Key Takeaways IP is expected to post Q4 revenues of $5.88B, up 28.4% YoY, driven largely by acquisitions.IP's Q4 EPS estimate fell 20% to 28 cents, though it would still improve from last year's level.IP's EMEA sales are projected to jump on DS Smith, while weaker industrial demand pressures margins.International Paper Company (IP) is scheduled to report fourth-quarter 2025 results on Jan 29, 2026, before the opening bell.The Zacks Consensus Estimate for IP’s fourth-quarter revenues is pegged at $5.88 billi ...

Core Insights - The company emphasizes the importance of integration and long-standing relationships in navigating the complexities of the current market environment [3][4][10] - Stephen Gould aims to provide a comprehensive "turnkey" solution that encompasses design, marketing, manufacturing, fulfillment, and inventory management, moving beyond just packaging [5][6] - The company is adapting to shifting dynamics in the economy, including post-Covid recovery and sustainability demands, by expanding its service offerings to meet diverse client needs [4][11] Company Overview - Stephen Gould, founded in the 1930s, has evolved from an industrial packaging supplier to a provider of integrated supply chain solutions [5][6] - The company recently appointed Justin Golden as CEO, marking a transition to the third generation of family leadership [6] Market Position - The company recognizes the challenges clients face in managing multiple vendors and aims to streamline these processes by offering a single point of contact for various supply chain needs [4][9] - Stephen Gould's focus on the "people side" of business relationships is seen as a key differentiator, especially during unpredictable events in the supply chain [9][10] Industry Trends - The packaging industry is experiencing significant consolidation, with many public and private companies engaging in mergers and acquisitions [14][16] - The company views the current M&A activity as an opportunity, as successful integration remains a challenge for many, allowing Stephen Gould to capture market share [16] Future Outlook - The company is investing in talent and expertise to meet evolving customer demands and regulatory changes, positioning itself as a thought leader and innovative partner [11][12][13] - There is an expectation of continued growth in the demand for comprehensive services and support from suppliers in the packaging industry [11]

Group 1 - Packaging Corporation of America (PKG) has increased its containerboard price to $70 per ton, effective March 1 [2] - Jefferies analyst Philip Ng anticipates that the rest of the industry will follow suit with similar price increases [2]

Core Insights - Sealed Air Corporation celebrates National Bubble Wrap® Appreciation Day, highlighting its legacy of innovation in protective packaging [1][4] - The company is launching a limited, fan-focused Big Game "Pop Pack" activation to engage customers and celebrate the brand [7] Company History and Innovation - The BUBBLE WRAP® brand was invented in 1957 by Alfred W. Fielding and Marc Chavannes, initially intended as a textured wall covering, but found its true purpose in protective packaging, leading to the establishment of Sealed Air Corporation in 1960 [3] - Sealed Air has evolved from a single product to a comprehensive protective packaging portfolio, positioning itself as a one-stop shop for end-to-end protection solutions [3] Employee and Customer Engagement - The company acknowledges the contributions of over 16,000 employees who are essential to its manufacturing excellence and customer service [5] - Sealed Air expresses gratitude to its customers and partners for their trust in the company's expertise [5] Cultural Impact - The BUBBLE WRAP® brand is recognized not only for its protective qualities but also for its cultural significance, providing moments of creativity and stress relief [6] Product Features and Market Position - The barrier-bubble technology of BUBBLE WRAP® is designed to retain air longer than non-barrier alternatives, ensuring consistent cushioning during shipping [9] - Sealed Air's portfolio includes 90% recycled content BUBBLE WRAP® packaging, alongside innovations in fiber-based cushioning and void-fill systems [9] - The company's solutions are engineered to enhance operational efficiency, benefiting a range of businesses from global e-commerce to local shops [9] Financial Overview - In 2024, Sealed Air generated $5.4 billion in sales and employs approximately 16,400 people across 117 countries [10]

Group 1 - Smurfit Westrock plc plans to release its financial results for Q4 and the full year ended December 31, 2025 on February 11, 2026 at approximately 6:30 am ET [1] - The earnings release will include an update on the company's Medium-Term Plan, capital allocation priorities, and value drivers [1] - A live presentation for analysts and institutional investors will take place at 7:30 am ET on the same day to discuss the financial results and other key topics [2] Group 2 - The presentation will be held at the New York Stock Exchange and will be accessible both in-person and via a live webcast [2] - In-person attendance is limited and requires prior registration, with a first-come, first-served policy [3] - A replay of the webcast will be available shortly after the call on the company's website [4] Group 3 - Smurfit Westrock is a leading provider of paper-based packaging solutions globally, employing approximately 100,000 people across 40 countries [5]

