Jim Abbott's questions to Reynolds Consumer Products Inc (REYN) leadership • Q2 2025
Question
Jim Abbott requested color on the promotional environment in the trash bag category, asking to disaggregate the drivers of share gains between promotions and innovation. He also asked for an update on the company's outlook for tariff-related headwinds.
Answer
CEO Scott Huckins stated that promotions in the trash category were stable year-over-year and not a primary driver of share gains, attributing some price/mix impact to investments in distribution. CFO Nathan Lowe addressed tariffs, confirming the net headwind from commodities and tariffs remains in the 2-4% range for the year, though the composition has shifted, with aluminum now being a larger factor.