View Past PerformanceThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDS Smith バランスシートの健全性財務の健全性 基準チェック /36DS Smithの総株主資本は£3.8B 、総負債は£2.7Bで、負債比率は71.1%となります。総資産と総負債はそれぞれ£9.1Bと£5.4Bです。 DS Smithの EBIT は£460.0Mで、利息カバレッジ比率4です。現金および短期投資は£398.0Mです。主要情報71.14%負債資本比率UK£2.68b負債インタレスト・カバレッジ・レシオ4x現金UK£398.00mエクイティUK£3.76b負債合計UK£5.37b総資産UK£9.13b財務の健全性に関する最新情報お知らせ • Apr 01DS Smith Plc to Be Deleted from OTC EquityDS Smith Plc (United Kingdom) will be deleted from OTC Equity effective April 01, 2025, due to CUSIP Suspended.お知らせ • Feb 03+ 5 more updatesDS Smith Shares Listing Cancelation Effective February 04On 16 April 2024, the boards of DS Smith Plc and International Paper announced that they had agreed the terms of a recommended all-share combination of DS Smith and International Paper, pursuant to which International Paper will acquire the entire issued and to be issued ordinary share capital of DS Smith (the "Combination") to be effected by way of a Court-sanctioned scheme of arrangement (the "Scheme") under Part 26 of the Companies Act 2006 (the "Act"). The circular in relation to the Scheme (the "Scheme Document") was published on 11 September 2024. On 24 January 2025, DS Smith and International Paper announced that the Conditions had been satisfied and that the Court Hearing had been scheduled to be held on 30 January 2025. Applications have been made to the Financial Conduct Authority ("FCA") and the London Stock Exchange ("LSE") in relation to: the admission of the International Paper Shares to the equity shares (international commercial companies secondary listing) category of the Official List maintained by the FCA (the "Official List") and to trading on the LSE's main market for listed securities (the "Main Market"), which is expected to take place by 8.00 a.m. on4 February 2025; and the suspension and cancellation of DS Smith's listing on the Official List and the trading of DS Smith Shares on the Main Market, such suspension being expected to take place with effect from 7:30 a.m. 3 February 2025, and such cancellation to take place with effect from 8:00 a.m. on 4 February 2025.すべての更新を表示Recent updatesお知らせ • Apr 01DS Smith Plc to Be Deleted from OTC EquityDS Smith Plc (United Kingdom) will be deleted from OTC Equity effective April 01, 2025, due to CUSIP Suspended.お知らせ • Feb 28DS Smith plc Appoints Tim Nicholls as PresidentInternational Paper announced changes to its executive leadership team. Tim Nicholls has been named Executive Vice President and President of DS Smith, an International Paper company, reporting to Chairman and Chief Executive Officer Andy Silvernail. Tim has more than 30 years of industry experience including a variety of business and finance leadership roles. He has served as the CFO of International Paper since 2018 and also held the CFO role from 2007 to 2011. From 2014 to 2018, Tim led IP's Packaging business in North and South America and earlier in his career he was based in Europe as the VP and CFO for IP Europe. He led the IP side of the integration planning for the combination with DS Smith and served as the interim leader of the combined business in EMEA since the close of the transaction.お知らせ • Feb 03+ 5 more updatesDS Smith Shares Listing Cancelation Effective February 04On 16 April 2024, the boards of DS Smith Plc and International Paper announced that they had agreed the terms of a recommended all-share combination of DS Smith and International Paper, pursuant to which International Paper will acquire the entire issued and to be issued ordinary share capital of DS Smith (the "Combination") to be effected by way of a Court-sanctioned scheme of arrangement (the "Scheme") under Part 26 of the Companies Act 2006 (the "Act"). The circular in relation to the Scheme (the "Scheme Document") was published on 11 September 2024. On 24 January 2025, DS Smith and International Paper announced that the Conditions had been satisfied and that the Court Hearing had been scheduled to be held on 30 January 2025. Applications have been made to the Financial Conduct Authority ("FCA") and the London Stock Exchange ("LSE") in relation to: the admission of the International Paper Shares to the equity shares (international commercial companies secondary listing) category of the Official List maintained by the FCA (the "Official List") and to trading on the LSE's main market for listed securities (the "Main Market"), which is expected to take place by 8.00 a.m. on4 February 2025; and the suspension and cancellation of DS Smith's listing on the Official List and the trading of DS Smith Shares on the Main Market, such suspension being expected to take place with effect from 7:30 a.m. 3 February 2025, and such cancellation to take place with effect from 8:00 a.m. on 4 February 2025.お知らせ • Jan 17DS Smith Launches Tape Back, Unique Packaging Design SolutionDS Smith has launched Tape Back, a unique packaging design solution that eliminates the need for single-use plastic tear strips in e-commerce packaging. Tape Back uses one glue strip for two e-commerce shipments, reducing waste and ensuring suppliers can offer seamless and sustainable returns. Tape Back features a convenient return strip that allows consumers to easily reuse the original packaging for returns, minimizing the need for additional materials. Other product benefits include: Seamless Returns – The easy-to-peel return strip requires less packaging and requires no additional materials to return items. Innovative Design – DS Smith designers have created an innovative solution that removes the need for a single-use plastic tear strip entirely. Enhanced Sustainability - With sustainability driving consumer behavior, Tape Back reduces hidden non–recyclable material and avoids mixing components, making it easy to recycle at home. Improved Functionality - Designed to do more with less the innovative solution reduces waste. It also makes it easier for suppliers to process returns and eliminates the risk of stock being damaged when returned.お知らせ • Dec 05DS Smith plc Declares an Interim Dividend for the First Half Ended October 31, 2024, Payable on 29 January 2025The Board of DS Smith Plc declared an interim dividend of 6.2 pence per share for the first half ended October 31, 2024 . The dividend will be paid on 29 January 2025 to ordinary shareholders on the register at close of business on 13 December 2024.Upcoming Dividend • Aug 29Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 04 October 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.4%).Declared Dividend • Jul 19Final dividend of UK£0.12 announcedShareholders will receive a dividend of UK£0.12. Ex-date: 5th September 2024 Payment date: 4th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 19DS Smith Plc Announces Retirement of Louise Smalley from the Board, Effective 3 September 2024DS Smith Plc announced that Louise Smalley will retire from the Board with effect from the conclusion of its Annual General Meeting on 3 September 2024.Board Change • Apr 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Non-Executive Director Alina Kessel was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change).お知らせ • Apr 16International Paper Company and DS Smith Plc Announce Andrew K. Silvernail to be CEO of the Combined CompanyInternational Paper and DS Smith Plc announced that they have reached agreement on the terms of a recommended all-share combination, creating a truly global leader in sustainable packaging solutions. Andrew K. Silvernail will be CEO of the combined company and Miles Roberts will be retained as a consultant to assist with integration matters. As part of the Combination, up to two non-executive directors of DS Smith will be invited to join the Board of the combined company upon close of the Combination.