Lars Kjellberg

Consumer Cyclical

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q2 '25

Focus Areas6 topics

Cost Pressure3Capital Allocation3Margin1Trade Tariffs1Demand1M&A1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History

6 questions

SWSmurfit WestRock3 quarters

2025 Q2

where are we on this now? Are we starting to see any of that equal to at least the synergies coming through in the current year

MarginCost PressureView in transcript →

The rating upgrade, does that mean anything to you from a financing point of view

Capital AllocationView in transcript →

2025 Q1

Are you starting to see any directional changes on your customer's business due to those tariffs

Trade TariffsDemandView in transcript →

can you give us a sense of how you should think about incremental self-help benefits into, you know, '26, '27 as the synergies literally will be on the books already exiting '25

Cost PressureCapital AllocationView in transcript →

2024 Q4

How should we think about this as the year develops? I mean, you've taken out a chunk of fixed costs et cetera and last year and which of course should be in the numbers now broadly speaking

Cost PressureM&AView in transcript →

Was there any other consideration than just getting back to the old Smurfit Kappa dividend or anything else behind that big increase in Q4

Capital AllocationView in transcript →