IP Packaging sales
vol down.Prices up

Seasonal volume declines.
Welcoming DSSmith acqu'n

International Paper the leading packaging maker, spun off its printer paper division, renamed Sylvamo in Q1'24. CEO Andy Silvernail seems internally focused and welcomed in DSSmith $10Bn acquisition. How does he plan to fight lower demand exacerbated by price disinflation. Full Report analysis here, first 

AveryDen labels
improve steadily

Materials sales steady
Intelligent labels robust

Avery Dennison the $8Bn labels & RFID tags maker, reported stronger results in Q3'24, with materials & solutions sales growing . CEO Deon Stander commented favourably on recovering sales and stronger profits from its cost reduction program. Full analysis here, first...

PCA Packaging
volumes improve

CEO expects brighter
outlook but lower prices

Packaging Corporation (inc. Boise) the US #3 packaging & papermaker reported stronger volumes but lower pricing in Q4'24. Complacent ceo Mark Kowlzan commented ' optimistically' expecting "demand and prices to increase in 2025.  Full analysis here, first 

Container Store
files bankruptcy

WFH storage sales sink
as Amazon share soars

The Container Store Group revenues peaked in 2019 at $900m, filed for bankruptcy protection today. It plans to implement a recapitalization process to bolster its finances and fuel growth? Essentially a retailer, how will ceo Satish Malhotra reinvent its ecommerce experience to match Amazon, given revenues are in free fall? Full story here, first

SCJohnson attacks
plastic packg waste 

Calls for Extended Producer

Responsibility (EPR) regulation

SC Johnson, the major $11Bn manufacturer of cleaning products for consumer and professional,markets has been recognized as a leader in tackling the plastic waste crisis. According to the Ellen MacArthur Foundation, the world is not doing enough to eliminate plastic waste and pollution. SCJ's ceo Fisk Johnson has demonstrated advancement in its key commitments. Full story here, first

DSSmith: demand
"solid" recovery?

Packaging giant CEO Roberts
updates on IP acq. progress

DSSmith the $9Bn European packaging giant and ex-owner of Spicers (until 2011), posted slow results for H1'25 ended 31Oct'24. CEO Miles Roberts strangely remarked that he was pleased with the "solid performance" and confident of growth before he retires thiws month. Meanwhile, the agreed by International Paper is expected to clise in Q1'25. Full analysis here, first

MacFarlane packs
softer sales punch 

Declining volume & prices
saved by acqu'ns pipeline

UK packaging giant MacFarlane Group reported a demand slowdown as inflation abates, including key protective packaging acquisitions. CEO Peter Atkinson commented on progress, market prospects and details of its latest acquisitions and pipeline...

CCL label sales
bounce back big

Demand rebounds across
all divs. Avery slowest

CCL Industries (inc.Avery), the $6Bn in sales specialist packaging and labelmaker, reported strong growth demand in Q3'24. 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

Sealed Air food
care demand flat

Protective packaging weak.
Baginabox acq boosts sales

Sealed Air the $5.5Bn+ maker of protective packaging for Food & FM products reported weak volume and lower prices in Q3'24, especially in protective packaging, with food packaging steady. New CEO Patrick Kivits, is "positioning for long term success". Full analysis here, first 

Sappi volumes up.

prices decrease

Packaging+paper volumes
decline cause profit plunge

Sappi, the $5Bn South African based international paper and packaging maker, reported strong sales volumes and lower prices in Q4'24. CEO Steve Binnie's commentary said little about restoring packaging power or developing new paper product categories or markets....Full analysis here first