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    Nathan Reilly • UBS

    Nathan Reilly's questions to Amcor PLC (AMCR) leadership

    Nathan Reilly's questions to Amcor PLC (AMCR) leadership • Q4 2025

    Question

    Nathan Reilly asked about the company's capital allocation priorities, specifically the timing of potential growth investments or share buybacks given the focus on deleveraging.

    Answer

    CFO Michael Casamento reiterated that the primary focus is deleveraging to their target range of 2.5x to 3.0x, using strong free cash flow and any potential divestiture proceeds. Once the company is comfortably within that range, it will consider other capital allocation options like share buybacks. Small, bolt-on M&A remains a possibility but is secondary to strengthening the balance sheet.

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    Nathan Reilly's questions to Amcor PLC (AMCR) leadership • Q3 2025

    Question

    Nathan Reilly asked how the newly merged flexibles portfolio is positioned to address the trend of North American consumers seeking value, such as shifting to private label.

    Answer

    CEO Peter Konieczny responded that the company has a strong, proportional participation in the private label market. He noted that packaging formats are often very similar between branded and private label products, and the company sees an opportunity to expand its presence in these value-oriented categories as consumer behavior shifts.

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    Nathan Reilly's questions to Amcor PLC (AMCR) leadership • Q1 2025

    Question

    Nathan Reilly noted that the underlying 4% volume growth appeared solid and asked for an update on the state of the consumer across the U.S. and Europe.

    Answer

    CEO Peter Konieczny agreed the growth was solid but attributed it to factors other than the consumer, which he described as "at best flat, if not a little down." He explained that growth was driven by improved customer performance, the end of widespread destocking, and increasing momentum from market share gains. He stated this dynamic was consistent across both North America and Europe.

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