The Cardboard Boxpocalypse and the State of the US Economy

The Cardboard Boxpocalypse and the State of the US Economy – Odd Lots

Mentioned

Bearish

PACKAGING— Packaging sector faces significant headwinds with box shipments down 12% from pandemic highs, massive global oversupply of 50 million tons of containerboard, and analyst forecasting continued weakness driven by consumer goods recession
RETAIL— Retail sector expected to remain challenged with forecasted 2.5-3% decline for full year, weak holiday outlook, and consumer financial stress from record credit card debt levels limiting spending power
FOOD— Food producers showing weakness with manufactured food box usage down 3.7% and combined food/beverage packaging declining over 4%, indicating volume pressure in the sector

Not investment advice.