Paper & Plastic Packaging Products & Materials
Case studies in paper & plastic packaging products & materials.
Amcor and Berry: Is Scale Worth the Shares?
On 19 November 2024, Amcor and Berry Global announced an all-stock combination. Their boards had unanimously approved and signed the agreement. Amcor shareholders would later vote yes or no on issuing Amcor shares under that agreement; Berry shareholders would vote separately on the merger. The proxy materials and shareholder vote were still ahead. Read case
Avery Dennison: Investing for Intelligent Labels growth
By September 2024, Avery Dennison had made Intelligent Labels (IL) a central part of its growth story. RFID-enabled labels connect physical products to digital information and can help customers track goods through stores and supply chains. Avery brought materials science, label manufacturing, RFID inlays and tags, and digital solutions to the opportunity. Read case
International Paper: How Far Should the Company Go for DS Smith?
On March 27, 2024, an executive working group at International Paper (IP) must advise whether to keep negotiating with DS Smith and prepare a firm offer, subject to a maximum exchange ratio and specific diligence gates, or to end discussions and pursue IP’s standalone operating and capital-allocation plan. Read case
Packaging Corporation of America — Where Should the Next Investment Go?
You are advising the strategy team at Packaging Corporation of America (PCA) as it considers priorities for its next planning cycle. The company has an active investment program that includes converting a paper machine to produce linerboard. Read case
Smurfit Westrock: How should a five-year growth-capex plan be governed?
On the morning of July 29, 2026, Smurfit Westrock plc (SW) had just released its second-quarter results. The company was in the middle of a five-year plan to expand earnings, improve returns and generate cash. That plan included roughly $4 billion of growth capital expenditure over 2026–2030. Read case
Sonoco: When Is High Utilization Enough?
Sonoco Products Company had spent several years reshaping its portfolio. It had acquired Eviosys, sold TFP and ThermoSafe, and reorganized consumer packaging operations. Read case