Paper Clips

Kohl’s zeroes in on Nike for back-to-school marketing

Nike is arguably the star student of Kohl’s back-to-school efforts. While other brands like Levi’s and Tek Gear are featured in Kohl’s latest campaign — which is titled “We Are So Back (To School)” — Nike is front and center when it comes to merchandising and marketing. This summer and fall, Kohl’s is creating a “really strong Nike presence” in stores by expanding its assortment and showing off full-outfit styling, said Nick Jones, Kohl’s chief merchandising officer. Kohl’s is also creating Nike-themed tunnel walks in its stores, in line with the cultural rise of “tunnel fits.” “On the brand side, we are leaning heavily into the brands that kids are most excited about, leading with Nike,” Christie Raymond, Kohl’s chief marketing officer.
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Retailers frontloading goods ahead of potential tariffs in August

Import volume at the nation’s major container ports is forecast to hit a new all-time record in July as retailers stock up ahead of a potential new round of tariffs and other trade uncertainties. Global tariffs that took effect in February are set to expire July 24. But a new round of higher tariffs regarding forced labor are expected to be imposed by the Trump administration as early as August, according to the Global Port Tracker Report by the National Retail Federation and Hackett Associates.
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By the numbers: Oregon’s 1st year of packaging EPR

Nearly 3,000 participating producers. $167.9 million in revenue collected. Almost 410,000 tons of covered products sold. These are some of Circular Action Alliance’s newly released stats from the program’s initial months. Circular Action Alliance highlighted materials collected, recycling investments and end market development from six months in Oregon, the first active packaging EPR program in the U.S. Circular Action Alliance released its first annual report detailing implementation of Oregon’s packaging EPR program — the first live program of its kind in U.S. history. The report covers just the first six months of the program, which kicked off July 1, 2025. CAA emphasized 2025 as a “build year,” as the producer responsibility organization intends for full system implementation by the end of 2027.
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Inside Johnson & Johnson’s New $1B Manufacturing Investment

Johnson & Johnson has announced plans to invest more than $1 billion in Jacksonville, Florida, to scale its United States manufacturing, packaging, and distribution capabilities. With the investment, the company will add a new, state-of-the-art distribution facility, advanced manufacturing, and packaging technologies to expand capacity and meet growing demand for its ACUVUE-brand contact lenses. Previously, Johnson & Johnson announced plans to invest $55 billion in US manufacturing, research and development, and technology through early 2029. The $1 billion Florida investment will tie into the broader, $55 billion plan.
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Amazon Supports Weekly Humanitarian Relief Flights to Venezuela in First-of-its-Kind Collaboration

Amazon announced it will support a seven-flight humanitarian air delivery operation into Caracas, Venezuela, in response to the devastating twin earthquakes that struck northern Venezuela on June 24, leaving more than 650,000 people in need of aid. Seven weekly flights will deliver critical earthquake relief supplies to nonprofits The weekly flights are possible through a collaboration between Amazon, Airlink, the U.S. State Department, and United Nations World Food Programme. The State Department will coordinate access with local authorities, Amazon will donate the aircraft and fuel at no cost to humanitarian organizations, Airlink will determine what goes on each flight based on nonprofit needs, and the World Food Programme will manage logistics in Venezuela. The humanitarian air bridge is designed to prevent an aid bottleneck—as well as a so-called "second disaster" when unrequested in-kind donations overwhelm communities and divert resources from the most urgent needs.
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Direct Mail is a Performance

Deborah Corn is the founder of the Print Media Centr (www.printmediacentr.com), providing strategy, intel, and insight for printing and marketing professionals and print enthusiasts around the world. Every mailer can be an Oscar-worthy experience, not just a printed thing that shows up in a mailbox and ends up in a pile. The moment it is picked up becomes showtime, with the audience standing in their kitchen or sitting at their desk, deciding in seconds whether to give you their attention or move on. There is a psychological reason those first seconds matter so much. It is known as the threshold effect. It describes the moment when someone crosses from one state of awareness into another, when distractions fall away and attention resets. On the other side of that threshold, people are more present and more open to what comes next. When a strategically crafted mailing invites someone to touch it, unfold it, explore it, or notice a detail they did not expect, their attention resets. Curiosity takes over. The recipient moves from mail sorter to an engaged audience member. What happens next determines whether the performance earns applause or closes on opening night. Thinking like a director, rather than just a sender, alters how mail is perceived. Directors concentrate on the audience’s experience at every moment. This same approach is relevant to direct mail. Read the full article here: Direct Mail is a Performance
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Packaging EPR goes on trial

Extended producer responsibility for packaging programs in the United States have had some major firsts the last few years. Maine was the first state to pass a packaging EPR law in 2021. Oregon became the first state to begin implementing such a program in 2025. Next week is slated to bring a new milestone: The first packaging EPR lawsuit to go to trial. That means that by year’s end, there could be more clarity about the future risks and opportunities with these programs. The National Association of Wholesaler-Distributors is poised to argue its case in a five-day trial in Portland, Oregon, starting July 13 — less than a year since it filed a lawsuit that’s gripped producers and the recycling world. NAW believes Oregon’s packaging EPR program is unconstitutional on two primary grounds: violation of the Due Process Clause, particularly as it relates to delegating authority to producer responsibility organization Circular Action Alliance, and violation of the Commerce Clause, given the state program’s implications for out-of-state businesses.
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From tropical forests to timber buildings: bringing sustainable forest management into the nature-positive conversation

Nature positive has become one of the defining concepts shaping international discussions on biodiversity, climate and sustainable development. The challenge now is implementation: turning ambition into practical action that delivers lasting benefits for both people and nature. Forests are central to that discussion. They conserve biodiversity, store carbon, regulate water, support livelihoods and provide renewable materials. Nature-positive discussions rightly recognise the importance of protecting forests. They also provide an opportunity to consider how sustainably managed forests can contribute to biodiversity, climate action and resilient communities at the same time. Sustainable forest management provides a practical framework for balancing these objectives in ways that keep forests healthy, resilient and productive. The Global Nature Positive Summit 2026, taking place in Kumamoto, Japan, from 14–16 July, provides an opportunity to explore exactly these questions.
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Suzano and Kimberly-Clark Finalize $3.4 Billion JV to Create Arbex

Suzano announced the completion of its acquisition of a 51% equity interest in FamPro Tissue Holdings B.V. from Kimberly-Clark Corporation, which has resulted in a new joint venture called Arbex. Arbex on July 1 began operations as an independent business. Announced in June 2025 as a $3.4 billion joint venture between Suzano (NYSE: SUZ), the world's largest pulp supplier, and Kimberly-Clark (NASDAQ: KMB), a global leader in consumer goods and personal care, the new business will manufacture, market and distribute consumer and professional products across more than 70 markets on five continents.
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Nordstrom teases retail’s other big summer sale

Nordstrom may be leaning on its off-price stores to stoke growth — this year the company said it would close two department stores and open 23 Racks. But its anniversary sale, commencing later this month, is all about the full-line business. The annual event is arguably retail’s other big summertime sale, though it differs from Prime Day — and other traditional department store promotions — in key ways. The sale is open to everyone July 18 to Aug. 9, no card-holding or membership necessary, though cardholders do have earlier access and special deals.
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Why Catalogers Should Lean into Their “Non Billionaire, Non Big Box” Superpower

As Amazon, Walmart, and Target race to out‑discount one another during summer deal season, Etsy has taken a very different approach. Instead of trying to beat the giants at their own game, Etsy launched its cheeky, defiant “Shop Other Jeffs” campaign — a celebration of the thousands of non‑billionaire sellers named Jeff who make pottery, lighting, furniture, and handcrafted goods across the country. As noted by Retail Dive, the message is simple and sharp: there’s more than one Jeff worth shopping from. And more importantly, there’s more than one way to win in retail. For catalogers, this campaign could serve as a blueprint. Read more here-Why Catalogers Should Lean into Their “Non Billionaire, Non Big Box”
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Something weird is going on with the 66 billion trees China planted in a huge wall

Over the past five decades, China has planted 66 billion trees in a massive wall that spans the Gobi and Taklamakan deserts. This reforestation effort intended to stop the deserts’ spread is working — but, it turns out, with a surprising twist. In a new study published in the journal Geophysical Research Letters, researchers found that the trees planted in the so-called “Great Green Wall” appear to grow faster than trees in natural forests, possibly because they respond to the rising CO2 levels in our atmosphere better. The Great Green Wall project began in 1978 and is expected to be completed by 2050. The original intent was to slow the desertification of the country’s grasslands, of which the Gobi devours over a thousand square miles every year. In its early stages, the initiative struggled to get off the ground, as some of the trees chosen for their quick growth turned out to be poorly suited for the environment and died off. But Chinese scientists pushed on. In a monumental feat of planning and perseverance, the verdant barrier has continued to grow instead of dying off — a fate that commonly befalls other green wall initiatives that learned that you can’t brute force your way into planting as many trees as possible. Forest cover in the regions the wall touches has ballooned from 5 percent in 1978 to 14 percent in 2023, according to a Nature article, which has helped cut down on dust storms and improve the air quality in downwind cities, including Beijing.
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Washington AG to investigate Nippon Dynawave paper mill disaster

The Washington state attorney general’s office announced July 1 that it’s investigating whether any criminal activity contributed to the May 26 white liquor tank implosion at Nippon Dynawave Packaging in Longview that killed 11 people and injured eight others. Futhermore, the Washington State Department of Labor & Industries announced July 2 that in addition to its ongoing investigation of the disaster, it opened new inspections at two other kraft pulp and paper mills in the state: at Smurfit Westrock’s Longview plant down the road from NDP, and at Port Townsend Paper Co. in Port Townsend. Production at NDP’s site remained suspended as of parent company Nippon Paper’s most recent update on June 24. It said the financial impact is still being assessed.
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Smurfit Westrock Partners with Coca-Cola China on World Cup Packaging

Smurfit Westrock partnered with Coca-Cola China to launch a series of innovative paper-based packaging solutions for the brand's 2026 World Cup campaign, designed to deliver standout impact across both retail and e-commerce channels. The collaboration comes as global sporting events like the World Cup continue to drive significant spikes in consumer spending. Industry data shows major increases in sales of snacks and soft drinks during the 2022 World Cup, as viewers stocked up for at-home viewing and social gatherings.  Chris Zhong, Retail Customer Marketing Manager, Coca-Cola China added, "The World Cup is a key moment for connecting with consumers, and packaging plays an important role in that.
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Plans for former Chillicothe paper mill site include data center

A data center is part of the redevelopment plans at the former site of the Pixelle Specialty Solutions paper mill in Chillicothe. The site will be turned into a “21st-century regional hub for advanced manufacturing, aerospace innovation, medical device production, research and development, and next-generation computing technologies” by U.S. Paper Mill, according to a news release from the Chillicothe Ross Chamber of Commerce. The campus will be developed in partnership with Amphibian Aerospace Industries, U.S. Medical Glove Company, Aligned, and U.S. Box Company. Aligned is a company that develops data centers and has two campuses in Ohio — one in Coshocton County and one in Sandusky, according to its website.
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UPM achieves a Platinum rating from EcoVadis and an A score from CDP for its supplier engagement

EcoVadis, a leading provider of corporate sustainability ratings, has once again awarded UPM its highest possible Platinum recognition. Among more than 150,000 companies assessed, only the top one percent achieved Platinum status. UPM has been part of this top one percent since 2020 and has now earned an outstanding score of 90/100 for the second consecutive year. The EcoVadis assessment evaluates companies’ performance across four categories: Environment, Labor and Human Rights, Ethics, and Sustainable Procurement. Additionally, in May UPM received an A score in CDP’s 2025 Supplier Engagement Assessment (SEA), which evaluates how companies engage their supply chains on climate-related issues. According to CDP, companies that actively involve their suppliers in climate change mitigation play a crucial role in the green transition.
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OluKai is tapping Hawaiian lifeguards as brand ambassadors and product testers

Hawaiian-inspired footwear brand OluKai is making waves in ocean sports by working with professional lifeguards. For about two decades, OluKai has been the official footwear partner of the Hawaiian Lifeguard Association, equipping hundreds of lifeguards with several pairs of sandals and sneakers each year. The lifeguards also play an active role in product development by field-testing OluKai shoes on the beach, in the ocean and on trails. More recently, the lifeguards have started doubling as content creators, appearing in OluKai series like “On Guard” and working with the brand on ocean-safety videos.
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Grocery shoppers remain concerned prices could keep rising

Consumers are making tough decisions at the grocery store in the face of sustained high prices. A recent survey of consumers in the United States and United Kingdom by retail and supply chain planning firm Relex Solutions revealed that 61% of shoppers have changed how much food they purchase due to higher grocery prices. More than seven-in-10 (71%) consumers are concerned that tariffs, geopolitical tensions, supply chain disruptions and more will continue increasing the cost of everyday goods over the next six months.
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Tariffs, trade shocks and the end of retail planning as we know it

Tariffs may dominate headlines. But for retailers, they’re part of a broader pattern of trading uncertainty that shows no signs of slowing. Talk with any buying or merchandising team right now and you’ll find people wrestling with the same questions: What if our costs spike or transportation lags? Should our prices change? Do we need new sourcing strategies? And what are the downstream impacts of each decision we make? The pressure to answer these questions faster and more confidently is causing many retailers to fundamentally rethink how planning gets done. According to Accenture, more than 75% of supply chain executives expect higher disruption in 2026, with 85% planning to increase AI spending in response.
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California standardizes date labeling, Virginia bans foam food containers