お知らせ • Mar 28+ 1 more updateDS Smith's Response to Media SpeculationThe Board of DS Smith Plc (LSE:SMDS) noted the recent media speculation and confirms that it is in discussions with International Paper Company (NYSE:IP) regarding a proposal to acquire DS Smith through a possible all share offer (the "Proposal"). Under the terms of the Proposal, DS Smith shareholders would receive 0.1285 shares in International Paper for each share they own in DS Smith, resulting in DS Smith shareholders owning approximately 33.8% of the combined International Paper-DS Smith group. Based on International Paper's share price of $40.85 at close of business on 25 March 2024, the terms of the Proposal represent a value of 415 pence and premium of 48% to DS Smith's closing share price of 281 pence on 7 February 2024 (being the day prior to the commencement of the offer period in respect of DS Smith). The Board acknowledges the strategic merits and potential for value creation through a combination with International Paper. Accordingly, the Board is progressing its discussions with International Paper regarding the Proposal. There can be no certainty as to whether any offer will be made by International Paper or the terms of any such offer from International Paper. In accordance with Rule 2.6(a) of the Code, International Paper is required, by not later than 5.00 p.m. on 23 April 2024, either to announce a firm intention to make an offer for DS Smith in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel in accordance with Rule 2.6(c) of the Code. Further to the announcement on 7 March 2024, DS Smith is also continuing discussions with Mondi plc ("Mondi") regarding a possible all share offer by Mondi for DS Smith. In accordance with Rule 2.6(c) of the Code, Mondi is required, by not later than 5.00 p.m. on 4 April 2024, to either announce a firm intention to make an offer for DS Smith in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer for DS Smith, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel in accordance with Rule 2.6(c) of the Code. A further announcement will be made if and when appropriate. This statement is being made by DS Smith without the prior agreement or approval of International Paper.お知らせ • Mar 20DS Smith Launches Shop.able Carriers Recyclable Box Solution for Transporting GroceriesShop.able Carriers, a line of recyclable, reusable boxes for supermarkets that replaces plastic shopping bags, are now available to deliver consumers a more sustainable and convenient packaging solution for everyday grocery shopping. The durable, stackable boxes – designed and manufactured by sustainable fiber-based packaging leader DS Smith – feature the company’s patented, food-safe, and water-resistant Greencoat® coating technology, giving consumers an affordable alternative to hard-to-recycle plastic bags. Shop.able Carriers are reusable, moisture-resistant, modular, and 100% recyclable made from renewable resources.お知らせ • Mar 19+ 2 more updatesDS Smith Plc, Annual General Meeting, Sep 03, 2024DS Smith Plc, Annual General Meeting, Sep 03, 2024.お知らせ • Mar 09Mondi plc (LSE:MNDI) made an offer to acquire DS Smith Plc (LSE:SMDS) for £5.1 billionMondi plc (LSE:MNDI) made an offer to acquire DS Smith Plc (LSE:SMDS) for £5.1 billion on March 7, 2023. Linklaters LLP is acting as legal adviser to Mondi. Slaughter and May is acting as legal adviser to DS Smith.お知らせ • Mar 05DS Smith Unveils Drypack Solution in U.S. Market to Help Seafood Processing Processors Phase Out Plastic ContainersDS Smith is launching its DryPack seafood box in North America. A sustainable replacement for non-recyclable expanded polystyrene (EPS) foam boxes, DS Smith DryPack is a no-leak, 100% water-resistant, fully recyclable box that, when packed with ice, can keep fresh fish below 40 degrees Fahrenheit for over 40 hours in cold chain operations. DryPack is the only containerboard seafood box approved for air freight by the International Air Transport Association, giving seafood processors the ability to safely ship fresh fish for short and long distances. The boxes ship flat to seafood processors - requiring 81% less space than foam plastic EPS boxes - and are easy and quick to assemble manually or with the use of automation equipment. DS Smith NAPP is now manufacturing DryPack boxes at its U.S. specialty packaging plants using its patented and proven Greencoat®? technology - a food-safe, moisture-resistant, recyclable coated box solution that has USDA, CFIA, FDA and FBA certifications. In addition to seafood packaging, the technology is used in the fresh poultry and produce industries to replace non-recyclable, wax-coated boxes. Norwegian DS Smith customer Kvaroy Arctic - a family-owned salmon producer located on an island inside the Arctic Circle - depends on DryPack's recyclability and reliability as a water-resistant and versatile packaging solution. This patented, sustainable seafood box - a past design winner of the World Packaging Association's WorldStar Award - is making its North American debut at the Seafood Processing North America tradeshow in Boston, March 10-12, where DS Smith is exhibiting in booth #1671. With DryPack, DS Smith is furthering its ambition to accelerate plastic replacement in the packaging space. Driven by its Now and Next sustainability strategy and working in partnership with customers, DS Smith has replaced 762 million problem plastics with fiber-based alternatives since 2020, and is on track to beat its goal of replacing 1 billion plastics by 2025. The company is committed to supporting a transition to the Circular Economy, eliminating waste and pollution, and keeping materials in use for longer. DS Smith creates 100% recyclable or reusable packaging, helping customers design out hard to recycle plastics. DS Smith has also created more than 30,000 circular-ready projects through its Circular Design Metrics, a design analysis tool that helps customers drive sustainability performance.New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €3.72, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 2.5% over the past three years.お知らせ • Feb 09DS Smith Receives Highly Preliminary Expression of Interest from Mondi over a Possible OfferDS Smith Plc (LSE:SMDS) shares jumped after the company said it has received a highly preliminary expression of interest from larger peer Mondi plc (LSE:MNDI) over a possible offer, but that no proposal has been received at this stage. DS Smith shares at 1300 GMT were up 27.80 pence at 308.90 pence, leading the FTSE 100 index risers. However, they are currently down 12% over the past 12 months. Mondi shares are down 54.50 pence, or 3.95%, at 1,326.50 pence and are down 11% over the past 12 months. The London-listed packaging company said February 8, 2024 that there is no certainty a deal will be struck, nor the terms of any proposal. Any deal would create a company worth GBP 10.365 billion ($13.09 billion) based on each company's current market values. Mondi has until March 7 to either make a formal offer or walk away under U.K. Takeover Panel rules. Mondi later acknowledged that it is in the early stages of considering an all-share merger with DS Smith saying that it believes a deal would "create an industry leader in European paper-based sustainable packaging solutions." It said the company routinely considers options within its capital allocation framework to boost growth in the packaging sectors in which it operates. Mondi also said that there's no certainty any offer will be made to buy DS Smith.New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Paying a dividend despite having no free cash flows.New Risk • Jan 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Paying a dividend despite having no free cash flows.New Risk • Dec 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Paying a dividend despite having no free cash flows.Reported Earnings • Dec 08First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.17 in 1H 2023)First half 2024 results: EPS: UK£0.15 (down from UK£0.17 in 1H 2023). Revenue: UK£3.51b (down 18% from 1H 2023). Net income: UK£204.0m (down 12% from 1H 2023). Profit margin: 5.8% (up from 5.4% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Dec 07+ 1 more updateMiles Roberts Announces to Retire as CEO of DS Smith plcDS Smith Plc announced that Miles Roberts has informed the Company of his intention, following 13 years with the Company, to retire from his role as CEO. It is intended that Miles' formal notice period will start on 1 December 2024, which means that he would retire from the Board and step down as CEO no later than 30 November 2025. This will give the Company an appropriate amount of time to identify and appoint his successor. A thorough recruitment process will be conducted and Miles will remain as a director of the Company and CEO throughout and will continue to focus on delivering strong performance from the Group and on supporting an orderly transition to his successor. Further announcements regarding Miles' leaving date and the appointment of his successor will be made in due course.