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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

      little more innovation competition from UPM (Raflatac) and Bemis ' soon-to-be-sold to private equity MACtac business. In recent years, both UPM and Bemis had underinvested in their labels businesses due to large

    2. Narrow-Moat Bemis Hopes Realigned Financial Incentives Will Help Drive Better Returns

      Commentary

      Thu, 23 Oct 2014

      After reviewing Bemis ' third-quarter earnings, we are maintaining ..... marked a number of important changes at Bemis , with the pressure-sensitive materials ..... per share. In addition, he hinted that Bemis will consider more M&A opportunities

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

      Commentary

      Mon, 8 Sep 2014

      On Monday, Bemis announced that it has reached an agreement ..... segment accounted for just over 10% of Bemis ' revenue and adjusted operating profit. The PSM business has long been a thorn in Bemis ' side. In 2002, Bemis tried to sell the

    4. Bemis Makes Immediate CEO Change; We Are Maintaining Our Fair Value Estimate

      Commentary

      Fri, 8 Aug 2014

      Bemis announced late Aug. 7 that Chief Operating ..... March 2010 and a large restructuring program. Bemis shares have lagged the S&P 500 by 30 percentage ..... This is the second major executive change at Bemis in the last nine months. Scott Ullem served

    5. 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

    6. 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

    7. 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

    8. 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

    9. 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

    10. 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

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