California standardizing food date labels AB 660, which could reduce food waste, passed in 2024. As of July 1, it disallows labeling with “sell by” language. The permitted labeling for quality dates is “BEST if Used by” or “BEST if Used or Frozen by.” For safety dates, it’s “USE by” or “USE by or Freeze by.” EPS food containers no longer allowed in Virginia All food vendors in Virginia — including restaurants, stores, schools and food trucks — will have to comply with an expanded polystyrene container ban come July 1. This is a phase-two expansion from one year ago, when the ban applied to vendors with 20 or more Virginia locations. The Virginia Department of Environmental Quality encourages reusable, paper, metal or PET alternatives. Localities may grant exemptions to vendors if they can demonstrate undue economic hardship from the policy.
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Sam’s Club Reveals Its Most Popular Meats for the Fourth Of July

n honor of National Grilling Month—and with America’s 250th birthday around the corner—Sam’s Club is sharing what meats members love to purchase in advance of the Fourth of July holiday. The results might surprise you. Fourth of July Favorites At-A-Glance Let’s look at a summary of our key findings as we evaluated the purchases leading up to the Fourth of July in 2025. Based on Sam’s Club data, chicken leads in the most states (19), followed by pork ribs (15) and ground beef (14).
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The most important piece of direct mail

In July of 1776, the most important piece of direct mail in American history was delivered the only way it could be: as a physical document, carried by hand to recipients who needed to see it. Post riders moved copies of the Declaration across the colonies mile by mile, to assemblies, to committees, to commanders in the field. It was targeted, addressed, and hand-delivered. And when one arrived, it wasn't skimmed and set aside. It was read aloud in the town square, to crowds and to George Washington's troops. That's direct mail at its core: get the right message into the right hands, and make it impossible to ignore. 250 years later, the principle holds. A real piece of mail carries weight that a notification never will. It gets opened. It gets read. It gets remembered.
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Nike says it expects $986 million in IEEPA tariff refunds

Nike says it’s in a better financial position as it awaits nearly $1 billion in refunds related to tariffs imposed under the International Emergency Economic Powers Act. On Tuesday, Nike shared that its growth margin for its fiscal fourth quarter of 2026 increased 890 basis points to 49.2%, “primarily due to the expected recovery of the IEEPA tariffs.” The company added that its North America business expects to recover $965 million in tariff refunds from the U.S. government, while its Converse business expects to recover $21 million.
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US won’t renew USMCA, opening door for negotiations with Canada and Mexico

The Trump administration has decided not to renew its trilateral trade pact with Canada and Mexico, instead opting to conduct annual reviews of the treaty that President Donald Trump once called "the best agreement we've ever made." The widely anticipated decision on the United States-Mexico-Canada Agreement, known as USMCA, was revealed Wednesday, the deadline for the three North American trade partners to determine whether they would renew their agreement for another 16-year term. The decision means the USMCA will stay in effect for another decade, provided no member tries to withdraw from it. But it also triggers yearly reviews that could result in the renegotiation of major parts of the treaty.
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Consumer confidence ticks up in June; labor market concerns rise

Americans’ outlook about the economy improved somewhat in June as moderating gas prices brought some relief to inflation-weary consumers. The Conference Board Consumer Confidence Index ticked up by 0.6 points to 91.2, in June, up from a downwardly revised 90.6 in May but below its year-ago reading of 95.2. “Consumer confidence inched up in June as falling oil prices in recent weeks provided some relief to consumer inflation fears,” said Dana M Peterson, chief economist, The Conference Board. Perceptions of the current labor market softened measurably in June as the percentage of consumers saying jobs were ‘hard to get’ rose to 22.5%, the highest level since January 2021 (22.8%).
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Forbes again names Smurfit Westrock as one of the world’s most successful companies

Smurfit Westrock has once again been included on the Forbes Global 2000 list of the world’s most successful public companies.  The prestigious ranking measures global impact and financial strength and is determined by criteria including sales, assets and market value.  The 2000 companies on this year’s Forbes Global 2000 list account for $56 trillion in annual revenue, $5.5 trillion in profit and $121.9 trillion in market value. Smurfit Westrock was also recognized this week as one of TIME magazine’s World’s Most Sustainable Companies. Smurfit Westrock operates in 40 countries worldwide and has approximately 97,000 employees.
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Fibre-based food packaging set to lead by 2045 as barrier innovations accelerate and regulation tightens, new study reveals

A new study from UPM Specialty Materials and global consultancy Smithers points to changing dynamics in the food packaging landscape, with fibre-based materials taking the leading share by 2045, recycling rates climbing toward 37%, and a regulatory landscape where sustainability becomes a strict government mandate. Fibre-based food packaging is on course to become the leading sustainable material by 2045, driven by breakthrough barrier coating technologies, tightening global regulation, and a decisive consumer shift away from single-use plastics. These are among the key findings of the new global study published today by UPM Specialty Materials and Smithers. More than 230 global packaging professionals from across the value chain contributed to a collective assessment of the key trends projected to drive sustainability in food packaging by 2045.
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PRINTING United Alliance Unveils 2026 Pinnacle Award Winners

PRINTING United Alliance, the most comprehensive member-based printing and graphic arts association in North America, is pleased to announce the winners of its 2026 Pinnacle Awards program. The winning products and technologies can be viewed on a special online showcase gallery, with many technologies being showcased and celebrated at PRINTING United Expo this September 23-25 in Las Vegas. Learn more about the Pinnacle Awards and view the Virtual Winners Gallery at: https://pinnacleawards.printing.org/.
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Total U.S. Packaging Papers & Specialty Packaging Shipments Increased 12% in May 2026

The American Forest & Paper Association (AF&PA) released the May 2026 Packaging Papers Monthly report. According to the report, total packaging papers & specialty packaging shipments in May increased 12% compared to May 2025. They were up 6% when compared to the same 5 months of 2025. The unbleached packaging papers operating rate declined to 89% in May after nearly hitting 93% in April. Shipments of bleached food wrapping were up 5.6% from last May, and up 3.4% year-to-date.
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Why SB 54 — California’s new plastic packaging law — should be on every retailer’s radar

California' s Plastic Pollution Prevention and Packaging Producer Responsibility Act, known as SB 54, is reshaping how businesses manage packaging materials sold into the state.  With permanent regulations now in effect and key compliance deadlines having passed, retailers can no longer afford to treat the law as a future concern. Even businesses that do not manufacture packaging or consider themselves "producers" should not assume SB 54 has no bearing on their operations. In fact, that assumption may be one of the most expensive mistakes a retailer can make. Much of the discussion surrounding SB 54 has focused on producers, leading many retailers to believe the law applies only to manufacturers, packaging companies and consumer goods brands. In practice, however, determining whether a business has obligations under the law is rarely that simple, and the law's reach may be broader than many retailers realize.
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More California MRFs are sorting cartons, easing recent recycling concerns

The upcoming launch of SB 343 has particularly notable implications for carton recycling in the state, even though the law also applies to other kinds of packaging. SB 343 is meant to protect consumers from false recycling claims by prohibiting use of the well-known “chasing arrows” symbol, or other recyclability claims on packaging, unless approved through a complex state process. The carton recycling industry has been down a bumpy road with SB 343 in recent months. SB 343 has other requirements beyond the 60% MRF processing threshold. To be deemed recyclable, packaging must also be collected by programs that cover at least 60% of the state population, too.  The law also prohibits manufacturers from selling products or packaging labeled as recyclable unless the items are regularly collected and processed for recycling in the state. MRFs must send the material to a reclaimer that follows the Basel Convention, which prohibits international exports of certain hazardous wastes.
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Celebrating the People Who Keep Mail Moving

There’s nothing like a championship victory parade to bring people together. And even if you watched or were there for the Knicks and their fans celebrating in New York City last week, you may have missed the reaction of the crowd to a postal worker simply doing their job. As a couple million people lined the streets in Manhattan to celebrate the team's NBA title, video captured a USPS carrier making deliveries by the parade route after police allowed him to pass through a secure area. The crowd clapped and cheered. Social media lit up. And the story got picked up by some TV stations, which is how I found out about it. It wasn’t that surprising to me that no matter what's happening around them, postal workers show up and get their work done. It’s the kind of commitment that National Postal Workers Day, observed annually on July 1, was created to recognize.
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Amazon’s Prime Day drives online sales in the US up 9.3%

Online spend surrounding Amazon’s Prime Day sales event is inching closer to Black Friday levels. In comparison to the $26.4 billion in online spend during this recent Prime Day, consumers spent about $32.45 billion across Thanksgiving, Black Friday and Cyber Monday last year, per Adobe. Online sales from June 23 through June 26 were driven by electronics, appliances, tools and home improvement, as well as home and garden merchandise. Consumers used the sales period to buy more expensive products. Adobe’s data found the share of the most expensive products grew 19% compared to average levels year to date. The share of the most expensive goods in electronics jumped by 51%, and shoppers were trading up in categories such as toys, appliances and furniture.
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International Paper announces shutdowns, layoffs at 4 US facilities

After a relatively quiet second quarter so far, the company has resumed its 20-month string of facility closure and layoff announcements affecting more than 5,800 employees. -International Paper late Friday announced plans for four closures across the United States by the end of the third quarter. It will close a sheet plant in Aurora, Illinois, along with converting plants in Elk Grove, California, and Barrington, New Jersey. It will also cease preprint operations at a facility in Richwood, Kentucky. -The company said via email that a total of 330 employees are affected: 136 in California, 133 in New Jersey, 41 in Illinois and 20 in Kentucky. IP said in a news release that it will offer impacted employees outplacement assistance, severance and benefits.
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Day 4 at Cannes: The brands people remember

Canva's Executive Creative Director reflects on Day 4 at Cannes Lions, making the case that in a world where the tools keep changing, the brands that endure are the ones with the courage to be distinctive and the consistency to earn genuine trust over time. Four days on the Croisette, and one question I keep coming back to isn't about budgets, AI, or the next big thing. It’s a simple, yet surprisingly hard one: what makes people care now? I’ve had an unscientific but genuinely useful test for this, and it comes back to my mum. When our first Canva ad aired, I was at home in New Zealand watching it with her. Thirty seconds later, she turned to me and said, "that was so nice, dear - what was it about?" I'd failed the mum test. Canva is all about empowering everyone to design, so if my mum didn't walk away feeling like she could pick up the tools and create something herself, we hadn’t quite done our job. It's something I come back to often: the best ideas aren't judged by how clever they are, but by whether they resonate with the people they're made for. And in today's world, where attention is harder to earn than ever, that kind of genuine connection matters even more.
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HEIDELBERG to Integrate Lifecycle Business and Select Subsidiaries of manroland sheetfed Group

Heidelberg announced its plans to integrate the lifecycle business and the global sales and service subsidiaries of the manroland sheetfed Group. With this transaction, HEIDELBERG is securing its position as a global leader in the printing and packaging industry. The combination of two companies that have shaped the history of printing press manufacturing for decades brings together geographic presence, high service quality, and a consistent customer focus. In the initial phase, the primary focus will be on continuing to operate manroland systems by maintaining the global service and spare parts offerings. As part of the transaction, HEIDELBERG is acquiring manroland sheetfed’s service and spare parts business through approximately 35 country organizations with about 600 employees. In addition, HEIDELBERG is acquiring the technology and intellectual property (IP) related to service and spare parts, as well as selected assets.
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Thinking Thin Pays Off: Lilly To Dominate Pharma World By 2032

By 2032, Eli Lilly will constitute a “league of its own” in worldwide pharma sales, according to researcher Evaluate’s Annual World Preview Report, released June 23. Lilly’s expected global sales of $137 billion in 2032 will be almost 60% more than that of the second largest pharma firm, AbbVie, Evaluate reports. The overwhelming success will be driven by Lilly’s weight-loss trio, with Mounjaro at # 1 in sales of all drugs, Zepbound at #3 and Foundayo (its new pill) at #4, according to Evaluate’s forecasts. Mounjaro and Zepbound together will be worth more than $70 billion, making their common ingredient -- tirzepatide -- into “the biggest drug ever," surpassing Pfizer/BioNTech’s COVID-19 vaccines, Evaluate said. The three weight loss drugs together “will make up nearly half of total 2032 sales of the top ten best-selling drugs,” per the report.
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How Catalog Brands Can Win Big During Major Sporting Events

Major sporting events like the World Cup, the Olympics, the Super Bowl, March Madness, etc. are no longer just competitions. They’re cultural gravity wells. They pull in billions of viewers, dominate social feeds, and create shared emotional moments that brands can tap into. The recent rivalry‑fueled campaigns from Nike and Adidas show just how powerful these moments can be as highlighted by Retail Dive. Both brands used the World Cup to tell bigger stories about identity, momentum, and cultural relevance. And while most catalogers don’t have Messi or Mbappé on speed dial, they do have something just as valuable: storytelling, curation, and the ability to make products feel meaningful. Sporting events give catalogers a chance to show up in the cultural conversation without needing a $20M sponsorship deal. Adidas’ “Backyard Legends” campaign leaned heavily into nostalgia, cultural memory, and the pure joy of play. Catalogers can borrow this approach by spotlighting the stories behind their products. Instead of simply presenting an item, they can share the origin story of how it came to be, introduce the maker or designer who shaped it, or highlight a longtime customer who has relied on it for years. Sporting events are inherently narrative‑driven, and catalogs are one of the few retail formats that can match that narrative depth. A feature like “The Making of Our Summer Classics” or “The Gear That’s Been With You Through Every Season” can echo the emotional resonance of a World Cup campaign — without needing a celebrity cameo or a blockbuster budget.
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EU and China to confront plastic packaging pollution as cooperation gains urgency

The EU and China reaffirmed their commitment to step up joint action against plastic and chemical pollution, including from packaging, ahead of the 17th meeting of the Conference of the Parties to the UN Convention on Biological Diversity (CBD COP17) in Armenia and the resumption of negotiations of the Global Plastics Treaty. High-level dialogues were held this week in Brussels, Belgium During the policy dialogue, the EU and China agreed on the need to accelerate global action, noting that plastic pollution is rising and cannot be addressed by any country alone. Both sides reaffirmed their joint commitment to advance negotiations on a legally binding global instrument to end plastic pollution, requiring global action across the full lifecycle of plastics. The discussions also highlighted the need for chemical pollution prevention and control, including hazardous substances such as persistent organic pollutants and PFAS.
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Sustainable fashion brand Reformation files to go public

