Core Insights - A major retailer has implemented Returnity's reusable shipping containers, known as The Last Box, in thousands of high-volume locations to eliminate disposable packaging [1] - The initiative aims to reduce packaging waste and enhance operational resilience compared to traditional packaging methods [2] Group 1: Implementation and Usage - The Last Box is utilized for various store operations including receiving shipments, internal transfers, order preparation, and restocking shelves [2] - Over 100,000 units of The Last Box have been distributed across the retailer's network within months, driven by operational demand and observed benefits [2] Group 2: Benefits and Efficiency - Other retailers trialing the system have reported improved inventory management, reduced product losses or damages, and less labor dedicated to handling excess cardboard [3] - The Last Box has become essential in daily logistics for many stores, enhancing efficiency in backroom operations [3] Group 3: Operational Challenges - Retail backrooms have evolved into fulfillment centers, necessitating better organization and tools to manage increased product flow within limited space [4] - Some stores have had to stage orders in hallways or repurpose small offices to maintain efficiency, highlighting the systemic challenges in retail logistics [5]

rdATLANTA, Jan. 5, 2026 /PRNewswire/ -- Graphic Packaging Holding Company (NYSE: GPK) ("Graphic Packaging", or "the Company"), a global leader in sustainable consumer packaging, will announce fourth quarter and full year 2025 financial results before the market opens on Tuesday, February 3, with a call to discuss results at 10:00 a.m. ET.   The conference call will be webcast and can be accessed from the investors section of the Graphic Packaging website at https://investors.graphicpkg.com/. Participants m ...

Company Overview - Amcor develops and produces a wide range of packaging products, including flexible packaging, rigid packaging containers, specialty cartons, and closures, operating across more than 200 sites in 40 countries [1] - BHP Group, founded in 1885, is a diversified natural resources company focused on mineral exploration and production, with key areas in copper and related minerals, iron ore, and coal [3] Financial Performance - The share price of Amcor (ASX:AMC) has decreased by approximately 17.6% since the start of 2025, while BHP's share price is 37.6% above its 52-week low [1] - Amcor's current dividend yield is around 5.98%, which is higher than its 5-year average of 4.38%, indicating potential growth in dividends [6] - BHP offers a historical dividend yield of approximately 4.78%, compared to its 5-year average of 6.86%, suggesting a decline in dividend yield relative to historical performance [7] Investment Characteristics - Amcor is focused on innovation in sustainable packaging to meet changing consumer and regulatory demands [2] - BHP is regarded as a stable, dividend-paying investment and is commonly included in ASX share portfolios, indicating its attractiveness to investors [4]

Group 1 - Graphic Packaging Holding Company (NYSE:GPK) is considered one of the top cheap stocks under $20, with a Hold rating reaffirmed by Truist Financial and a price target set at $20 [1] - UBS analyst also reaffirmed a Hold rating on GPK, indicating a consensus view on the stock's current valuation [1] - The company announced plans to save approximately $60 million in staffing and other cost reductions by 2026, with expected one-time costs related to these initiatives around $20 million [2] Group 2 - GPK is taking additional actions to reduce inventory in fiscal Q4, including expediting inventory plans previously scheduled for 2026 [3] - The startup of the Waco, Texas, recycled paperboard manufacturing facility is ahead of schedule, contributing to the company's operational efficiency [3] - GPK provides paper-based packaging solutions across various sectors, including food, beverage, and consumer products, with operations divided into multiple business segments [4]

Core Viewpoint - Packaging Corporation of America (NYSE: PKG) will discuss its fourth quarter and full year 2025 results in a conference call scheduled for January 28, 2026 [1] Group 1 - The conference call will be led by Mark Kowlzan [1] - Earnings results for the fourth quarter and full year will be released after market close on January 27, 2026 [1] - Pre-registration for the conference call is available through a provided link [1]

Group 1 - The core viewpoint of the article highlights the continuous expansion of the "Suzhou Legion" in the capital market, with Suzhou Jiangtian Packaging Technology Co., Ltd. listing on the Beijing Stock Exchange, bringing the total number of listed companies in Suzhou to 282, ranking fifth nationwide [1] - Suzhou has added 18 new domestic and foreign listed companies since 2025, with 10 of them being A-share listings, the highest among major cities in the country [1] - The strong listing momentum is attributed to Suzhou's solid industrial foundation and high-quality development ecosystem, with over 60% of companies in the A-share "Suzhou sector" focusing on emerging industries such as electronics, machinery, power, automotive, and biomedicine [1] Group 2 - In the first three quarters of 2025, Suzhou's GDP reached 19,930.21 billion yuan with a growth rate of 5.5%, leading among prefecture-level cities in the country, and the industrial added value contributed 50.9% to economic growth [2] - During the "14th Five-Year Plan" period, Suzhou is advancing new industrialization and implementing the "Suzhou Intelligent Manufacturing" project, forming a modern industrial system consisting of 10 key industrial clusters and 30 key industrial chains [2] - Suzhou has become a hub for venture capital and private equity investment, establishing a comprehensive capital support system that caters to different stages of enterprise development [2] Group 3 - Yuanhe Holdings, a well-established equity investment institution in Suzhou managing over 100 billion yuan in funds, has directly invested in 119 listed companies and has a long-term investment cycle for 205 companies [3] - The establishment of the Jiangsu Social Security Science and Technology Innovation Fund, with an initial scale of 50 billion yuan, aims to inject patient capital into Suzhou's technological innovation and economic transformation [3]

