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Are these really an aggregation of one-off discussions? Or are you triggering any extraordinary clauses in your contracts
Can you talk about, especially in your focus categories in flexible, what the exit rate on volume was
can you talk a little bit more about how the sort of marriage, if you will, of Lat Am and specialty containers is going with legacy Berry
why from what your customers are saying, you're still seeing such weakness in what should be stable to growing markets, especially markets that you think you're now gaining share in
how has that affected your customers’ outlook on demand when in reality they’re producing staples, confectionery items, protein, coffee?
Can you talk to the degree to which incentives and/or FX might have impacted what otherwise would have been the EBIT conversion in Flexibles
Was there a trigger for you in terms of what sort of drove that?
Can you update us on some of how some of your newer products in the last few years, AmLite, AmPrima, AmFiber are doing?
can you elaborate further on how you are expanding the scenario planning? Is it just pulling more levers on the productivity
Can you talk about how the work you are doing to offset cost pressure will materialize in terms of pricing in Q2 and perhaps more in Q3 given lags?
if you could parse a bit further the puts and takes, the pluses and minuses behind the 40 basis point drop in margin
do you see the customer acquisition cost being at such a rate over the next couple of years where it sort of dilutes the impact of HVC on your margin mix
can you talk a bit about where you're seeing deflation in materials such that prices are a touch lower
If you can talk a little bit about that. And what it might mean for you over the next couple, three years.
did you see any kind of pickup specific to the setting of tariffs in Vietnam, and that being established and then current orders coming
what were the exit rates if you can talk to this in your Materials businesses into the third quarter?
you talk about the trigger points for additional structural actions. Deon, Greg, can you talk a little bit about what you mean by that?
Would you be able to satisfy that from your existing locations in other countries right now? Or would there be some leakage
If I then look at Materials, Materials are saying you’re looking for mid-single-digit growth out of your high-value categories
can you talk specifically about what your assumptions are for growth in logistics within IL for 2025
are you seeing any effects that you could call out from the Middle East tensions in terms of increased costs that won't necessarily be passed through real time this year, any effects on volume
did European volume perform as you expected? Were there any one-off factors
the leverage wasn't there in North and Central America. Can you comment a bit in terms of whether it was the tariff-related headwinds or something else
Why do you make a point of emphasizing that given that should be always what you're working on
are you seeing any signs -- it doesn't sound like it that your customers are maybe contemplating moves to nonaluminum packaging because of costs
how do you think tariff situations right now and aluminum strategies are affecting volume patterns and what it can mean for next year
How much of that is predicated on what you're seeing right now in your customer mix and their strategies
where do you think the -- your average large customer, however you want to define that, their embedded aluminum price is relative to sort of spot market
you seem cautiously optimistic about your beer customers being a bit more, I don't know what the right term would be, but more promotional
you mentioned earlier in the call, you're activating initiatives and I just wanted to sort of peer under the hood there
to what extent have you been able to determine the effect of tariffs and what that might have relative to the guidance that you're providing
Can you talk a little bit about how these investments you talked about, including the Florida can business might affect your earnings and/or volumes
if we sit back and look at 80/20, what have you achieved cumulatively across the enterprise in terms of cost out and commercial? And what's left to go through 2027
This step up -- to the second half of '26 in North America, you lay it out, but it's quite large. Of the items that you have in that $650 million, let's hold the macro to the side
in your free cash flow guidance of $300 to $500 million, can you give us some of the other important assumptions that are in there
the free cash flow number for us, from our vantage point moved a decent amount. I think it was $100 million to $300 million positive for the year, and it's now a comparable deficit
What's been driving that? Are there any particular end markets where you that the new IP approach is particularly gaining traction
there's obviously a big jump in earnings 2Q to 3Q. And as we look at it, North American GCF, it's really in ops and outages. In Europe, it's really on commercial conditions
the $900 million to $1.1 billion, is that operable this year?
we're looking at, I think, lower EBITDA sequentially from 1Q to 2Q, so $104 million to $85 million, despite there being an extra month
these accounts typically, and we hear they like you too, by the way. Are the types of accounts that initially, when things start to slow down, will actually pull in the horns
Is there a way to provide some further quantification or at least direction on the sequential changes?
can you talk a bit about bookings and billings into April?
Can you talk a bit about why Greif was a loss of $0.06 in the quarter?
What gives you comfort that at Massillon, you're through the reliability issues?
is there a way to maybe size or give us a bit more granularity on what looks like it will be a decent increase in cost per ton in the containerboard business?
Can you talk about bookings and billings as we're starting fourth quarter?
any big picture, any large sort of boulders you could tell us about in terms of what you're finding with Greif relative to the deal model?
can you or Tom talk a little bit about traditionally, your comment on bookings and billings to start the new quarter?
How do you view your ability to keep up with demand? Are there any risks as you see it in terms of being able to supply?
Were there some other points that you wanted to delve into in terms of how you're adjusting how you're looking at forecast and guiding for the year?
where are you seeing the most cost inflation? Because when we look at cost per ton, it's been trending steadily higher over time
can you talk a little bit about bookings and billings to start the quarter what you're seeing?
roughly half of the outage or downtime in the quarter, North America was unplanned. Can you tell us what implications, if any, you think that means for the mill system as it exists today
is there a way to dimensionalize what that might mean for your margin, how those customers are coming in relative to your margin expectations
in terms of the outlook for this year, can you talk to the extent that pricing is already baked into your forecast or not? And then ultimately, recognizing you don't manage the business week by wee...
can you help us understand how important the evolution of consumer is relative to getting to that target across the segments? Why it seems like you see consumer being married to corrugated makes mo...
Can you help us quantify how you're determining the 70%, if that's the right ratio
If there's some rollback in tariffs, how might that change your overall view of the attractiveness of SBS
What have been the learnings that you can share on kind of an open-mic discussion about the value-address of being able to sell both consumer and secondary packaging
how tariffs and duties will play out over the course of the year relative to your business
what's your view, Devin and Davie, on where duties may reset come late summer
what else contributed to the mix benefits
just wondering why we're not seeing that yet show up in EWP pricing
pricing was about the same, but the EBITDA loss was a bit further
What do you think the net cash generation has been benefited by the acquisitions relative to the divestitures
would you be able to, within the course of a year or 2 years through whatever actions and things that you know you have on your whiteboard to actually get to a breakeven level
have you adjusted your harvest profile at all? Or should we still be expecting a 35.5 million tons?
Can you give us a bit more color relative to what we should be expecting in terms of cash flows, milestones, timing
do you think tariffs would have had much effect on lumber pricing as we sit here today?
why are we not seeing in your view or what you're hearing from the field more uplift in lumber pricing right now
How do you feel about your ability to ultimately hire to run the facility
How should we think about your priorities in the next couple of years in terms of the dividend