Ramoun Lazar's questions to Amcor PLC (AMCR) leadership • Q4 2025
Question
Ramoun Lazar asked for more detail on the operational issues within the North American Rigid Beverages business and requested a quantification of the financial impact.
Answer
CEO Peter Konieczny explained that the business cut costs too aggressively ahead of its seasonal peak, leading to service issues, higher freight, and increased labor costs. CFO Michael Casamento quantified the impact, noting the North American Beverage business EBIT was down approximately $20 million year-over-year, primarily due to these operational challenges.