Reformation Inc. is looking to take its growing brand public. The Los Angeles-based sustainable women’s fashion and accessories retailer has filed a registration statement to go public, with the number of shares to be offered and the price range for the proposed offering have not yet been determined. Reformation said it intends to apply to list its common stock on the New York Stock Exchange ("NYSE") under the ticker symbol "REF." Founded in 2009, Reformation’s sustainable model combines eco-friendly materials, circular fashion programs and transparent manufacturing. The company’s ethos is displayed on its website: "Being naked is the #1 most sustainable option. We’re #2." A Gen Z fave, Reformation operates approximately 70 stores across the U.S., Canada and France, and serves more than 150 countries through its e-commerce platform. The company had net revenue growth of 34% between 2015 and 2025, according to its filing, with net revenue of $507.1 million in 2025.
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Sheridan Introduces Next-Generation HP Technology to advance digital print quality

Sheridan, a leading provider of print and publishing solutions, is further advancing its leadership in digital print manufacturing with significant upgrades to its HP PageWide inkjet platform at the company’s Versailles, Kentucky facility — investments designed to deliver higher-quality output, greater production efficiency, and expanded possibilities for publishers moving more content into digital print workflows. The upgrades include the transformation of an HP T410 press to an HP T480, as well as the upgrade of an HP T490 to an HP T4250 HDR powered by HP Brilliant Ink technology. Together, these investments further strengthen Sheridan’s already robust inkjet platform and reinforce the company’s commitment to best-in-class print quality and next-generation digital print innovation. “One of the reasons we partnered with HP was the ability to preserve the existing press platform while dramatically upgrading print performance and color management capabilities,” said Bill Jalbert, Vice President of Operations at Sheridan’s Versailles facility. “We’re essentially transforming these presses from the inside out. By upgrading printheads, software, and color control technologies, we’re able to deliver a meaningful step forward in quality and efficiency for our customers while continuing to scale our digital manufacturing platform.”
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Two Sides North America Launches Redesigned Love Paper Website, Inviting Everyone to Discover, Create, and Fall in Love with Paper

Two Sides North America (TSNA), a non-profit organization dedicated to sharing the sustainability story of print, paper, and paper-based packaging, is pleased to announce the launch of a newly redesigned Love Paper website (LovePaperNA.org), the North American home of the global Love Paper campaign and a destination for everyone who has ever folded, written, wrapped, boxed, read, or created with paper. The updated website is a celebration of paper’s past, its present, and the countless ways it shows up in everyday life. From the forests where it begins to the recycling bin where its story continues, LovePaperNA.org invites visitors of all ages and backgrounds to discover just how remarkable and sustainable this everyday material really is.
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FAO Schwarz opens NYC location for the first time in 100 years — this time in Nordstrom

The toy company’s second New York store is part of a broader partnership that will see FAO Schwarz products in all Nordstrom stores later this year. Nordstrom is preparing to be a toy destination.  The department store announced a partnership with FAO Schwarz that will bring a curated selection of products, experiential retail and exclusive collaborations to its customers.  Additionally, for the first time in over a century, the toy retailer opened its second location in New York City — this time at the Nordstrom flagship store. The location features toy soldiers, dance-on pianos made iconic by Tom Hanks in the movie “Big,” and plush animals, among other items.
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What the Suzano–Kimberly-Clark Joint Venture Means for the Market

Suzano and Kimberly-Clark, a global leader in the consumer staples industry, announced in early June the creation of a US$3.4 billion joint venture focused on the manufacture, marketing, and distribution of consumer and professional tissue products, such as toilet paper, napkins, paper towels, and facial tissues, in over 70 countries. Suzano will acquire a 51% interest in the new entity, with Kimberly-Clark holding a 49% interest. Globally, the tissue industry consumes more than 65 million tons of fiber each year. The tissue market is highly fragmented; however, major companies hold a significant share of the industry, with the top 10 producers accounting for approximately 28% of total production capacity. Establishing a joint venture with one of the top 10 companies provides a rapid and highly predictable path to scale and market positioning.
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New Look, Same Whole-Grain Mission for Bob’s Red Mill

The vibrant redesign brings modern energy to the baking aisle without losing the character that built the brand — and further building on its mission. Standing out on the grocery shelf is no small feat. That’s why Bob’s Red Mill is rolling out a packaging redesign that brings brighter visuals, clearer product navigation, and a more cohesive look across its lineup of whole grain foods and baking essentials. The redesign strikes a careful balance, weaving elements for improved shopability together with a homespun character that has defined the brand since its start in 1978. Several core elements of the refresh draw from the brand’s iconic history and highlight the power of food to bring people together. Wrap-around storytelling on the packaging includes a mill illustration inspired by the brand’s original Red Mill. A cleaner, bolder logo gives a handcrafted vibe and is paired with a new custom typeface called “Red Mill” that’s inspired by hand-painted signage found on farmsteads and old shop windows.
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4 EPR takeaways from the Packaging Recycling Summit

Packaging minds from P&G, General Mills and Just Born Quality Confections, along with municipal waste leaders and other collaborators, discussed the latest compliance tensions and emerging solutions. -You’ve got questions. So does everyone else. As EPR begins to take hold in U.S. states, questions abound across the value chain. “We’re supposed to be talking about navigating EPR, and I’m not sure that I’m really any more familiar with where I should be going as a local government,” said Christina Seibert, executive director at the Solid Waste Agency of Northern Cook County, Illinois. “I’ve got as many questions as I have answers.” -State disparities create tension The differences among states’ packaging EPR laws is a major pain point for brands and packaging companies, speakers said. “Where we create conflict in setting policy is creating conflict for the implementation and the logistics that it takes to make it effective,” Seibert said. “We know that brands are not designing packaging for a state, they’re designing it for a market. The market is national, and sometimes larger than national.”  -Peeping at data solutions Concerns over disparate state programs also have come up at Just Born Quality Confections, the parent company of candy brands including Mike and Ike, Peeps and Hot Tamales. “Every time I thought I had a good grasp, another state would change their goal posts,” said Charlotte Ashcraft, senior manager of packaging and graphics development, discussing her journey with learning about EPR. “Then something clicked for me. I realized I was trying to solve the wrong problem. I was treating EPR like a policy problem, and it’s not — at least not for us. EPR is really a packaging data problem.” -Where the fees flow Various speakers touched on how collected EPR fees go toward adding or improving recycling infrastructure. Speakers at one session discussed an area they believe should be at the top of the funding list: flexible film recycling.
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Overall Publishing Industry Up 4.4% for Month of April, and Up 1.7% Year-To-Date

The Association of American Publishers (AAP) released its StatShot report covering April 2026, reflecting reported revenue for Trade (Consumer Books), Education (combines PreK-12 Instructional Materials and Higher Education Course Materials), and Professional & Scholarly Publishing. Total revenue across all categories for April 2026 was up 4.4% as compared to April 2025, coming in at $887.7 million. Year-to-date revenues were up 1.7%, at $3.7 billion for the year.
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Fox World Cup Viewing Up 116%, Ads Soar

After the first seven days of FIFA World Cup action, through 24 matches, viewership is now more than double the total for the 2022 event in Qatar. Viewing for the event is now up 116%, averaging 5.7 million average minute viewers on Fox Television Network, FS1 and Tubi, according to Nielsen Big Data + Panel and Adobe Analytics. Through sixteen games so far on Telemundo, Peacock, and Telemundo digital platforms, these matches with Spanish-language commentators have averaged 5.3 million. The highest-rated match so far was Mexico-South Africa, with 10.1 million viewers.
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QuadMed appoints Michelle Bowers as Vice President of Growth 

QuadMed, a nationally recognized provider of employer-sponsored healthcare solutions, today announced that Michelle Bowers has joined the company as Vice President of Growth, where she will lead strategic sales initiatives and support the next phase of the company’s growth strategy. QuadMed, LLC, a subsidiary of Quad/Graphics, Inc. is a healthcare experience company that partners with employers across the country to provide direct access to whole-person care for employees and families.
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Coca-Cola, PepsiCo & Keurig Dr Pepper expand QR codes for ingredient transparency

The Coca-Cola Company, Keurig Dr Pepper, PepsiCo, along with other US beverage companies, have announced the nationwide expansion of a shared digital ingredient transparency infrastructure developed to empower consumers with information about the ingredients in their drinks. The QR codes displayed on beverage cans and bottles enable consumers to connect to Good to Know Facts, a database created by American Beverage, a trade association that represents the US non-alcoholic beverage industry.  The database is said to offer factual, non-industry information about more than 140 beverage ingredients.
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Trucking Tonnage Remains above Year Earlier Levels

Trucking activity in the United States contracted 2% in May after decreasing 0.9% in April, according to the American Trucking Associations’ advanced seasonally adjusted For-Hire Truck Tonnage Index. “After a total gain of 4.7% during the first three months of the year, tonnage fell a total of 2.9% during the last two months,” said ATA Chief Economist Bob Costello. “Despite the recent decreases, the index increased from year earlier levels for the sixth straight month.
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Reading Is an Investment in Well-Being 

Reading is good for you. That’s not just an opinion—it’s the consensus of a growing number of researchers who see reading as not only vital to our ability to learn new things, but also important for our overall state of mind. There’s something to be said about the feel of paper—the physical, tactile experience of holding a book and turning its pages has real advantages over pixels on a glowing screen. And it turns out the data backs up what most of us already sense. A major study tracking more than 236,000 Americans over two decades found that reading for pleasure has declined by nearly 40% since 2003—a trend researchers at University College London called “deeply concerning.” Co-author Daisy Fancourt put it plainly: “The research is clear. Reading is a vital health-enhancing behavior for every group within society, with benefits across the life-course.” The irony is that most people already know they should be reading more. Studies consistently show that the gap between how much people read and how much they wish they did is wide—and that the vast majority of adults view reading as a meaningful investment in their own well-being.
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How to Fix the US Postal Service Financial Shortfall

A Brookings researcher told a House subcommittee last week that the U.S. Postal Service's financial condition cannot be fixed by cutting costs alone — and that Congress, not postal management, is the only actor that can resolve it. Congress created the universal service obligation — the requirement to deliver to all 170 million U.S. addresses at uniform, affordable rates, six days a week — but has never directly funded it. Instead, it relied on the letter-mail monopoly to pay for it. That monopoly revenue has collapsed, and no replacement financing mechanism exists. The core finding is one Congress has avoided acting on for decades: the Postal Service's universal service obligation is a public good that the market cannot sustain on its own, and the financing model Congress created to pay for it is gone. Patel's statement frames the choice starkly — either fund the mandate explicitly, or let a liquidity crisis narrow the network by default, at the expense of the communities that depend on it most.
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How Specialty Print Materials Help Restaurants Create Shareworthy Experiences

73% of Millennial and Gen Z diners say they visit restaurants based on social media reviews. These diners choose restaurants that feel memorable, photograph well, and create an experience worth talking about. Materials, textures, and dimensional branding have become as important as the food itself in shaping how guests connect with a restaurant. That means successful restaurants must constantly evolve — and the graphics they use need to keep pace with this evolution. Restaurants are increasingly using walls, floors, and countertops as extensions of their brand story. Restaurants constantly rotate promotions: happy hour specials, holiday cocktails, brunches, catering offers, and limited-time menu items. Traditional signage can be messy, time-consuming, and difficult to update. The restaurants winning the social game in 2026 aren't the ones with the best food alone — they're the ones whose spaces, menus, and seasonal promos feel intentional and on-brand. As hospitality brands continue to invest in experiential dining, specialty media will be key for turning signage into opportunities for branding and customer engagement.
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Why This Year’s PRINTING United Expo is Essential

These are doubtless interesting times for today’s graphics producers, because our industry is changing. While consolidation, which can be seen because of the success of the segment, has shrunk our numbers, the segment itself is far from stagnant. It continues to grow in opportunity and expand in reach. The segment-changing influences of greater finishing capability, improved workflow and automation, and expanding application opportunities, mean it is important for producers to see and understand new technologies and their implications, while at the same time exploring adjacencies that may be their next opportunities. And this reality speaks to the imperative need for graphics producers to attend the 2026 PRINTING United Expo in Las Vegas (September 23-25).
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IP says NORPAC mill operating, rampup to full capacity expected soon

The International Paper NORPAC mill operates three industry-leading machines that produce approximately one million tons of containerboard and other grades annually. We are currently operating and anticipate a return to full production in the near future,” an IP offcial said to Fastmarkets. The update comes amid ongoing market attention on the mill’s operating status after an outage linked to a recent incident at the nearby Nippon Dynawave pulp facility, which had disrupted pulp supply flows to NORPAC’s uncoated freesheet paper production.
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Prime Day to break records with $26.3B in online sales

The upcoming Amazon Prime Day annual sales extravaganza is expected to produce impressive results. Amazon is hosting Amazon Prime Day June 23-26, marking the second time the event will take place in June and third time it will occur outside of July. For the second year in a row, Prime Day will span four days, and as always numerous other U.S. retailers are holding competing online discount promotions. U.S. retailers are expected to drive a record $26.3 billion in online spend from June 23 to 26, representing 9% growth from $24.2 billion in 2025. This would be more than what consumers spent on Cyber Monday and Black Friday 2025 combined, which drove $14.25 billion and $11.8 billion, respectively ($26.05 billion total).
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The Workforce Wake-Up Call

With a wave of retirements on the horizon and increasing competition for skilled workers, the printing industry is facing an ever-present workforce challenge. In a recent webinar, "The Workforce Wake Up Call: How Printing Industry Leaders are Attracting the Next Generation," hosted by Printing Impressions and sponsored by Canon, industry experts explored how companies can attract, develop, and retain the next generation of print professionals. The discussion highlighted innovative workforce development programs, educational initiatives, and cultural strategies designed to help businesses thrive in a changing labor landscape.  “About 3 to 4 million baby boomers leave the workforce every year,” Adriane Harrison, vice president, human resources, consulting, PRINTING United Alliance noted. “That works out to be 11,000 each day. That's a lot, and we need to replace these people because – while there are other stopgap measures – a lot of times, you just need another person to fill that spot.”
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Containerboard prices rise in June following second round of producer hikes

