Amcor PLC (AMCR)

In the past six months, Amcor's stock has been influenced by several key events. Amcor announced its planned acquisition of Berry Global in November 2024. Amcor reported a slight year-over-year decline in net sales in Q2 FY2025, missing market expectations. Amcor observed an improvement in volumes in January 2025 following heavy customer destocking in December 2024. Amcor partnered with Metsa Group to develop sustainable 3D moulded fiber packaging and its AmFiber Performance Paper was proven recyclable in Brazil. Amcor agreed to assess potential financial risks associated with using the 'mass balance' method. Between June 20, 2024, and June 18, 2025, Amcor's share price declined by 8.40%.

Amcor's demand typically increases towards the end of its fiscal year due to higher demand for beverage and food products. Cash flow from operations is usually lower in the first half and higher in the second half. However, recent market conditions, including weak consumer demand and customer destocking, have impacted this seasonality.

Amcor Plc is a global leader in the packaging industry, providing responsible packaging solutions for consumer and healthcare products. It operates in the Basic Materials sector, specifically in the Containers & Packaging industry, developing flexible packaging, rigid containers, specialty cartons, and closures. Amcor's business is segmented into Flexibles Packaging and Rigid Plastics, serving diverse markets including food, beverage, pharmaceutical, medical-device, home and personal-care, and pet food.

Amcor has an extensive global presence, operating in over 40 countries with approximately 212 to 250 manufacturing sites across Europe, Asia Pacific, North America, Latin America, and Oceania. North America accounts for roughly half of the company's group sales, with the remainder split between Western Europe and emerging markets.

In the past year, Amcor has focused on enhancing its brand reputation through sustainability efforts, including a commitment to recyclable, reusable, or compostable packaging by 2025 and net-zero emissions by 2050. Recent positive developments include the recyclability validation of AmFiber Performance Paper in Brazil and a partnership with Metsa Group. However, the company faced scrutiny regarding the 'mass balance' method for recycled content, highlighting challenges in transparency of sustainability claims.

Amcor Plc's ownership is largely held by institutional investors, who collectively hold approximately 47% of the company's shares, while individual investors represent the largest shareholder group with a 52% stake. Major institutional owners include BlackRock, Inc., State Street Corp, M&G Plc, Vanguard Group Inc, Charles Schwab Investment Management Inc, Geode Capital Management, Llc, UBS Group AG, and Invesco Ltd.