Leadership Change and Sustainability Investments Might Change the Case For Investing In O-I Glass (OI)

• On November 7, 2025, O-I Glass announced that its Board of Directors accepted the immediate resignation of Eric J. Foss, following his appointment as Chairman and CEO of Primo Brands Corporation.
• This leadership update was paired with news of major investments in sustainable manufacturing and improved analyst sentiment regarding future earnings prospects for the company.
• We'll explore how successful upgrades in sustainable production technology and rising analyst expectations could influence O-I Glass’s investment narrative.

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O-I Glass Investment Narrative Recap

For O-I Glass, shareholders need to believe in the company's ability to capitalize on global trends toward sustainable packaging and margin improvements from ongoing cost containment. The recent board resignation appears unlikely to impact these short-term catalysts or increase business risk, given ongoing leadership stability and the board’s mix of experienced and recently appointed directors. The major risk remains persistent volume softness, particularly in key European markets, which could overshadow operational gains if end-market demand remains muted.

The ramp-up of O-I’s £150 million investment at its Alloa plant best aligns with key catalysts, highlighting the company's commitment to modern, low-carbon glass production using recycled materials, which could boost its competitive position as regulatory and consumer pressures intensify. While such projects underscore O-I’s shift toward a circular economy, uncertainties continue around the pace of volume recovery in its most mature markets and the potential impact of sluggish demand.

However, investors should also be aware that, despite these sustainability upgrades, the ongoing risk of prolonged soft demand in mature European regions remains a factor to watch...

Read the full narrative on O-I Glass (it's free!)

O-I Glass is expected to reach $6.8 billion in revenue and $385.1 million in earnings by 2028. This outlook assumes annual revenue growth of 1.6% and calls for a $640.1 million increase in earnings from the current level of -$255.0 million.

Uncover how O-I Glass' forecasts yield a $15.89 fair value, a 20% upside to its current price.

Exploring Other Perspectives

Individual fair value estimates from the Simply Wall St Community span from US$15.89 to US$46.86 based on two independent perspectives. While many see compelling value, ongoing volume weakness in core markets invites readers to compare these varied viewpoints and weigh the current business risks.

Explore 2 other fair value estimates on O-I Glass - why the stock might be worth over 3x more than the current price!

Build Your Own O-I Glass Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your O-I Glass research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free O-I Glass research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate O-I Glass' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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