-Month-over-month North American containerboard prices rose $50 per ton in June, according to monthly data that Fastmarkets RISI released in its Pulp & Paper Week publication on Friday. -That’s a full recognition by the pricing index of containerboard producers’ announced June price hikes, their second round of increases announced so far in 2026. -This movement brings the net total increase that Fastmarkets RISI has recognized in 2026 to $100 per ton.
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Partnership, Energy Strategy Transforms WI Paper Mill

Founded in 1896 along the Wisconsin River, the Biron Mill has long been part of one of the world’s most respected papermaking regions. Since becoming part of ND Paper in 2018, the facility has continued to modernize while maintaining its important role in the local community. As energy costs rose, ND Paper looked for practical ways to reduce energy use without slowing production or hurting performance. Focus on Energy helped the ND Paper team identify opportunities, confirm savings, and move high-impact projects forward. “With the help of Focus on Energy, ND Paper’s Biron Division has become a safer, more energy-efficient, and profitable mill, bringing back more than 100 jobs and generating millions of dollars of economic impact for the community. Our energy demand and environmental footprint have been reduced because of our close partnership and teamwork with Focus on Energy.”  —Steve Demyon
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New tariff wave could replace expiring trade duties by late July 

Proposed forced-labor tariffs, USMCA negotiations and refund litigation create another summer of uncertainty for importers A new round of tariffs and policy moves could include proposed Section 301 tariffs tied to forced labor concerns, changes to Section 232 metal duties, uncertainty surrounding the future of USMCA negotiations, and continued litigation over tariffs imposed under the International Emergency Economic Powers Act (IEEPA). Marcus Eeman, director of customs at Flexport, said importers should not expect major changes when the United States-Mexico-Canada Agreement reaches its scheduled July 1 review milestone. “The July 1 deal is looking unlikely, but benefits continue,” Eeman said, noting that USMCA preferences would remain in effect even if negotiators fail to reach new agreements this summer. According to Eeman, the U.S. is seeking a stronger U.S.-specific labor content requirements, particularly in automotive manufacturing, while Canada and Mexico continue pushing for relief from Section 232 tariffs on steel, aluminum and other metals.
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Pop-ups-only center debuts on the street in Chicago

Nearly every research study of consumer shopping habits reports that many people initially investigate merchandise online and then go to stores to purchase. But a company called LiveLaunch has reversed that concept. In a 7,136-sq.-ft. store in Chicago’s Fulton Market district, the developer has placed 11 modular storefronts that allow digitally native brands to meet customers in person and have them make purchases online — thereby establishing a physical presence minus build-out costs and long-term leases. LiveLaunch’s first tenants include the WNBA’s Chicago Sky, the fitness tech company Surreal Cycling, Lux & Nyx handbags, and a clothing shop run by “Project Runway” alum Michael Drummond.
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La-Z-Boy Bucks Trend With Expanding Stores

The slumping housing market is still having its way with the furniture business, but La-Z-Boy seems to be outsmarting the prolonged downturn. While the retailer's overall sales were flat in the fourth quarter at $570 million, sales in its retail segment increased 11%. That came from an aggressive retail move: adding four new stores. With 230 of the fleet now company-owned -- about 60% of the store total -- the company was able to deliver a sharp jump in profits.  Industry research seems to confirm that La-Z-Boy's investment in store expansion is a smart one. A recent survey from the Home Furnishings Association, which included 9,000 consumers, reveals that customers increasingly find furniture inspiration online, and the need for hands-on interaction is growing.
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Pratt Industries to Expand Corrugated Box Plant in Rockwall, Texas

The Rockwall Economic Development Corporation ("REDC") announced the expansion of Pratt Industries corrugated box plant in Rockwall, Texas. According to the REDC, the expansion will add approximately 346,000 square feet to the existing facility resulting in a total building size of approximately 736,000 square feet. The project is expected to bring $90 million in capital investment along with the creation of 100 new jobs. Pratt initially opened its state-of-the-art corrugating facility on approximately 30 acres in the Rockwall Technology Park in 2017.
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UPM Plans Temporary, Market-Related Downtime at Pulp Mills in Finland

UPM announced that it will temporarily shut down UPM Kaukas pulp mill as of August 3 for approximately six weeks. In addition, a potential temporary shutdown of the UPM Pietarsaari pulp mill is being planned for October. The Kaukas pulp mill is located in Lappeenranta in South East Finland. The pulp mill has the capacity to produce 700,000 tonnes per year of softwood pulp on two production lines. The mill site also consists of a paper mill (shutdown in 4Q 2025), a sawmill, a biorefinery producing wood-based diesel and UPM's research centre.
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Mittera Acquires Phoenix Lithographing Assets

Mittera, a national leader in integrated print, data, creative, and marketing services, today announced the acquisition of select business assets of Phoenix Lithographing, the Philadelphia-based print, mailing, and fulfillment company founded by Barry Green in 1964. For more than six decades, Phoenix has served leading brands across the mid-Atlantic. Production will continue at the Philadelphia facility under Mittera’s ownership. Customers will receive the same quality and service they have come to expect, now backed by Mittera’s national scale and its technology, creative, data and marketing capabilities.
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U.S. printing-writing paper shipments down 14 per cent in May 2026

U.S. printing-writing paper shipments dropped 14% in May compared to May 2025, while purchases of total printing-writing papers declined 2% in April versus the same month last year, based on data from the U.S. Census Bureau and the American Forest & Paper Association (AF&PA).  Across the three major printing-writing categories – uncoated free sheet (UFS), coated free sheet (CFS), and mechanical (MECH) – U.S. purchases in April showed mixed year-over-year results, with UFS purchases decreasing 5%, CFS purchases increasing 3%, and MECH purchases increasing 1%.
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The Neuroscience of Physical Mail

Marketers spend a lot of time talking about impressions, clicks, open rates, and conversions. But very few talk about the brain. And that may be one of the biggest reasons some campaigns succeed while others disappear unnoticed. Because before someone responds to marketing, their brain has to decide whether the message deserves attention in the first place. That is where physical mail has a major advantage. The neuroscience behind physical media is fascinating because it helps explain why direct mail often creates stronger recall, emotional engagement, and brand recognition than digital advertising alone
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Walmart and Dunkin’ Reach a Landmark 150 Locations

The iconic collaboration brings Dunkin’ to Walmart’s 150th in-store location, delivering bold beverages, beloved breakfast favorites and unmatched convenience to customers across the country. What began as Dunkin’ franchisees bringing bold beverages and breakfast to Walmart stores has grown into one of retail’s most energizing relationships. Both companies are actively exploring new markets and new opportunities to bring this winning combination to more communities because when America’s favorite coffee meets America’s favorite place to shop, everybody wins.
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How Café Bustelo Is Winning the World Cup Marketing Movement

The World Cup is in full swing, and Café Bustelo is fueling fan excitement through its Game Face World Cup campaign, which blends cultural pride with limited-edition packaging and fun temporary tattoo kits. The initiative transforms the brand’s iconic yellow can into both a collectible item and a platform for fan engagement during one of the world’s biggest sporting events. Through June and July, more than one million limited-edition Game Face coffee cans will feature artwork celebrating the culture of four countries tied to the heritage of Café Bustelo: Argentina, Brazil, Colombia, and Mexico. And tucked on top the lid of each of these cans are vibrantly colored temporary tattoo kits that celebrate and honor the culture, heritage, and symbolism of each country.
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Ahlstrom’s fiber-based material selected for PlasticTox microplastic blood test kit

Ahlstrom, a global leader in fiber-based specialty materials, announces today that its Ahlstrom EBF 903™ specimen collection card has been selected for a microplastic blood test kit developed by ArrowLab and PlasticTox. The application demonstrates how Ahlstrom’s fiber-based solution can contribute to an innovation that enables the measurement of microplastics in human blood, helping advance understanding of their effects on people’s health.
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How Sustana’s latest EnviroLife® LCA helps brands make smarter packaging decisions 

Companies across the paper and packaging value chain are facing growing pressure to provide accurate Scope 3 emissions data and support sustainability claims with transparent, verifiable information. As sustainability expectations evolve, broad environmental claims are no longer enough. Sustana’s latest EnviroLife® life cycle assessment (LCA) provides product-specific environmental data that helps customers evaluate fiber choices, strengthen sustainability reporting, and make more informed packaging decisions. As sustainability expectations continue to evolve, companies need more than broad environmental claims to guide procurement and material selection. They need data grounded in actual products and manufacturing processes. Sustana’s latest EnviroLife LCA provides that added level of insight, helping customers better understand the environmental impacts associated with the materials they source and use.
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Print Sustainability Metrics That Buyers Actually Care About

Sustainability metrics have shifted from a “nice to have” differentiator to a core input in procurement decisions. For many buyers, especially those operating under Environmental, Social, and Governance (ESG) requirements, sustainability data now plays a direct role in supplier qualification, risk assessment, and reporting accuracy.  This shift is being driven by multiple forces. Regulatory frameworks such as the EU’s Corporate Sustainability Reporting Directive and California’s climate disclosure laws are expanding the scope of required environmental reporting across global supply chains. At the same time, voluntary frameworks like the Greenhouse Gas Protocol and ISO 14001 have become de facto benchmarks for how environmental performance should be measured and documented. Even when a buyer is not legally required to report, their customers, investors, or partners often are.  As a result, buyers are no longer asking whether a print supplier has sustainability initiatives in place. They are asking whether the supplier can produce reliable, verifiable data that aligns with established reporting frameworks and can withstand internal or third-party review.
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AI, Research Drive Gains at Wiley in Fiscal 2026

Just a day after McGraw Hill unveiled plans to ramp up its use of AI in its latest financial report, Wiley announced its own financial report and plans for AI usage. For the fiscal year ended April 30, 2026, Wiley said it generated $49 million in AI licensing deals, citing agreements with IQVIA, OpenEvidence, and a growing roster of corporate customers as key factors in its growth. In prepared remarks, Matthew Kissner, Wiley president and CEO, noted that in fiscal 2026 the publisher “accelerated our two reinforcing growth engines—Research and AI and data analytics.” Kissner called AI “a rapidly expanding recurring [revenue] stream,” which will be bolstered by Wiley’s purchase earlier this month of Emerald Publishing for $452 million. (Emerald’s results are not included in Wiley’s fiscal 2026 numbers.) Wiley had flat revenue, $1.67 billion, compared to fiscal 2025, but a jump in earnings, with Wiley’s net income skyrocketing 163% to $221.6 million, from $84.2 million a year ago.
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Xerox Unveils New Brand Identity

Xerox introduced a new logo and brand identity in a LinkedIn post last week, describing the move as “the next phase” of the company and a foundation for what comes next. The refreshed brand reflects the combined strengths of Xerox and Lexmark, following Xerox’s recent acquisition of that company, and “reinforces our commitment to delivering greater value, expanded capabilities, and stronger outcomes for our clients and partners,” the announcement said.
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The 95/5 Rule (Or Why It’s Important To Eat The Ice Cream)

The debate over the balance between short- and long-term marketing can get a little tiresome. But at its heart is an inescapable truth that has been given too little attention: People who may be in-market for your product at some point in the future, may not be in-market for your product today. In fact, 95% of the buying universe for your product are not shopping for you now. Only 5% are. In the mattress category, there are 134 million potential buyers in the U.S. That’s the ice cream -- the universe of people who will, one day, buy a mattress. On average they will be in the market every seven to 10 years. Right now, though, only about 14 million people are in any kind of conversation about mattresses. And a little less than 54,000 of them are ready to buy a mattress. Clearly, 54,000 is a small piece of a 134 million person pie. But here's the rub, as with all categories, the mattress business is experiencing hyper-competition. There are 600 national brands in the mattress category now. All 600 of them are fighting tooth and nail to win their share of those 54,000 sales. But there’s a compound problem: just two of those companies account for 45% of all mattress sales in the category. So, the other 598 are now fighting tooth-and-nail for their share of 30,000 sales.
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Update regarding the evolution of the Lecta Group

Effective July 1, 2026, each business unit will adopt its own brand identity as part of the Group’s ongoing transformation. This transition will affect the business units: -Cartiere del Garda (Fine Papers including C2S and Uncoated) -Torraspapel (Specialties including C1S, Flexible Packaging, Labels and Carbonless) -Adestor Self-Adhesives What will change: -Company names, visual identities, websites, and email communications. -Administrative documents, including invoices, delivery notes, purchase orders, and contracts.
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California EPR program budget expected to exceed $9B in next 5 years

-Circular Action Alliance, the producer responsibility organization selected to implement California’s extended producer responsibility for packaging law, on Monday hit a highly anticipated deadline to submit its program plan to the SB 54 advisory board. -In the draft plan, CAA projects a California program budget of up to $1.87 billion in 2027. Looking at the next five years, it could total between $9.35 billion to $17.2 billion. -A public comment period is open until Aug. 14. CAA will consider the comments as it prepares the final program plan for submission to CalRecycle in October.
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U.K. Plans Ban Of Social Media Platforms For All Teens Under 16

Following similar measures from several other countries across the globe, the United Kingdom plans to ban all teens in the region under 16 years of age from accessing Snapchat, TikTok, YouTube, Instagram, Facebook and X, as well as select game platforms and livestreaming apps. The British government's planned social-media ban follows months of deliberation, during which time the majority of citizens have grown to support the action for teens. According to the government, 90% of parents who responded to a national survey agreed with the restriction for an age minimum of 16.
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Nordstrom, Adidas team up for World Cup style

