Rising freight costs Freight cost volatility is pressuring profitability, creating an opportunity to position packaging optimization, supply chain efficiency, and cost-reducing solutions that reduce landed costs and improve freight utilization.

Expansion in Brazil Significant investment in corrugated facilities in Brazil signals growth and regional demand; tailor offerings around regional supply chain resilience, local manufacturing capabilities, and rapid deployment packaging solutions for South America.

CEO regional leadership Recent appointment of a regional CEO for Colombia, Ecuador and Peru suggests a strategic focus on developing Latin American markets; opportunities exist to provide market-entry packaging programs, channel partnerships, and sustainability-aligned packaging for emerging markets.

Sustainability and innovation Global leadership in paper-based packaging combined with a broad product portfolio creates a pivot point to upsell advanced sustainable solutions, recyclable/r_ packaging, and high-value converting services to customers seeking eco-friendly options.

Competitive positioning As a top player with large scale and multiple mills, there is potential to offer integrated packaging value propositions, cross-sell across customers of competitors, and provide cost-competitive, end-to-end packaging modernization and supply-chain services.