Graphic Packaging (GPK) Earnings Transcript

Image source: The Motley Fool.

Feb. 3, 2026 astatine 10 a.m. ET

• Chief Executive Officer — Robert Reebroek

• Chief Financial Officer — Charles Lischer

Robert Reebroek: Thank you, Mark. Good morning, everyone, and convey you for joining america today. Before we reappraisal our results, I would similar to instrumentality a fewer minutes to present myself and stock my position connected the opportunities I spot for Graphic Packaging. And to sermon my archetypal observations and cardinal absorption areas arsenic we set our strategy to thrust worth for shareholders. I've spent much than twenty-five years starring planetary user brands and businesses, including starring a Fortune 500 part and serving arsenic a nationalist institution CEO. I've lived and worked crossed North America, Europe, South America, and Australia.

Over that time, I've held enactment roles astatine Procter and Gamble, PepsiCo, Kimberly Clark, and Primo Brands wherever I gained acquisition operating analyzable businesses with planetary manufacturing, and proviso chains and gathering user brands astatine scale. In respective of these roles, I've been a lawsuit of Graphic Packaging. And my teams worked intimately with the Graphic Packaging squad to plan winning packaging solutions. Throughout my career, packaging plan and procurement person been a large portion of my work. In creating winning packaging, I worked straight with marque teams and retail including plan and method specifications, sustainability, and manufacturing requirements and show needs. Notably, I worked connected 3 innovative packaging solutions that went connected to person patent protection.

Packaging is simply a captious portion of the user acquisition and I americium alert of however packaging influences user purchasing decisions astatine the shelf, and however consumers interact with packaging astatine home. I recognize however important packaging is to our customers crossed the user packaged goods, speedy work restaurant, and retail industries. And I'm acutely alert of the challenges and opportunities our customers look successful a satellite of GLP-one BAHA and the improvement of backstage label. I've besides seen firsthand the exceptional prime of our packaging solutions. And the interaction they person connected customers, brands, and consumers.

I person a heavy appreciation for the relation we play not conscionable successful protecting products oregon reducing costs, but successful shaping and enhancing marque perception. Enabling sustainability goals, and delivering exceptional prime and reliability. That position is what attracted maine to Graphic Packaging. And it volition signifier however I attack the concern and negociate towards the important opportunities we person ahead. Today, I volition walk immoderate clip connected however I americium assessing the business. What excites maine astir the instauration we person and wherever I spot opportunities to importantly amended show and make worth for shareholders. Chuck volition past locomotion you done our 4th fourth and afloat twelvemonth results successful our outlook.