Group 1 - Zeus Group and Engelmann & Buckham (E&B) have formed a partnership to provide integrated automation and consumables services in the UK [1][2] - The collaboration aims to deliver solutions for various sectors including manufacturers, logistics operators, food producers, e-commerce fulfilment centres, and industrial companies [2][5] - Services will encompass machinery specification, maintenance, and regular supply of consumables, with Zeus Group responsible for reviewing clients' production methods [2][3] Group 2 - Engelmann & Buckham will handle machinery capabilities such as site assessment, process mapping, equipment supply, installation, and ongoing maintenance [3][4] - The partnership will explore financing options like rent-to-buy and finance-through-consumables models, facilitating equipment acquisition without immediate capital project approval [4][5] - The collaboration is expected to enhance the automation strategy of Zeus Group and improve customer value through a comprehensive solution [4][6]

Core Viewpoint - O-I Glass, Inc. has scheduled its full year and fourth quarter 2025 earnings conference call and webcast for February 11, 2026, at 8 a.m. EST, with the earnings release to be issued on February 10, 2026 [1][2]. Company Overview - O-I Glass, Inc. is a leading global producer of glass bottles and jars, emphasizing the sustainability and recyclability of glass as a packaging material [3]. - The company is headquartered in Perrysburg, Ohio, and employs approximately 21,000 people across 69 plants in 19 countries [3]. - O-I Glass achieved revenues of $6.5 billion in 2024, indicating a strong market presence and operational scale [3].

Core Viewpoint - Sonoco Products Company will release its 2025 Fourth Quarter and Full-year financial results on February 16, 2026, and will host an Investor Day on February 17, 2026, to discuss these results and future strategies [1][2]. Financial Results Announcement - The earnings release will be available at approximately 4:00 p.m. ET on February 16, 2026 [1]. - The earnings release will be posted on the Company's Investor Relations website [2]. Investor Day Details - The Investor Day will take place at the Lotte New York Palace starting at 8:00 a.m. ET on February 17, 2026 [1]. - The meeting will include management's remarks, slide presentations, and a Q&A session to review the financial results and discuss strategy and forecasts [2]. - The presentation will be accessible on the website at approximately 7:45 a.m. on February 17, 2026 [2]. Webcast Information - A digital replay of the webcast will be available approximately two hours after the live event on the Company's website [4]. - The webcast for the Investor Day will open at 7:45 a.m. ET on February 17, 2026 [3]. Company Overview - Sonoco, founded in 1899, is a global leader in sustainable packaging with approximately 22,500 employees across 260 operations in 40 countries [5]. - The Company focuses on value-added metal and fiber consumer and industrial packaging and aims to foster innovation and sustainability [5]. - In 2025, Sonoco was recognized as one of America's Most Admired and Responsible Companies by Newsweek and featured in USA TODAY's list of America's Climate Leaders [5].

Core Viewpoint - Amcor PLC is a leading player in the global packaging industry, demonstrating strong financial performance and commitment to shareholder value through consistent dividend increases and strategic moves like a reverse stock split [1][2][5]. Financial Performance - Amcor's revenue has grown significantly from $4 billion in fiscal year 2017 to $15 billion in fiscal year 2025, reflecting a compound annual growth rate of 15.8% [3][5]. - The recent merger with Berry has positioned Amcor as the largest consumer packaging company globally, enhancing its economies of scale [3]. Stock Performance - Currently, Amcor's stock is trading at $8.65, with a slight decrease of 0.17% today, and has fluctuated between $8.61 and $8.67 [4]. - The stock has a 52-week high of $10.45 and a low of $7.67, indicating some volatility in the market [4]. - Amcor appears undervalued, trading at 10 times its projected free cash flow for fiscal year 2026, suggesting an attractive valuation for investors [4][5]. Corporate Actions - On January 15, 2026, Amcor will implement a reverse stock split, exchanging 1 share for every 5 shares, aimed at increasing the stock price by reducing the number of shares outstanding [2][5]. - The company has increased its dividend for seven consecutive years, appealing to income growth investors [2].

Core Viewpoint - Smurfit Westrock (NYSE:SW) is considered a cheap stock with potential for growth over the next three years, supported by recent price target adjustments from major financial institutions [1][2][3]. Group 1: Price Target Adjustments - Morgan Stanley raised the price target for Smurfit Westrock to 4,000 GBp from 3,900 GBp while maintaining an Overweight rating [1]. - Truist maintained a Buy rating but reduced the price target to $49 from $50, citing anticipated challenges in packaging volumes due to limited promotions [2]. - Citi also lowered its price target to $48 from $49 while keeping a Buy rating, reflecting updated estimates in the packaging group for 2026 [3]. Group 2: Market Outlook - The packaging volumes are expected to face modest challenges in early 2026, although some consumer packaged goods companies are managing to increase volumes while maintaining price gains [2]. - Continued growth is anticipated for beverage cans in North America and Europe, indicating a positive trend in specific segments of the packaging market [2]. Group 3: Company Overview - Smurfit Westrock, along with its subsidiaries, specializes in the manufacturing, distribution, and sale of containerboard, corrugated containers, and other paper-based packaging products [4].