お知らせ • Oct 01DS Smith Plc Appoints Tessa Bamford as Non-Executive Director, Effective 1 January 2024DS Smith Plc announced the appointment of Tessa Bamford to the company's board as a non-executive director, with effect from 1 January 2024. She will also join the Audit, Nomination and Remuneration Committees of the Board. Tessa will be joining following her retirement from Spencer Stuart, a global leadership search and advisory firm, where she led the UK Board and CEO practice, working with clients in the UK and internationally. Tessa previously held non-executive director roles at Ferguson plc for 10 years and at Barratt Developments plc for 9 years. Prior to joining Spencer Stuart, Tessa was a founding director of Cantos Communications, an online corporate communications company where she also managed many of its largest client accounts. Her earlier career was as an investment banker for 18 years, which started at BZW, then Schroders, latterly as a managing director in which she worked in both the UK and US advising companies on equity capital markets and M&A.Upcoming Dividend • Aug 31Upcoming dividend of UK£0.12 per share at 5.8% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 50% and the cash payout ratio is 90%. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.5%).お知らせ • Aug 03DS Smith Plc (LSE:SMDS) agreed to acquire Društvo Za Proizvodnju Štampane I Kaširane Kartonske Ambalaže Bosis Doo Valjevo.DS Smith Plc (LSE:SMDS) agreed to acquire Društvo Za Proizvodnju Štampane I Kaširane Kartonske Ambalaže Bosis Doo Valjevo on August 1, 2023. Following completion of the acquisition of Bosis doo, DS Smith’s total packaging operations in Eastern Europe will comprise 29 box plants and additional facilities, employing more than 7,000 people in the region. The transaction is subject to customary closing conditions. The transaction is expected to complete within the second half of DS Smith’s financial year.Board Change • Jul 02Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Alina Kessel was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jun 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.8% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jun 23Full year 2023 earnings released: EPS: UK£0.36 (vs UK£0.20 in FY 2022)Full year 2023 results: EPS: UK£0.36 (up from UK£0.20 in FY 2022). Revenue: UK£8.22b (up 14% from FY 2022). Net income: UK£491.0m (up 75% from FY 2022). Profit margin: 6.0% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Alina Kessel was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 16DS Smith Plc Appoints Eric Olsen to the Company's Board as A Non-Executive Director, with Effect from 15 May 2023DS Smith Plc announced the appointment with effect from 15 May 2023 of Eric Olsen to the Company's Board as a Non-Executive Director. He will also join the Audit, Nomination and Remuneration Committees of the Board. Eric is currently CEO of Aliaxis, a global leader in fluid management solutions for building, infrastructure, industrial and agriculture applications. A Certified Public Accountant (CPA) and holding a Master of Business Administration from HEC international business school in Paris, Eric was the CEO of LafargeHolcim from 2015-2017 where he ensured the successful merger of Lafarge and Holcim. Prior to that he also held a number of other roles within the Lafarge Group, including as EVP Organisation and Human Resources and EVP in charge of Operations. Eric started his career in the field of M&A at Deloitte & Touche and Banque Paribas and was one of the managing partners of Trinity Associates for 6 years. Eric has dual American and French nationalities and is also a Board Member of Fortera and is a member of the Technical and Strategic Advisory Committee of Breakthrough Energy Ventures Europe, as well as a corporate advisor for Temasek.Reported Earnings • Dec 09First half 2023 earnings released: EPS: UK£0.17 (vs UK£0.098 in 1H 2022)First half 2023 results: EPS: UK£0.17 (up from UK£0.098 in 1H 2022). Revenue: UK£4.30b (up 28% from 1H 2022). Net income: UK£232.0m (up 72% from 1H 2022). Profit margin: 5.4% (up from 4.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Packaging industry in Europe are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Dec 08DS Smith plc Declares an Interim Dividend Payable on 31 January 2023DS Smith Plc Board declares an interim dividend of 6.0 pence per share in light of the strong business performance, building on the robust position of the second half of the previous year. The dividend will be paid on 31 January 2023 to ordinary shareholders on the register at close of business on 16 December 2022.お知らせ • Nov 18DS Smith Plc Announces Board ChangesDS Smith Plc announced the appointment of Richard Pike to the Company's Board as Group Finance Director and Executive Director with effect from Adrian Marsh's retirement next summer. The final date of appointment will be confirmed and his election put to the September 2023 AGM for approval in the normal manner. Richard has been Chief Financial Officer of Biffa plc, for the last four years and has enjoyed a highly successful career in finance, including a decade of leadership roles in manufacturing.Buying Opportunity • Nov 04Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be €4.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 8.3%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Sep 29Upcoming dividend of UK£0.10 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of German dividend payers (5.5%). Higher than average of industry peers (3.4%).お知らせ • Sep 07+ 2 more updatesDS Smith Names Keith Tornes as Managing Director, Paper, Forestry and Recycling for North AmericaDS Smith announced that it has named Keith Tornes as managing director, paper, forestry and recycling for North America. Tornes, who has nearly 30 years of experience in operations and plant management in several senior global leadership roles, will be responsible for the U.S. operations that produce linerboard and corrugating medium to support the company’s integrated corrugated packaging business. Based in Riceboro, GA, he will oversee paper production at DS Smith’s paper mills, as well as the North American recycling and forestry operations with a focus on growing DS Smith’s paper production and ensuring the delivery of high quality, high performing papers to meet changing demands in packaging and other industry sectors. Tornes joins DS Smith from Sonoco, a global packaging company where he most recently served as segment manufacturing manager for protective solutions. At Sonoco, he also had 15 years in plant manager roles leading facilities in several of Sonoco’s business units, including paper and protective solutions. Before Sonoco, he was at International Paper, where he led mill operations in roles with increasing responsibility. Tornes graduated from Carnegie Mellon University with a bachelor’s degree in chemical engineering.Recent Insider Transactions • Jun 26Non-Executive Chairman recently bought €58k worth of stockOn the 23rd of June, Geoffrey Drabble bought around 17k shares on-market at roughly €3.34 per share. This was the largest purchase by an insider in the last 3 months. This was Geoffrey's only on-market trade for the last 12 months.Reported Earnings • Jun 22Full year 2022 earnings released: EPS: UK£0.20 (vs UK£0.13 in FY 2021)Full year 2022 results: EPS: UK£0.20 (up from UK£0.13 in FY 2021). Revenue: UK£7.24b (up 21% from FY 2021). Net income: UK£280.0m (up 54% from FY 2021). Profit margin: 3.9% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Jun 22DS Smith Plc Proposes Final Dividend for the Year 2022, Payable on 1 November 2022DS Smith Plc proposed a final dividend for this year of 10.2 pence, taking the total dividend for the year to 15.0 pence per share (2020/21: 12.1 pence), in line with policy and an increase of 24% over the prior period. Subject to approval of shareholders at AGM to be held on 6 September 2022, the final dividend will be paid on 1 November 2022 to shareholders on the register at the close of business on 7 October 2022.