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Gabe Hajde

Senior Analyst in packaging and paper equity research at Wells Fargo

Gabe Hajde is a Senior Analyst in packaging and paper equity research at Wells Fargo Corporate & Investment Banking, specializing in the fiber packaging and paper sectors. He covers key companies including International Paper, AptarGroup, Magnera, and others in containerboard and packaging, providing insights on M&A trends, capacity optimization, and market consolidation. Hajde has issued ratings such as Overweight on Magnera with price target adjustments, though specific performance metrics like TipRanks rankings or success rates are not publicly detailed in available sources. His career includes his current role at Wells Fargo, with prior experience not specified in records, and professional credentials such as FINRA registrations are not detailed publicly.

Gabe Hajde's questions to Smurfit Westrock (SW) leadership

Question · Q4 2025

Gabe Hajde asked for a breakdown of the $1.2 billion North American improvement, specifically if approximately $800 million comes from margin profile on the current business and $300-$350 million from 1.6% market growth, and whether market growth is considered the riskiest component of the North American ambition.

Answer

CEO Anthony P. J. Smurfit attributed 3%-4% of last year's -10% volume to the market, expecting a return to growth due to increased promotions and competition, which should benefit box demand in the U.S. He believes the 1.5% market growth numbers are achievable. CFO Ken Bowles provided a general guideline that 1% volume growth typically equates to about $60 million of EBITDA for the group.

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