Core Viewpoint - Ardagh Metal Packaging S.A. (NYSE:AMBP) is being recognized as a potentially undervalued investment opportunity, with several analysts raising their price targets for the stock while maintaining neutral or equal weight ratings, indicating a cautious but optimistic outlook for the company in the beverage can market. Group 1: Analyst Ratings and Price Targets - UBS raised the price target for Ardagh Metal Packaging S.A. to $4.25 from $4, maintaining a Neutral rating, with no major macroeconomic changes expected in 2026 [1] - Morgan Stanley increased the price target to $4.30 from $4.10, reiterating an Equal Weight rating, anticipating a 2.3% growth in global beverage demand by 2026 [2] - Truist raised the price target to $5 from $4 while keeping a Hold rating, noting that beverage cans are well-positioned for growth in North America and Europe due to disciplined supply management [3] Group 2: Company Overview - Ardagh Metal Packaging S.A. is a Luxembourg-based company that specializes in metal beverage cans, operating primarily in the United States, Europe, and Brazil, and has been in operation since 1932 [4]

Group 1: Energy Sector - WTI crude oil prices increased by more than +2% to a 1-week high, positively impacting energy producers due to President Trump's renewed military threats against Iran [1] - The rise in crude prices was also influenced by reports of the US threatening to limit dollar supply for Iraqi oil sales, pressuring Iraq's politicians to form a government excluding Iran-backed groups [1] Group 2: Precious Metals and Mining Stocks - Gold, silver, and platinum prices reached new record highs, driven by a weaker dollar and geopolitical risks, leading to a boost in mining stocks [2] - Barrick Mining closed up more than +3%, while Newmont Mining and Freeport-McMoRan both closed up more than +2% [16] Group 3: Consumer Sentiment and Economic Indicators - The University of Michigan's consumer sentiment index for January was revised upward by +2.4 to a 5-month high of 56.4, exceeding expectations [3][4] - The S&P manufacturing PMI for January rose by +0.1 to 51.9, slightly below expectations [3] Group 4: Stock Market Performance - The broader market saw recovery after early losses, supported by the performance of the Magnificent Seven technology stocks, with Microsoft and Amazon closing up more than +3% and +2% respectively [5][15] - The S&P 500 Index closed up +0.03%, while the Dow Jones closed down -0.58% and the Nasdaq 100 closed up +0.34% [6] Group 5: Earnings Reports and Forecasts - Q4 earnings season began positively, with 81% of the 40 S&P 500 companies that reported beating expectations, and S&P earnings growth projected to increase by +8.4% in Q4 [8] - Capital One Financial Corp reported Q4 adjusted EPS of $3.86, below the consensus of $4.15, leading to a decline of more than -7% in its stock [22]

Core Viewpoint - International Paper has successfully sold its Global Cellulose Fibers (GCF) business to American Industrial Partners for $1.5 billion, which includes preferred stock valued at $190 million [1]. Group 1: Business Overview - The GCF business produces high-quality pulp for various applications, including personal care products and construction materials, contributing to health and wellness [2]. - In 2024, the GCF segment generated $2.8 billion in revenue, with the sold operations accounting for approximately $2.3 billion, excluding revenue from closed mills [2]. - The GCF business employs 3,300 people globally and operates nine manufacturing facilities and eight regional offices [2]. Group 2: Company Background - International Paper is a leader in sustainable packaging solutions, headquartered in Memphis, Tennessee, with operations in over 30 countries and more than 65,000 employees [3]. - The company reported net sales of $18.6 billion for 2024 and acquired DS Smith in 2025, enhancing its position in the North American and EMEA markets [3].

Core Viewpoint - Huhtamaki Oyj is set to publish its 2025 financial results on February 13, 2026, at approximately 8:30 EET, followed by a combined audiocast and teleconference at 9:30 EET where the CEO and CFO will present the results and engage in a Q&A session [1][2]. Company Overview - Huhtamaki is a leading global provider of sustainable packaging solutions, focusing on protecting food and beverages, ensuring hygiene and safety, and preventing food waste [4]. - The company has a history of over 100 years and operates in 36 countries with around 18,000 professionals across 101 locations [5]. - In 2024, Huhtamaki reported net sales of EUR 4.1 billion and is listed on Nasdaq Helsinki, with its headquarters located in Espoo, Finland [5].

Core Viewpoint - Huhtamaki Oyj is set to publish its 2025 financial results on February 13, 2026, at approximately 8:30 EET, followed by a combined audiocast and teleconference at 9:30 EET where the CEO and CFO will present the results and engage in a Q&A session [1][2]. Company Overview - Huhtamaki is a leading global provider of sustainable packaging solutions, focusing on protecting food and beverages, ensuring hygiene and safety, and preventing food waste [4]. - The company has a history of over 100 years and operates in 36 countries with around 18,000 professionals across 101 locations [5]. - In 2024, Huhtamaki reported net sales of EUR 4.1 billion and is listed on Nasdaq Helsinki, with its headquarters located in Espoo, Finland [5].