Core Viewpoint - Amcor plc has launched a sustainable paper-based refill pack for instant coffee and dry beverage products, aligning with consumer demand for eco-friendly packaging solutions [1][2]. Group 1: Product Launch and Features - The AmFiber Performance Paper stand-up pouch is designed for recyclability in most European countries, containing 85% fiber [1]. - The pouch preserves the aroma and taste of coffee products through solid seal integrity and barrier, while reducing the carbon footprint of dry beverage packaging by up to 73% [3]. - Brands can save 70-90% on Environmental Product Responsibility fees compared to non-recyclable alternatives [3]. Group 2: Company Growth Focus - Amcor is concentrating on higher-growth, value-added segments such as healthcare, protein, pet food, premium coffee, and hot fill beverage containers, generating over $4 billion in annual revenues [4]. - The growth rates in these segments exceed the average across broader consumer markets, indicating significant improvement potential [4][5]. Group 3: Financial Performance - For Q2 fiscal 2025, Amcor reported adjusted earnings per share of 16 cents, matching the Zacks Consensus Estimate, with earnings remaining stable year-over-year [6]. - Revenues decreased by 0.3% year-over-year to $3.24 billion, impacted by foreign exchange and lower raw material costs, despite a 2.3% increase in volume [7]. - The top line fell short of the Zacks Consensus Estimate of $3.44 billion [7]. Group 4: Stock Performance - Over the past year, Amcor's shares have increased by 4.4%, outperforming the industry growth of 0.5% [8].

Core Points - Amcor has extended the application period for its Amcor Lift-Off Sprints challenge, which supports innovative companies providing compostable or recyclable barrier coatings solutions [1][4] - The initiative aims to foster technical collaborations with start-ups and innovators to address specific R&D challenges, offering successful applicants funding of up to $500,000 [3][4] - The application deadline is set for April 13, 2025, with key dates including shortlisting on April 25, 2025, and Final Pitch Day on May 12, 2025 [8] Company Overview - Amcor is a global leader in responsible packaging solutions, generating $13.6 billion in annual sales in fiscal year 2024, with operations in 212 locations across 40 countries [7] - The company focuses on creating packaging that is recyclable, reusable, and made with increasing amounts of recycled content, serving various sectors including food, beverage, and pharmaceuticals [7]

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market engagement and confidence [1][2] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [3] Zacks Style Scores Overview - The Zacks Style Scores categorize stocks into four main types: Value Score, Growth Score, Momentum Score, and VGM Score [4][5][6][7] - Each stock receives a rating from A to F based on its characteristics, with A indicating the highest potential for outperformance [3] Value Score - The Value Score focuses on identifying stocks that are undervalued based on financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [4] Growth Score - The Growth Score emphasizes a company's financial health and future growth potential, analyzing projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Score assesses stocks based on their price trends and earnings outlook, utilizing recent price changes and earnings estimate revisions [6] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores to provide a comprehensive assessment of a stock's attractiveness [7] Zacks Rank Integration - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify the stock selection process [8] - Stocks rated 1 (Strong Buy) have historically delivered an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [9] Stock Selection Strategy - For optimal returns, investors should prioritize stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [11] - Stocks with a 3 (Hold) rank should also have A or B Scores to maximize upside potential [11] Company Spotlight: Amcor (AMCR) - Amcor is a leading global provider of responsible packaging solutions across various sectors, including food, beverage, and pharmaceuticals [13] - Currently rated 3 (Hold) with a VGM Score of B, Amcor has a Value Style Score of B, supported by a forward P/E ratio of 13.39 [14] - The Zacks Consensus Estimate for Amcor's earnings has recently increased to $0.74 per share, with an average earnings surprise of 1.5% [14]

Company Overview - Amcor plc (AMCR) and Berry Global Group, Inc. (BERY) are set to merge, with the deal clearing significant regulatory hurdles, including antitrust approvals from China and Brazil [1][2] - The merger is expected to close in mid-2025, pending additional closing conditions [2] Merger Details - The merger will create a global leader in consumer packaging solutions, combining Amcor's global flexibles and regional containers with Berry Global's regional flexibles and global containers and closures [3] - The combined entity will offer a broader range of flexible film and converted film products, focusing on sustainability and reducing carbon footprint, with flexibles accounting for approximately 60% of the business [4] Financial Profile - Upon closing, Berry Global's shareholders will receive 7.25 Amcor shares for each BERY share held, resulting in Amcor holding about 63% of the combined company [5] - The merger will result in combined revenues of $24 billion and adjusted EBITDA of $4.3 billion, with projected annual cash flow exceeding $3 billion [6] Synergies and Benefits - Amcor estimates $650 million in benefits from identified costs, growth, and financial synergies by the end of the third year post-closing, along with an additional $280 million in one-time cash benefits from working capital efficiencies [7] - The deal is expected to provide a 35% adjusted cash earnings per share accretion and a double-digit return on investments [7] Leverage and Financial Strategy - Amcor anticipates a net leverage of 3.3X at the closure of the transaction, with plans to reduce it below 3.0X during the first full year [8] Industry Context - The merger is part of a broader trend of consolidation in the packaging industry, which has seen significant activity, including the merger between Novolex and Pactiv Evergreen Inc. [9] - The Novolex and Pactiv Evergreen combination will create a leading manufacturer in food, beverage, and specialty packaging products, expected to close by mid-2025 [10]

ZURICH, March 13, 2025 /PRNewswire/ -- Amcor plc (NYSE:AMCR; ASX:AMC) ("Amcor") announced today that Amcor Flexibles North America, Inc. ("AFNA"), a wholly-owned subsidiary of Amcor, has priced a private offering (the "Offering") of guaranteed senior notes in an aggregate principal amount of $2.2 billion (collectively, the "Notes"). The Notes consist of (i) US$725,000,000 principal amount of 4.800% Guaranteed Senior Notes due 2028, (ii) US$725,000,000 principal amount of 5.100% Guaranteed Senior Notes due 2 ...

