Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.S. equity market showcased a significant recovery during the quarter, rising 23% from low to end the quarter at a record high. U.S. large-cap stocks gained 11.1% in the quarter, and within the large-cap category, growth stocks outperformed value stocks. In this environment, the fund returned 16.42% (net) during the quarter, exceeding ...

The UK packaging industry is facing a major shift as the European Union prepares to make digital product passports (DPPs) mandatory from 2027. Under the EU’s Ecodesign for Sustainable Products Regulation (ESPR), packaging will no longer be just a wrapper but a central component of compliance, carrying scannable tags and storing essential lifecycle data. For British exporters, the stakes are high: failure to meet the new rules could see products blocked at EU borders, costing companies an estimated £1.5 m ...

Axium Packaging, which makes packaging components for multinational consumer product manufacturers, is celebrating the launch of its new facility in Brampton, in the Canadian province of Ontario. The new 227,000ft² plant is the company’s third Ontario site. Founded in 2010 by Pushminder Judge and Paul Judge, Axium has grown from a small operation with six desks and three machines in Mississauga, Ontario, to a network of 25 facilities across North America. The new Brampton facility is designed to enhance ...

Amcor plc (AMCR), headquartered in Zurich, Switzerland, is a global player in the world of packaging solutions. Its Global Flexible Packaging arm supplies polymer, aluminum, and fiber-based products to food, healthcare, and personal care industries. Alongside this, the Global Rigid Packaging division produces containers, closures, and devices specifically tailored for the food and beverage markets. With a market capitalization of $11.9 billion, Amcor sits comfortably in the “large-cap” bracket, a category ...

Jesse Medlong, a DLA Piper attorney who supports clients on sustainability issues, said that some companies have started requesting emissions data, related to the products they buy, from their vendors. Some companies are even adding data requests to their vendor contacts, Medlong said.Kristina Wyatt, deputy general counsel and chief sustainability officer at Persefoni, which provides carbon accounting and sustainability management software, agreed. Wyatt said compliance can be a step toward other goals. “Th ...

In the current state of the equity market, it has become increasingly difficult to find growth stocks trading at a reasonable price. The S&P 500 ( SPY ) index, for example, now trades atTQP Research is run by a Certified Public Accountant (CPA) with several years of experience in structured finance and banking.TQP Research follows a value-oriented investment approach by identifying businesses that meet the criteria for long-term success taught by Warren Buffett, Charlie Munger, and Walter Schloss, to name a ...

We came across a bullish thesis on Amcor plc on Value investing subreddit by SniperPearl. In this article, we will summarize the bulls’ thesis on AMCR. Amcor plc's share was trading at $8.28 as of September 12th. AMCR’s trailing and forward P/E were 25.88 and 9.95 respectively according to Yahoo Finance. Veralto Corporation (VLTO): Among Top Stocks in Bill Gates’ Portfolio with Huge Upside Potential Copyright: kurga / 123RF Stock Photo Amcor Limited (AMCR) is a global packaging leader strategically pivo ...

公司概况 - 公司为全球包装解决方案领导者 业务覆盖食品 饮料 制药 医疗及家居和个人护理行业 [1] 财务表现 - 预计2026财年第一季度每股收益为0.19美元 较上年同期0.16美元增长18.75% [2] - 预计季度收入为57.9亿美元 较上年同期33.5亿美元增长72.84% [2] - 第四季度调整后每股收益为0.20美元 低于市场预期的0.22美元 [3] - 第四季度收入为50.8亿美元 超出市场预期的47.8亿美元 [3] 股价与股息 - 52周股价区间为8.16美元至11.48美元 [2] - 股息收益率为6.16% 过去12个月每股派息0.51美元 [2] - 以当前股价8.28美元计算 需投资约19,481美元（约2,353股）才能实现每月100美元股息收入 [6] 战略发展 - 完成对Berry Global的收购 显著增强为客户和股东创造价值的能力 [4] - 预计2026财年调整后每股收益将实现12-17%的强劲增长 [4] - 预计2026财年自由现金流将大幅增至18-19亿美元 [4]

Restaurantware, a provider of packaging solutions, has unveiled a new online custom packaging editor aimed at the foodservice industry. The tool is designed to enable chefs, caterers, and restaurateurs to create branded, sustainable packaging quickly. Accessible via the company's website, the editor allows users to upload logos, select layouts and colours, and view their packaging designs in real time. The company claims that no design expertise is required, with minimum order quantities starting at jus ...

This story was originally published on Packaging Dive. To receive daily news and insights, subscribe to our free daily Packaging Dive newsletter. Industrial and consumer packaging manufacturers made recent announcements about expansions in the United States. These are some of the packaging facility investments announced during the last month: Other updates: Circularix, a food-grade recycled PET producer, started up its new recycling facility in Ocala, Florida. The company also initiated plans to take ...