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 States82EXITView United States risk detail βπ§±Materials20WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| DD | DuPont de Nemours, Inc. | 26 | +6% | β7% | EARLY |
| PPG | PPG Industries, Inc. | 26 | +1% | β7% | NEUTRAL |
| DOW | Dow Inc. | 26 | +1% | β7% | NEUTRAL |
| NUE | Nucor Corporation | 26 | +11% | β7% | EARLY |
| ECL | Ecolab Inc. | 26 | +2% | β7% | NEUTRAL |
| APD | Air Products and Chemicals, Inc. | 26 | -9% | β7% | AVOID |
| SHW | The Sherwin-Williams Company | 26 | +2% | β7% | NEUTRAL |
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 | Buy | Unknown amount | Aug 25, 26 | ||
| 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 20, 26 | +6.6% |
| April McClain DelaneyMD | D | Buy | $1kβ$15k | Mar 17, 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% |