Core Viewpoint - Amcor PLC has appointed Stephen R. Scherger as the new CFO, reaffirming its financial outlook for fiscal year 2026 while experiencing a slight increase in share price during pre-market trading [1][5]. Leadership Changes - Stephen R. Scherger, previously CFO of Graphic Packaging Holding Co., will assume the role of executive vice president and CFO effective November 10 [2]. - Scherger has a strong background in the packaging industry, having doubled net sales to nearly $9 billion and tripled net income at his previous company [2]. - He replaces Michael Casamento, who served as CFO for 10 years and is returning to Australia but will remain an advisor until June 30, 2026 [4]. Compensation Details - Scherger's compensation includes a $1 million annual base salary, a $500,000 sign-on bonus, and $2.3 million in retention equity [4]. Financial Outlook - Amcor reaffirmed its guidance for fiscal year 2026, expecting adjusted earnings per share (EPS) between 80 and 83 cents, indicating a 12-17% growth on a constant currency basis [5]. - Free cash flow for fiscal 2026 is projected to be between $1.8 billion and $1.9 billion, with first-quarter adjusted EPS expected to be in the range of 18 to 20 cents [6]. Stock Performance - Over the past year, Amcor's stock has declined by 29.55%, with a market capitalization of $18.05 billion and an average daily trading volume of 21.17 million shares [8]. - The stock has a price-to-earnings (P/E) ratio of 24.43 and offers a dividend yield of 6.52% [8].

Leadership Transition - Michael Casamento will leave Amcor to return to Australia, remaining in an advisory role until June 30, 2026, to support the transition [1][3] - Stephen R. Scherger has been appointed as the new Executive Vice President and Chief Financial Officer, effective November 10, 2025 [1][3] Executive Background - Stephen R. Scherger has over 30 years of experience in finance, operations, and strategy within the packaging industry, previously serving as CFO of Graphic Packaging [2][5] - Under Scherger's leadership, Graphic Packaging's net sales more than doubled to nearly $9 billion, and net income nearly tripled during his tenure [2] Company Outlook - Amcor reaffirmed its fiscal year 2026 outlook, expecting Adjusted EPS of 80-83 cents per share, representing 12-17% constant currency growth, and Free Cash Flow of $1.8-1.9 billion [4] - For the first quarter of fiscal year 2026, Amcor anticipates Adjusted EPS to be within the previously announced range of 18-20 cents per share [4] CEO Comments - Amcor CEO Peter Konieczny expressed confidence in Scherger's ability to enhance growth and profitability, highlighting his industry experience and leadership style [3] - Konieczny thanked Casamento for his decade of service, noting that Amcor is well-positioned following the successful combination with Berry Global [3] Company Profile - Amcor is a global leader in responsible consumer packaging and dispensing solutions, generating $23 billion in annualized sales from operations across over 400 locations in more than 40 countries [6]

A group of bondholders of Italian packaging firm Reno de Medici have selected a legal adviser as the Apollo-owned company burns through its cash reserves https://t.co/JX8x2YxUfi ...

Core Viewpoint - Huhtamäki Oyj is set to publish its Q3 Interim Report on October 23, 2025, at 8:30 EEST, followed by a combined audiocast and teleconference at 9:30 EEST where the results will be presented by the President & CEO and CFO [1][2]. Company Overview - Huhtamäki is a leading global provider of sustainable packaging solutions, focusing on protecting food, beverages, and personal care products while ensuring hygiene and safety [4]. - The company has over 100 years of history and operates in 36 countries with approximately 18,000 professionals [5]. - In 2024, Huhtamäki's net sales reached EUR 4.1 billion, and the company is listed on Nasdaq Helsinki [5].

Group 1 - Ball Corporation will announce its third quarter 2025 earnings on November 4, 2025, before trading begins on the New York Stock Exchange [1] - A quarterly conference call will be held at 9 a.m. Mountain Time (11 a.m. Eastern Time) on the same day to discuss the company's results and performance [1] - North American callers can participate in the live Q&A session by calling 877-497-9071, while international callers should use +1 201-689-8727 [1] Group 2 - For those unable to attend the live call, a taped replay and transcript will be available within 48 hours on Ball's website under "Financial Results" [2] - Ball Corporation specializes in innovative and sustainable aluminum packaging solutions for various sectors, including beverage, personal care, and household products [2] - The company employs 16,000 people globally and reported net sales of $11.80 billion for 2024, excluding the divested aerospace business [2]

Core Points - O-I Glass, Inc. has scheduled its third quarter 2025 conference call and webcast for November 5, 2025, at 8 a.m. EST [1] - The earnings release for the third quarter 2025 will be issued after market close on November 4, 2025 [1] - Earnings presentation materials will be available on the O-I website upon the release of the earnings news [1] 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, positioning itself as a preferred partner for many leading food and beverage brands [3]

Core Insights - Packaging Corporation of America (PCA) is closing multiple manufacturing sites by the end of the year, including a full-line plant in Allentown, Pennsylvania, affecting 60 employees, and another in Salisbury, North Carolina, impacting 108 workers [1][2] - PCA's recent closures follow a corrugated plant shutdown in Georgia earlier this year, indicating a trend of downsizing in response to lower demand [2] - The company reported downtime at mills to align with reduced demand, leading to declines in total containerboard production year-over-year and quarter-to-quarter [3] - The industry has seen nearly a 10% reduction in North American containerboard capacity due to site closures announced this year [3] - Despite the closures, PCA is expanding through the completion of a $1.8 billion acquisition of Greif's containerboard business, which includes mills in Virginia and Ohio [4]

Core Insights - Sealed Air Corporation will release its Q3 2025 results on November 4, 2025, before U.S. markets open, followed by a conference call at 8:00 a.m. EST [1] - The company is a leading global provider of packaging solutions, focusing on sustainable materials and automation [1] - In 2024, Sealed Air generated $5.4 billion in sales and employs approximately 16,400 people across 117 countries [1] Company Overview - Sealed Air designs, manufactures, and delivers packaging solutions that preserve food, protect goods, and automate packaging processes [1] - The company serves various end markets, including fresh proteins, foods, medical and life sciences, e-commerce, logistics, and industrials [1] - Recognized brands under Sealed Air include CRYOVAC, LIQUIBOX, SEALED AIR, AUTOBAG, and BUBBLE WRAP [1]

UK-based packaging manufacturer PFF Group has been acquired by Coppice Alupack following its entry to administration. The transaction preserves all 239 jobs across PFF’s facilities in Keighley, West Yorkshire, and Stockton-on-Tees, County Durham. PFF picked Howard Smith and Richard Harrison of Interpath Advisory as joint administrators on 1 October 2025. The company, generating an annual turnover of £40m ($53.77m), produces sustainable and recyclable rigid plastic packaging for the food industry. Inter ...

Core Insights - Sonoco's television advertising campaign aims to showcase its metal packaging as integral to everyday life moments, focusing on emotional connections rather than product features [2][3] - The campaign targets decision-makers who are also consumers, emphasizing the dual role of the audience in both professional and personal contexts [5] - The use of connected TV (CTV) for advertising allows for hyper-customization, enabling Sonoco to reach specific audience segments effectively [5][6] Advertising Strategy - The advertisement intentionally avoids highlighting product attributes, instead opting for relatable scenarios that evoke feelings [3][4] - The campaign reflects a shift in B2B marketing, recognizing the increasing role of television advertising in reaching business customers [4] - Sonoco's approach modernizes its communication strategy, aligning with how consumers absorb information today [6]