U.S. Packaging Stock News

In the past week, Colgate-Palmolive proposed a US$332 million settlement to resolve a class-action lawsuit by former employees over pension calculation concerns, pending court approval. This development comes as the company continues to lead in global oral care, with significant shares in both the toothpaste and manual toothbrush markets, even as its stock performance has trailed sector peers. We'll now explore how the proposed US$332 million settlement could impact Colgate-Palmolive's...

Honeywell International recently announced it has filed a Form 10 Registration Statement with the SEC for the spin-off of Solstice Advanced Materials, which is set to become a separately listed entity on the Nasdaq under the ticker "SOLS." This planned spin-off marks a significant step in Honeywell's restructuring efforts and could have notable implications for shareholders and the company's business focus. We'll take a closer look at how Honeywell's move to separate Solstice Advanced...

On September 2, 2025, Powerfleet announced that Wright Brothers Construction implemented its Unity AI video SaaS safety platform to enhance operational oversight, risk mitigation, and driver safety outcomes across its enterprise. This deployment highlights a growing industry move from disconnected solutions toward integrated, data-driven platforms that deliver measurable gains in safety, adoption, and compliance automation. We'll explore how enterprise adoption by a leading construction firm...

AECOM has recently announced it was awarded a place on National Highways' Specialist Professional and Technical Services 3 (SPaTS3) framework in the UK, in partnership with Arup, as part of a group of six suppliers on a project worth up to £495 million over six years. This appointment extends AECOM's longstanding collaboration with major UK transport authorities and underscores its ongoing role in delivering large-scale infrastructure and advisory services for government clients. We'll...

In the past week, Tapestry received upward earnings estimate revisions from multiple analysts for fiscal 2026, reflecting increased optimism about its growth outlook and operational performance, particularly for its Coach brand. An interesting insight is that Tapestry earned top rankings with an A in the Growth Style Score and a B in the VGM Score, confirming its position on investors’ watchlists for long-term potential. We'll take a look at how these analyst upgrades and the strong Growth...

Levi Strauss recently appointed former Victoria's Secret executive Chris Callieri to oversee global supply chain operations, reporting directly to CEO Michelle Gass, as the company accelerates its transition to a direct-to-consumer denim lifestyle brand. This leadership change highlights Levi's focus on improving supply chain resilience, driving innovation, and strengthening sustainability alongside its ongoing investments in e-commerce and high-profile brand partnerships. We'll examine how...

Alexandria Real Estate Equities recently declared a quarterly cash dividend of US$1.32 per common share for the third quarter of 2025, payable October 15 to shareholders of record as of September 30. This move maintains the dividend level, pausing historical growth to prioritize liquidity, and follows the company's recognition by Newsweek as one of the World's Most Trustworthy Companies for the second year in a row. We will examine how Alexandria's decision to maintain a high-yield dividend...

Coupang recently announced a multi-year partnership with the Washington Capitals to serve as their home and third jersey patch partner beginning with the 2025-26 NHL preseason, also gaining advertising and media rights across Capitals, Wizards, and Mystics brands through Monumental Sports & Entertainment. This deal positions Coupang to significantly expand its U.S. brand visibility by leveraging the Capitals' international fanbase and the popularity of key players like Alex Ovechkin. We'll...

In recent months, Arista Networks experienced significant momentum driven by heightened investment in AI infrastructure, fueling demand for its high-performance networking solutions. This development has attracted strong positive attention from industry analysts, who cite AI infrastructure as a central growth driver for the company's products and market expansion. These shifts underline how AI-driven infrastructure needs are reshaping the competitive landscape for advanced networking...

Snowflake recently announced a series of impactful developments, including the appointment of Brian Robins as incoming CFO, expanded AI partnerships with Siemens to enhance manufacturing productivity, new cloud deployments in South Africa, and updates to earnings guidance and product revenue forecasts for fiscal 2026. These events underscore Snowflake's continued focus on global expansion, leadership continuity, and growing momentum in the AI-driven digital transformation of major...

Enphase Energy recently announced the release of new software that enables homeowners with existing IQ7™ Microinverter systems to expand with IQ8™ Microinverters and integrate energy storage, following earlier launches in North America, Europe, and other major regions. The company also revealed it has started shipping domestically manufactured IQ Battery 10C units to help solar projects meet federal domestic content tax credit requirements in the US under new policy thresholds. These dual...

When you buy a stock there is always a possibility that it could drop 100%. But when you pick a company that is really...

