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  3. Packaging
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6 Nov 25
Updated: 13 Nov 25

Simon Hugues cacadesCascades tissue
& packaging up

Tissue sales stronger
Favorable price increases

Cascades the leading Canada based, tissue & packaging boardmaker reported steady sales growth in Q3'25. New ceo Hugues Simon reported "stronger volumes and favorable selling price trends". Full analysis here, first

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6 Nov 25
Updated: 6 Nov 25

Binnie Steve Sappi 22Sappi sales sink
in all markets

Packaging+paper volumes
decline cause profit plunge

Sappi, the $5.4Bn South African based international paper and packaging maker, reported declining prices but steady volumes in Q4'25. Whilst acknowledging the business is under pressure, CEO Steve Binnie's commentary said little about restoring packaging power or developing new paper product categories or markets.. Full analysis here, first

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5 Nov 25
Updated: 6 Nov 25

Konieczny Peter AMCORAmcor boosted
by  B e r r y  buy

Sales volume and profits
down; integration begins

Amcor acquired Berry Global, the leading $10Bn protective packaging maker on 30Apr. CEO Peter Konieczny commented "“The deal transforms our ability to create significant value for our customers. Feedback has been positive and resulted in business wins directly linked to this $20Bn sales combination. Full Report Analysis here, first 

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3 Nov 25
Updated: 13 Nov 25

Semach Dustin SealedAir 25Sealed Air packs
a weaker punch?

Food mkt sales slowdown
Protective mkt sales weak

Sealed Air the $5Bn+ maker of packaging for Food & FM products reported weak volumes in Q3'25, Complacent ceo Dustin Semach said "We exceeded expectations across all metrics this quarter." Really? Still down and losing share in a buoyant market? Full analysis here, first 

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30 Oct 25
Updated: 30 Oct 25

Silvernail Andy IP 24 1IP Packaging sales
Vol down.Prices up

Details sale of its Pulp ops
Integrating DSSmith acqu'n

International Paper the leading packaging maker, reported the revenue boost from DSSmith acquisition; and the sale of its pulp operations. Obscure CEO Andy Silvernail strangely failed to breakdown organic growth and the acquisition effect? How does he plan to boost demand and fight tariff costs?. Full Report analysis here, first 

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29 Oct 25
Updated: 2 Nov 25

smurfit tony warehouse thumb other250 0Smurfit WestRock
boxes up in NA/EU

Global #1 packaging giant's
exciting integration progress

Global the $30Bn+ paper packaging solutions giant Smurfit-Westrock reported "The performance was driven commercial improvements in NAmerica with strong positions in EMEA , APAC & Latin America, against a challenging demand backdrop". Full report analysis here, first

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27 Oct 25
Updated: 28 Oct 25

Screenshot 2025 10 28 at 14.33.46Stora packaging 
prices/volumes flat

Will CEO focus on long term
growth or STerm profitability?


Stora Enso, the leading global packaging maker's sales recovery slowed in Q3'25. "While the market is challenging and demand subdued, we focused on the areas within our control." ceo Hans Sohlström. It seems to be refining not expanding its portfolio. Full analysis and comment here, first....

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25 Oct 25
Updated: 26 Oct 25

Screenshot 2025 10 26 at 11.19.27

Connect Packaging
powers g r o w t h!

How brands use QR codes to
enhance shopper experience

In the competitive retail environment, having a powerful consumer engagement tool is essential. Connected packaging enables store brands to build connections via QR codes, enriching consumer experiences, cultivating loyalty, and gathering valuable first-party data. But implementation is far from simple. This article provides a guide to the best practice. Full story here, first

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24 Oct 25
Updated: 26 Oct 25

martin geoff CCLA v e r y  secures
badge specialist

CCL Industries subsidiary
supplements slowing sales

CCL Industries, a world leader in specialty label, security solutions announced it has acquired a badge solutions provider. Geoff Martin, CEO commented, "This acquisition builds on Avery's growing portfolio of credentials technologies, using software and supplies". Full story here, first

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22 Oct 25
Updated: 23 Oct 25

kowlzan mark pca presentingPCA Packaging
volume in decline

CEO expects higher prices.
Buys competitor for $1.8Bn

Packaging Corp (inc.Boise) the US #3 packaging & papermaker reported improved results in Q3'25. Complacent ceo Mark Kowzlan commented 'We had a very strong quarter in packaging and an outstanding quarter in paper"?  Full analysis here, first from 1600ET today

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