Avery Dennison Corporation (AVY)

Several events have impacted Avery Dennison's stock price in the past six months. The company announced its Q1 and Q2 2025 earnings, with Q2 earnings beating estimates but revenues slightly missing due to trade policy changes and weaker sourcing demand. Avery Dennison announced its intent to acquire Meridian Adhesives Group's flooring business. The company presented at the Jefferies Mining and Industrials Conference and priced an underwritten public offering of senior notes. A quarterly dividend was declared. Over the last six months, AVY's stock price has declined, while analysts have revised revenue expectations for FY2025 upward.

While specific details on demand seasonality are not explicitly stated, Avery Dennison's exposure to diverse end markets suggests that its demand may be influenced by broader economic cycles and retail trends, which can have seasonal components. Weaker sourcing demand in the apparel and general retail categories in Q2 2025 indicates some sensitivity to retail cycles.

Avery Dennison is a global materials science and digital identification solutions company specializing in labeling and packaging materials. Its core business involves developing, manufacturing, and marketing pressure-sensitive materials and self-adhesive products, operating primarily under the Consumer Cyclical and Industrial Products sectors. The company offers adhesive materials, specialty products, price marking and identification products, graphics and reflective products, branding and information solutions, and specialty medical products, serving industries such as home and personal care, apparel, retail, e-commerce, logistics, food, pharmaceuticals, and automotive.

Avery Dennison has a substantial global presence, operating in over 50 countries with approximately 200 operating locations and 35,000 employees. Its operations span North America, South America, Europe, Asia Pacific, the Middle East, and North Africa. Net sales are distributed with significant contributions from the United States, Asia, and Europe/Middle East/Africa.

Avery Dennison's brand reputation has been positively influenced by its commitment to environmental sustainability and digital operations. The company is actively involved in innovations in sustainable labeling solutions and collaborations on intelligent labeling technologies. There have been no publicly reported events in the past year that have negatively impacted Avery Dennison's brand reputation.

Avery Dennison's stock ownership is predominantly institutional, with approximately 79.36% to 96.0% of the company's shares held by institutional investors. Insider ownership is relatively low. Major institutional holders include Vanguard Fiduciary Trust Co., BlackRock, Inc., T. Rowe Price Investment Management, Inc., and State Street Global Advisors, Inc.