
Packaging manufacturers post Q1 results
Discussions of direct and indirect tariffs impacts are a through line in earnings calls so far.
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Sealed Air says USMCA exemption minimizes tariff exposure, touts turnaround plans
By Cole Rosengren • May 8, 2025The protective and food packaging company’s results were down year over year, but CEO Dustin Semach said there are signs of improvement and noted a recent investment in sales staff to regain market share. Read the full article ➔
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Ball says tariff impacts so far have been minimal
By Maria Rachal • May 7, 2025The aluminum can manufacturer’s global shipments rose 2.6% during the first quarter, thanks in part to market strength in Europe and growth in non-alcoholic beverages. Read the full article ➔
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Consumer spending slumps pull down Graphic Packaging’s results
By Katie Pyzyk • May 2, 2025Already cost-stressed consumers further curbed spending in Q1, including at quick-service restaurants, and customer promotions didn’t help, Graphic Packaging International CEO Mike Doss said on the company’s earnings call. Read the full article ➔
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Smurfit Westrock invests in converting, cuts other production
By Katie Pyzyk • May 1, 2025Footprint optimization continues nine months post merger. Meanwhile, Smurfit Westrock has felt little material impact from tariffs, in part due to recent supply chain reconfiguration, executives said on Thursday’s earnings call. Read the full article ➔
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International Paper sees Q1 sales boost despite economic uncertainty
By Katie Pyzyk • April 30, 2025Much of the uptick occurred due to IP’s acquisition of DS Smith in January. Meantime, CEO Andy Silvernail reflected on the company’s transformation during his one year at the helm. Read the full article ➔
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Sonoco scales global metal packaging business, downplays tariff exposure
By Maria Rachal • April 30, 2025The company is progressing on the integration of Eviosys, now known as Sonoco Metal Packaging EMEA. Europe now accounts for nearly 40% of Sonoco’s business, executives noted. Read the full article ➔
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Crown cautiously optimistic for 2025 growth
By Maria Rachal • April 29, 2025The cans manufacturer raised guidance for 2025 after a stronger than expected first quarter. Speaking on tariffs, Crown Holdings executives also quantified estimates for direct and indirect impacts. Read the full article ➔
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Ardagh Metal Packaging expects ‘minimal impact’ from tariffs
By Maria Rachal • April 25, 2025Domestic sourcing, regional production and consumption, lack of empty-can imports and cost pass-throughs in contracts are all benefiting the company, executives said. Read the full article ➔
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PCA’s packaging sales surge despite tariffs’ drag on demand
By Katie Pyzyk • April 23, 2025Packaging Corporation of America says it achieved a revenue milestone in Q1, with bookings and billings also up in Q2 so far. But economic uncertainty is prompting an adjustment to maintenance outage schedules. Read the full article ➔