お知らせ • Jun 08+ 1 more updateDS Smith Plc to Report First Half, 2023 Results on Dec 08, 2022DS Smith Plc announced that they will report first half, 2023 results on Dec 08, 2022Upcoming Dividend • Mar 31Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.7%). Higher than average of industry peers (2.9%).Reported Earnings • Dec 12First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: UK£0.098 (up from UK£0.054 in 1H 2021). Revenue: UK£3.36b (up 16% from 1H 2021). Net income: UK£135.0m (up 82% from 1H 2021). Profit margin: 4.0% (up from 2.6% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 7.5%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 30Upcoming dividend of UK£0.081 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 01 November 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.4%).Recent Insider Transactions • Aug 26Key Executive recently sold €1.5m worth of stockOn the 23rd of August, Adrian R. Marsh sold around 287k shares on-market at roughly €5.12 per share. This was the largest sale by an insider in the last 3 months. Adrian R. has been a seller over the last 12 months, reducing personal holdings by €1.2m.Reported Earnings • Jun 24Full year 2021 earnings released: EPS UK£0.13 (vs UK£0.21 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£5.98b (down 1.1% from FY 2020). Net income: UK£182.0m (down 37% from FY 2020). Profit margin: 3.0% (down from 4.8% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Apr 29DS Smith Plc Provides Earnings Guidance for the Full Year Ending April 30, 2021DS Smith Plc provided earnings guidance for the full year ending April 30, 2021. The company's financial performance for the full year ended April 30, 2021 is anticipated to be line with the company's expectations.Upcoming Dividend • Apr 02Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 08 April 2021. Payment date: 04 May 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).Is New 90 Day High Low • Feb 26New 90-day high: €4.81The company is up 30% from its price of €3.70 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.82 per share.お知らせ • Feb 26+ 1 more updateDS Smith Introduces GreentoteDS Smith now is offering grocery stores and consumers Greentote, the first reusable, moisture-resistant, modular, 100% recyclable container made from renewable resources. DS Smith introduces Greentote, the first modular, moisture-resistant, food-contact safe and 100% recyclable alternative to plastic shopping bags for retail grocery pickup or delivery. The company’s development of the Greentote alternative arrives as stores and supermarkets respond to the pandemic-driven jump in online fulfillment sales, BOPIS (buy online, pick up in-store) and third-party grocery delivery services. That potentially has translated into more plastic bags ending up in their customers’ homes and eventually landfills, or worse - waterways. Recent surveys have indicated that many shoppers say they’d likely continue online buying if items were delivered with less packaging or used more sustainable material. They’d also prefer items delivered in more recyclable packaging. Greentote offers retail grocery chains and their customers what they’re demanding: an environmentally friendly, recyclable, reusable and food contact-safe solution for transporting groceries and merchandise. Eighteen states already have enacted legislation to ban plastic bags, and major retailers including Walmart, CVS Health, Albertsons, Dollar General and Dick’s Sporting Goods have joined “The Beyond the Bag Initiative,” a group seeking to reinvent the single-use plastic retail bag. The goal: identify, test and implement viable design solutions and models that more sustainably serve the purpose of the current retail bag. Made of cardboard and available in two sizes, Greentote can hold more than three times the number of groceries than plastic bags and can interlock with each other, ensuring safety and convenience when transporting. Additionally, Greentote is coated with DS Smith’s proprietary Greencoat, which revolutionized the wax-coated shipping industry for poultry, produce, and seafood with its sustainable, moisture-resistant capabilities and durability in demanding supply chains. In addition to its reusability, sustainability, and environmental benefits, Greentote provides retailers an opportunity to create a revenue stream by allowing vendors and local businesses to advertise on its full-color, long-lasting printable surfaces. Greentote can also be used to print shopper loyalty programs, community events, in-store coupons or other types of communication.お知らせ • Jan 12DS Smith Partners with Brrr Box to Deliver First Commercial, Sustainable Cooler Alternative to StyrofoamDS Smith, has joined forces with Vig Pak LLC to introduce Brrr Box, a patented, 100% recyclable, biodegradable cooler that incorporates some of the most modern technologies available in corrugated cardboard packaging. Named “The Official Cooler of Planet Earth,” Brrr Box uses DS Smith’s proprietary Greencoat corrugated moisture-resistant and FDA food contact-safe material to coat its sustainable alternative to Styrofoam. Unlike typical plastic foam coolers, Greencoat is biodegradable, made of sustainable and renewable fiber that reduces waste to landfills and carbon. For retailers looking to provide an eco-friendly alternative to Styrofoam, Brrr Box offers many benefits, including: 100% recyclable and biodegradable. Ships and merchandises flat. Accepts high-impact graphic printing. Reduces freight, warehousing and merchandising space. Compatible with corporate green initiatives and reduces carbon footprint. Opens and closes with one hand and assembles in about 5 seconds. Cooler holds a dozen 12-ounce beverages and 10 pounds of ice. Can keep contents cold for up to 8 hours. Made in the United States. DS Smith’s purpose is to ‘Redefine Packaging for a Changing World’, and as part of its recently launched “Now and Next Sustainability Strategy” and commitment to a circular economy, by 2030 the company will use packaging and recycling to replace problem plastics, reduce customer carbon and eliminate consumer packaging waste.お知らせ • Dec 05DS Smith to Launch Virus Resistant PackagingDS Smith announced an exclusive partnership with the company Touchguard to develop a new range of sustainable cardboard packaging to protect consumers against potentially harmful bacteria. While there is no evidence of virus transfer from cardboard, Touchguard’s patented technology is effective against a number of bacteria and viruses, including envelope viruses, of which COVID-19 is a member. The coating can be applied at scale across a range of applications, providing an additional layer of protection for consumers and workers throughout the supply chain. Recent surveys by DS Smith have found growing retail and consumer interest in products with hygienic packaging, especially amid the pandemic that has boosted e-commerce nationwide and increased demand for shipping boxes. The product has not been tested on COVID-19 cultures at this stage, but on feline coronavirus, part of the same family of viruses as COVID-19 in which its outermost layer and spikes attach and replicate to host cells. Touchguard disrupts the envelope to prevent the virus from replicating, effectively mitigating the risk of person-to-person transfer. It has a proven kill rate of 99.5% in under 15 minutes on bacteria types and envelope viruses and eliminates the risk of person-to-person transfer of infections, such as MRSA and E. coli. The new range promises to support the sustainable packaging market with potential scope across a variety of areas, including e-commerce and food packaging, while still being 100% recyclable. The Touchguard coating and packaging will hold certification to AATCC100 (MOD), ISO18184:2019 (MOD) and complies with BfR36 recommendations for food-contact materials. As part of its recently launched “Now and Next Sustainability Strategy,” DS Smith has committed to closing the loop through better design and by 2023, it will manufacture 100% reusable or recyclable packaging.お知らせ • Nov 05Ds Smith plc Provides Earnings Guidance for the First Half Ending 31 October 2020DS Smith Plc provided earnings guidance for the first half ending 31 October 2020. For the period, The company expects volumes for the H1 period overall to be c. 1.5% lower than the prior year H1. Profit for the half year will be lower than the comparable prior year period due to Covid.財務状況分析短期負債: 1KRの 短期資産 ( £2.3B ) が 短期負債 ( £2.3B ) を超えています。長期負債: 1KRの短期資産 ( £2.3B ) は 長期負債 ( £3.1B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: 1KRの 純負債対資本比率 ( 60.6% ) は 高い と見なされます。負債の削減: 1KRの負債対資本比率は、過去 5 年間で84.7%から71.1%に減少しました。債務返済能力: 1KRの負債は 営業キャッシュフロー によって 十分にカバーされていません ( 12% )。インタレストカバレッジ: 1KRの負債に対する 利息支払い は EBIT ( 4 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YMaterials 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/02/03 00:21終値2025/01/30 00:00収益2024/10/31年間収益2024/04/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋DS Smith Plc 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Eoghan ReidBerenbergHarry PhilipsCanaccord GenuityJustin JordanDavy8 その他のアナリストを表示
お知らせ • Apr 01DS Smith Plc to Be Deleted from OTC EquityDS Smith Plc (United Kingdom) will be deleted from OTC Equity effective April 01, 2025, due to CUSIP Suspended.