Nordstrom and Adidas designed a shopping experience for fans of both style and soccer.  FIFA-branded jerseys will be available for purchase, along with soccer-inspired footwear and apparel. Adidas footwear will be available in World Cup colorways, along with products for women, men and children.  “Together, we’ve created an experience that blends sports and style with a product offering that is curated, fashion-forward, and uniquely Nordstrom,” Tacey Powers, executive vice president and general merchandising manager of shoes at Nordstrom, said in a statement about the collaboration. “From our NYC Flagship, and our hometown of Seattle, to stores across the country, we’re excited to bring this experience to life for our customers.”
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McGraw Hill Posts Small Profit on Flat Sales in Fiscal 2026

Issuing its first full year of financial results since it went public last July, McGraw Hill reported that sales for the fiscal year ended March 31, 2026, remained basically flat at $2.1 billion. However, lower costs resulted in the education and professional solutions publisher posting net income of $35.3 million, compared to a net loss of $85.8 million in fiscal 2025. The financial release shows just how much of MH’s sales are now of digital products, with the format accounting for about 68% of all revenue, or $1.43 billion, compared to $669.1 million for print.
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Amazon sellers are feeling better about Prime Day, but they’re still watching margins

Earlier this month, Amazon announced that Prime Day will run June 23 through June 26, marking the second year in a row that the company has expanded the event beyond its traditional two-day format. The sale arrives after a turbulent spring for many merchants, who grappled with a series of Amazon policy changes, new fees and concerns about cash flow. But unlike last year, when tariff uncertainty dominated conversations among sellers, many brands say they now have a clearer picture of their costs heading into one of Amazon’s biggest shopping events. “People are excited for Prime Day, and people are less pessimistic about Prime Day summer than they were last year,” said Adam Wilkens, founder of Amazon consultancy Dotcom Reps, which advises around 30 merchants. Wilkens said Prime Day is “widely anticipated” among many sellers. Last year, he said, “There was a reluctance or uncertainty around tariffs that is no longer an uncertainty.”
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USA Today names Florida mall the nation’s best for second year in a row

Aventura Mall, a luxury center near Sunny Isle Beach, halfway between Fort Lauderdale and Miami, has retained its title as the best mall in the United States by USA Today’s 10Best Reader’s Choice Awards. "Being named once again as the Best Mall in America is an incredible honor and a testament to the experiences created every day for our guests, tenants, and community," said Jackie Soffer, the CEO of Turnberry, Aventura Mall’s developer. The up-market retail destination’s tenant list is highlighted by a long line of luxury brands that include Prada, Dior, Hermès, Gucci, Louis Vuitton and Cartier.
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The brand infrastructure question every CMO should be asking

For most marketing teams, the promise of AI for marketing teams has largely delivered. Content that used to take days now takes hours, teams that used to bottleneck on design are shipping independently, and the volume question has largely been answered: how do we produce enough, fast enough, across enough channels? But spend any time talking to CMOs right now and a different question keeps surfacing. Not “are we using AI"? Almost everyone is. And that’s compounding the problem. It’s “how do we make sure everything is still on brand?” Keeping content on-brand at that speed and scale turns out to be a harder problem to solve than anyone anticipated.
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The men’s grooming opportunity at the World Cup

On June 16, Lionel Messi will appear at Kansas City’s Arrowhead Stadium to begin his sixth and potentially final World Cup campaign. Four years ago, the living soccer legend led Argentina to victory at the 2022 FIFA World Cup in Qatar. Now, Argentina will play its opening game in the 2026 North America-based edition of the international soccer tournament against Algeria, with the 38-year-old Messi still the undisputed star of the South American squad.  Messi will also be appearing at a Kansas Ulta Beauty store — sort of. On Friday, the soccer star’s namesake fragrance brand will host a giveaway for the launch of the Messi Elixir fragrance, where select attendees will be able to snag Messi fragrance swag and sign up for a chance to win a signed Messi jersey.   Four years after Qatar, that now includes grooming brands looking to use the power of soccer to reach the evolving male beauty consumer base.   “The World Cup is like 50 Super Bowls all in one, over the course of a month,” said Steven Koss, president and CEO of Sheralven.   Getting in on the excitement is Unilever. The personal care and beauty giant will be the official personal care sponsor of the men’s edition of the FIFA World Cup for the first time in 2026. Its brands, including Dr. Squatch and Dove, will launch limited-edition products and marketing campaigns around the tournament.
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Sorry, Dad: You’re Still The Backup Holiday

In many ways, Father’s Day -- always a bit of a retail afterthought, compared to mom's day -- will look the same as it always does this year. The National Retail Federation reports about 77% of the consumers it surveyed intend to celebrate Dad in some way, in line with previous years. And while it expects spending to hit a record $27.9 billion, that’s likely due to inflation rather than devotion. For context, the NRF forecast $38 billion on Mother's Day this year, nearly $10 billion more than Dad's record haul. But the research did detect some shifts, with more people looking to give a gift like a wearable tech item or shaving-related products. While nearly every gift category is seeing an increase in planned spending this year, electronics and personal-care items have the largest gains.
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Swedish Forest Agency Says Reduced Logging Delivers Limited Climate Benefits at High Cost

Proposals to reduce forestry activity and increase protected forest areas have become an important part of the European forestry debate. However, according to a new impact assessment, such measures risk leading to lower production, tens of thousands of lost jobs, and higher societal costs — without delivering any climate benefits. A central question addressed in the report is how reduced forestry activity would affect the climate. The analysis shows that carbon storage in forests may increase in the short term when less timber is harvested. In the longer term, however, forest growth declines, which according to the report's authors leads to reduced carbon sequestration both in forests and in wood products. According to the report's authors, the focus should therefore be on maximizing the climate benefits of Swedish forests through active management and the continued development of resource-efficient products and materials.
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New climate report from UPM Communication Papers marks major progress toward 2030 climate target

UPM Communication Papers has published its 2025 climate report, showing strong progress on the climate action roadmap. In Europe, fossil CO₂ emissions from own operations and purchased energy (Scope 1 and 2) fell by 38% per tonne of paper in 2025, measured against the 2023 baseline year. The reduction demonstrates accelerated implementation of the climate action roadmap. In November 2025, UPM Communication Papers launched its climate action roadmap with a target to reduce fossil CO₂ emissions from its own operations and externally sourced energy at European mills to an average of ≤100 kg per tonne of paper by 2030. This equals a reduction of more than 70% compared to the 2023 baseline.
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Bill in Congress targets PFAS, phthalates, BPA in food packaging

The No Toxics in Food Packaging Act seeks to ban certain chemicals from food packaging and food processing materials. Environmental Defense Fund shared an analysis last December indicating there are eight known human carcinogens and 17 probable human carcinogens that FDA allows for food-contact use. The Netflix documentary The Plastic Detox, which examined connections between plastics exposures and infertility, further spotlighted related issues this year. Groups like the American Chemistry Council have said the film leaves out critical context.
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Kohl’s prices ‘hundreds of items’ below $20 for summer sale

Kohl’s is courting shoppers seeking discounts for dorm room essentials, school supplies and summer wardrobe upgrades. The department store moved its summer sale to June. Last year, its four-day Summer Cyber Deals event launched in July — one day prior to Amazon’s Prime Day. Meanwhile, other major retailers this year are also rolling out their summer sales earlier. Amazon recently announced its Prime Day sale will take place between June 23 and June 26. Following that change, Walmart and Target each announced summer sales on or around those same dates.
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Flexible Packaging Updates: 5 Things to Know

Flexible packaging is already one of the most efficient packaging formats — and it’s on a fast track to better sustainability. Many solutions to improve end-of-life outcomes are already in play, even as new materials and technologies are researched, developed, and commercialized. These advances are creating a real opportunity to accelerate both the rate, quality, and cost justification for producing film and flexible packaging that’s actually recycled. At the same time, major manufacturers are scaling up — expanding capacity, upgrading production lines, and leveraging the power of partnerships. The result is a market pivoting to smarter, safer, and more sustainable new products. Click on the link to read more from Packaging Digest.
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Resetting cost competitiveness in pulp and paper packaging

The pulp and paper packaging industry is undergoing a structural reset. For several years, the industry has faced slowing demand with limited growth, partially due to factors such as the COVID-19 pandemic, the war in Ukraine, the conflict in Iran, and increased use of tariffs. Persistent overcapacity across grades and elevated volatility in input costs, particularly for fiber (in certain geographies such as Europe and large parts of North America) and energy (across the globe), have also had an impact. For decades, the pulp and paper packaging industry operated on a stable economic model: high asset intensity, strong variable margins, and a focus on maximizing throughput to absorb fixed costs. That model is now under sustained pressure. At the same time, companies have expanded their capacity and converted legacy assets (such as reconfiguring newsprint machines to produce containerboard), creating persistent oversupply in several segments. In parallel, postpandemic demand has normalized, e-commerce growth has stabilized, and consumer demand has weakened, leading to flat or declining volumes across many end markets.
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Amazon opens less-than-truckload freight offering beyond partners

Amazon is expanding its third-party logistics presence and potential to compete with UPS and FedEx. The online giant is extending the availability of its U.S. less-than-truckload (LTL) freight beyond its current inbound-to-Amazon offering to any type of destination. This includes third-party warehouses, distribution centers, and retail partners. The new expanded LTL service is part of the suite of offerings from Amazon Supply Chain Services (ASCS), a third-party logistics platform the company launched in May 2026.
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Amazon opens carbon credit service to qualified UK companies working to reduce their climate impact

The service is available to UK-based companies that:  -Have set a net-zero carbon emissions target for no later than 2050, covering Scope 1, 2, and 3 emissions  -Measure and publicly report greenhouse gas emissions on a regular basis These requirements make sure that credits sit alongside meaningful work to cut emissions, not in place of it.  UK companies will have access to a growing portfolio of credits across multiple climate solutions:  Reducing deforestation-Restoring forests-Direct air capture-Superpollutant abatement-Lower-carbon fuel insets
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HEIDELBERG forges ahead with transformation – foundations laid for medium-term growth

Based on its strong industry and systems expertise, HEIDELBERG has adopted an approach centered on dual-use technologies to systematically tap into additional markets in the areas of defense, security, energy, charging infrastructure, and industrial system solutions. One key aspect of this strategy is combining all relevant activities under the umbrella of HD Advanced Technologies GmbH.  By systematically building up its defense business, HEIDELBERG has established a further new mainstay alongside its e-mobility subsidiary Amperfied. One example of this strategy in action is ONBERG, a joint venture with the US‑Israeli technology company Ondas that is focusing on autonomous anti-drone defense and security systems. The plan under this collaboration is to initially use the Brandenburg site for the sale and distribution of state-of-the-art anti-drone systems and subsequently industrialize these systems and put them into series production at the site. This strategy is drawing attention to the technological strength of HEIDELBERG in new markets, too.
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The Brand ‘Doom Loop’ Now Trapping 84% Of Marketers

Marketers just can’t seem to escape the tyranny of performance marketing metrics. Gartner has just released a survey of more than 400 senior marketing execs and finds that 84% say the companies they work for are trapped in that familiar cycle known as the “brand doom loop.” It’s because companies underinvest in brand measurement and lack confidence in the results. Unsurprisingly, it then becomes harder for them to make the case for sustained brand marketing budgets, let alone increases, to increasingly skeptical CEOs and CFOs. That’s contributed to brand marketing being viewed as an expense that drains capital, rather than an investment that increases revenue.
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High-Tech Meets Human Touch: The Latest Challenge for Print Sales

Today’s consumers can go from thinking “I want to buy X” to actually holding the item in their hand in a matter of hours. “We live in an Amazon world,” Bill Farquharson, founder of The Sales Vault, says. “Clients look at LinkedIn profiles and websites to determine if they are going to reply to a rep’s attempts to make contact. They want to see five stars. They are doing their homework in the same way they would if they were buying a new refrigerator.” These new customer practices flip the script for those in print sales — but technology is on their side, too. Even after a sale, the “Amazon world” has another impact: Print buyers may expect their order to arrive quickly and to have access to information about their order at their fingertips, whenever they want it. “They want things automated, they want on-demand printing, they want fast turns, they want real-time tracking,” Dana Catanese, director of enterprise growth at West Chester, Pennsylvania-based Anro, says.
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A reuse symbol hit the market. Oregon is putting it to the test.

Reuse and refill businesses in the Portland area are among the initial adopters of PR3’s new reuse symbol that organizers hope becomes as universally recognized as the chasing arrows for recycling. Since its introduction in 1970, the imperfect yet ubiquitious chasing arrows symbol has become synonymous with recycling. The reuse sector aims to achieve that type of instant recognition with a new symbol launched globally last week. U.S. companies are among the first to commit to using the symbol — especially those in the Portland region, which has a reputation as a reuse leader. PR3: The Global Alliance to Advance Reuse chose the new symbol from 236 submissions from 29 countries, with Colombia-based creative firm Epigrama Studios producing the winning design. PR3 is offering symbol versions with and without the word “reuse” included.
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USMCA 2026 Sunset Review: North America’s Trade Reckoning

On July 1, 2026, the United States–Mexico–Canada Agreement (USMCA) triggers its first mandatory joint review — a unique sunset mechanism that could renegotiate rules of origin, tighten restrictions on Chinese content, and reshape automotive, electronics, and energy trade across North America. With less than one month until the formal deadline, preliminary negotiations are already intensifying behind closed doors. The USMCA governs over $1.8 trillion in annual trilateral trade, making this the most consequential North American trade event of the decade.
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Batman is Trapped Inside a Warehouse

Somewhere in a Mississippi warehouse, Batman is waiting for a bankruptcy judge. He is not alone. Millions of comic books, graphic novels, games, figurines, and collectibles tied to the collapse of Diamond Comic Distributors are reportedly caught in a dispute among JPMorgan Chase, publishers, creditors, a landlord, and the bankruptcy estate. For comic book fans, the image is irresistible: superheroes, villains, and entire imagined universes boxed up and immobilized, not by kryptonite or a master criminal, but by secured lending, consignment claims, and warehouse liens. For the printing industry, the story is more than a curiosity from the comic book business. It is a reminder that printed products do not become revenue when ink hits paper, and the signatures get stitched and trimmed. Printed products become revenue when the product moves, reaches the customer, and gets paid for.
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Nike and Adidas take their rivalry to the World Cup. Who will win?

