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    1. New Morningstar Analyst Report for Avery Dennison Corp

      Stock Reports

      Fri, 25 Jul 2014

      best opportunity to establish an economic moat in time. Avery's main competitors in the space, UPM (Raflatac) and Bemis (MACtac), for instance, are primarily focused on businesses other than labels, which we think gives Avery an opportunity

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

      Commentary

      Fri, 25 Jul 2014

      for 80% of segment sales grew midsingle digits, while graphics PSM posted low-double-digit growth. PSM competitor Bemis also reported double-digit volume growth in graphic products, so it's unclear whether Avery is taking significant share

    3. New Morningstar Analyst Report for Bemis Co Inc

      Stock Reports

      Thu, 24 Jul 2014

      Bemis has significant exposure to Brazil, where ..... for higher-margin packaged goods, where Bemis has the widest advantage over competitors ..... lead to lower volumes and negatively affect Bemis ' margins.The PSM business will continue

    4. Growth Remains Elusive for Narrow-Moat Bemis ; Maintaining Our Fair Value Estimate

      Commentary

      Thu, 24 Jul 2014

      After reviewing Bemis ' second-quarter results, we are maintaining ..... paper packaging business. To its credit, Bemis posted a 40-basis-point year-over ..... Top-line growth remains elusive for Bemis , with all three divisions posting organic

    5. New Morningstar Analyst Report for Amcor Limited

      Stock Reports

      Thu, 8 May 2014

      quicker time to market. Continual innovation and product improvement are crucial. Instead of taking competitors such as Bemis head on in their dominant market, Amcor looks for market niches. An example is the introduction of a lettuce bag, extending

    6. Increasing Narrow-Moat Bemis' Fair Value Estimate to $38 Per Share

      Commentary

      Mon, 5 May 2014

      We are increasing Bemis ' fair value estimate to $38 from $35 per share because of a slightly ..... grade balance sheet. We're still not particularly enthusiastic about Bemis ' medium-term growth prospects and consider the stock moderately overvalued

    7. Bemis Still Stuck in Neutral With Soft Demand and Currency Headwinds, but Performs Well in 1Q

      Commentary

      Thu, 24 Apr 2014

      After reviewing Bemis ' first-quarter report, we expect to ..... still not particularly enthusiastic about Bemis ' medium-term growth prospects and consider ..... the case for a number of quarters now, Bemis faced significant currency headwinds

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

      Commentary

      Fri, 31 Jan 2014

      fact that its two main PSM competitors--UPM Kymmene and Bemis --were addressing strategic issues related to their primary ..... exploring "growth options" in its label business and we expect Bemis will look to divest its label operations, which could lead

    9. Bemis Struggled with Currency Headwinds and Food Inflation; U.S. Packaging Looks More Promising

      Commentary

      Thu, 30 Jan 2014

      After reviewing Bemis 's fourth-quarter and full-year earnings ..... maintaining our Narrow Economic Moat Rating . Bemis 's reported revenue contracted 1.2 ..... packaging applications (where we believe Bemis has the strongest competitive advantage

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

      Commentary

      Fri, 25 Oct 2013

      Though we continue to believe that Avery lacks an economic moat, its two main competitors in PSM--UPM-Kymmene and Bemis --have been addressing issues related to their primary businesses (pulp and paper and packaging, respectively), which

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