PAPER

Tracking the e-commerce flows of packaging

S

SENSITIVE RISK for entreprises

  • Fragmentation

  • Internationalization

  • Capital Intensity

  • Profitability

  • Growing need for (cardboard) packaging, in line with soaring e-commerce activities
  • New market outlets stemming from rising middle class across Emerging Markets
  • Strong demand for hygiene products
  • Sensitivity to upstream pulp prices
  • Highly power-intensive industry
  • High investment costs for production efficiency
  • Plastics in competition against cardboard in the packaging outlet

Key players

Country Role Sector risk
China

#1 market by revenue

C

Sensitive risk

United States

#2 market by revenue

B

Medium risk

Germany

#3 market by revenue

C

Sensitive risk

Japan

#4 market by revenue

B

Medium risk

Sweden

#5 market by revenue

C

Sensitive risk

Contact Euler Hermes

Economic Research Team

research@eulerhermes.com

Risk Analyst

Marc LIVINEC

marc.livinec@eulerhermes.com

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