Paper Clips

October 2026

Core retail sales inch up in September

Retail sales edged up in September as consumers continued to spend following a solid back-to-school season. Core retail sales (excluding restaurants, auto dealers and gas stations) totaled $453.1 billion in September, up 0.27% month over month and up 3.73% year over year, according to the CNBC/NRF Retail Monitor released by the National Retail Federation.
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The Art [in] Artificial

When we first chose “New Tech” as the focus for our annual Corrugated Issue, we had no idea that Artificial Intelligence (AI) would explode into the packaging arena and dominate almost every new tech conversation. The most predictable thing about changing technology is the rate at which it comes flying at us: faster every minute. For instance, I now know the difference between generative AI and agentic AI. Generative AI relies on user prompts and uses advanced machine learning to generate entirely new outputs; I think it’s what most people think of when they worry about robots taking over for human poets, artists, and musicians. Agentic AI, on the other hand, is like having a new employee—an agent, if you will—capable of collecting, sorting, and processing data points a zillion times faster than an ordinary human. (I’m still fact-checking whether “zillion” is the scientifically preferred term.)
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Source reduction is a team sport for producers

California’s extended producer responsibility for packaging requirements under SB 54 are becoming a closer reality. One of the upcoming milestones will be a producer responsibility organization-wide target for reducing overall weight and number of plastic components by 10% come Jan. 1, 2027. Producers’ individual source reduction plans based on 2023 data were due to producer responsibility organization Circular Action Alliance in early August, outlining a path forward via some combination of eliminating material, implementing reuse and refill, lightweighting, substituting materials or incorporating PCR.
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Your brand can do almost anything — and that’s the problem

Success does strange things to a brand. People start paying attention, then they start lining up. The press calls. Collaborations appear. Your founder gets invited onto podcasts. Someone in business development discovers a total addressable market the size of Brazil. Then comes the question: What else can we sell them? It is one of the most seductive questions in business because, for a while, the answer appears to be, well, almost anything. For most of modern consumer history, companies built products and then spent enormous amounts of money trying to assemble an audience around them. Then, creators reversed that order. They built the audience first. From a business perspective, that’s catnip. Ten million followers. A built-in distribution channel. Intimate knowledge of the customer. Organic reach that would make a CMO weep. It’s the kind of cultural relevance most legacy brands spend millions trying to engineer.
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Resilience in action: Achieving 100% renewable electricity in Kyiv, Ukraine

As sustainability expectations continue to rise across Europe, it is becoming increasingly important to look for ways to reduce emissions and improve transparency across value chains. For Huhtamaki Foodservice Ukraine, this journey has reached an important milestone: the Kyiv production site is now powered by 100% verified renewable electricity. Achieving this milestone is especially meaningful given the ongoing war in Ukraine. The conflict has significantly disrupted the country’s energy infrastructure in recent years, making reliable energy supply an ongoing challenge for businesses.  By transitioning to 100% verified renewable electricity, Huhtamaki Ukraine is reducing the emissions associated with the electricity used in its manufacturing operations, known as Scope 2 emissions. This also helps customers reduce emissions across their own value chains.
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The Science of Paper: How NC State’s Paper Science & Engineering Program Is Building the Industry’s Future

The paper and forest products industry sits at the crossroads of sustainability, innovation, and advanced manufacturing, yet it remains one of the best-kept secrets in engineering. At NC State University, the Paper Science and Engineering (PSE) program is working to change that, producing graduates who are uniquely equipped to lead an industry undergoing rapid transformation. NC State’s PSE program offers something rare in higher education: a dual degree in Paper Science and Chemical Engineering that blends rigorous theoretical foundations with deeply applied, industry-relevant training. The paper and forest products sector faces a talent pipeline challenge of significant scale, with demand estimated at nearly 1,000 engineers annually due to an aging workforce. The next generation brings critical capabilities: fluency in advanced data analysis and AI-driven predictive process control, comfort with non-traditional solutions, and a broader perspective that balances engineering excellence with economic reality.
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Supremex blames tariffs as it plans to cut 6% of workforce

Montreal-based paper packaging and envelopes maker Supremex announced a restructuring plan Tuesday as it estimated a $10 million to $12 million hit to annualized operating earnings from tariffs. The plan has three primary focuses. Supremex will consolidate certain U.S. and Canadian envelope locations into more efficient “centres of excellence;” shrink its Saint-Laurent, Quebec, commercial print facility and transfer folding carton production to its flagship folding carton facility in Lachine, Quebec; and accelerate technology deployment for “core back-office processes.” The company is eliminating 6% of its workforce, or 60 positions. Supremex projects the plan will lead to $5.7 million in annualized cost savings across Q4 2026 and Q1 2027. Still, the company says this has no impact on growth strategy and investments.
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Tetra Pak enters ice cream packaging category with 85% paper wrap

