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Rob Ottstein

Senior Managing Director and Head of the Global Beverages and Household Products Team at Evercore ISI

Robert Ottenstein is a Senior Managing Director and Head of the Global Beverages and Household Products Team at Evercore ISI, specializing in consumer staples equity research with a particular focus on major beverages and household product companies. He covers notable firms such as Constellation Brands, Anheuser-Busch InBev, Estée Lauder, and Procter & Gamble, with performance metrics showing a 49% success rate and an average transaction return near -0.90%, while his recommendation on COCO achieved a +168.8% return. Ottenstein joined Evercore ISI after senior roles at Anheuser-Busch InBev and Morgan Stanley, where he led global basic materials coverage and was an Institutional Investor-ranked analyst. He holds a B.A. from Swarthmore, a B.A./M.A. from Oxford, and an MBA from Stanford, and has earned top-3 rankings from 2020 to 2024 in Institutional Investor’s All-America Research poll for his sector specialization.

Rob Ottstein's questions to Reynolds Consumer Products (REYN) leadership

Question · Q3 2025

Rob Ottstein with Evercore ISI inquired about Reynolds Consumer Products' outlook for the upcoming holiday season, focusing on promotional intensity, evolving consumer behavior amidst affordability concerns, and the company's strategy to address diverse consumer segments. He also asked for clarification on the flagged risk of retailers potentially shifting store brand business to other suppliers.

Answer

President and CEO Scott Huckins explained that promotional intensity in waste and food bags is in line with pre-pandemic levels, with strong performance in Hefty Waste Bags (+9% YTD retail takeaways) and Presto food bags (+9% volume growth). He noted that consumers remain challenged by inflation and declining sentiment, and Reynolds Consumer Products addresses this with a 'barbell' strategy, serving both brand-loyal and value-oriented consumers. Huckins clarified that the risk of retailers shifting store brand business is due to increased bid activity in a challenging economic environment, but as a US-centric manufacturer, Reynolds expects to be competitive.

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Fintool can predict Reynolds Consumer Products logo REYN's earnings beat/miss a week before the call