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Analyst
Hillary Cacanando
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 3).
- Questions
- 11on tracked calls
- Challenge rate
- 9%1 of 11 questions
- Companies
- 6questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 11 of 11 questions from 6 companies
PKGPackaging Corporation of America3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Could you talk about where those facilities are operating today in terms of percentage above pre acquisition level?
Show response
Kowlzan declined to quantify current productivity but cited historical 30 to 40% improvement and bullishness on Massillon and Riverville.
Calendar 2026 Q1
What needs to change to bring the cost down?
Show response
Mark said chemical costs up from petroleum price impacts and diesel up 50%+ are the main drivers. Natural gas stable in US. If Middle East conflict resolves, transportation costs should normalize. Chemical costs also petroleum-dependent and would benefit from supply-demand rebalancing.
Could you just provide more details on that project in terms of additional CapEx and time line?
Show response
Mark confirmed Jackson and Riverville gas turbines got Board approval. DeRidder project going to May Board meeting with same capital and return metrics. Would make 4 of 10 mills electricity independent alongside Valdosta. Declined to give specific capital figure before Board review.
AMCRAmcor2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
whether they are primarily cross-selling with an existing customer or new customer wins?
Show response
PK said the ~$140 million of annualized wins span combining Amcor and Berry products, leveraging Amcor's global reach for Berry products, and cross-referencing customers, and typically take 12-15 months to ramp to full revenue and then flow to the bottom line, so most of the contribution lies ahead in the transition period and calendar 2027.
Calendar 2026 Q1
Could you go over maybe some example of growth synergies where you were able to win a new contract because of a combined product
Show response
PK highlighted $110M annualized revenue from growth synergies vs $280M 3-year target. Key example: global pharma GLP-1 oral dose drug requiring blister packaging (Europe) and rigid containers (North America), a combined capability win. Systems vs components selling, complementary technology, and additional capacity as key drivers.
LUVSouthwest Airlines2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q2
Is that number subject to increase again depending on Boeing's ramp-up in production
Show response
Bob confirmed Boeing is showing good stability at rate 38 with good quality. Deliveries still well behind contractual plan but trending up. Retirements fixed at ~55 with flexibility to sell excess -800 aircraft. No new news on MAX 7 certification, still expecting first half 2026.
That line was lower despite the start of back season late May. Was there any accounting or noncash revenue recognition changes impacting that line
Show response
Andrew acknowledged loyalty program underperformance but noted the new Chase card benefits (seating, bags, bonus points on dining/gas/groceries) launching today should drive increased acquisitions and spending. Co-brand sign-ups already stepped up meaningfully when bag benefit was announced.
SWSmurfit WestRock2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2026 Q2
are those prices in the SBS market, you know, driven by, you know, more from rising input costs
Show response
Tony distinguished price recovery from price increase and credited new SBS business wins and the grade-agnostic approach. Direct on both drivers.
why your competitors, you know, so one of your competitors has announced $140, the other one announced $80 per ton
Show response
Tony declined to comment on competitors; Ken reframed it as an inward cost-recovery calculation, which answers the rationale but not the comparison.
AVYAvery Dennison1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
how should we think about the pace of buybacks for the remainder of the year, particularly balancing against your investment pipeline?
Show response
CFO explained return-based buyback grid: pace increases when share price declines (majority of Q1 buybacks in March). Capacity across organic CapEx, Wiliot-type investments, M&A, and buybacks. Balanced, disciplined approach continues.
BALLBall Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
would you say the volume growth is still coming from substrate shift? Or is it more from new product launches?
Show response
Cacanando asked whether NA growth is substrate shift or new products; Lewis said the can keeps taking ~2-3% share as other substrates decline.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| PKG Packaging Corporation of America | 3 | 0%none of 3 questions |
| AMCR Amcor | 2 | —Rate withheld: fewer than 3 questions |
| LUV Southwest Airlines | 2 | —Rate withheld: fewer than 3 questions |
| SW Smurfit WestRock | 2 | —Rate withheld: fewer than 3 questions |
| AVY Avery Dennison | 1 | —Rate withheld: fewer than 3 questions |
| BALL Ball Corporation | 1 | —Rate withheld: fewer than 3 questions |
- PKGPackaging Corporation of America · 3 questions0%none of 3 questions
- AMCRAmcor · 2 questions—rate withheld: under 3 questions
- LUVSouthwest Airlines · 2 questions—rate withheld: under 3 questions
- SWSmurfit WestRock · 2 questions—rate withheld: under 3 questions
- AVYAvery Dennison · 1 question—rate withheld: under 3 questions
- BALLBall Corporation · 1 question—rate withheld: under 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 4 | 0%none of 4 questions | 3 |
| 2026 Q2 | 5 | 20%1 of 5 questions | 4 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q14 questions · challenge rate 0% (none of 4 questions) · 3 companies
- 2026 Q25 questions · challenge rate 20% (1 of 5 questions) · 4 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- M&A3
- Demand2
- Competitive Dynamics2
- Pricing2
- Margin1
- Capital Allocation1
- Cost Pressure1
- Macroeconomic1
- Capex Investment1
Show all 12 topics
- Supply Chain1
- Subscriber Growth1