Tetra Pak has advanced into the ice cream category with its new Ice Cream Wrap made from up to 85% paper. The company says the packaging solution responds to increasing consumer interest in environmentally conscious packaging in the ice cream category.  The company says it will roll out the solution in phases starting in the fourth quarter of 2026 in Europe and plans to expand to additional markets in the future.  Tetra Pak highlights that it brings over 70 years of expertise in paper-based food packaging and says that it has a deep understanding of ice cream production, which guided the development of the wrap.  The company adds that it designed the wrap so it fits “the practical realities” of ice cream manufacturing. Its design features a thin profile and a multilayer structure that can protect products despite its materials efficiently, according to the producer.
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Arc’teryx opens first-ever store dedicated to climbing

Canadian outdoor apparel and equipment brand Arc’teryx Equipment has opened its newest outpost in the United States. The brand opened its newest store on Abbot Kinney Boulevard in Venice, Calif., on Oct. 3. The location marks Arc’teryx’s first-ever retail concept dedicated exclusively to climbing, and is the “next evolution” of its presence in Southern California, according to the company. Arc’teryx Abbot Kinney pairs a “curated, climb-focused” assortment with a climbing wall, a lounge, an outdoor patio, and a beta board, giving local climbers a place to gather, train, learn and connect, the company said. It is Arc'teryx's fourth location in Los Angeles and fifth in Southern California.
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Amazon, Target offer omnichannel holiday toy guides

Amazon and Target are both providing interactive resources for holiday toy shoppers. The two retail giants are releasing kids’ catalogs focused on toys to receive as holiday presents – with print, digital and audio features. Now in its ninth year, the 2026 edition of the Amazon Holiday Kids Gift Book will be mailed in printed format to tens of millions of households, with more than 600 toys and gifts listed as well as an original illustrated story, family-friendly activities, and curated selections for different age groups, interests and budgets. Available on Target.com and in the Target app on mobile phones and tablets, the discount giant’s digital Holiday Kids Catalog features nearly 500 toys, games and gifts; as well as interactive content, toy demonstrations and video reviews from participants in its Club Target creator network.
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What the Super El Niño means for retail

Just when merchandising and inventory management seemed complicated enough, thanks to shifting tariffs and rising costs, along comes the strongest El Niño weather disruption on record. El Niño is the warm phase of the El Niño-Southern Oscillation, a climate pattern where sea surface temperatures of the Pacific Ocean rise near the equator, setting in motion weather anomalies across the globe. Its impact will be strongest in North America and during the fall and winter months. As a result, this year’s event, already dubbed Super El Niño in some quarters, is destined to upset seasonal merchandising plans — unless retailers prepare for it. “This is going to be a year that we’ve never experienced before, and anytime you’re in business, the goal is to reduce the amount of uncertainty to reduce the risk in your sales plans, and so we’re absolutely seeing that more than ever this year.”
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Sappi Europe announces price increase for Paper Board

Sappi Europe announces a price increase of €89 per tonne across the Paper Board portfolio in response to sustained cost pressures currently impacting the industry. This pricing adjustment will enable Sappi to continue providing the high levels of product quality, service excellence, and supply security that customers rely on across the company's Paperboard portfolio. Despite productivity and efficiency initiatives as well as  cost cutting, market conditions require a Paper Board  price increase. Effective for all new orders and deliveries from 1 November 2026, prices for Paper Board products will increase by €89 per tonne.
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The ResourceWise U.S. Unbleached Corrugated Box Cost Index: A Cost-Based Alternative for Corrugated Contract Price Adjustments

Recent linerboard price increases have heightened questions among corrugated packaging buyers and suppliers about how well existing contract adjustment mechanisms reflect the cost of producing a finished box. They have also reinforced the need for reliable alternatives for parties that want to structure their agreements utilizing a more complete methodology. Corrugated contracts in the U.S. have historically often used linerboard indices as the basis for price adjustments. While this may make economic sense previously, the industry is now much more integrated with several players approaching 100% during parts of the cycle. Moreover, we hear from both customers and buyers that they desire an alternative index to provide choice in the marketplace, and options to develop creative and efficient ways to do business. Read more for details on this subject.
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MIDLAND Expands Southeast Presence with New Nashville Distribution Center and Strengthened Sales Team

