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Pettinari on Paper & Packaging: Will Boxboard Hikes Stick? Further Thoughts on AMBP-20260818
花旗· 2026-08-18 21:11
Anthony Pettinari AC n +1-212-816-4693 anthony.pettinari@citi.com Bryan Burgmeier bryan.burgmeier@citi.com Vi e w p o i n t | 18 Aug 2026 08:43:47 ET │ 13 pages Pettinari on Paper & Packaging Will Boxboard Hikes Stick? Further Thoughts on AMBP CITI'S TAKE In our weekly we highlight items of interest for Paper & Packaging investors: Landry Moore landry.moore@citi.com See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations. – We examine Boxboard market conditions an ...
US Spirits & Beer Scanner trends through8 Aug-20260818
摩根士丹利· 2026-08-18 20:22
August 18, 2026 11:30 AM GMT Beverages | Europe US Spirits & Beer Scanner trends through 8 Aug We break out US NielsenIQ data for the 4 weeks to 8th Aug for Spirits & Beer companies below. Key Takeaways The L4W data now only contains the final week of the World Cup. Looking at the L3W data can give a useful indication of current trends excluding the World Cup impact. For Spirits, the L3W performance has improved vs pre-World Cup trends. For Beer, trends have remained consistent with the pre-World Cup period ...