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Avery Dennison AVY

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    1. Avery Dennison Posts Steady 3Q, but Competition in Labels Should Intensify in the Coming Years

      Commentary

      Fri, 24 Oct 2014

      After reviewing Avery Dennison 's third-quarter results, we are ..... to average about 10% and think that Avery could face a little more innovation ..... the parent company level and provided Avery some time to build an innovation lead

    2. Bemis Finally Exits Label Business; Now Fully Focused on Flexible Packaging

      Commentary

      Mon, 8 Sep 2014

      strategy, Bemis' PSM business struggled and posted profit margins below those of its main competitors, UPM and Avery Dennison . The deal terms, which imply an enterprise value/adjusted EBITDA multiple around 3.5 times and enterprise value

    3. Weak U.S. Consumer Demand Weighs on Avery Dennison's Second Quarter

      Commentary

      Fri, 25 Jul 2014

      After reviewing Avery Dennison 's second quarter, we are maintaining our $44 per share fair value ..... double-digit volume growth in graphic products, so it's unclear whether Avery is taking significant share. The retail branding information solutions

    4. Avery Dennison's Retail Division Falls Short in First Quarter; Maintaining Fair Value Estimate

      Commentary

      Wed, 23 Apr 2014

      After reviewing Avery Dennison 's first-quarter results, we expect ..... the lack of PSM margin expansion to Avery 's strategy of seeking lower-margin ..... competitive pressures from UPM-Kymmene-- Avery 's largest PSM competitor--and think

    5. Avery Dennison Closes Out a Strong 2013, but 2014 Could Prove to be More of a Challenge

      Commentary

      Fri, 31 Jan 2014

      After reviewing Avery Dennison 's fourth-quarter and full-year ..... are maintaining our no-moat rating. Avery capped off a strong year that surpassed ..... come down a bit over the medium term as Avery generally looks to add lower-margin

    6. Productivity Gains Drive Margin Expansion at Avery Dennison ; Increasing Our Fair Value Estimate

      Commentary

      Fri, 25 Oct 2013

      After reviewing Avery Dennison 's third-quarter report, we are ..... Though we continue to believe that Avery lacks an economic moat, its two main ..... which has provided the PSM-focused Avery with an opportunity to create innovative

    7. Emerging-Market Demand for Labels Provides a Margin Boost for Avery Dennison in the Second Quarter

      Commentary

      Tue, 23 Jul 2013

      Avery Dennison 's AVY second-quarter results were consistent ..... Moat Rating of none. The PSM segment, Avery 's largest segment by sales and operating ..... historically been the most profitable for Avery 's Retail Branding and Information Systems

    8. Avery Dennison Announces Sale of Two Business Units and Solid Results; Shares Under Review

      Commentary

      Wed, 30 Jan 2013

      Avery Dennison 's AVY adjusted fourth-quarter ..... business--in addition to Avery 's profitable designed ..... We were surprised that Avery packaged another profitable ..... division, we are placing Avery Dennison under review in order to

    9. Bemis Benefits From Better Volumes in Higher-Margin Products; Shares Appear Fairly Valued

      Commentary

      Fri, 26 Oct 2012

      graphic and technical product subsegments. Bemis remains the third-largest PSM manufacturer in the world behind Avery Dennison AVY and UPM UPM1V and we do not expect the company to invest heavily in this business. Given the tepid demand last

    10. Avery Dennison Raises Bottom End of Full-Year Guidance; Sees Improvement in RFID Adoption

      Commentary

      Wed, 24 Oct 2012

      Avery Dennison 's AVY adjusted third-quarter earnings from ..... share on $1.48 billion in sales. Avery also raised the bottom end of its full-year ..... guidance is slightly above the midpoint of Avery 's original 2012 adjusted EPS estimate

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