Stora packaging 
prices in reverse

Will CEO focus on long term
growth or STerm profitability?

PCA Packaging
volume picks up

Double-digit price increases.
Integrating Greif business,

Packaging Corp (inc.Boise) the US #3 packaging & papermaker reported improved results in Q2'26. Complacent ceo Mark Kowzlan commented '“t“We achieved an all-time quarterly record in total corrugated shipments in our legacy corrugated operations".. Full analysis here, first....

Uline U-turns on
warehouse project

Pause caused by uncertain
US economic conditions?

Uline, the $12Bn in sales, specialist packaging powerhouse owned by the Dick and Liz Uihlein family is pausing the construction of a new distribution facility in Kenosha, Wisconsin, citing economic uncertainty. Strange decision given massive doubling of growth since 2020?

IP packaging up 
rival's DE facility

Strategic move to expand
Northeast market presence

International Paper the $24Bn leading packaging maker, has acquired a rival Dover, Delaware based corrugated boxmaker's converting facility.  The strategic acquisition will enhance its capabilities, expand its market presence, and increase its capacity to produce the highest-quality sustainable packaging solutions for customers.Full story here, first...

CCL label sales
slow and mixed

Demand steady CCL/Avery.
Checkpoint & Innovia down

CCL Industries the $8Bn in sales specialist packaging and label maker, achieved slower and mixed results in Q1'26. CEO Geoff Martin commented “I am pleased with a solid quarter, given things started slowly in soft consumer end markets. Full report analysis here, first 

Veritiv  ventures:
pairs in packaging

13 acqs inc.Orora/Pollock
since CD&R takeover in '23

Veritiv the $8Bn+ US paper & packaging wholesaler, acquired by leading venture capitalist CD&R in Nov'23 has made 13 acquistions since. CEO Sal Abbate has driven a new packaging strategy from its paper merchanting base and these moves signal more additions to provide specialist capabilities for its customers. Full story here, first...

Sappi sales sink
across all markets

Packaging+paper volumes
decline caused profit plunge

Sappi the $5.4Bn South African based international paper and packaging maker, reported declining prices but steady volumes in Q1'26. Whilst acknowledging the business is under pressure, CEO Steve Binnie'scommentary said little about restoring packaging power or developing new paper product categories or markets. Full analysis here, first

Stora packaging 
prices in reverse

Will CEO focus on long term
growth or STerm profitability?

Amcor boosted
by  B e r r y  buy

Combined Volumes down
"One" integration progress

Amcor acquired Berry Global, the leading $10Bn protective packaging maker in April. CEO Peter Konieczny commented "“Results reflect our resilience as we mark the first anniversary of bringing Amcor and Berry together as One Amcor" Full Q3'26 Financial Report Analysis here, first 

IP: packaging poor,
unravelling  f a s t ?

Growth stalled. Buys DSSmith;
Now plans NA/Europe split?

International Paper the leading packaging maker, reported revenue boost from DSSmith acquisition; but now planning NA/EU ops split? Obscure CEO Andy Silvernail strangely claimed "gaining traction and helping us outgrow the market"? Is he walking a dangerous tight rope?  Full Report analysis here, first