来 源丨天下网商（ID：txws_txws） 作者丨天下网商 以下文章来源于天下网商 ，作者天下网商 图源丨midjourney 天下网商 . 万亿外卖市场的背面，有人悄悄赚钱。 记录互联网商业的人物和故事。 近日，京东和美团在外卖领域的火拼，让李昱林"梦回"2014年——那是滴滴打车和快的打车烧钱血战的一年。 数十万张大额券每日诱人下单，餐饮外卖的订单量应势增长。无论商家们"留守"美团抑或"叛逃"京东，只要订单在变多，他们需要的外卖包装也就更多。 这对河北石家庄的李龙、李雷、李昱林三兄弟来说，无疑是一个积极信号。 他们共同创办的石家庄纸管家包装印刷有限公司，正是外卖市场背后的隐形掘金者，公司所生产的手提纸袋、纸杯、纸碗、烘焙盒、炸鸡汉堡盒等产品，已经累 计卖给了10万多个客户，每只最低3毛钱，一年入账超过6亿元。 从一家江河日下的传统印刷厂，到主攻餐饮包装的赛道头部玩家，十多年间，外卖市场飙升的渗透率、淘宝天猫的流量红利、印刷业技术转型的契机，三兄弟都 抓住了。李昱林告诉《天下网商》，近五年来，公司以每年业绩增长1个亿的速度向前跑。 据中国包装联合会，2023年，中国食品包装的市场规模为450亿元。另据头豹 ...

AptarGroup (ATR) Q1 2025 Earnings Call May 02, 2025 09:00 AM ET Company Participants Mary Skafidas - Senior VP of IR & Corporate CommunicationsStephan Tanda - President, CEO & Executive DirectorVanessa Kanu - Executive VP & CFOGeorge Staphos - Managing Director Conference Call Participants Ghansham Panjabi - Senior Research AnalystMatthew Roberts - Equity Research AnalystDaniel Rizzo - AnalystMatt Larew - Research Analyst - HealthcareGabe Hajde - Analyst Operator Ladies and gentlemen, thank you for standing ...

Core Viewpoint - International Paper is investing in a new sustainable packaging box plant in Waterloo, Iowa, which will enhance its capabilities in the protein segment and meet the growing demand for high-quality packaging solutions [1][2][3]. Group 1: Facility Details - The new facility will be the largest greenfield box plant for International Paper in the U.S. and is strategically located in the Midwest [1][2]. - It is scheduled to begin operations in the fourth quarter of 2026 and will create approximately 65 new jobs, bringing the total team members to 190 [4]. Group 2: Company Commitment - The investment reflects the company's dedication to growth in competitive markets and its commitment to delivering quality and reliable products to customers [3]. - The plant will utilize cutting-edge technology and incorporate the latest safety practices, emphasizing the company's focus on innovative and sustainable packaging solutions [3]. Group 3: Company Overview - International Paper is a global leader in sustainable packaging solutions, with headquarters in Memphis, Tennessee, and operations in over 30 countries [5]. - The company reported net sales of $18.6 billion for 2024 and acquired DS Smith in 2025, strengthening its position in the North American and EMEA markets [5].

AptarGroup (ATR) came out with quarterly earnings of $1.20 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $1.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.45%. A quarter ago, it was expected that this maker of consumer-product dispensing systems would post earnings of $1.26 per share when it actually produced earnings of $1.52, delivering a surprise of 20.63%.Over the la ...

May 2, 2025 Q1 2025 Results Stephan B. Tanda, Aptar President and CEO Vanessa Kanu, Executive Vice President and CFO Forward Looking Statements & Non-GAAP Financial Measures This presentation includes forward-looking statements. Forward-looking statements are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 and are based on management's beliefs and assumptions in light of information currently available to managem ...

Core Insights - TriMas Corporation (TRS) reported first-quarter 2025 adjusted earnings per share (EPS) of 46 cents, exceeding the Zacks Consensus Estimate of 43 cents, marking a 24% increase from the prior-year quarter [1] - The company's revenues rose 6.4% year over year to $242 million, surpassing the Zacks Consensus Estimate of $233 million, driven by growth in the Packaging and Aerospace segments [2] - The company completed the acquisition of GMT Aerospace during the quarter, enhancing its capabilities in aerospace and defense applications [2] Financial Performance - Cost of sales increased 6% year over year to $185 million, while gross profit rose 8% to $57 million, resulting in a gross margin of 23.6%, up from 23.2% in the prior-year quarter [3] - Selling, general and administrative expenses increased slightly by 0.5% to $41 million, with operating profit rising to $21.8 million from $12.4 million in the first quarter of 2024 [4] - Adjusted operating profit increased 50% year over year to $24.4 million, with an adjusted operating margin of 10.1%, compared to 7.2% in the prior-year quarter [4] Segment Performance - Packaging segment net sales increased 0.4% year over year to $128 million, with adjusted operating profit decreasing 1.1% to $17.8 million [5] - Aerospace segment net sales surged 32.5% year over year to $89 million, with adjusted operating profit rising to $15 million from $7 million in the year-ago quarter [6] - Specialty Products segment revenues fell 24% year over year to $25 million, with adjusted operating profit dropping to $0.09 million from $2.6 million in the prior-year quarter [7] Cash Flow and Balance Sheet - The company generated $9.2 million in cash from operations in the first quarter of 2025, compared to an outflow of $3.7 million in the same quarter of 2024 [8] - As of March 31, 2025, TriMas had $32.7 million in cash, up from $23 million at the end of 2024, and $240.1 million in cash and available borrowing capacity under its revolving credit facility [8] - The company repurchased approximately 20,491 shares for $0.5 million, with total debt standing at $434.2 million at the end of the first quarter of 2025 [9] Stock Performance - TriMas' shares have declined by 7.3% over the past year, contrasting with the industry's growth of 8.4% [11]

Smurfit Westrock Plc (SW) reported earnings of 73 cents per share in first-quarter 2025, beating the Zacks Consensus Estimate of 65 cents by a margin of 12%. The bottom line was flat compared with the year-ago quarter. Smurfit Westrock was formed by the merger of two major paper and packaging industry players, Smurfit Kappa and WestRock, on July 5, 2024. Results for Smurfit Westrock are being reported from the third quarter of 2024 as a unified company. In the current first-quarter 2025 earnings release, th ...

Graphic Packaging Company (GPK) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Mark Connelly - Senior Vice President of Investor Strategy & DevelopmentMichael Doss - President & CEOStephen Scherger - Executive VP & CFOMichael Roxland - MD - Equity ResearchGeorge Staphos - Managing Director Conference Call Participants Ghansham Panjabi - Senior Research AnalystArun Viswanathan - Senior Equity AnalystMatthew Roberts - Equity Research AnalystMark Weintraub - Senior Analyst and Head of Busi ...

Graphic Packaging Company (GPK) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 Day, everyone, and welcome to the Graphic Packaging First Quarter twenty twenty five Earnings Call. At this time, all participants have been placed on a listen only mode, and we will open the floor for your questions and comments after the presentation. It is now my pleasure to turn the floor over to your host, Mark Connolly, Senior Vice President, Investor Strategy and Development. Sir, the floor is yours. Speaker1 Good ...

Graphic Packaging (GPK) came out with quarterly earnings of $0.51 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.66 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -8.93%. A quarter ago, it was expected that this packaging company would post earnings of $0.63 per share when it actually produced earnings of $0.59, delivering a surprise of -6.35%.Over the last four quarters, t ...