MIDLAND has expanded its presence in the Nashville market with the addition of a new distribution center and the strengthening of its local sales force with several highly talented and experienced industry professionals. The Nashville distribution center significantly enhances MIDLAND’s ability to serve customers throughout the region, providing faster access to paper and packaging products and enabling the company to deliver an even higher level of service and support. The expanded sales team brings deep industry expertise and established customer relationships, further strengthening MIDLAND’s capabilities in the Nashville market and across the Southeast. “While MIDLAND has been serving customers in the Nashville market for years, these investments significantly enhance our presence and our ability to serve customers,” said Mike Graves, President and CEO of MIDLAND.
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European Commission has restated its serious concerns about planned graphic paper Joint Venture; UPM and Sappi continue to address these concerns

UPM and Sappi have received a Letter of Facts from the European Commission stating that it continues to have serious concerns about the proposed graphic paper Joint Venture. The parties are in the process of analyzing and responding to the Letter of Facts. UPM disagrees with the Commission's preliminary assessment and will continue to engage with the review process. UPM continues to believe that the proposed Joint Venture would support the long-term competitiveness, sustainability and resilience of the European graphic paper industry. To address the Commission’s concerns, the parties are planning to submit proposals for specific remedies, but given the rationale of the transaction, not divestments.
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‘Born in Japan, Brewed in Wisconsin’

Asahi invests in localizing the brewing of its fast-growing Super Dry lager by acquiring Octopi Brewing in Wisconsin and installing a brand new 20,000 bpm bottling line. Asahi invests in localizing the brewing of its fast-growing Super Dry lager by acquiring Octopi Brewing in Wisconsin and installing a brand new 20,000 bpm bottling line.
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How GLP-1 users are forcing retailers to rethink everything

At the end of last year, David’s Bridal noticed something curious in the company’s data. Rush orders for alterations had doubled.  “This is somebody who’s waited because they are on GLP-1s or on a fitness journey, and now they’re scrambling trying to get their dress very, very quickly,” Kelly Cook, CEO of David’s Bridal, said in an interview.  After digging further, David’s Bridal realized the average dress size was coming down. It previously was between 12 to 14, but the average was quickly turning into 6 to 8 or 8 to 10.  Use of GLP-1s is forecast to rapidly expand in the coming years, increasing from $42.6 billion in 2024 to $137 billion by 2030, according to Coresight Research data. Furthermore, the percentage of U.S. adults who are currently taking a GLP-1 for weight loss is 11%, up from 3% only two years ago, according to September research by Gallup. “I don’t think in our lifetime we’re going to see many behavioral shifts like we are with GLP-1s,” Dean Neiger, co-founder and CEO of Maeva, a DTC metabolic wellness company, said in an interview. “When you look at the changes that GLP-1s are pushing through, it’s really unbelievable.”
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EPR Rules Reshape Packaging Converters’ Role

Packaging design increasingly tied to compliance. For converters — and the material suppliers that support them — EPR is extending compliance considerations further into the design process. California’s SB 54 establishes an EPR program for packaging and single-use plastic food service ware. By 2032, plastic covered material must be reduced by 25% from the 2023 baseline, covered material must be recyclable or eligible to be labelled compostable, and plastic covered material must achieve a 65% recycling rate. California’s regulations also provide for eco-modulated producer fees, creating a mechanism through which packaging characteristics and end-of-life performance can influence producer costs. For converters, that increases the importance of understanding how substrates, labels, adhesives, inks and other packaging components may affect recyclability.
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The Packaging Industry is Obsessed with the Wrong Thing

It’s not just about drawing eyes; it’s about getting attention for the right reason. Walk into any supermarket and you will see hundreds of packages competing within a few feet of one another. For years, the industry has treated this as an attention problem. Make the logo bigger. Use a brighter color. Break the category codes. Create something unexpected. The logic seems obvious. If people do not notice you, they cannot choose you. But neuroscience suggests we may be starting with the wrong problem. A fascinating take on packaging design read more at this link- The Packaging Industry is Obsessed with the Wrong ThingIt’s not just about drawing eyes; it’s about getting attention for the right reason. Walk into any supermarket and you will see hundreds of packages competing within a few feet of one another. For years, the industry has treated this as an attention problem. Make the logo bigger. Use a brighter color. Break the category codes. Create something unexpected. The logic seems obvious. If people do not notice you, they cannot choose you. But neuroscience suggests we may be starting with the wrong problem. A fascinating take on packaging design read more at this link- The Packaging Industry is Obsessed with the Wrong Thing
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Nekoosa acquires Pixelle’s Carbonless Sheet Business

Pixelle Specialty Solutions and Nekoosa entered into a definitive agreement under which Nekoosa has acquired Pixelle’s Carbonless Sheets business, including the ExcelOne® brand. Following a comprehensive evaluation of the business and the markets where we can best focus our resources and capabilities to drive long-term growth, Pixelle made the decision to sell the ExcelOne® business to Nekoosa, a company well positioned to carry it forward and continue serving the customers and applications that depend on it. This transaction is specific to our carbonless sheet business.
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Global Development and M&A Investment in the Paper Industry