Core Insights - Packaging Corporation of America (PKG) is valued at $18.6 billion and is a leading producer of containerboard and corrugated packaging products, operating under an integrated business model [1] Financial Performance - Analysts expect PKG to report adjusted earnings of $2.40 per share for the fourth quarter, a decrease of 2.8% from $2.47 per share in the same quarter last year [2] - For fiscal 2024, PKG's earnings are projected to grow by 9.9% to $9.93 per share, up from $9.04 per share, and are expected to further improve by 16.4% year-over-year to $11.56 per share in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, PKG shares have declined by 8.9%, underperforming the S&P 500 Index, which gained 15.7%, and the Consumer Discretionary Select Sector SPDR Fund, which increased by 6.6% [4] Dividend and Investor Confidence - On December 3, PKG shares rose by 2.8% after the company declared a quarterly dividend of $1.25 per share, scheduled for payment on January 14, 2026, reinforcing investor confidence in its cash flow and shareholder returns [5] Analyst Ratings - The stock holds a consensus "Moderate Buy" rating, with 11 analysts covering PKG, including five "Strong Buys," five "Holds," and one "Strong Sell." The mean price target is $231.90, indicating a potential upside of 12.1% from current market prices [6]

Core Viewpoint - The article discusses top dividend stock picks for the upcoming year, highlighting a diverse selection across different sectors, including a REIT, materials, energy, and healthcare stocks, aimed at providing stable income regardless of market conditions [1][3]. Group 1: Stock Selections - Amcor is highlighted for its recent merger with Barry, projecting 13% earnings growth next year and 11% the following year, and is considered a dividend aristocrat [4]. - Bristol Myers is noted for its strong cash flow and potential for earnings growth, although its growth is expected to materialize further out [2][4][16]. - Enbridge, a major pipeline company with 40,000 miles of oil and gas pipelines, is positioned to benefit from ongoing energy demand without being overly exposed to oil and gas price cycles [5]. - Vichy, primarily a REIT focused on casinos, maintained 100% occupancy during the pandemic and is currently trading nearly 10% below its recent high, offering a 6.4% yield [6][9]. Group 2: Market Context and Performance - The selected stocks generally yield around 6%, with Bristol Myers yielding approximately 4.5%, and all are trading at about 10 times earnings [2]. - The healthcare sector, particularly for Bristol Myers, is expected to see improved clarity and appreciation due to ongoing discussions around drug pricing [5]. - Vichy's stock performance has been impacted by perceptions of weakness in Las Vegas, despite its strong occupancy rates and long-term leases with high-quality tenants [7][11]. Group 3: Dividend Strategy and Economic Considerations - The discussion emphasizes the importance of dividend income, especially in a context of potentially higher interest rates, suggesting that dividends may still provide better income growth compared to treasury yields [18][19]. - The historical growth rate of dividend income is noted to be around 5.5%, aligning with the S&P's dividend growth, making dividend-paying stocks attractive for income-seeking investors [19]. - Companies like Amcor face challenges in assessing their debt portfolios and interest expenses in a rising rate environment, particularly with significant maturities approaching in 2027 [20][21].

Core Insights - JohnsByrne, a US-based packaging company, has acquired Municipal Packaging, enhancing its operational footprint and capabilities in premium and specialty packaging [1][2] Group 1: Acquisition Details - The acquisition includes Municipal Packaging's two production sites and a workforce of 75 employees, increasing JohnsByrne's total operations to five facilities across Niles, Illinois, and Los Angeles [1] - Municipal Packaging will be integrated into the JohnsByrne organization, with its president and CEO, Matt Helm, remaining to strengthen the West Coast presence [3][4] Group 2: Strategic Goals - The expanded footprint is expected to bolster JohnsByrne's capabilities in serving a diverse range of end markets, including health and beauty, through an enhanced manufacturing and service platform [2][3] - Both companies plan to align their commercial activities under a unified go-to-market strategy in the coming months [3] Group 3: Company Background - JohnsByrne supplies folding carton and specialty packaging to various sectors, including health, beauty, wellness, consumer products, entertainment, spirits, and financial services in North America [5] - The company is backed by GHK Capital Partners, a private equity firm focused on control investments in industrial businesses [4][5]

Core Viewpoint - Eminence Capital, LP is urging shareholders of Graphic Packaging Holding Company to demand the reinstatement of CEO Mike Doss, claiming the Board's justification for his replacement is misleading and inadequate [1][2]. Group 1: Board's Justification and Performance - The Board's letter on December 19, 2025, is criticized as a disingenuous attempt to legitimize a flawed leadership transition, with Eminence asserting that Mike Doss is being used as a scapegoat for the company's challenges [2][3]. - The Board acknowledged a nearly 50% decline in share price over the past year, attributing it to external factors, but Eminence argues that this decline is primarily due to industry oversupply rather than Doss's performance [4][5]. - Under Doss's leadership, GPK was reportedly well-positioned competitively, with strategic decisions leading to a forecast of over $2.25 in free cash flow per share in 2026, despite industry challenges [5]. Group 2: Critique of Robbert Rietbroek - Eminence highlights a pattern of Robbert Rietbroek leaving previous employers in worse conditions, questioning the Board's decision to appoint him as CEO [10][11]. - The Board's claims regarding Rietbroek's past successes at Quaker Foods and Primo Water are challenged, with evidence suggesting that volume and revenue did not grow during his tenure at Quaker [7][9]. - The Board's narrative regarding Rietbroek's leadership is described as misleading, as significant growth was attributed to a transformational acquisition rather than his management [9]. Group 3: Shareholder Sentiment and Board Accountability - Feedback from shareholders, former employees, and industry constituents indicates a consensus against the decision to replace Doss, with concerns about the Board's judgment [12]. - Eminence points out that the Board collectively owns less than 500,000 shares, raising questions about their commitment to the company's long-term success [13]. - The call for shareholders to demand Doss's reinstatement is framed as a necessary action to prevent long-term damage to GPK [14].