Amcor After Berry Global: A Bigger Packaging Giant, A Bigger Question Mark

Views: 160 2026-07-29 Amcor makes flexible and rigid packaging, mostly plastic and paper based, for food, beverage, healthcare and personal care customers worldwide. Roughly 90% of earnings come from flexible packaging (pouches, films, laminates); the rest from rigid containers, largely beverage bottles. After absorbing Berry Global, Amcor is now one of the two or three largest consumer packaging companies globally, with about $22 billion of trailing revenue and 77,000 employees. The business is a low margin, high volume manufacturer whose customers are large, repeat purchasing consumer goods companies; demand is stable and non discretionary but pricing power is limited and …

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