Stocks including Monolithic Power Systems fell in the past week after major indices retreated, driven by profit-taking and renewed concerns about tariffs following a federal court ruling on the legality of certain global trade measures. This market movement was fueled more by macroeconomic factors and trade policy uncertainty than by any specific developments at Monolithic Power Systems itself. We'll examine how these renewed tariff concerns and broader market pressures may influence...

Recent analyst initiations, including coverage from Morgan Stanley, have spotlighted QXO Inc. for its ambitious plan to grow in the fragmented building products distribution sector, led by experienced management aiming to consolidate and drive efficiency improvements through technology. An interesting angle is the widespread analyst optimism regarding QXO’s ability to enhance acquired businesses and leverage its leadership’s track record for industry value creation. We'll explore how the...

FormFactor announced that its second-quarter revenue exceeded expectations, driven by growth in its probe-card business, though earnings per share fell short of analyst forecasts. The company's CEO acknowledged that recent gross margins have not matched FormFactor's market leadership, as sector-wide uncertainty around US-China trade restrictions continues to affect semiconductor firms. With profit margin concerns cited by analysts and the impact of global regulatory shifts, we'll examine how...

On September 3, 2025, Generac Holdings introduced the PWRmicro 820W microinverter, a high-output solution designed to maximize solar energy production, streamline installation, and integrate seamlessly with Generac's PWRcell and home standby generators. The announcement also revealed that Generac’s Clean Energy products will be accessible through the ecobee app and supported thermostats, enabling homeowners to monitor and control both their solar and smart home devices from a single...

Alnylam Pharmaceuticals recently presented positive long-term data from the HELIOS-B Phase 3 study of AMVUTTRA (vutrisiran) at the European Society of Cardiology Congress 2025, showing durable reductions in all-cause mortality and cardiovascular events for adults with ATTR-CM across up to 48 months of treatment. The study also highlighted sustained improvements in quality of life and days lost to death or hospitalization, with a consistent long-term safety profile supporting vutrisiran’s...

If you are staring at UnitedHealth Group (UNH) in your portfolio, you are not alone. Wall Street is abuzz following word that Berkshire Hathaway scooped up a substantial stake. The timing is striking, given that UNH is still facing scrutiny over its Medicare billing practices from an ongoing Department of Justice investigation. Despite this cloud, Berkshire’s bet, along with strong institutional signals, has put new energy into the conversation about UNH’s future. It is no wonder investors...

Lazard, Inc. has announced the appointment of Dmitry Shevelenko, Chief Business Officer of Perplexity and former technology leader at Uber, LinkedIn, and Meta, to its Board of Directors, effective September 2, 2025. This leadership addition brings expertise in technology and innovation, potentially aligning Lazard's board with growing trends in digital transformation and operational efficiency. We'll consider how Dmitry Shevelenko's technology background could influence Lazard's ongoing...

On September 3, 2025, Bank of New York Mellon announced and completed a US$500 million fixed-income offering of non-convertible, perpetual, callable depositary shares, with proceeds earmarked for general corporate purposes. This move could result in the potential redemption of the company's Series H and Series G Noncumulative Perpetual Preferred Stock, subject to future market conditions and final corporate decisions. We'll now explore how the depositary share offering and potential...

Mondelez International recently launched SOUR PATCH KIDS Strips, introducing a new chewy, ribbon-style candy in five flavors now available at Target, with expanded national rollout expected through early 2026. This product innovation offers a fresh twist on a classic brand, aiming to capture consumer excitement with both texture and flavor variety in the competitive candy category. We'll explore how this SOUR PATCH KIDS extension could impact Mondelez’s focus on product innovation and...

In early September 2025, US President Donald Trump announced impending tariffs on imported semiconductors, with exemptions for companies that manufacture or plan to manufacture in the United States. This policy change could create new contrasts within the semiconductor industry, potentially strengthening the competitive position of firms with established US operations. We’ll look at how ON Semiconductor’s US manufacturing footprint could shape its outlook under these newly proposed...

Astera Labs recently reported that its Scorpio P-Series switches, which entered volume production in the second quarter of 2025, have become its fastest-growing product line and now contribute over 10% of total revenues. This surge is further supported by collaborations with major industry players, including NVIDIA, AMD, and Alchip Technologies, solidifying Astera Labs’ role in advancing data center connectivity for AI infrastructure. We’ll explore how the rapid growth of the Scorpio...

Unless you borrow money to invest, the potential losses are limited. But if you pick the right business to buy shares...