The athletic apparel giants are both at a crossroads, and their campaign centerpieces play up soccer bona fides alongside the sport’s stars and other pop culture icons. On the list of the greatest rivalries in soccer that could play out at the World Cup, there are Argentina versus Brazil, England versus Germany, United States versus Mexico… and Nike versus Adidas.  The athletic apparel brands have both rolled out star-studded, cinematic videos ahead of the tournament, as well as collaborations and activations that speak in a deeper way to these brands’ identities, marketing methods and financial goals. And while both campaigns speak to the joy and freedom of play on the pitch, they demonstrate how each brand plays differently in marketing. The month-long tournament and the brands’ campaigns around it, arrive as the companies themselves continue on separate trajectories: Adidas’ record growth and Nike’s lagging turnaround. While Adidas notched another quarter of growth in Q1, with revenue up 7%, Nike’s revenues were flat year over year.  Each company hopes its World Cup marketing pays dividends both now and in the future.
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Retail sales grow again in May

Consumers continue to show their resilience as retail sales rose for the eighth consecutive month in May despite high gas prices and ongoing inflation. Total retail sales (including restaurants, but excluding automobile dealers and gasoline stations) increased 0.42% month over month and were up 7.19% year over year in May, according to the CNBC/NRF Retail Monitor released by the National Retail Federation. That compared with increases of 0.34% month over month and 5.73% year over year in April.
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European Commission stops the clock on Sappi UPM joint venture

Fastmarkets reports that the European Commission has said that it “stopped the clock” in its investigation into the joint venture by UPM and Sappi on May 29, with effect from May 26. According to an EU spokesperson, “the ‘clock’ in merger investigations can be suspended if the parties fail to provide, in a timely fashion, an important piece of information that the Commission has requested from them [for its competition assessment] within a prescribed deadline.” The Commission added that once the information is supplied by the parties, the clock will be restarted and the legal deadline for the decision will be “adjusted accordingly.” The initial deadline was set to be October 26.
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Brands are catching World Cup fever even without official sponsorships

From major splashy ad rollouts by Nike and Adidas to sponsorships by Anheuser-Busch and Coca-Cola, there is no shortage of brand collaborations for this summer’s FIFA World Cup. But not all brands will pour millions of dollars into official sponsorships. Some smaller U.S. startups, like Crumbl Cookies and Olipop, are getting into the spirit of the World Cup with watch parties, soccer-themed products and more, taking advantage of their proximity to matches to get in on what will perhaps be the biggest cultural moment of the year. With millions of tourists descending on North America in the coming month, brand executives feel like they have to find a way into this moment. According to a new Bank of America Global Research report, the 2026 World Cup is set to be the biggest to date, with 75% of the world set to engage with the event in some way. “Sectors best positioned to benefit from the World Cup include beverages, sportswear, restaurants, broadcasting, social media and online betting,” the report said.
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How brands are celebrating 250 years of America amid political polarization

Last summer, a record-low 58% of U.S. adults said they were “extremely” or “very” proud to be an American, per a Gallup poll. That figure was down nine points from the previous year, and down nearly 30 points from when the firm first polled Americans about their pride in January 2001. While Gallup has yet to reveal this year’s findings, 2026 so far has delivered month after month of political polarization and economic strain, which has taken a toll on consumers. But even as the culture wars that have ensnared brands like Bud Light and Target continue — this time with a red, white and blue facade —  there is still value in being associated with America. For example, Brand Keys’ 25th annual index of patriotic brands includes a top 10 featuring institutions like Coca-Cola, Ford, Disney, Amazon and Walmart — companies with big marketing footprints and bigger market values. “As we gear up for the 250th party, more brands are viewed through a political lens — and authentic patriotism is more important than ever,” Robert Passikoff, president of research firm Brand Keys, said in a press release.
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New York packaging EPR bill won’t move forward in 2026

The Packaging Reduction and Recycling Infrastructure Act faced another year of intense scrutiny, lobbying and more than 30 amendments. The New York state legislature is not expected to pass a contentious extended producer responsibility for packaging bill in the final hours of the session. The Packaging Reduction and Recycling Infrastructure Act faced another year of intense scrutiny, lobbying and more than 30 amendments.  Previous versions of the bill passed the Senate in both 2024 and 2025, but neither made it through the Assembly before the clock ran out on the session.
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FedEx Freight embarks on journey as standalone LTL carrier

500-member dedicated sales force targeting numerous sectors The nation’s largest less-than-truckload carrier, FedEx Freight, began trading last Monday on the New York Stock Exchange under the ticker symbol FDXF. The spinoff from parent FedEx Corp. allows the carrier to approach the market with a narrowed commercial focus. The transaction is also expected to unlock shareholder value at both companies. FedEx Freight now has over 500 dedicated LTL sales reps and is currently targeting small- and midsize shipper accounts, which typically generate higher margins. It is also targeting the healthcare, grocery and energy (data centers) verticals.
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Production Inkjet’s Next Bottleneck Is Finishing

Production inkjet has evolved into a high-speed production platform, driven by faster print engines, greater sustained productivity, and a broader range of press formats. Early adoption was led primarily by continuous-feed (web) platforms, but the market has since expanded to include cutsheet devices and a growing variety of presses in different sizes and configurations. As a result, print providers are producing higher volumes across a broader mix of applications, placing greater demands on finishing operations to keep pace with increased throughput and growing application complexity. That is the central finding of Finishing: Production Inkjet’s Next Frontier, a new survey-based report from Alliance Insights (part of PRINTING United Alliance), sponsored by Canon, EMT International, Müller Martini/Hunkeler, and Tecnau. Based on responses from 182 print providers, including 60 production inkjet adopters, and 207 communication/print buyers, the research reveals that finishing has become one of the most significant factors influencing overall production inkjet performance.
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Five Below sales soar 32.5%; opening 50 stores in Q2

Five Below reported an impressive first quarter that exceeded top-and bottom-line estimates as it continued its aggressive expansion. The value retailer for tweens and teens opened 49 net new stores across 25 states during the quarter, for a total of 1,970 stores in 46 states. It expects to open approximately 50 new stores in the second quarter, with a total of 150 new stores planned for the full year.
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Tommy Hilfiger parent company feels impact of Iran war

PVH posted first quarter 2026 revenue of $2 billion, up 2% year over year, but revised its full year outlook to approximately flat, down from a previous forecast of slightly up “[T]he prolonged effects of the Middle East conflict, now extending beyond the third month … is putting increasing pressure on our EMEA business in three ways,” Larsson said. “First, our direct Middle East business is seeing notably lower wholesale demand. Second, we have seen a knock-on effect in Turkey as reduced tourism and macro factors weigh on demand there. And third, we are seeing a broader macro effect on consumer purchasing behavior in the EMEA region, including the effects of higher fuel costs, which is leading to lower consumer sentiment and fewer drives to stores.” PVH updated its tariff outlook. The forecast now assumes a negative impact from the blended rate of 15% tariff rate on goods coming into the U.S., and a positive impact from the approximately $100 million benefit to EBIT that will come from tariff refunds that weren’t calculated in the company’s previous guidance. Nonetheless, Larsson said the only thing that has changed from last year’s Q1 to now is “the prolonged effect of the war,” adding, “we then take a prudent outlook and say we will most likely live with these effects for the rest of Q2 and the rest of the year.”
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Food-safe paperboard packaging starts at the mill

WHO's World Food Safety Day on 7 June highlights the importance of safe food systems worldwide. Safe food does not happen by chance. It is the result of carefully designed processes, strict quality controls and close collaboration across the entire value chain. Food-safe paperboard packaging is packaging material designed and manufactured to safely come into contact with food. It is produced using approved raw materials, controlled and hygienic processes, and certified food safety management systems to prevent contamination and ensure compliance with food contact regulations. While food safety is often associated with food production itself, packaging plays a critical role in protecting food, maintaining quality and preventing contamination throughout the supply chain.
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International Paper Completes $360MM Acquisition of North Pacific Paper Company

International Paper, a leader in sustainable packaging solutions, has completed the acquisition of North Pacific Paper Company (NORPAC), a portfolio company of One Rock Capital Partners, for $360MM.  The acquisition brings together two strong teams, high-quality products, and a shared commitment to serving customers.  Adding NORPAC to the International Paper portfolio will enhance system flexibility and expand capabilities.  "We're proud to welcome the NORPAC team to International Paper and look forward to what we will accomplish together," said Tom Hamic, Executive Vice President and President, Packaging Solutions North America, International Paper. "NORPAC is a strong strategic fit for our business and expands our capabilities to support growing customer demand for lightweight high-performance packaging grades while improving service to our West Coast customers."
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Walmart Celebrates1 Million Drone Deliveries

Walmart is celebrating a major milestone: more than one million drone deliveries completed to hundreds of thousands of customers. What started as a pilot just a few years ago has officially taken off, giving customers a faster, easier way to get the everyday items they need, right when they need them. Forgot the family favorite topping for pizza night? Running out of printer ink before a school project is due? Need cold medicine fast? That’s exactly the kind of everyday “uh-oh” moment Walmart drone delivery was built for. And we’ll continue to over the next one million and beyond – the sky really is the limit! The one millionth delivery comes as Walmart continues to rapidly expand drone capabilities across 66 stores in four states serving five metro markets. Since launch we’ve seen customers evolve from trying it to experience the novelty of the service for items like bananas or snack food, to now turning to it frequently to get items delivered really fast, when they need them most.
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Store Expansion News: May update

Retailers and restaurants alike made headlines in May with store expansion plans and new formats. Here are the major stories as reported by Chain Store Age, starting with the most recent. Burlington in 14th straight quarter of double-digit EPS growth; to open 115 stores.- Tim Hortons to open 80 new Canadian locations in 2026; renovate hundreds more .- Canada's T&T Supermarket to make California debut.- Digital-first furniture brand Article to open first U.S. stores.- Chicken Salad Chick in ‘landmark’ deal to expand in New York.- Whole Foods to expand smaller-store Daily Shop format.- Aritzia focused on U.S. store expansion in 2026.- Target in biggest store remodel program in a decade.- Dick's continues House of Sport expansion.
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Steph Curry trades Under Armour partnership for a deal with Li-Ning

Months after breaking ties with Under Armour, Steph Curry has found a new home at Li-Ning. The athlete signed a long-term deal with the Chinese sportswear company that will focus on co-creation across multiple categories, according to a Monday press release. Li-Ning, founded by Olympic gymnast Li Ning in 1990, will work with the NBA star to advance the Curry Brand in basketball and golf. The pair plan to expand Curry’s eponymous brand into “broader consumer lifestyle sport categories” over time. “When I think about the future of Curry Brand, I think about building something that lasts, something that continues to push the game forward and creates real impact for athletes around the world,” Curry said in a statement, highlighting the quality and innovation of Li-Ning’s products. “For Curry Brand, this is about growing the right way, with a partner that understands the standard we’re trying to set and the good we want to do.” Under Armour cut ties with Curry in November after working with the basketball star for more than a decade. The activewear brand released its last Curry-branded shoe in February.
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HarperCollins U.S. Trade Unveils New Structure

Since being named to the newly created position of CEO of HarperCollins U.S. trade in February, Liate Stehlik has instituted a host of changes to the publisher’s organizational structure. Today, in the most significant reorganization yet under Stehlik, HarperCollins announced that its U.S. trade division will now operate through seven distinct publishing groups: Avon, Dey Street, Harper, HarperCollins Children’s Books, HarperOne, Mariner Books, and Morrow. The goal of the new structure, which a spokesperson said does not involve any layoffs, is to give the different HarperCollins imprints more of their own identity within the nation’s second largest trade publisher, which has acquired dozens of companies over the years. Today’s announcement is believed to be the final major change in Stehlik’s reorganization efforts.
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The Value Seeking Consumer Is Reshaping Retail — And Catalogers Are Uniquely Positioned to Win Them Back

The retail landscape is shifting fast, and one trend is cutting across every category, price point, and demographic: the rise of the value‑seeking consumer. For catalog brands, this shift isn’t a threat rather it’s an opening. Print has always been a channel where value can be shown, felt, and proven through storytelling, curation, and clarity. But the definition of value is expanding, and catalogers who adapt will be the ones who stay indispensable. Read the full article from our friends at Dingley in the link below. According to Deloitte’s 2026 retail outlook, nearly seven in 10 Americans are now engaging in deal‑seeking behaviors, from switching to more affordable retailers to redeeming loyalty points more aggressively. Retail executives overwhelmingly believe this is not a temporary reaction to inflation but a structural, long‑term change in how people shop.
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World Cup could drive to up $7.5B in consumer spending

Soccer may not be the most popular sport in the United States, but the upcoming 2026 FIFA World Cup is expected to drive significant retail spending. New data from Numerator shows that 32% of U.S. consumers (89 million adults) plan to watch the global soccer tournament between June 11 and July 19 (+6 points vs. January 2026). An additional 17% are considering tuning in. Of those who plan to watch the World Cup, 89% expect to make a purchase related to watching the matches, with the top planned purchases being snacks/chips/dips (51%), alcoholic beverages (38%), prepared foods/appetizers (35%), sweets/desserts (31%) and frozen foods/appetizers (25%). Most intended shoppers (78%) will spend less than $100 on their World Cup-related items, with an expected average spend of roughly $74 per shopper.
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A mill town in mourning: Nippon Dynawave cleanup and questions continue