お知らせ • Feb 03+ 5 more updatesDS Smith Shares Listing Cancelation Effective February 04On 16 April 2024, the boards of DS Smith Plc and International Paper announced that they had agreed the terms of a recommended all-share combination of DS Smith and International Paper, pursuant to which International Paper will acquire the entire issued and to be issued ordinary share capital of DS Smith (the "Combination") to be effected by way of a Court-sanctioned scheme of arrangement (the "Scheme") under Part 26 of the Companies Act 2006 (the "Act"). The circular in relation to the Scheme (the "Scheme Document") was published on 11 September 2024. On 24 January 2025, DS Smith and International Paper announced that the Conditions had been satisfied and that the Court Hearing had been scheduled to be held on 30 January 2025. Applications have been made to the Financial Conduct Authority ("FCA") and the London Stock Exchange ("LSE") in relation to: the admission of the International Paper Shares to the equity shares (international commercial companies secondary listing) category of the Official List maintained by the FCA (the "Official List") and to trading on the LSE's main market for listed securities (the "Main Market"), which is expected to take place by 8.00 a.m. on4 February 2025; and the suspension and cancellation of DS Smith's listing on the Official List and the trading of DS Smith Shares on the Main Market, such suspension being expected to take place with effect from 7:30 a.m. 3 February 2025, and such cancellation to take place with effect from 8:00 a.m. on 4 February 2025.
お知らせ • Apr 01DS Smith Plc to Be Deleted from OTC EquityDS Smith Plc (United Kingdom) will be deleted from OTC Equity effective April 01, 2025, due to CUSIP Suspended.
お知らせ • Feb 28DS Smith plc Appoints Tim Nicholls as PresidentInternational Paper announced changes to its executive leadership team. Tim Nicholls has been named Executive Vice President and President of DS Smith, an International Paper company, reporting to Chairman and Chief Executive Officer Andy Silvernail. Tim has more than 30 years of industry experience including a variety of business and finance leadership roles. He has served as the CFO of International Paper since 2018 and also held the CFO role from 2007 to 2011. From 2014 to 2018, Tim led IP's Packaging business in North and South America and earlier in his career he was based in Europe as the VP and CFO for IP Europe. He led the IP side of the integration planning for the combination with DS Smith and served as the interim leader of the combined business in EMEA since the close of the transaction.
お知らせ • Feb 03+ 5 more updatesDS Smith Shares Listing Cancelation Effective February 04On 16 April 2024, the boards of DS Smith Plc and International Paper announced that they had agreed the terms of a recommended all-share combination of DS Smith and International Paper, pursuant to which International Paper will acquire the entire issued and to be issued ordinary share capital of DS Smith (the "Combination") to be effected by way of a Court-sanctioned scheme of arrangement (the "Scheme") under Part 26 of the Companies Act 2006 (the "Act"). The circular in relation to the Scheme (the "Scheme Document") was published on 11 September 2024. On 24 January 2025, DS Smith and International Paper announced that the Conditions had been satisfied and that the Court Hearing had been scheduled to be held on 30 January 2025. Applications have been made to the Financial Conduct Authority ("FCA") and the London Stock Exchange ("LSE") in relation to: the admission of the International Paper Shares to the equity shares (international commercial companies secondary listing) category of the Official List maintained by the FCA (the "Official List") and to trading on the LSE's main market for listed securities (the "Main Market"), which is expected to take place by 8.00 a.m. on4 February 2025; and the suspension and cancellation of DS Smith's listing on the Official List and the trading of DS Smith Shares on the Main Market, such suspension being expected to take place with effect from 7:30 a.m. 3 February 2025, and such cancellation to take place with effect from 8:00 a.m. on 4 February 2025.
お知らせ • Jan 17DS Smith Launches Tape Back, Unique Packaging Design SolutionDS Smith has launched Tape Back, a unique packaging design solution that eliminates the need for single-use plastic tear strips in e-commerce packaging. Tape Back uses one glue strip for two e-commerce shipments, reducing waste and ensuring suppliers can offer seamless and sustainable returns. Tape Back features a convenient return strip that allows consumers to easily reuse the original packaging for returns, minimizing the need for additional materials. Other product benefits include: Seamless Returns – The easy-to-peel return strip requires less packaging and requires no additional materials to return items. Innovative Design – DS Smith designers have created an innovative solution that removes the need for a single-use plastic tear strip entirely. Enhanced Sustainability - With sustainability driving consumer behavior, Tape Back reduces hidden non–recyclable material and avoids mixing components, making it easy to recycle at home. Improved Functionality - Designed to do more with less the innovative solution reduces waste. It also makes it easier for suppliers to process returns and eliminates the risk of stock being damaged when returned.
お知らせ • Dec 05DS Smith plc Declares an Interim Dividend for the First Half Ended October 31, 2024, Payable on 29 January 2025The Board of DS Smith Plc declared an interim dividend of 6.2 pence per share for the first half ended October 31, 2024 . The dividend will be paid on 29 January 2025 to ordinary shareholders on the register at close of business on 13 December 2024.
Upcoming Dividend • Aug 29Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 04 October 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.4%).
Declared Dividend • Jul 19Final dividend of UK£0.12 announcedShareholders will receive a dividend of UK£0.12. Ex-date: 5th September 2024 Payment date: 4th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 19DS Smith Plc Announces Retirement of Louise Smalley from the Board, Effective 3 September 2024DS Smith Plc announced that Louise Smalley will retire from the Board with effect from the conclusion of its Annual General Meeting on 3 September 2024.
Board Change • Apr 24Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Non-Executive Director Alina Kessel was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change).
お知らせ • Apr 16International Paper Company and DS Smith Plc Announce Andrew K. Silvernail to be CEO of the Combined CompanyInternational Paper and DS Smith Plc announced that they have reached agreement on the terms of a recommended all-share combination, creating a truly global leader in sustainable packaging solutions. Andrew K. Silvernail will be CEO of the combined company and Miles Roberts will be retained as a consultant to assist with integration matters. As part of the Combination, up to two non-executive directors of DS Smith will be invited to join the Board of the combined company upon close of the Combination.
