Graphic Packaging Holding Co (NYSE:GPK)
$ 27.79 -0.53 (-1.87%) Market Cap: 8.54 Bil Enterprise Value: 14.25 Bil PE Ratio: 12.57 PB Ratio: 2.99 GF Score: 86/100
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Graphic Packaging Holding Co at Stephens Investor Conference Transcript

Nov 15, 2019 / 02:15PM GMT
Release Date Price: $16.56 (-0.06%)
Mark William Connelly
Stephens Inc., Research Division - MD & Senior Equity Research Analyst

I am Mark Connelly, I've covered Graphic for a long time and its predecessor companies as well, not going to tell you how long. But today we have Mike Doss, who is the CEO, and Melanie Skijus, who has taken over IR recently.

And I am particularly happy to have Graphic here because a year ago, when we had Graphic in New York, the story was different. The business situation was different. A lot has changed and a lot of it isn't just business improvement, it is fundamental change and shifts in the industry.

So just to remind you, Graphic makes paperboard-based packaging, recycled paperboard for things like cereal boxes, bleached board for stuff like paper cups and cosmetics, and unbleached board for 12 and 24 packs, that kind of thing. And in the last half decade, those markets have really not had much growth.

That is starting to change. More prepared food and takeout means more foodservice demand, and now we can turn on the TV, and we can see 5-mile garbage slicks in the Pacific

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