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What Reynolds Consumer Products promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

25 of 25 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Quarterly adjusted EBITDA guide$165 million to $175 millionMar 2026Jun 2026:Adjusted EBITDA of $171 million increased $8 million or approximately 5% versus the prior year.
Call transcript, Jun 2026 · no direct link
Achieved
Full-year net revenue guideminus 3% to plus 1% versus 2025 net revenues of $3.7 billionDec 2025Jun 2026:We are increasing our full-year '26 net revenues outlook to low single-digit growth compared to 2025 net revenues of $3.721 billion from a previous guide midpoint of down 1%.
Call transcript, Jun 2026 · no direct link
Revised Up
Full-year adjusted EBITDA guide$660 million to $675 millionDec 2025Jun 2026:adjusted EBITDA of $660 million to $675 million
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Reynolds Consumer Products’s full ledger

A free account opens 5 company ledgers a month. All 46 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 46 tracked commitments for Reynolds Consumer Products

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.