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Performance was primarily driven by strong productivity savings and a favorable price/cost environment, which offset lower volume mix and severe winter weather disruptions.

Management attributes resilience to a purposeful portfolio shift toward consumer-focused businesses, with 2/3 of sales now generated from leadership positions in paper and metal cans.

Operational challenges included a fire at the Greenville recycling facility and two-week production losses for major consumer customers in the Tennessee region due to weather.

The Industrial segment managed through demand challenges by maintaining high mill utilization rates, reaching approximately 90% to 91% in North America URB operations.

Strategic positioning has significantly reduced petroleum-based resin exposure from 240 million pounds in 2023 to approximately 75 million pounds today.

The company is leveraging its global sourcing team to mitigate rapid input cost inflation in energy, freight, and chemicals stemming from Middle East geopolitical tensions.

Full-year EPS guidance is trending toward the lower end of the $5.80 to $6.20 range due to the disproportionate impact of inflationary pressures on net income versus EBITDA.

Management expects $8 million to $10 million in additional inflationary costs in Q2, primarily driven by freight and fuel, with recovery anticipated in the second half of the year.

The new paper can plant in Thailand is expected to produce 200 million units annually, serving as a hub for the growing stack chip market in Asia.

A $20 million investment in the Hartselle, Alabama facility will increase wood reel capacity by 15% to meet rising demand from AI data center power infrastructure.

The 3-year profitability performance plan is on track to deliver $150 million to $200 million in total savings, with $8 million delivered in the first quarter, representing approximately $32 million in recurring savings as they annualize.

A fire at the Greenville, South Carolina recycling facility on March 24 resulted in a $2 million one-time cost during the first quarter.

First-quarter cash flow was impacted by $103 million in non-recurring tax payments related to capital gains from 2025 divestitures.

The divestiture of ThermoSafe on November 3, 2025, created a $55 million year-over-year sales headwind and a $0.07 impact on adjusted EPS.

Management flagged a 'cautionary tone' for EPS due to the 'quick hit' of inflation entering Q2 and the lag in contractual recovery mechanisms.

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The $8 million to $10 million Q2 inflation impact is net of hedging and focuses largely on freight, which has an immediate impact compared to other inputs.

Management expressed confidence that recovery mechanisms will offset these costs by Q3 and Q4, assuming macroeconomic conditions hold steady.

Freight surcharges typically have a 3-to-4-week lag before contractual recovery begins.

April has shown encouraging signs with international consumer volumes up in the low single digits and industrial mills returning to 90%+ effective run rates.

Management noted that while North American consumer volumes lagged in Q1 due to weather, they are seeing a recovery as customers move past inventory destocking.

New market entries for URB, such as saturated kraft for the furniture industry, are helping to bolster mill operating rates.

Management emphasized that the dividend payout ratio has actually decreased in recent years despite 43 consecutive annual increases, due to improved bottom-line productivity.

The company is being disciplined with capital, postponing some projects to ensure guidance targets are met while protecting high-return growth investments.

Debt reduction remains a priority, with a new delayed-draw term loan established to retire debt maturing in September.

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