Core Viewpoint - Amcor plc and Berry Global Group, Inc. have received U.S. antitrust clearance for their proposed combination, with expectations to close the transaction in mid-calendar year 2025 [1][2][3] Group 1: Regulatory Approvals - The expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act satisfies a closing condition for the merger [1] - Additional regulatory approvals have been received from authorities in China and Brazil, indicating progress in the approval process [2] Group 2: Company Profiles - Amcor is a global leader in responsible packaging solutions, generating $13.6 billion in annual sales with operations in 40 countries and a workforce of 41,000 [4] - Berry Global is also a leader in innovative packaging solutions, employing over 34,000 people across more than 200 locations, focusing on sustainability and the circular economy [5]

Group 1 - Amcor plc and Berry Global Group, Inc. have made significant progress on their merger deal, with shareholder approval and an expected closing date in mid-2025, subject to closing conditions [1][2] - The merger aims to combine Amcor's global flexibles and regional containers businesses with Berry Global's regional flexibles and global containers and closures businesses, creating a global leader in consumer packaging solutions [2][3] - The merged entity will enhance offerings in flexible film and converted film, providing more sustainable solutions and a unique global healthcare portfolio, while strengthening positions in high-growth categories such as Healthcare, Protein, and Food Service [3][4] Group 2 - Amcor estimates $650 million in benefits from identified costs, growth, and financial synergies by the end of the third year post-closing, along with an additional $280 million in one-time cash benefits from working capital efficiencies [4] - Upon closing, Berry Global's shareholders will receive 7.25 Amcor shares for each share held, resulting in Amcor owning approximately 63% of the combined company, which will have combined revenues of $24 billion and adjusted EBITDA of $4.3 billion [5] - The combined company will service customers in over 140 countries through around 400 production facilities [5] Group 3 - Amcor's stock has gained 15.8% over the past year, outperforming the industry growth of 12% [6] - Amcor currently holds a Zacks Rank of 3 (Hold), while competitors Applied Industrial Technologies, Inc. and RBC Bearings Incorporated have a Zacks Rank of 2 (Buy) [8]

Core Points - Amcor, a global leader in responsible packaging solutions, will present at the Bank of America 2025 Global Agriculture and Materials Conference on February 26, 2025 [1] - The presentation will feature CEO Peter Konieczny and CFO Michael Casamento in a fireside chat scheduled for 1.15pm Eastern time [1] - A replay of the presentation will be available on Amcor's investor relations website [2] Company Overview - Amcor specializes in developing and producing responsible packaging solutions across various materials for food, beverage, pharmaceutical, medical, home and personal-care products [2] - The company collaborates with leading global companies to protect products, differentiate brands, and enhance supply chains [2] - In fiscal year 2024, Amcor generated $13.6 billion in annual sales with a workforce of 41,000 across 212 locations in 40 countries [2]

Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at several firms, and also runs a dividend investing YouTube channel [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value in investment strategies [2] - The High Yield Investor service provides real-money portfolios for core, retirement, and international investments, along with trade alerts, educational content, and a community chat room for investors [2]

Industry Overview - The Zacks Containers - Paper and Packaging industry is experiencing weak demand due to lower consumer spending amid inflation, but pricing actions are helping to offset supply-chain disruptions and elevated costs [1][6] - The industry is expected to benefit from rising e-commerce activities and increasing demand for sustainable packaging options due to environmental concerns [1][11] Market Dynamics - The industry has seen volume declines as customers reduce inventory, impacting top-line performance [6][7] - Supply-chain disruptions and rising costs for materials, labor, and transportation have led companies to implement cost-reduction measures [7] - E-commerce accounted for over 19% of global retail sales in 2023, with revenues projected to reach $4,324 billion by 2025, growing at a CAGR of 8% from 2025 to 2029 [8][9] Demand Trends - The industry has significant exposure (over 60%) to consumer-oriented markets such as food, beverages, and healthcare, ensuring stable demand across economic cycles [10] - There is a growing preference for eco-friendly packaging materials, driven by increased consumer awareness of environmental issues [11] Industry Performance - The Zacks Containers - Paper and Packaging industry currently ranks 176 out of 248 Zacks industries, placing it in the bottom 29% [12][13] - Over the past year, the industry has gained 9.6%, underperforming the S&P 500's growth of 21.8% but outperforming the Industrial Products sector's 6.9% increase [14] Valuation Metrics - The industry is trading at a forward 12-month EV/EBITDA ratio of 17.97, compared to the S&P 500's 13.96 and the Industrial Products sector's 19.85 [15] Company Highlights - **Sonoco Products Company**: Benefiting from the acquisition of Ball Metalpack, implementing price actions to counter inflation, and expects to achieve an annual EBITDA of $1 billion by 2026 [16][18] - **Packaging Corporation of America**: Reported year-over-year growth in Q4 2024, driven by higher volumes and pricing, with strong demand expected to continue in 2025 [19][20] - **Amcor plc**: Focused on expanding capacity in high-growth segments and has entered a merger agreement with Berry Global Group, expected to yield $650 million in benefits [22][23] - **AptarGroup**: Achieved growth in Q4 2024, particularly in the pharma and closures segments, with a focus on innovative products and acquisitions to drive future growth [25][26]