AveryDenn labels
demand slower

Materials sales steady
Intelligent labels robust

Avery Dennison the $8Bn labels & RFID tags maker, reported slower results in Q1'25 both in materials & solutions sales. CEO Deon Stander commented complacently "we delivered a strong quarter" when both sales and profits growth were soft? Seems to be a trend with the eraly reporting CEOs? Full analysis here, first 

PCA Packaging
volume improves

CEO expects increased
demand & higher prices

Packaging Corp (inc.Boise) the US #3 packaging & papermaker reported improved volumes and pricing in Q1'25. Complacent ceo Mark Kowzlan commented 'optimistically' expecting "demand and prices to increase in 2025".  Full analysis here, first

Antalis: late moves
in VisCom & Pkng

Mini-acqu'ns look desperate
vs more advanced leaders?

European paper merchant Antalis confirmed two acquisition: a small packaging and a viscoms provider. Its owner Japan's KPP has funded a number of expansion moves since it took ownership. The persistent question remains: why support ceo Hervé Poncin's declining and lossmaking distributor with late and small acquistions? Full story here, first

Amcor & Berry
merger approved  

Packaging giants' investors
agree $24Bn sales combo

Amcor and Berry Global. today announced shareholders voted to approve the $24Bn merger of  the consumer and healthcare packaging giants.This confirms the deal announced in Nov'24 by Proficiency Post. Amcor CEO Peter Konieczny commented: "We have an exciting opportunity to transform the future of packaging". Full story here, first

SealedAir packng
demand declines

Food pkng sales stronger
Industrial pkng sales weaker

Sealed Air the $5.5Bn+ maker of protective packaging for Food & FM products reported flat volume in Q4'24, especially in protective packaging, with food packaging steady. New CEO Dustin Semach said "we completed the reorganization into two market-focused businesses" Full analysis here, first 

Mondi marred by
lost market share

Buying packaging assets
as a platform for expansion

Mond Group, the €7Bn in sales international paper & packaging maker reported declining demand whilst raising prices in its Q4'24 trading update. ceo Andrew King minimalistically commented on the volume decline with more emphasis on packaging expansion projects.Full analysis here, first

CCL label sales
bounce back big

Demand rebounds across
all divs. Avery down slightly

CCL Industries (inc.Avery) the $6Bn in sales specialist packaging and label maker, reported strong growth demand in Q4'24. Sales were solid in food, health and personal care markets. CEO Geoff Martin commented on results across all divisions boosted by acquisitions. Full report analysis here, first 

UFP Packg volume
& prices well  down 

All change as ceo Matt Missad
steps down; succeeded within

UFP Industries the $6.7Bn retail solutions,. packaging and construction company reported disappointing Q4'24 results. Chairman Matt Missad announced his ceo successor, whilst  commenting “2024 proved more challenging than expected, with  softer demand and competitive pricing.  Full analysis here, first

Stora packaging 
power recovers?

Will new CEO focus on LTerm
growth or STerm  profitability?

Berry's volume 
returns to normal

Mergers & spin-off activity.
Completed Hygiene biz sale.

Berry Global, the leading $12Bn protective packaging maker reported improving demand in all market segments in Q4'24. CEO Kevin Kwilinski 
commented on his team's "commitments to innovation and sustainability; plus mergers and spin-offs" Full Report Analysis here, first