The global pulp and paper industry is entering a new phase of structural transformation. While overall growth remains steady, regional divergence is becoming more pronounced, product demand is shifting, and trade and regulatory pressures are reshaping traditional expansion paths. At the same time, mergers and acquisitions are increasingly serving as a strategic tool for companies seeking scale, resilience, and access to new markets. This article examines key global development trends in the pulp and paper industry from 2009 through 2028, highlights the changing role of emerging economies, and explores how investment and M&A strategies—particularly among Chinese producers—are evolving in response to these dynamics.
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‘Majority’ of Nippon Dynawave employees to return to work in October

Nippon Dynawave Packaging employees will soon return to work at the Longview, Washington, pulp and paper mill that has largely been idled since the May 26 white-liquor tank implosion there that killed 11 people and injured eight others. The goal is to get the “majority” of employees back to the facility on or around Oct. 12, and after that reentries will be on a staggered schedule to be determined by NDP, said Scott Tift, president of the Association of Western Pulp and Paper Workers The entire pulp and paper mill employs about 550 people, according to the Washington Department of Ecology. It produces market pulp as well as paperboard for liquid packaging. A small number of employees previously had been called back to the site for limited operations, but full production remains stalled.
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Revolve launches shoppable print magazine

The fast-growing, digital-first fashion retailer Revolve Group is looking to extend its fashion and cultural influence by launching an annual print and digital magazine. The inaugural issue of Revolve Magazine has three covers starring Kendall Jenner, Teyana Taylor and Alex Consani. It features original fashion and beauty stories, profiles of notable cultural voices and trend-focused editorial from Revolve’s buying and merchandising teams. Revolve Magazine, which dropped Sept. 29, is available in the company’s stores. It will also be distributed via eight pop-up vending machines around North America.
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New Research Shows Bold On-Pack Instructions Can Disrupt Consumer Disposal Habits 

The Sustainable Packaging Coalition (SPC) today shared a new report on consumers’ comprehension of and response to recycling and disposal labels. The survey of 1,000 U.S. consumers found that disposal decisions are often driven by habits, but bold on-pack instructions can prompt more deliberate action. With 84% of consumers recognizing at least one label in the How2Recycle® labeling suite, North America’s most widely recognized recyclability labeling system offers a strong foundation for helping consumers dispose of packaging correctly. SPC research on How2Recycle labels comes at a pivotal moment for producers across the U.S. As California’s SB 343 “Truth in Labeling” law is set to come into effect on October 4, 2026, and new reports show a decrease in recycling capture rates across the country, the report gives producers clear context on how labeling and on-pack communications can help consumers get materials into the right stream.
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Intertape Polymer Group, Backed by Clearlake Capital, Acquires Clysar

Intertape Polymer Group , a global leader in packaging, films, specialty materials, and protective solutions, backed by Clearlake Capital Group, L.P. , announced today that it has acquired Clysar, LLC , a North American manufacturer of premium polyolefin shrink film. Financial terms were not disclosed. Located in Clinton, Iowa, Clysar has spent more than 60 years developing innovative film solutions that seek to address evolving market demands and packaging requirements. Clysar shrink films are trusted by many North American distributors and end users for their quality, performance and reliability. Clysar will go to market as Clysar, an IPG Company, and the trusted Clysar® brand will remain in place alongside IPG’s Exlfilm® brand, giving IPG two established brands in the shrink film category.
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A leadership update from Sappi North America

Sappi announces retirement of Mike Haws and appointment of Kirk Ross as President and Chief Executive Officer of Sappi North America Kirk Ross, who currently serves as Vice President Manufacturing for Sappi North America, will succeed Mike Haws (63), who will retire in February 2027 following a distinguished 40-year career in the pulp and paper industry, including 14 years with Sappi and seven years as President and CEO of Sappi North America.
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Jack O’Toole Named VP of MIDLAND Specialty Paper & Films

As high-speed inkjet and emerging specialty media applications open new opportunities across the print industry, MIDLAND is expanding the expertise and resources it brings to customers looking to capitalize on them. As part of that strategy, MIDLAND has named Jack O’Toole Vice President, Specialty Paper & Film. O’Toole will work alongside the division’s leadership team to accelerate market development, expand customer education and application support, and identify new opportunities for growth. O’Toole has spent the past year leading MIDLAND’s cross-selling efforts. Prior to joining MIDLAND, he served as Senior Vice President at Brookfield Asset Management. Prior to that, he held sales leadership roles at Bridgewater Associates & Oaktree Capital. He holds a degree in Finance from Villanova University and is a Chartered Financial Analyst (CFA).
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