PKG Packaging Corporation of America Loading...

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14:00
Apr 30 ◎
Andy Silvernail IP Q1 FY26 call
IP says the US containerboard paper market is 'very tight' and they are 'modestly short' on paper, buying in the open market ahead of the Riverdale conversion, while export markets have been a leading indicator of tightness. — Indicates near-term pricing power for the industry; IP's own short position before Riverdale conversion ramps suggests competitors and suppliers may have negotiating leverage for the next two quarters.
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About PKG Analyst Coverage

Buzzberg tracks PKG (Packaging Corporation of America) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Andy Silvernail.