Ranpak Holdings Corp Class A (PACK)

In the past six months, Ranpak's stock has experienced notable events, including a surge due to a strategic agreement with Amazon, where an Amazon affiliate received a warrant to purchase Ranpak shares. Despite this short-term rally, the stock has faced long-term challenges, declining over the past three years. Recent earnings reports also impacted the stock, with Ranpak reporting EPS misses for Q1 and Q2 2025, although North American sales were up 12.2%, and volume increased by 14.8% in Q2 2025. As of October 17, 2025, the stock price was $5.120, down 7.25% from its previous close.

While specific detailed data on demand seasonality for Ranpak Holdings Corp.'s products and services is not readily available, the company operates in the e-commerce and industrial supply chain sectors. These sectors often experience seasonal fluctuations in demand, with e-commerce, for instance, typically seeing increased activity during holiday seasons. Ranpak's automated packaging solutions are designed to cope with periods of peak demand, suggesting an awareness of fluctuating operational needs.

Ranpak Holdings Corp. is a global leader in environmentally sustainable, paper-based packaging solutions for e-commerce and industrial supply chains. The company specializes in protective packaging solutions that utilize paper-based materials as an alternative to traditional plastic packaging. Its core business segments include protective packaging, automation solutions, and sustainability solutions. The company's business model focuses on providing innovative, sustainable, and cost-effective packaging solutions, generating revenue through the sale of its paper-based products and automated systems, along with value-added services like packaging consulting and training.

Ranpak Holdings Corp. has a significant global presence, serving North and South America, Europe, the Middle East, East and Southeast Asia, and Australasia. The company maintains production facilities and offices in various locations, including Reno, Nevada, Kansas City, Missouri, the Netherlands, the Czech Republic, Shanghai, and Singapore.

Ranpak has cultivated a strong brand reputation, primarily centered on its commitment to environmental sustainability. The company is recognized for its mission to replace traditional plastic-based packaging with eco-friendly alternatives. Ranpak was named one of the year's top innovators in logistics for its paper-based alternatives. All of Ranpak's paper packaging material is renewable, biodegradable, and curbside recyclable, and its European manufacturing facilities have obtained Forest Stewardship Council® (FSC) Chain of Custody certification. The recent strategic agreement with Amazon has also added a layer of credibility and excitement around the company.

Ranpak Holdings Corp.'s ownership structure is a mix of institutional, retail, and individual investors. Major institutional shareholders include JS Capital Management LLC, G2 Investment Partners Management LLC, Soros Capital Management Llc, BlackRock, Inc., Dimensional Fund Advisors Lp, ArrowMark Colorado Holdings LLC, Petrus Trust Company, LTA, Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Coliseum Capital Management, LLC. JS Capital Management LLC is noted as the largest individual shareholder, owning 30.53 million shares, representing 36.19% of the company. Omar Asali, the CEO, also holds a significant number of shares.