Progress in North American Market Share
The company is closing the market share gap in North America, with a 200 basis point improvement in the second quarter. They expect to close the gap completely by the fourth quarter due to strategic customer wins.
EBITDA Guidance Maintained
International Paper is holding its 2025 EBITDA guidance, with expectations of commercial and cost improvement efforts gaining traction.
Operational Improvements and Strategic Actions
On-time delivery improved from 92% to 97%, and strategic decisions were made to close and sell facilities to reduce complexity and minimize cost.
Momentum in EMEA after DS Smith Acquisition
EMEA teams have mobilized under the 80/20 strategy, focusing on significant synergies and profitable growth despite macroeconomic volatility.