A week after the white liquor tank implosion disaster, the Longview community mourns the 11 people killed. Implications are emerging for paper and packaging industry supply chains. The pain and sense of loss is palpable in this 38,000-person community in Southwest Washington, as well as in the surrounding areas of the state and neighboring Oregon. Gov. Bob Ferguson called for Washington state agency buildings’ flags to remain at half staff through sunset on June 7. For generations, Longview has had the distinction of being a “mill town,” even as the industrial strip has grown to include other industries such as metals production. Locals describe a tight-knit community where nearly everyone knows someone who has worked at one of the wood or paper mills. Nippon Paper continues to state that the Longview incident’s impact on production, shipments and financial performance is still being assessed. But the paper and packaging industry is beginning to get a sense of current and potential future supply chain effects from the production curtailment. Analysts are flagging that fallout from the Nippon Dynawave incident likely will ripple through the paper and packaging industry. The Longview mill produces roughly 300,000 metric tons of paperboard for cartons and cups annually.
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Macy’s revamped half its stores and customers followed

Macy’s is not too worried about the economic backdrop, increasingly tenuous due to rising fuel prices and falling consumer confidence. Two-thirds of consumers say they’ve cut back spending due to inflation and sentiment has grown more pessimistic. The department store caters largely to middle- to high-income households, which are somewhat shielded from rising costs, but Macy’s Inc. CEO Tony Spring said there is another reason why customers showed up in Q1. “We found that when the product and the experience are differentiated and compelling, engagement and spend increase,” he told analysts Wednesday. “During the quarter our customer appreciated the assortments, marketing, and events that supported key holidays, including Valentine’s Day, Presidents Day and Easter.”
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AF&PA Releases 66th Annual Paper Industry Capacity and Fiber Consumption Survey

The American Forest & Paper Association (AF&PA) released the 66th Annual Paper Industry Capacity and Fiber Consumption Survey. The report provides detailed data on U.S. paper industry capacity and production compiled by the AF&PA statistics team. Though U.S. paper and paperboard production declined 3.7% in 2025, to 66.3 million tons, several sectors showed continued resilience. Containerboard operating rates held firm at 91.9%, while printing-writing operating rates improved to 82.8%, reflecting continued capacity adaptation to demand changes. Packaging paper production increased 1.7%, boxboard production was essentially flat at 12.4 million tons Printing-writing capacity fell 13.9% in 2025 to 7.7 million tons. Capacity has fallen from nearly 18 million tons in 2015, reflecting a long-term adjustment in this segment. However, operating rates for Printing-Writing increased from 76.8% in 2024 to 82.8% in 2025. Containerboard production fell 4.4% to 36.1 million tons, and containerboard capacity declined 5.1% in 2025. Despite that reduction, containerboard continued to account for more than half of total U.S. paper and paperboard capacity, and mills maintained a 91.9% operating rate.
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Midterm Ad Spend Soars, California Leads At $315M

Ad spending for 2026 midterm political season is already trending 47% higher to $3.9 billion through May 29 versus the same time period in 2022, according to AdImpact. For the 2022 midterms, spending amounted to $2.65 billion through the same day, and totaled $9.0 billion by November. Earlier projections estimated that $10.8 billion would be spent for the entire 2026 political election period -- with $5.3 billion going to broadcast TV and $2.5 billion to connected TV. Roughly 70% of overall political ad spend goes to TV (national/local) and streaming/CTV.
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Wiley Buys Emerald Publishing for $452 Million

In a major deal in the academic journals sector, Wiley has acquired U.K.-based Emerald Publishing from Cambridge Information Group for £337 million ($452 million at current exchange rates). The acquisition expands Wiley’s journal portfolio to approximately 2,500 titles and increases its position in the social sciences—particularly economics, business, and finance. In announcing the purchase, Wiley observed that in addition to adding to its journal offerings, the acquisition “deepens Wiley’s proprietary content position for use in AI and data analytics, at a moment when demand for trusted peer-reviewed research content is accelerating rapidly as corporations build out AI models and applications.” To date, Wiley has signed AI licensing agreements worth more than $100 million.
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Smurfit Westrock announces €600 million investment ahead of Choose France summit

Smurfit Westrock, a global leader in sustainable paper-based packaging, today announced plans to invest approximately €600 million across its operations in France, reinforcing its long-term commitment to French manufacturing, innovation, and sustainability ahead of the Choose France initiative. Smurfit Westrock’s investment will take place over the next three to five years and will support the modernisation and decarbonisation of its operations; enhancing manufacturing efficiency, customer innovation, and sustainable packaging capabilities. Established in France for over 40 years, Smurfit Westrock employs approximately 6,000 people at 50 sites across the country, underscoring France’s strategic importance to the Company’s European operations and its attractiveness as a destination for industrial investment.
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How Smart Mailers Will Respond to Upcoming Postage Increase

The USPS has proposed another postage increase set to take effect in July 2026, and for many marketers, the first reaction is predictable: “Should we mail less?” That’s the wrong question. The better question is: “How do we make our mail work harder?” Because despite rising postage costs, direct mail continues to outperform many digital channels in response, recall, engagement, and trust. The marketers seeing the best results today are not abandoning mail. They are becoming more strategic with it. Poor strategy costs more than postage ever will. I’ve seen campaigns with mediocre targeting, weak creative, and generic offers waste thousands of dollars while highly targeted, well designed mailings generate exceptional ROI, even at higher postage rates. When direct mail is done correctly, it still commands attention in ways digital advertising often cannot. Consumers are overwhelmed online. Physical mail still has the ability to slow people down, create interaction, and build trust. That matters.
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What Ulta’s Numbers Might Say About Consumers’ Mood

Ulta, a perennial sparkler in the often-flat retail world, reports earnings next week. With a 36.4% market share and 46 million loyalty members, trends in its quarterly financials tend to say as much about the national spending mood as they do about the latest lip gloss. The backdrop looks reasonably healthy. Circana finds the beauty sector growing steadily, with prestige sales rising 6% to $8.1 billion in the first quarter, and mass retail climbing 7% to $18.1 billion. Notably, it's the first time in five years both segments have grown at nearly the same rate. And in both cases, growth was largely value-driven, reflecting a mix of premiumization and careful spending. Fragrance was among the strongest performers, with double-digit gains in women's fragrances at mass and continued momentum in prestige minis — a format that captures both the trade-up and trial-driven shopper. Skincare remained a steady engine, with clinical brands capturing over a third of prestige dollar sales. Makeup was the softest spot.
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USPS, DHL eCommerce ink $10B-plus long-term contract

The U.S. Postal Service and DHL eCommerce have reached a multi-year contract agreement with an expected value of “well over $10 billion,” extending their partnership of over 25 years, according to a news release Thursday. Through the deal, DHL eCommerce will continue to hand off parcels it picks up, sorts and transports exclusively to the Postal Service for last-mile delivery to the end customer, the release said. Postmaster General and CEO David Steiner said that the deal showcases how the agency can leverage its expansive last-mile delivery network to fuel growth and add value for its customers. He said since DHL eCommerce would rather not spend extensively to build out a last-mile network in the U.S., the deal is “a total win-win.”
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Authorities identify all 11 workers killed in Longview mill implosion

Authorities have recovered and identified all 11 workers killed in Tuesday’s catastrophic chemical tank implosion at the Nippon Dynawave Packaging plant, ending a grueling five-day search through the wreckage of the Longview mill. Officials announced Saturday that crews found the body of the final missing worker and released the names of all 11 workers killed, including one man who had not previously been publicly identified. The victims were identified as Gilbert Bernal, 52, of Kelso; Tyler Covington, 29, of Castle Rock; Brad Covington, 27, of Castle Rock; Robert Wilson, 48, of Clatskanie, Oregon; Dale Miller, 54, of Portland; Jared Ammons, 35, of Longview; Braydon Finkas, 38, of Cathlamet; Clinton “CJ” Doran, 26, of Kelso; John Forsberg, 51, of Longview; Norman Barlow, 58, of Vancouver, Washington; and Dillon Miller, who died after being transported to a Portland hospital.
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Costco sales up 11.6% amid ‘unprecedented’ demand for gas

Costco Wholesale Corp. reported strong sales for its third quarter as rising fuel costs drew shoppers to Costco's pumps in record volumes. The membership warehouse club giant’s net sales increased 11.6% to $69.15 billion in the quarter ended May 10. Total revenue, including membership fees, was $70.52 billion, up from $63.20 last year. “The high consumer price sensitivity, which fueled these record volumes, also drove many members to use our gas stations for the very first time in the third quarter,” he told analysts. “We believe this will drive even greater loyalty with these members in the future as members who use our gas stations typically spend more with us in the warehouse.”
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Canada accounts for 38% of the world’s certified forests

According to Forest Products Association of Canada-FPAC, forest management certification relies on independent audits that verify forestry practices against internationally recognized standards, including environmental, social and economic criteria. These standards cover the protection of wildlife habitats, forest regeneration, water quality, worker safety and social issues affecting local and Indigenous communities. In Canada, 154 million hectares of forest are certified — roughly equivalent to the combined area of Ontario and Manitoba. FPAC pointed out that about 10% of the world’s forests are certified, with Canada alone accounting for more than one-third of that area. The organization attributes this strong position to decades of investment in regulatory frameworks, science-based forest management and independent monitoring mechanisms.
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What is white liquor, the caustic chemical involved in the Longview paper mill disaster?

White liquor, a superheated chemical mixture used to break down wood into paper pulp, is at the center of the deadly tank implosion at the Nippon Dynawave paper mill in Longview. The facility employs a common process for making paper known as kraft or kraft pulping. In kraft pulping, wood chips are processed under high pressure and heat (anywhere from 300 to 330 degrees Fahrenheit) while being exposed to extremely caustic chemicals that cause the wood to break down into pulp. White liquor is one of the three main chemical solutions used in this paper-making process. It's a highly alkaline solution, similar to bleach, that will cause severe chemical burns if it comes into contact with skin.  White liquor is arguably the strongest and most important substance in kraft pulping. It's the first compound that the wood is exposed to, and it quickly breaks down the wood chips into a thick pulp. Almost half of the wood completely dissolves into the liquid. Ultimately this compound is extremely dangerous. The chemical solution is so hot and caustic that it will almost immediately cause second and third-degree burns upon contact with skin. Vapors released by white liquor are also flammable, and can cause damage to the eyes, lungs and throat if inhaled.
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Dollar Tree Q1 earnings surge; lifts guidance

Dollar Tree reported a solid first quarter, with sales growth, margin expansion, and earnings ahead of Street expectations as it continues to expand its multi-price strategy. The discounter, which is celebrating its 40th anniversary this year, opened 113 new stores during the quarter, and converted or added about 630 stores to its multi-price format, ending the quarter with approximately 5,900 multi-price locations. It’s on track to open 400 new stores this year.
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UPM and Sappi have signed a definitive agreement on the graphic paper Joint Venture

UPM has signed a definitive agreement to form a graphic paper Joint Venture with Sappi, and the parties have secured financing arrangements that will provide a robust financial standing for the Joint Venture. A non-binding letter of intent (LOI) on the transaction was signed on December 4, 2025. As earlier announced, the planned Joint Venture will include the entire UPM Communication Papers business and Sappi’s graphic paper business in Europe. The Joint Venture will be owned 50/50 by UPM and Sappi. It will operate as an independent company, managing its own operations, resources, and decisions within agreed shareholder boundaries.
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Packaging in 2026: Navigating Cost, Compliance and Change

Packaging decisions are facing a new set of realities in 2026. Across industries—from healthcare and automotive to retail and beyond—packaging must perform under pressure while meeting rising expectations for accountability, precision and cost control. These demands are driven by a mix of global, regulatory and consumer forces that are changing how products move through supply chains. 1. ​​Global Geopolitics Put Cost Control in the Spotlight 2. Regulations Turn Sustainability Goals Into Requirements 3. Intentional Spending Redefines Consumer Experience 4. Parcel Network Costs Keep Climbing
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Nippon Paper assessing impacts after deadly Washington mill implosion

The company said it’s evaluating impacts to shipments following an incident at Nippon Dynawave Packaging, which produces paperboard cartons, cups and other products. A deadly incident occurred at Nippon Dynawave Packaging’s pulp and paper mill on Tuesday morning in Longview, Washington, where a chemical tank containing white liquor imploded. The site produces three-layer bleached paperboard, among other outputs.  The Longview Fire Department and other emergency responders have been offering updates. One person is confirmed dead, nine people are unaccounted for, and there were nine confirmed injuries, as of the most recent update. Additional rescues are not expected, according to local news outlets. Japan-based parent company Nippon Paper confirmed in a notice Wednesday that a chemical tank at the facility collapsed, resulting in “multiple casualties,” and the cause of the accident is currently under investigation. “The impact of this accident on our financial performance, the environment, production, and shipments is currently being assessed,” the company said. “We express our deepest condolences and offer our heartfelt sympathies to the bereaved families. We also sincerely apologize for the immense concern and inconvenience this has caused to the local community, our business partners, and all related parties,” Nippon Paper wrote.
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April ecommerce more than doubles total retail sales growth rate at 11%

Online retail (ecommerce) sales in April 2026 grew at a rate of more than 10% year over year for the first time since 2021, according to Digital Commerce 360 analysis of data from the U.S. Department of Commerce. U.S. ecommerce in April 2026 also grew at more than twice the rate of total sales that month. Total retail sales in April 2026 reached $137.56 billion. That was about a 4.9% year-over-year increase from $123.85 billion. Additionally, total retail sales growth came despite higher fuel costs tied largely to the U.S. and Israel’s war with Iran, which began at the end of February. Ecommerce has also grown at more than twice the rate of total retail in both March and April.
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Europe’s circular plastics transition “ground to a halt,” warns industry report

