This company has been acquired
Berry Global Group Dirección
Dirección controles de criterios 2/4
El CEO de Berry Global Group es Kevin Kwilinski , nombrado en Oct 2023, tiene una permanencia de 1.58 años. compensación anual total es $20.02M, compuesta por 5.1% salario y 94.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.032% de las acciones de la empresa, por valor de $2.52M. La antigüedad media del equipo directivo y de la junta directiva es de 3.7 años y 4.6 años, respectivamente.
Información clave
Kevin Kwilinski
Chief Executive Officer (CEO)
US$20.0m
Compensación total
| Porcentaje del salario del CEO | 5.14% |
| Permanencia del CEO | 1.6yrs |
| Participación del CEO | 0.03% |
| Permanencia media de la dirección | 3.7yrs |
| Promedio de permanencia en la Junta Directiva | 4.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Berry Global: Middle Innings Of A Turnaround (Rating Upgrade)
Summary Berry Global Group (BERY) is in the middle of a turnaround, with significant actions unlocking shareholder value. The HHNF spinoff helped BERY de-leverage debt, align with its long-term strategy, and rewarded shareholders with a 8% special dividend. The merger with Amcor values BERY at $73.59 per share, presenting a 5% discount opportunity, with potential upside if AMCR's stock increases. Despite potential risks, BERY's initiatives under new CEO Kevin Kwilinski, including debt reduction and margin improvement, make it a STRONG BUY. Read the full article on Seeking Alpha
Critical Overhaul And Innovation To Propel Growth Amid Market Challenges
Strategic moves including portfolio repositioning and divestitures aim to improve operational efficiency and focus on high-growth consumer products, boosting margins and revenue.Berry Global: Trading At A 10% Free Cash Flow Yield
Summary Berry Global remains a cash flow monster with strong financial performance. The company reported $303M operating income in Q3, with net profit of $193M, translating to EPS of $1.69. BERY stock is trading at an attractive free cash flow yield of around 10%, with potential for debt reduction and EBITDA growth. Read the full article on Seeking AlphaBerry Global: Good Time To Buy Before New CEO's Efforts Pay Off
Summary Since the announcement of new CEO, Kevin Kwilinski, Berry Global has delivered negative returns of double-digits and underperformed its material peers. Kwilinski is implementing a lean transformation program, better utilization of CAPEX, and focusing on portfolio optimization to improve the company's performance. The company's reliable FCF profile and $1bn worth of distributions from a spin-off, put it in a better position to step up buybacks or lift the dividend. Berry Global has delivered positive adjusted EPS growth for 8 years on the trot and this trend looks set to continue for the next 3 years even in the midst of ongoing volume pressures. The stock is trading at a discount to its historical P/E average, and the risk-reward on the standalone and relative strength charts look attractive. Read the full article on Seeking AlphaBerry Global: Selloff Following Glatfelter Deal Creates Buying Opportunity
Summary On February 7, the company announced the spin-off and merger of its Health, Hygiene and Specialties segment with Glatfelter. The value for Berry Group’s shareholders is $1.9 billion at Glatfelter's current share price which is close to the $2 billion price tag estimated by analysts back in September. Some of the 13% drop in Berry Group’s valuation on February 7 and 8 can be attributed to the weak Q1 FY24 financial results but the stock looks oversold here. In my view, the valuation of the company is likely to improve to around 8.5x EV/EBITDA over the coming months. Read the full article on Seeking AlphaBerry Global: At 11% FCF Yield, It Is A High Quality Bargain
Summary Berry Global is a turnaround story with a global leading position, resilient business model, and financial strength. The company has a diverse customer base and derives a significant portion of its sales from stable regions and businesses. Despite challenges such as declining volume and high input costs, Berry Global has managed to generate strong free cash flow and deploy capital effectively. My discounted cash flow analysis implies there is a 23% upside to be realized from the price of $65.15. Read the full article on Seeking AlphaBerry Global FY2023 Results: Annual Report Inspires Confidence
