REYN

• Overall Quarterly Performance

  • Delivered a solid second quarter 2026 result, with planned pricing actions fully executed
  • Grew or maintained market share across the majority of the company's product categories
  • Drove earnings growth through company-wide productivity initiatives
  • Performance reflects the strength of the company's brand portfolio, consumer perceived product value, and strong team execution, even with ongoing consumer budget pressure and a highly promotional retail environment

• Supply Chain and Productivity

  • Achieved significant productivity gains across the entire supply chain, with the largest improvements coming from manufacturing operations
  • Productivity gains freed up capital for further investment in R&D, innovation, and growth initiatives

• Distribution and Channel Performance

  • Secured distribution wins for both the Hefty Waste and Cleanup and Hefty Storage and Organization segments
  • E-commerce performance was strong: Hefty Ultra Strong Trash Bags ranked among the top 5 products across all categories on Amazon Prime Day, and Hefty food bags grew e-commerce sales 30% year-over-year, outpacing overall category growth
  • Strong e-commerce results validate the company's digital positioning and growing brand visibility in digital channels

No forward-looking guidance, including any upward revisions, downward revisions, or maintained guidance for full-year 2026 financial or operational performance, was disclosed in the provided portion of the earnings call transcript.

No full segment financial results with absolute revenue values or revenue contribution percentages were disclosed in the provided transcript. Only high-level operational performance was mentioned: Hefty Waste and Cleanup, and Hefty Storage and Organization achieved positive volume and revenue performance that offset headwinds from a highly promotional retail environment and previously communicated private label share losses. For Reynolds Cooking and Kitchen Essentials, the company noted it was continuing to execute its planned pricing strategy, with no further financial details provided.

General risk disclosure was provided: all forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from projected results, with additional detail on material risk factors available in the company's SEC filings. No specific new or updated operational, financial, or market risks were discussed in the provided transcript.

Only an incomplete opening of a question from analyst David Swartzberg was included in the provided transcript; no full questions or answers were captured. No substantive exchanges are available to summarize.