Are there any competitive dynamics or market share updates that could affect IP’s competitive position?

Competitive Landscape & Market‑Share Outlook

While the headline simply announces CEO Andy Silvernail’s appearance at the Jefferies 2025 Industrials Conference, the event is a key conduit for International Paper (IP) to signal its competitive positioning. In prior conferences the company has used the platform to discuss market‑share gains in high‑growth packaging segments (e‑commerce, food‑service and sustainable packaging) and to outline progress against cost‑reduction targets versus rivals such as West Rock, DS Smith and the emerging Asian‑origin packaging players. If the CEO’s remarks emphasize continued volume growth in corrugated and containerboard – particularly in North‑American and European markets – it would indicate that IP is successfully defending its market share against the consolidation wave (e.g., West Rock’s recent acquisition of a specialty paper business). Conversely, any acknowledgment of pricing pressure from low‑cost imports or a slowdown in the packaging‑recovery cycle would hint that competitors are eroding IP’s margin advantage.

Trading Implications

Treat the conference as a short‑term catalyst. If the presentation delivers upbeat guidance (e.g., 5‑6% earnings growth, capacity utilization above 85%, and clear pricing power), the stock could rally 2‑4% on the day as investors reward a stronger competitive stance. Conversely, if management cites intensified competition—particularly from cost‑focused Asian manufacturers—or signals modest volume growth, the stock may face a 1‑2% dip on the news. Watch the Q&A for clues on new product launches, sustainability initiatives (recyclable fibers, renewable‑energy investments) or any M&A chatter, as these can shift relative‑valuation metrics (EV/EBITDA, price‑to‑cash‑flow) versus peers. A pragmatic short‑term strategy would be: buy on a breakout above the prior day’s high (if guidance is strong); tighten stops just below the pre‑conference range. If the tone is defensive, consider a modest short‑position or hold until the earnings release, as the competitive narrative may be reflected in the next quarterly report.