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-04 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-05 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-06 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-07 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-08 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-09 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-10 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-11 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-12 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-13 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-14 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-15 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-16 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-17 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-18 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-19 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-20 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-21 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-22 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-23 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-24 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-25 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-26 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-27 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-28 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-29 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-09-30 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-01 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-02 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-03 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-04 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-05 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-06 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-07 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-08 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-09 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-10 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-11 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-12 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-13 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-14 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-15 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-16 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-17 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-18 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-19 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-20 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-21 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-22 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-23 | $1.68 | $3,870,602,401 | 3 / 3 |
| 2026-10-24 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-10-25 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-10-26 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-10-27 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-10-28 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-10-29 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-10-30 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-10-31 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-11-01 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-11-02 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-11-03 | $1.68 | $3,874,902,401 | 3 / 3 |
| 2026-11-04 | $1.68 | $3,874,902,401 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 5 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 1 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.