PKG is the highest-margin US containerboard producer. Box demand inflecting positive YoY as e-commerce normalization completes and industrial volumes recover. Containerboard prices on multi-quarter price increases. Limited international exposure means insulation from China and European softness.
Thesis reviewed May 29, 2026
Packaging Corporation of America is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ§±Materials18WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| SHW | The Sherwin-Williams Company | 24 | +2% | β7% | NEUTRAL |
| PPG | PPG Industries, Inc. | 24 | +1% | β7% | NEUTRAL |
| ECL | Ecolab Inc. | 24 | +2% | β7% | NEUTRAL |
| NUE | Nucor Corporation | 24 | +11% | β7% | EARLY |
| DD | DuPont de Nemours, Inc. | 24 | +6% | β7% | EARLY |
| DOW | Dow Inc. | 24 | +1% | β7% | NEUTRAL |
| LIN | Linde plc | 24 | +10% | β7% | EARLY |
Investors who hold PKG may also have indirect exposure through these country funds.
PKG announces $70/ton containerboard price increase effective May 2026
US containerboard inventories at multi-year lows
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| April McClain DelaneyMD | Sell | $1kβ$15k | May 6, 26 | ||
| April McClain DelaneyMD | D | Sell | $1kβ$15k | Apr 24, 26 | -3.5% |
| April McClain DelaneyMD | D | Buy | $1kβ$15k | Apr 29, 26 | -3.5% |
| April McClain DelaneyMD | D | Buy | $1kβ$15k | Mar 17, 26 | +6.6% |
| April McClain DelaneyMD | D | Buy | $1kβ$15k | Mar 20, 26 | +6.6% |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | -0.8% |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | +13.2% |
| Kathy ManningNC | Buy | $1kβ$15k | Jul 2, 24 | +16.2% |