Specialist
Former VP at Sealed Air Corp
Agenda
- Reinvent initiative progress update
- Protective packaging market overview
- Demand trends and pricing dynamics
- Sealed Air’s (NYSE: SEE) speed to market on innovations
- Product cost efficiency and channel optimisation
Questions
1.
What is your updated perspective on the packaging industry? Could you pull out a few key themes or trends that are truly impacting Sealed Air?
2.
What geopolitical trends, such as Brexit or tariff impacts from China, do you think will be the most impactful for Sealed Air?
3.
Could you outline the competitive landscape? Who is Sealed Air competing against and how are competitors positioned? Have there been any competitive landscape shifts that we should be following?
4.
What are your thoughts on Sealed Air’s recent acquisition of APS [Automated Packaging Systems]? How has this and other acquisitions impacted Sealed Air’s positioning in the changing competitive landscape?
5.
Do you think there are any particular companies that stand out as a prime acquisition target for Sealed Air? Is there anything that you think it is missing in Sealed Air’s portfolio from a product standpoint?
6.
What opportunities are there within food packaging? Sealed Air has discussed seafood as an alternative to meat and liquid packaging, which are some big growth opportunities for food care. What are your thoughts on those markets?
7.
What potential disruptors in the food packaging market have we not yet discussed, whether that be new markets, new players or new products?
8.
What are some potential disruptors in the protective packaging market?
9.
Amazon has made a huge shift towards flexible packaging and mailers, which seems like a huge opportunity for Sealed Air. Is Sealed Air in a position to partner with Amazon in that regard?
10.
What are your thoughts on Sealed Air’s Reinvent initiative? How would you summarise the key takeaways? How reasonable are some of the targets the company aims to achieve?
11.
What are your thoughts on resin pricing trends? Do you think these trends will positively or negatively impact Sealed Air over the next 6-12 months?
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