Core Insights - ProMach has acquired American Holt, DMA Solution, and Pride Engineering, collectively known as AmHolt, from Arcline Investment Management, enhancing its capabilities in the consumer packaged goods sector [1][2] - The financial details of the acquisition remain undisclosed, but it is expected to strengthen ProMach's position in the packaging industry [1] - The integration of AmHolt's workforce into ProMach's Primary Packaging division will bolster its offerings in filling, capping, labeling, and product handling systems [2][4] Company Overview - American Holt and DMA Solution specialize in designing and producing components for packaging in various industries, including beverages, food, protein, and home care products [1][2] - Pride Engineering focuses on manufacturing specialized components for aluminum can production, with operations in Massachusetts, Quebec, and Minnesota [2] - ProMach's Primary Packaging division, led by Doug Stambaugh, consists of 14 brands that cater to consumer goods manufacturers globally [2] Leadership and Strategic Vision - ProMach's president and CEO, Mark Anderson, emphasized the quality and efficiency of AmHolt's products, highlighting their ability to enhance customer operations [3] - The acquisition is seen as a commitment to providing a comprehensive experience for customers, with anticipated synergies among ProMach's existing companies [4] - Cliff Gilbert, the former CEO of AmHolt, will assume the role of senior vice president within ProMach's Primary Packaging unit, aiming to expand their vision as a world-class solution provider [4] Recent Acquisitions - ProMach has been actively expanding through acquisitions, including DFT Technology, which specializes in thermal treatment of food products, and Etiflex, a producer of pressure-sensitive and RFID labels [5] - Previous acquisitions include Italian flexible packaging machinery manufacturer Reepack in 2022 and Serpa Packaging Solutions in 2021, indicating a strategic growth trajectory [5]

Core Insights - The article discusses the appeal of dividend stocks, particularly those with high yields, while cautioning that unusually high yields may indicate underlying issues with the stock price [1][4] - It emphasizes the benefits of dividend growth investing, which focuses on future income potential rather than immediate high yields [2][3] Dividend Stock Performance - Historical data indicates that high-dividend stocks have outperformed the broader market during periods of high inflation from 1940 to 2021, suggesting a strong performance in certain economic environments [4] - Research from July 1928 to June 2019 shows that high-dividend yield portfolios outperformed low-yield and zero-yield portfolios by 199 basis points and 330 basis points, respectively [5] Methodology for Stock Selection - The article outlines a methodology for selecting dividend stocks, focusing on companies with market caps of at least $2 billion and dividend yields above 6% as of January 9 [7] Company Highlights - **Amcor plc (NYSE:AMCR)**: - Dividend Yield as of January 9: 6.01% - Analyst upgrades indicate strong earnings growth potential through fiscal 2027, driven by synergies and debt reduction [10] - The company is moving forward with a 1-for-5 reverse stock split, expected to take effect on January 15, 2026 [11][12] - **United Parcel Service, Inc. (NYSE:UPS)**: - Dividend Yield as of January 9: 6.07% - Analyst raises price target and reassures that dividend concerns are overblown, with expectations for margin improvement and growth in higher-return markets [13] - Despite a nearly 20% drop in shares in 2025, UPS maintains a strong commitment to its dividend, having consistently increased it since going public in 1999 [14][15]

Group 1 - Sealed Air Corporation will release its fourth quarter and full year 2025 results on March 2, 2026, before U.S. markets open [1] - The financial results will be accessible on Sealed Air's investor homepage [1] - Due to the pending acquisition by CD&R, Sealed Air will not hold a conference call this quarter or provide guidance for 2026 [1] Group 2 - Sealed Air is a leading global provider of packaging solutions, focusing on sustainable materials, automation, and services [2] - The company generated $5.4 billion in sales in 2024 and employs approximately 16,400 people across 117 countries/territories [2] - Sealed Air's product offerings include well-known brands such as CRYOVAC, LIQUIBOX, SEALED AIR, AUTOBAG, and BUBBLE WRAP [2]

Core Viewpoint - Crown Holdings, Inc. is set to release its fourth-quarter earnings for the period ending December 31, 2025, on February 4, 2026, after market close [1] Group 1: Earnings Release Details - The earnings release will be followed by a conference call scheduled for 9:00 a.m. (EST) on February 5, 2026, to discuss the results [1] - Dial-in numbers for the conference call are provided: (630) 395-0194 or toll-free (888) 324-8108, with the access password being "packaging" [2] - A replay of the conference call will be available for one week, ending at midnight on February 12, 2026, with specific numbers for replay [2] Group 2: Company Overview - Crown Holdings, Inc. is a leading global supplier of rigid packaging products to consumer marketing companies, as well as transit and protective packaging products, equipment, and services across various end markets [3] - The company's world headquarters is located in Tampa, Florida [3]

Core Insights - Product packaging is crucial in the global economy for the distribution of food, medicines, and consumer goods [1] Group 1: Investment Focus - The current investment strategy emphasizes identifying high-quality, shareholder-oriented companies that are undervalued due to short-term factors or irrational investor behavior [1] - There is a particular interest in legacy businesses in sectors like remittances, ATMs, and tobacco, which are perceived to be in secular decline [1] - Cash-generative, high-yield stocks in these sectors often exhibit under-appreciated revenue and earnings growth, making them attractive investment opportunities [1] Group 2: Geographic Focus - While the primary focus is on U.S. stocks, there is also an interest in attractive investment opportunities within the UK and globally [1]