お知らせ • Mar 28+ 1 more updateDS Smith's Response to Media SpeculationThe Board of DS Smith Plc (LSE:SMDS) noted the recent media speculation and confirms that it is in discussions with International Paper Company (NYSE:IP) regarding a proposal to acquire DS Smith through a possible all share offer (the "Proposal"). Under the terms of the Proposal, DS Smith shareholders would receive 0.1285 shares in International Paper for each share they own in DS Smith, resulting in DS Smith shareholders owning approximately 33.8% of the combined International Paper-DS Smith group. Based on International Paper's share price of $40.85 at close of business on 25 March 2024, the terms of the Proposal represent a value of 415 pence and premium of 48% to DS Smith's closing share price of 281 pence on 7 February 2024 (being the day prior to the commencement of the offer period in respect of DS Smith). The Board acknowledges the strategic merits and potential for value creation through a combination with International Paper. Accordingly, the Board is progressing its discussions with International Paper regarding the Proposal. There can be no certainty as to whether any offer will be made by International Paper or the terms of any such offer from International Paper. In accordance with Rule 2.6(a) of the Code, International Paper is required, by not later than 5.00 p.m. on 23 April 2024, either to announce a firm intention to make an offer for DS Smith in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel in accordance with Rule 2.6(c) of the Code. Further to the announcement on 7 March 2024, DS Smith is also continuing discussions with Mondi plc ("Mondi") regarding a possible all share offer by Mondi for DS Smith. In accordance with Rule 2.6(c) of the Code, Mondi is required, by not later than 5.00 p.m. on 4 April 2024, to either announce a firm intention to make an offer for DS Smith in accordance with Rule 2.7 of the Code or announce that it does not intend to make an offer for DS Smith, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel in accordance with Rule 2.6(c) of the Code. A further announcement will be made if and when appropriate. This statement is being made by DS Smith without the prior agreement or approval of International Paper.
お知らせ • Mar 20DS Smith Launches Shop.able Carriers Recyclable Box Solution for Transporting GroceriesShop.able Carriers, a line of recyclable, reusable boxes for supermarkets that replaces plastic shopping bags, are now available to deliver consumers a more sustainable and convenient packaging solution for everyday grocery shopping. The durable, stackable boxes – designed and manufactured by sustainable fiber-based packaging leader DS Smith – feature the company’s patented, food-safe, and water-resistant Greencoat® coating technology, giving consumers an affordable alternative to hard-to-recycle plastic bags. Shop.able Carriers are reusable, moisture-resistant, modular, and 100% recyclable made from renewable resources.
お知らせ • Mar 19+ 2 more updatesDS Smith Plc, Annual General Meeting, Sep 03, 2024DS Smith Plc, Annual General Meeting, Sep 03, 2024.
お知らせ • Mar 09Mondi plc (LSE:MNDI) made an offer to acquire DS Smith Plc (LSE:SMDS) for £5.1 billionMondi plc (LSE:MNDI) made an offer to acquire DS Smith Plc (LSE:SMDS) for £5.1 billion on March 7, 2023. Linklaters LLP is acting as legal adviser to Mondi. Slaughter and May is acting as legal adviser to DS Smith.
お知らせ • Mar 05DS Smith Unveils Drypack Solution in U.S. Market to Help Seafood Processing Processors Phase Out Plastic ContainersDS Smith is launching its DryPack seafood box in North America. A sustainable replacement for non-recyclable expanded polystyrene (EPS) foam boxes, DS Smith DryPack is a no-leak, 100% water-resistant, fully recyclable box that, when packed with ice, can keep fresh fish below 40 degrees Fahrenheit for over 40 hours in cold chain operations. DryPack is the only containerboard seafood box approved for air freight by the International Air Transport Association, giving seafood processors the ability to safely ship fresh fish for short and long distances. The boxes ship flat to seafood processors - requiring 81% less space than foam plastic EPS boxes - and are easy and quick to assemble manually or with the use of automation equipment. DS Smith NAPP is now manufacturing DryPack boxes at its U.S. specialty packaging plants using its patented and proven Greencoat®? technology - a food-safe, moisture-resistant, recyclable coated box solution that has USDA, CFIA, FDA and FBA certifications. In addition to seafood packaging, the technology is used in the fresh poultry and produce industries to replace non-recyclable, wax-coated boxes. Norwegian DS Smith customer Kvaroy Arctic - a family-owned salmon producer located on an island inside the Arctic Circle - depends on DryPack's recyclability and reliability as a water-resistant and versatile packaging solution. This patented, sustainable seafood box - a past design winner of the World Packaging Association's WorldStar Award - is making its North American debut at the Seafood Processing North America tradeshow in Boston, March 10-12, where DS Smith is exhibiting in booth #1671. With DryPack, DS Smith is furthering its ambition to accelerate plastic replacement in the packaging space. Driven by its Now and Next sustainability strategy and working in partnership with customers, DS Smith has replaced 762 million problem plastics with fiber-based alternatives since 2020, and is on track to beat its goal of replacing 1 billion plastics by 2025. The company is committed to supporting a transition to the Circular Economy, eliminating waste and pollution, and keeping materials in use for longer. DS Smith creates 100% recyclable or reusable packaging, helping customers design out hard to recycle plastics. DS Smith has also created more than 30,000 circular-ready projects through its Circular Design Metrics, a design analysis tool that helps customers drive sustainability performance.
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €3.72, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 2.5% over the past three years.
お知らせ • Feb 09DS Smith Receives Highly Preliminary Expression of Interest from Mondi over a Possible OfferDS Smith Plc (LSE:SMDS) shares jumped after the company said it has received a highly preliminary expression of interest from larger peer Mondi plc (LSE:MNDI) over a possible offer, but that no proposal has been received at this stage. DS Smith shares at 1300 GMT were up 27.80 pence at 308.90 pence, leading the FTSE 100 index risers. However, they are currently down 12% over the past 12 months. Mondi shares are down 54.50 pence, or 3.95%, at 1,326.50 pence and are down 11% over the past 12 months. The London-listed packaging company said February 8, 2024 that there is no certainty a deal will be struck, nor the terms of any proposal. Any deal would create a company worth GBP 10.365 billion ($13.09 billion) based on each company's current market values. Mondi has until March 7 to either make a formal offer or walk away under U.K. Takeover Panel rules. Mondi later acknowledged that it is in the early stages of considering an all-share merger with DS Smith saying that it believes a deal would "create an industry leader in European paper-based sustainable packaging solutions." It said the company routinely considers options within its capital allocation framework to boost growth in the packaging sectors in which it operates. Mondi also said that there's no certainty any offer will be made to buy DS Smith.
New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Paying a dividend despite having no free cash flows.
New Risk • Jan 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Paying a dividend despite having no free cash flows.
New Risk • Dec 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Paying a dividend despite having no free cash flows.
Reported Earnings • Dec 08First half 2024 earnings released: EPS: UK£0.15 (vs UK£0.17 in 1H 2023)First half 2024 results: EPS: UK£0.15 (down from UK£0.17 in 1H 2023). Revenue: UK£3.51b (down 18% from 1H 2023). Net income: UK£204.0m (down 12% from 1H 2023). Profit margin: 5.8% (up from 5.4% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Dec 07+ 1 more updateMiles Roberts Announces to Retire as CEO of DS Smith plcDS Smith Plc announced that Miles Roberts has informed the Company of his intention, following 13 years with the Company, to retire from his role as CEO. It is intended that Miles' formal notice period will start on 1 December 2024, which means that he would retire from the Board and step down as CEO no later than 30 November 2025. This will give the Company an appropriate amount of time to identify and appoint his successor. A thorough recruitment process will be conducted and Miles will remain as a director of the Company and CEO throughout and will continue to focus on delivering strong performance from the Group and on supporting an orderly transition to his successor. Further announcements regarding Miles' leaving date and the appointment of his successor will be made in due course.
