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Louis Merrick

**Senior Equity Research Analyst** at BNP Paribas

Lewis Merrick is a **Senior Equity Research Analyst** at BNP Paribas, specializing in the packaging sector. He covers specific companies such as Graphic Packaging (GPK) and Schindler Group, engaging on topics like competitive dynamics and market conditions in paperboard and elevators. While detailed performance metrics such as success rates or TipRanks rankings are not publicly available in current sources, his active coverage reflects ongoing industry analysis. Merrick's career details including start date, previous firms, and professional credentials like FINRA registrations are not specified in available information.

Louis Merrick's questions to GRAPHIC PACKAGING HOLDING (GPK) leadership

Question · Q4 2025

Louis Merrick asked for clarification on the factors Graphic Packaging would consider when determining core versus non-core assets during its portfolio review. He also inquired if the company and its board had discussed revisiting the dividend policy for 2026.

Answer

Robbert Rietbroek, President and CEO, explained that the review focuses on future growth and value creation, emphasizing durable competitive advantage, synergies, and higher integration rates between paperboard manufacturing and converting factories. He cited North America and Europe food and beverage as clear core businesses, while smaller global businesses might be reviewed. He mentioned a comprehensive look at all operations, including zero-based budgeting and CapEx, to align assets with changing consumer dynamics. Chuck Lischer, SVP and Interim CFO, stated that the highest near-term capital allocation priority is debt paydown. While no dividend change has been committed for the current year, the company expects growing dividends and increased share repurchase activity as leverage declines.

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