Specialist
Former President & CEO at Sealed Air Corp
Agenda
- Protective packaging market overview
- Demand trends and pricing dynamics
- Speed to market on innovations
- Product cost efficiency and channel optimisation
- 3-year restructuring program
Questions
1.
Could you begin with your updated perspective on the packaging industry and any key trends you see affecting it that investors should be paying attention to?
2.
What are your thoughts on the overall health of Sealed Air? Could you highlight the demand dynamics you are seeing in the company’s end markets?
3.
What factors do you feel are major contributors to Sealed Air’s strong performance in the Food Care segment and what factors would you would point out that you feel are causing Product Care to lag?
4.
What are your thoughts on the Sealed Air Reinvent initiative? Is there anything that you like or dislike about the initiative and what major risks do you expect the company faces by the proposed restructuring?
5.
Considering the initiative, what are the major risk areas or the biggest challenges you see the company facing over the next several years?
6.
Do you think 20%-plus EBITDA margins are realistic post-restructuring?
7.
Could you give us some insight into Sealed Air’s relationship with Amazon? What products has it historically sold to Amazon and does it sell to Amazon directly or to Amazon’s partners?
8.
Are there or have there been any exclusive channel relationships on the Product Care side of the business? Is it a strategic focus to try and increase the number of exclusive channel relationships? What do you think of the company’s ability to get those relationships?
9.
Has there been any notable reshuffling of market share or major contracts? What competitive dynamics should we be paying attention to?
10.
If you were still CEO, what is the likelihood that you would be doing a strategic review of the Product Care segment? Is a divestiture realistic or would there be major synergies lost?
11.
Are there any additional topics we didn’t mention that you think are important to highlight?
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