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I think health care specifically was intended to improve kind of beginning in the middle of 2026. Can you comment on that
I just had a question about health care. I think the expectation was that it was going to return to growth kind of in the back half of 2025
First question is the Florida Can acquisition, is that 4.8% an organic number? Or would we say half was kind of from Florida Can and half was organic
is it possible then kind of operating earnings is flattish in North Central America and then we see a pretty big acceleration in '27
When should we expect that IP starts to catch up that $1.2 billion of underspend?
you are not including any price as it relates to the January increases because it was not reflected in RISI
can you just talk about, let's say, an impromptu mill rebuild in 3.5 weeks. Was that part of the plan?
There seems to be a clear inflection in your tone. I'm curious if you can, is this something specific to what PCA is doing
directionally, would we expect things to be flattish next year on CapEx or down?
running kind of around $1 year-to-date. So I think in this quarter, it was $0.33. So if I annualize that, we're looking at kind of $170 million
how sensitive are customers in terms of potential price increases or trying to do more with less, whether it's lightweighting
Anything specific on the Greif acquisition from a financial standpoint, cash tax specifically, that could be advantageous to you
I'm just curious if you're seeing more instances of bidding out there given sort of what appears to be a little bit of a volatile environment
I'm just curious, it sounds like there were some increases that from a contractual standpoint that were put through if you are willing to comment
Mark, are you telling us there is no incremental capacity on the containerboard side in 2025, no debottlenecking or anything like that in that CapEx number?
I'm seeing about $50 a ton of price realization in the fourth quarter -- excuse me, in 2024, which would imply sort of $30 million of unfavorable mix
Just want to confirm on the most recent price announcement that RISI picked up for June implementation. It is kind of standard practice for you all to not embed that into your outlook until it's re...
on more of the, I'll call it, open market piece of the containerboard business in North America. Can you talk at all about what you've seen in the export markets in North America
on the downtime, can you remind us what it was for the full year and if you're willing to split it out between the corrugated and the consumer business
the margin profile would suggest on the current business about $800 million of improvement. And then the most difficult thing to lock down or pin down has been the 1.6% growth in North America
I'm just curious if the organization for the year, if there's anything strategically that you guys are focused more on cash flow for 2026 versus EBITDA
Can you provide a little bit of color in the markets whether it's geographic or end-use markets where you guys are doing particularly well
maybe put a little bit more of a finer point on some of the underlying assumptions sort of in the 1.3
another quarter under the belt and thinking about sort of the opportunity set there to be on both sides of the house in terms of consumer and corrugated
I don't recall if I saw a timeline associated with it. And, Ken, you rattled off a lot of numbers
First quarter, again, margins really good. Just curious, kind of from a timing phasing standpoint, I'm assuming second half kind of stronger than first half
is there a way to think about waiting for -- and then maybe taking into account just maintenance. You mentioned I think $10 million lower on a sequential basis into the first quarter, but weighting...
Price discovery in North America, how important is that process kind of on a more medium-term basis? And at this point, do you guys sort of envision trying to decouple from some of the benchmarks