Graphic Packaging: Benefitting From The Secular Shift To Recyclables

I.M Investing
455 Followers

Summary

  • Graphic Packaging is the leading fiber-based consumer packaging company in the U.S. & Europe.
  • The company has a diversified portfolio of customers. No customer makes up more than 5% of revenue.
  • 24% of the firm's revenue comes from outside the Americas, which leaves a lot of room for expansion.

Kraft paper utensils on green background. Paper cups and containers, wooden cutlery. Street food paper packaging, recyclable paperware, zero waste packaging concept. Mockup, flat lay

Iryna Mylinska

Thesis

Graphic Packaging Holding (NYSE:GPK) is the #1 fiber-based consumer packaging company in Europe and the USA. Being a market leader, GPK is set to benefit from the growing demand for consumer packaging. The company's portfolio of customers

This article was written by

455 Followers
I.M Investing is a college junior majoring in finance. He looks for high-quality dominant businesses, buys them at an attractive valuation to maximize returns.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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