Summary Berry Global operates in the stable and countercyclical plastic packaging sector. The company has been trading at a chronic, well-deserved undervaluation compared to the sector due to shareholder-unfriendly capital allocation. Three activist funds decided to change the course of the company and in the last annual report we can see substantial positive changes in capital allocation. Read the full article on Seeking AlphaBerry Global: Changes In Capital Allocation Gives Hope To Shareholders
Summary Berry Global operates in the stable and countercyclical plastic packaging sector. The company has been trading at a chronic, well-deserved undervaluation compared to the sector due to shareholder-unfriendly capital allocation. Three activist funds have decided to change the course of BERY, and a turnaround situation seems feasible. Read the full article on Seeking AlphaBerry Global Group: A Stellar Year And Weakening Financials Aren't Enough To Change My Stance
Summary Berry Global Group, a global supplier of packaging products, has seen a 25.1% increase in shares over the past 12 months, outperforming the S&P 500's 15.6% upside. Despite a year-over-year decline in revenue for H1 2023 due to a volume decline and decreased selling prices, the company's shares remain cheap compared to similar firms. The company plans to return $700 million to stockholders in 2023 through stock repurchases and dividends, and aims to grow distribution and achieve total returns of 10-15% annually. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 28 2024 | n/a | n/a | US$535m |
| Sep 28 2024 | US$20m | US$1m | US$516m |
Compensación vs. Mercado: La compensación total de Kevin($USD20.02M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.46M).
Compensación vs. Ingresos: Datos insuficientes para comparar la compensación de Kevin con los resultados de la empresa.
CEO
Kevin Kwilinski (55 yo)
Mr. Kevin J. Kwilinski serves as Chief Executive Officer of Berry Global Inc. Mr. Kwilinski has been Chief Executive Officer of Fort Dearborn Company since May 2017. Mr. Kwilinski serves as Chief Executive...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 1.6yrs | US$20.02m | 0.032% $ 2.5m | |
| Chief Financial Officer | 11.3yrs | US$3.55m | 0.10% $ 8.1m | |
| Executive VP | 9.3yrs | US$2.79m | 0.00022% $ 17.4k | |
| President of Consumer Packaging - International Division | 8.3yrs | US$2.75m | sin datos | |
| Executive Vice President of Operations | 12.3yrs | sin datos | sin datos | |
| Executive VP & Chief Information Officer | less than a year | sin datos | sin datos | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Interim Chief People Officer | less than a year | sin datos | sin datos | |
| President of Consumer Packaging – North America Division | 5.8yrs | US$1.60m | sin datos | |
| Executive Vice President of Lean Transformation | 1yr | sin datos | sin datos | |
| Interim President Flexibles Division | less than a year | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de BERY se considera experimentado (3.7 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$20.02m | 0.032% $ 2.5m | |
| Chairman & Lead Independent Director | 10.3yrs | US$270.00k | 0.029% $ 2.3m | |
| Independent Director | 11.1yrs | US$290.00k | 0.014% $ 1.1m | |
| Independent Director | 13.6yrs | US$270.00k | 0.027% $ 2.2m | |
| Independent Director | 10.6yrs | US$270.00k | 0.0054% $ 425.1k | |
| Independent Director | 11.1yrs | US$290.00k | 0.039% $ 3.1m | |
| Independent Director | less than a year | US$10.00k | sin datos | |
| Independent Director | 2.3yrs | US$270.00k | 0.0051% $ 403.8k | |
| Independent Director | 4.6yrs | US$278.33k | 0.0054% $ 425.1k | |
| Independent Director | 2.3yrs | US$270.00k | 0.0025% $ 199.5k | |
| Independent Director | 2.5yrs | US$290.00k | 0.047% $ 3.7m |
Junta con experiencia: La junta directiva de BERY se considera experimentada (4.6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2025/05/01 10:36 |
| Precio de las acciones al final del día | 2025/04/29 00:00 |
| Beneficios | 2025/03/29 |
| Ingresos anuales | 2024/09/28 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Berry Global Group, Inc. está cubierta por 8 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mark Wilde | BMO Capital Markets Equity Research |
| Kyle White | Deutsche Bank |
| Alex Ovshey | Goldman Sachs |