Barron's Streetwise
The Box Episode
Dec 27, 2024
Discover the fascinating dynamics of the corrugated fiberboard industry and how International Paper's stock is influenced by e-commerce trends. Dive into the history of packaging, the rise of a new CEO focused on European market expansion, and the competition between paper and plastic in berry packaging. Plus, explore the evolution of sneaker culture, the generational shifts in preferences, and Nike's bold new campaign that challenges its iconic brand narrative. Personal anecdotes and market insights make for an engaging discussion!
28:48
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Quick takeaways
- International Paper shows potential for growth under new leadership focusing on restructuring and core profit increases in the container board market.
- Nike is attempting to realign its strategy towards sports footwear to regain market share amidst competition, despite mixed results from recent efforts.
Deep dives
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