Containerboard Prices (CONT’D FROM PAGE 1)
for boxboard grades was in line with expectations. Stifel pointed out that Graphic Packaging, Smurfit We- strock, and Sappi are the companies with the greatest ex- posure to U.S. paperboard pricing. Kraft paper prices also held steady on a month-over-month basis, which the firm said was consistent with its forecasts. Stifel emphasized that International Paper and Smurf- it Westrock are the names with the most direct exposure to the recent containerboard price decline. The firm said this pricing pressure is likely to act as a headwind for their shares in the near term and acknowledged that it had not foreseen this particular price move.
March 2, 2026 3
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