お知らせ • Oct 01DS Smith Plc Appoints Tessa Bamford as Non-Executive Director, Effective 1 January 2024DS Smith Plc announced the appointment of Tessa Bamford to the company's board as a non-executive director, with effect from 1 January 2024. She will also join the Audit, Nomination and Remuneration Committees of the Board. Tessa will be joining following her retirement from Spencer Stuart, a global leadership search and advisory firm, where she led the UK Board and CEO practice, working with clients in the UK and internationally. Tessa previously held non-executive director roles at Ferguson plc for 10 years and at Barratt Developments plc for 9 years. Prior to joining Spencer Stuart, Tessa was a founding director of Cantos Communications, an online corporate communications company where she also managed many of its largest client accounts. Her earlier career was as an investment banker for 18 years, which started at BZW, then Schroders, latterly as a managing director in which she worked in both the UK and US advising companies on equity capital markets and M&A.
Upcoming Dividend • Aug 31Upcoming dividend of UK£0.12 per share at 5.8% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 50% and the cash payout ratio is 90%. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.5%).
お知らせ • Aug 03DS Smith Plc (LSE:SMDS) agreed to acquire Društvo Za Proizvodnju Štampane I Kaširane Kartonske Ambalaže Bosis Doo Valjevo.DS Smith Plc (LSE:SMDS) agreed to acquire Društvo Za Proizvodnju Štampane I Kaširane Kartonske Ambalaže Bosis Doo Valjevo on August 1, 2023. Following completion of the acquisition of Bosis doo, DS Smith’s total packaging operations in Eastern Europe will comprise 29 box plants and additional facilities, employing more than 7,000 people in the region. The transaction is subject to customary closing conditions. The transaction is expected to complete within the second half of DS Smith’s financial year.
Board Change • Jul 02Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Alina Kessel was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.8% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jun 23Full year 2023 earnings released: EPS: UK£0.36 (vs UK£0.20 in FY 2022)Full year 2023 results: EPS: UK£0.36 (up from UK£0.20 in FY 2022). Revenue: UK£8.22b (up 14% from FY 2022). Net income: UK£491.0m (up 75% from FY 2022). Profit margin: 6.0% (up from 3.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Alina Kessel was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 16DS Smith Plc Appoints Eric Olsen to the Company's Board as A Non-Executive Director, with Effect from 15 May 2023DS Smith Plc announced the appointment with effect from 15 May 2023 of Eric Olsen to the Company's Board as a Non-Executive Director. He will also join the Audit, Nomination and Remuneration Committees of the Board. Eric is currently CEO of Aliaxis, a global leader in fluid management solutions for building, infrastructure, industrial and agriculture applications. A Certified Public Accountant (CPA) and holding a Master of Business Administration from HEC international business school in Paris, Eric was the CEO of LafargeHolcim from 2015-2017 where he ensured the successful merger of Lafarge and Holcim. Prior to that he also held a number of other roles within the Lafarge Group, including as EVP Organisation and Human Resources and EVP in charge of Operations. Eric started his career in the field of M&A at Deloitte & Touche and Banque Paribas and was one of the managing partners of Trinity Associates for 6 years. Eric has dual American and French nationalities and is also a Board Member of Fortera and is a member of the Technical and Strategic Advisory Committee of Breakthrough Energy Ventures Europe, as well as a corporate advisor for Temasek.
Reported Earnings • Dec 09First half 2023 earnings released: EPS: UK£0.17 (vs UK£0.098 in 1H 2022)First half 2023 results: EPS: UK£0.17 (up from UK£0.098 in 1H 2022). Revenue: UK£4.30b (up 28% from 1H 2022). Net income: UK£232.0m (up 72% from 1H 2022). Profit margin: 5.4% (up from 4.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Packaging industry in Europe are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Dec 08DS Smith plc Declares an Interim Dividend Payable on 31 January 2023DS Smith Plc Board declares an interim dividend of 6.0 pence per share in light of the strong business performance, building on the robust position of the second half of the previous year. The dividend will be paid on 31 January 2023 to ordinary shareholders on the register at close of business on 16 December 2022.
お知らせ • Nov 18DS Smith Plc Announces Board ChangesDS Smith Plc announced the appointment of Richard Pike to the Company's Board as Group Finance Director and Executive Director with effect from Adrian Marsh's retirement next summer. The final date of appointment will be confirmed and his election put to the September 2023 AGM for approval in the normal manner. Richard has been Chief Financial Officer of Biffa plc, for the last four years and has enjoyed a highly successful career in finance, including a decade of leadership roles in manufacturing.
Buying Opportunity • Nov 04Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be €4.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 8.3%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Sep 29Upcoming dividend of UK£0.10 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of German dividend payers (5.5%). Higher than average of industry peers (3.4%).
お知らせ • Sep 07+ 2 more updatesDS Smith Names Keith Tornes as Managing Director, Paper, Forestry and Recycling for North AmericaDS Smith announced that it has named Keith Tornes as managing director, paper, forestry and recycling for North America. Tornes, who has nearly 30 years of experience in operations and plant management in several senior global leadership roles, will be responsible for the U.S. operations that produce linerboard and corrugating medium to support the company’s integrated corrugated packaging business. Based in Riceboro, GA, he will oversee paper production at DS Smith’s paper mills, as well as the North American recycling and forestry operations with a focus on growing DS Smith’s paper production and ensuring the delivery of high quality, high performing papers to meet changing demands in packaging and other industry sectors. Tornes joins DS Smith from Sonoco, a global packaging company where he most recently served as segment manufacturing manager for protective solutions. At Sonoco, he also had 15 years in plant manager roles leading facilities in several of Sonoco’s business units, including paper and protective solutions. Before Sonoco, he was at International Paper, where he led mill operations in roles with increasing responsibility. Tornes graduated from Carnegie Mellon University with a bachelor’s degree in chemical engineering.
Recent Insider Transactions • Jun 26Non-Executive Chairman recently bought €58k worth of stockOn the 23rd of June, Geoffrey Drabble bought around 17k shares on-market at roughly €3.34 per share. This was the largest purchase by an insider in the last 3 months. This was Geoffrey's only on-market trade for the last 12 months.
Reported Earnings • Jun 22Full year 2022 earnings released: EPS: UK£0.20 (vs UK£0.13 in FY 2021)Full year 2022 results: EPS: UK£0.20 (up from UK£0.13 in FY 2021). Revenue: UK£7.24b (up 21% from FY 2021). Net income: UK£280.0m (up 54% from FY 2021). Profit margin: 3.9% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.5%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Jun 22DS Smith Plc Proposes Final Dividend for the Year 2022, Payable on 1 November 2022DS Smith Plc proposed a final dividend for this year of 10.2 pence, taking the total dividend for the year to 15.0 pence per share (2020/21: 12.1 pence), in line with policy and an increase of 24% over the prior period. Subject to approval of shareholders at AGM to be held on 6 September 2022, the final dividend will be paid on 1 November 2022 to shareholders on the register at the close of business on 7 October 2022.
お知らせ • Jun 08+ 1 more updateDS Smith Plc to Report First Half, 2023 Results on Dec 08, 2022DS Smith Plc announced that they will report first half, 2023 results on Dec 08, 2022
Upcoming Dividend • Mar 31Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Dec 12First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: UK£0.098 (up from UK£0.054 in 1H 2021). Revenue: UK£3.36b (up 16% from 1H 2021). Net income: UK£135.0m (up 82% from 1H 2021). Profit margin: 4.0% (up from 2.6% in 1H 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 7.5%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 30Upcoming dividend of UK£0.081 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 01 November 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.4%).
Recent Insider Transactions • Aug 26Key Executive recently sold €1.5m worth of stockOn the 23rd of August, Adrian R. Marsh sold around 287k shares on-market at roughly €5.12 per share. This was the largest sale by an insider in the last 3 months. Adrian R. has been a seller over the last 12 months, reducing personal holdings by €1.2m.
Reported Earnings • Jun 24Full year 2021 earnings released: EPS UK£0.13 (vs UK£0.21 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£5.98b (down 1.1% from FY 2020). Net income: UK£182.0m (down 37% from FY 2020). Profit margin: 3.0% (down from 4.8% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 29DS Smith Plc Provides Earnings Guidance for the Full Year Ending April 30, 2021DS Smith Plc provided earnings guidance for the full year ending April 30, 2021. The company's financial performance for the full year ended April 30, 2021 is anticipated to be line with the company's expectations.
Upcoming Dividend • Apr 02Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 08 April 2021. Payment date: 04 May 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).
Is New 90 Day High Low • Feb 26New 90-day high: €4.81The company is up 30% from its price of €3.70 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.82 per share.
お知らせ • Feb 26+ 1 more updateDS Smith Introduces GreentoteDS Smith now is offering grocery stores and consumers Greentote, the first reusable, moisture-resistant, modular, 100% recyclable container made from renewable resources. DS Smith introduces Greentote, the first modular, moisture-resistant, food-contact safe and 100% recyclable alternative to plastic shopping bags for retail grocery pickup or delivery. The company’s development of the Greentote alternative arrives as stores and supermarkets respond to the pandemic-driven jump in online fulfillment sales, BOPIS (buy online, pick up in-store) and third-party grocery delivery services. That potentially has translated into more plastic bags ending up in their customers’ homes and eventually landfills, or worse - waterways. Recent surveys have indicated that many shoppers say they’d likely continue online buying if items were delivered with less packaging or used more sustainable material. They’d also prefer items delivered in more recyclable packaging. Greentote offers retail grocery chains and their customers what they’re demanding: an environmentally friendly, recyclable, reusable and food contact-safe solution for transporting groceries and merchandise. Eighteen states already have enacted legislation to ban plastic bags, and major retailers including Walmart, CVS Health, Albertsons, Dollar General and Dick’s Sporting Goods have joined “The Beyond the Bag Initiative,” a group seeking to reinvent the single-use plastic retail bag. The goal: identify, test and implement viable design solutions and models that more sustainably serve the purpose of the current retail bag. Made of cardboard and available in two sizes, Greentote can hold more than three times the number of groceries than plastic bags and can interlock with each other, ensuring safety and convenience when transporting. Additionally, Greentote is coated with DS Smith’s proprietary Greencoat, which revolutionized the wax-coated shipping industry for poultry, produce, and seafood with its sustainable, moisture-resistant capabilities and durability in demanding supply chains. In addition to its reusability, sustainability, and environmental benefits, Greentote provides retailers an opportunity to create a revenue stream by allowing vendors and local businesses to advertise on its full-color, long-lasting printable surfaces. Greentote can also be used to print shopper loyalty programs, community events, in-store coupons or other types of communication.
お知らせ • Jan 12DS Smith Partners with Brrr Box to Deliver First Commercial, Sustainable Cooler Alternative to StyrofoamDS Smith, has joined forces with Vig Pak LLC to introduce Brrr Box, a patented, 100% recyclable, biodegradable cooler that incorporates some of the most modern technologies available in corrugated cardboard packaging. Named “The Official Cooler of Planet Earth,” Brrr Box uses DS Smith’s proprietary Greencoat corrugated moisture-resistant and FDA food contact-safe material to coat its sustainable alternative to Styrofoam. Unlike typical plastic foam coolers, Greencoat is biodegradable, made of sustainable and renewable fiber that reduces waste to landfills and carbon. For retailers looking to provide an eco-friendly alternative to Styrofoam, Brrr Box offers many benefits, including: 100% recyclable and biodegradable. Ships and merchandises flat. Accepts high-impact graphic printing. Reduces freight, warehousing and merchandising space. Compatible with corporate green initiatives and reduces carbon footprint. Opens and closes with one hand and assembles in about 5 seconds. Cooler holds a dozen 12-ounce beverages and 10 pounds of ice. Can keep contents cold for up to 8 hours. Made in the United States. DS Smith’s purpose is to ‘Redefine Packaging for a Changing World’, and as part of its recently launched “Now and Next Sustainability Strategy” and commitment to a circular economy, by 2030 the company will use packaging and recycling to replace problem plastics, reduce customer carbon and eliminate consumer packaging waste.
お知らせ • Dec 05DS Smith to Launch Virus Resistant PackagingDS Smith announced an exclusive partnership with the company Touchguard to develop a new range of sustainable cardboard packaging to protect consumers against potentially harmful bacteria. While there is no evidence of virus transfer from cardboard, Touchguard’s patented technology is effective against a number of bacteria and viruses, including envelope viruses, of which COVID-19 is a member. The coating can be applied at scale across a range of applications, providing an additional layer of protection for consumers and workers throughout the supply chain. Recent surveys by DS Smith have found growing retail and consumer interest in products with hygienic packaging, especially amid the pandemic that has boosted e-commerce nationwide and increased demand for shipping boxes. The product has not been tested on COVID-19 cultures at this stage, but on feline coronavirus, part of the same family of viruses as COVID-19 in which its outermost layer and spikes attach and replicate to host cells. Touchguard disrupts the envelope to prevent the virus from replicating, effectively mitigating the risk of person-to-person transfer. It has a proven kill rate of 99.5% in under 15 minutes on bacteria types and envelope viruses and eliminates the risk of person-to-person transfer of infections, such as MRSA and E. coli. The new range promises to support the sustainable packaging market with potential scope across a variety of areas, including e-commerce and food packaging, while still being 100% recyclable. The Touchguard coating and packaging will hold certification to AATCC100 (MOD), ISO18184:2019 (MOD) and complies with BfR36 recommendations for food-contact materials. As part of its recently launched “Now and Next Sustainability Strategy,” DS Smith has committed to closing the loop through better design and by 2023, it will manufacture 100% reusable or recyclable packaging.
お知らせ • Nov 05Ds Smith plc Provides Earnings Guidance for the First Half Ending 31 October 2020DS Smith Plc provided earnings guidance for the first half ending 31 October 2020. For the period, The company expects volumes for the H1 period overall to be c. 1.5% lower than the prior year H1. Profit for the half year will be lower than the comparable prior year period due to Covid.