A recent report by Plastics Europe has revealed that the transition to a circular plastic economy decreased “dramatically” in 2024. It outlines that, amid increasing global competition and weak investment opportunities, 15.8% of Europe’s total plastics production was circular.  Europe is still exporting plastic waste because, today, it is often neither economically nor structurally viable to process it all within Europe. This is not a waste problem alone; it is a competitiveness and investment problem. The report outlines that recycling rates in Europe have improved to 29.6%. However, Plastics Europe says that the “scale and complexity” of ensuring Europe’s recycling and circular economy succeeds “cannot be underestimated.” The report states that over 70% of Europe’s collected plastic waste — a feedstock that could “reduce dependence on fossil resources” — was sent to incineration and landfill in 2024.
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At least 1 dead, 9 injured and 9 missing in Longview Mill implosion

One person was killed, nine were injured and nine others remain missing after a major chemical implosion at a Longview pulp and paper mill Tuesday morning, authorities said. The rupture of a tank was reported around 7:20 a.m. at the Nippon Dynawave Packaging facility in Longview, according to the city’s fire department. The incident involved a vat of chemical treatment product described as white liquor. Eight employees and a firefighter were injured; it’s unclear if the person who died was an employee. All nine of the people who remain unaccounted for work at the mill, according to a joint statement sent by the city of Longview shortly before 5 p.m.
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Levi’s, Amazon, Walmart, Ralph Lauren among ‘most patriotic’ brands

Four retailers ranked among the top 10 companies in an annual survey of  the 100 brands that Americans feel best embody the value of “patriotism." Levi Strauss & Co., took the fourth spot in brand loyalty and consumer engagement research consultancy Brand Keys' 25th annual “Most Patriotic Brands” survey. Amazon came in sixth, with Walmart and Ralph Lauren taking the seventh and ninth spots respectively. Jeep once again took the top spot. (See end of article for a list of top 20 brands, and all the retailers that cracked the top 100.) For 2026, the top 20 "most patriotic" brands were: Jeep Coca-Cola Ford Levi Strauss Disney Amazon Walmart Hershey’s Ralph Lauren Weather Tech Harley Davidson ChatGPT Apple American Express Gillette McDonald’s Wranger Jack Daniels Dunkin’ KFC
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International Paper Breaks Ground for New Corrugated Packaging Plant in Mississippi

International Paper recently celebrated the groundbreaking of its new sustainable packaging facility in Rankin County, Mississippi, marking a major milestone in the company's strategic growth and long-term investment in the Mid-South region. Company leaders, state and local officials, customers, project stakeholders, and community partners gathered on Wednesday, May 20, in Brandon, Mississippi, to commemorate the start of the project, which will include construction of a new 468,000-square-foot corrugated packaging plant on an 80-acre site in the East Metro Center. The $225 million greenfield facility, located less than 10 miles from International Paper's existing Richland box plant, will strengthen manufacturing and service capabilities across the Mid-South region.
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Prepared food surge in c-stores brings packaging innovations

As convenience stores offer more fresh food, their packaging needs shift. Packaging companies are exploring forms that maintain food quality, offer versatility and minimize storage space. Convenience stores are no longer just a spot to grab an energy drink and a bag of chips. The retailers are increasingly becoming an outlet for prepared meals and fresh food – even sushi – while still maintaining grab-and-go convenience. For packaging suppliers, the c-store sector presents a growing opportunity to supply innovative designs that maintain freshness and extend shelf life, while simultaneously helping c-stores boost their branding.  Several large c-store chains have reported expansions specifically related to prepared foods. 7-Eleven plans to open more than 600 large-format stores in the U.S. by the end of 2027, which the chain’s CEO described as “food and beverage forward.” And in January the retailer hired a new senior director of fresh foods for its convenience stores in the U.S. and Canada.
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Walmart ties expected tariff refunds to price strategy amid cost pressures

Walmart could be eligible for tariff refunds worth less than half of 1% of its U.S. annual sales, or about $2.4 billion, which could be used to support lower prices for shoppers, CFO John David Rainey said Thursday. The comments came during Walmart’s earnings call for its fiscal 2027 first quarter ended April 30. Rainey said Walmart would “definitely bias and try to prioritize” using any tariff refunds toward price cuts, citing pressure on consumers from fuel prices as a factor. “We think the single best return that we can have on a dollar capital right now is to invest in the customer and invest in price,” he said. U.S. Customs and Border Protection last month began accepting claims from businesses for refunds tied to tariffs that were struck down by the U.S. Supreme Court in February. In a court filing, the agency said it had processed $35.46 billion in refunds, including interest, as of May 11. More than 15 million entries, including those that have gone through to refund, have been validated, the filing said.
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Urban Outfitters notches record quarter; to open 54 stores this year

Urban Outfitters Inc. reported record first-quarter earnings and sales, with increases across all its divisions. The apparel retailer’s earnings and revenue topped  expectations, with especially strong performances from its wholesale and subscription segments, and its FP Group business, which is made up of Free People and activewear brandFP Movement.   “Both Free People and FP Movement delivered an exceptional strong quarter, including record-low markdown rates," Sheila Harrington, global CEO of the company’s namesake brand and FP Group, said on the earnings call. Harrington added that Free People and FP Movement are now being managed as two two independent ecosystems, “each serving genuinely different market opportunities,” rather than as parent and sub brand.
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Lidless paper cups maker Nothing eyes expansion, driven by microplastics concerns

Public health concerns today around microplastics are driving uptake of novel paper-based foodservice solutions — perhaps even more so than environmental regulations, according to Brandon Leeds, co-founder of paper straws and all-in-one cups maker Nothing. The brand launched its four-flap cold cup two years ago, Leeds said, followed by a three-flap hot cup about a year and a half ago. The designs allow for drinking from a spout or inserting a straw. The cups, which the company says are currently produced in Indonesia with responsibly sourced virgin kraft material from a range of suppliers, have an aqueous dispersion coating that bonds with the fibers. The company claims the cups can either be recycled, due to the absence of plastic or wax coating, or composted at home or in industrial settings.
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Box Compression Test for Packaging Performance

The biggest gains in sustainable packaging often come from what can be reduced – without losing performance. Traditionally, cartonboard strength has been judged by thickness and stiffness. But as packaging is optimized to use less material, these measures alone are no longer enough. Today, the focus is shifting toward performance by design. A key tool in this shift is the Box Compression Test (BCT). The Box Compression Test measures how much vertical load a box can withstand before it collapses. It simulates real-life conditions during stacking, storage, and transport. This makes BCT a practical and reliable way to evaluate packaging performance under load—something that board properties alone cannot fully predict. Even when the product inside can carry some weight, BCT remains an important indicator of packaging strength. When products are sensitive or require headspace, it becomes critical, as the packaging must provide protection.
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Consumer sentiment falls to record low as gas prices, inflation worries rise

Consumer sentiment fell for the third straight month in May as supply disruptions in the Strait of Hormuz continued to lift gasoline prices. Sentiment is now just below the previous historical low seen in June 2022, according to the University of Michigan Surveys of Consumers, whose Index of Consumer Sentiment fell 10% in May to 44.8 in May.  In addition, consumers anticipate that business conditions will worsen over both short and long time horizons. The Current Conditions Index fell 12.8% to 45.8, and is down 22% year over year.
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Walmart Q1 sales up 7.3%; sounds warning about fuel costs

Walmart Inc. reported strong revenue growth for its first quarter, driven in part by soaring e-commerce sales and continued growth in its advertising business.   But the nation’s largest retailer issued soft second quarter and full-year guidance amid soaring gas prices.  In an interview with CNBC, Walmart CFO John Rainey warned that high gas prices could take a toll on shoppers going forward.  “I think higher tax returns muted some of the pressure related to higher fuel prices and as we’re in a period of time right now where those tax refunds are largely not coming in, I think consumers are going to feel more of that pressure from higher fuel prices,” he said. “It’s something that we’re keeping a close eye on, but that expectation is built into our guidance for the second quarter.”
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The envelope, please: Sustainability fuels e-commerce mailer innovation

You’ve got mail — or rather, e-commerce deliveries. And it’s increasingly likely that those products could arrive in a mailer instead of a box. Mailers are having a moment amid market evolutions and shape, size and reuse innovations. While the e-commerce surge has helped this packaging format gain prominence, sustainability aspirations such as substrate switches and material reduction are taking demand to the next level.  Whatever the reasons, mailer manufacturers are riding the wave and chipping away at corrugated boxes’ stronghold as the most used packaging format. Ryan Fox, corrugated packaging market analyst at Bloomberg Intelligence, has noted a recent “acceleration” of paper mailer use and projected it would further eat into corrugated box volumes in 2026. Others agree with the magnitude of the movement.
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Memorial Day

Memorial Day began in the aftermath of the Civil War as "Decoration Day" a time for communities to decorate the graves of fallen soldiers with flowers. On May 5, 1868, General John A. Logan, commander of the Grand Army of the Republic established "Memorial Day". In 1971 congress designated Memorial Day a national holiday. We pause and honor those who gave all and for their families who share in the sacrifice.
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Built in Wisconsin, for Wisconsin: QuadMed to power Sheboygan’s InHealth Center

A coalition of Sheboygan-area public employers has selected QuadMed as their new clinical partner for the Sheboygan InHealth Center, bringing a Wisconsin-founded, physician-led care model to employees and families across the community. The partnership unites Sheboygan County, the City of Sheboygan, the Sheboygan Area School District, and the Town of Sheboygan behind a shared goal: a more coordinated, data-driven approach to primary care that improves access, elevates outcomes, and bends the long-term cost curve for the people who serve this community every day. QuadMed was founded in 1991 by Harry V. Quadracci, father of Kathryn Quadracci Flores, when he hired a physician to provide care for his employees onsite at Quad (then known as Quad/Graphics) in Pewaukee, Wisconsin. He believed employers could bring employees better and more affordable healthcare than they were getting in the community. More than three decades later, QuadMed remains family-controlled and physician-led.
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EcoVadis Reports $2.5T in Global Spend Governed Through Sustainability Risk Insights

As economic volatility, regulatory pressure and supply chain disruption reshape global business, companies are increasingly treating sustainability as a core driver of resilience. EcoVadis, the global standard for resilient, sustainable supply chains, today released its 2025 Purpose Report. The report shows how organizations are using sustainability intelligence to reduce risk, strengthen procurement decisions and improve long-term performance, with more than $2.5 trillion in global spend now connected to sustainability insights across the EcoVadis network. In 2025, EcoVadis saw 25,852 new companies using its Sustainability Ratings, expanded carbon transparency across 55,838 companies reporting at least one GHG metric, scaled worker engagement to 251,613 active users  “The companies performing best right now are using sustainability to protect revenue, manage supplier risk and make faster decisions,” said Pierre-François Thaler, Co-Founder and Co-CEO of EcoVadis. “You cannot build a resilient supply chain if you don’t know where your carbon exposure is, where labor risks exist, or which suppliers could disrupt your business tomorrow.
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TikTok Shop says sales from U.S. small businesses climbed 66% in 2025

TikTok Shop says it’s continuing to drive rapid growth for small businesses, even as bigger brands swarm the platform. U.S. small businesses on TikTok Shop — sellers with less than $15 million in annual revenue — increased sales by 66% in 2025 compared to the year before, TikTok Shop shared exclusively with Modern Retail. TikTok Shop now has more than 215,000 small businesses actively selling on the platform in the U.S., up 25% year over year. The numbers come alongside a new report from GlobalData commissioned by TikTok Shop that examined how people discover and buy brands on the platform. The report was based on a nationally representative survey of 6,000 U.S. consumers ages 16 and older conducted in April and May.
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SFI Positioned to Meet Global Deforestation and Degradation Policies

The Sustainable Forestry Initiative (SFI), along with others worldwide, shares the commitment to ensuring the health and resilience of forests. The European Union has identified the United States and Canada as low-risk countries for deforestation, and SFI has taken further action to reduce risk through the SFI Standards. With the European Commission’s recent release of its EUDR simplification review, we have yet to see a reduced burden for certified products from low-risk countries. We believe that SFI certification is well positioned to meet global deforestation and degradation policies, such as the European Union Deforestation Regulation (EUDR). We have also introduced new tools specifically to demonstrate compliance with EUDR. We encourage competent authorities to recognize forest certification like SFI and the Programme for the Endorsement of Forest Certification (PEFC) to help provide assurances of no deforestation and forest degradation in low-risk countries. The SFI 2022 Forest Management Standard, in place since January 2022, prevents deforestation, forest degradation, and does not support forest lands converted to other land uses including natural forests to plantations.
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Amcor launches global call for startups for Amcor Lift-Off — Rigids challenge

Amcor , a global leader in developing and producing responsible packaging solutions, announced a global call for startups to participate in its upcoming Amcor Lift-Off — Rigids challenge. This initiative is part of Amcor Lift-Off, a program led by the Corporate Venturing & Open Innovation team that connects Amcor with startups shaping the future of packaging. The program connects selected startups with Amcor’s R&D, commercial and venturing teams to explore strategic collaboration opportunities and potential investment. Building on the success of previous Amcor Lift-Off initiatives, which have resulted in partnerships across areas such as advanced materials, artificial intelligence and recycling technologies, this challenge focuses on identifying solutions that address key opportunities in rigid packaging and adjacent systems.
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Irving family announces the passing of Robert K. Irving

It is with profound sadness that the family of Robert Kenneth Irving mark his passing today in Moncton, New Brunswick, following a courageous battle with cancer. Robert K. Irving, Co-CEO of J.D. Irving, Limited, was born on December 3, 1954, in Saint John, New Brunswick. He was the second-oldest son of James Kenneth Irving and Jean Elizabeth Saunders Irving, a grandson of K.C. Irving, and a devoted brother to James (Jim), Mary-Jean and Judith. Together with his wife of nearly 40 years, Jill (née Gougeon), he raised four children: Megan (Jordan), Meredith (Lance), Olivia (Christopher), and Robert James (R.J.) (Samantha). His children were a great source of pride and joy, and he celebrated their accomplishments with love and admiration. That joy only grew when he became a grandfather to Warren, Sutton, Collins, and Fraser – a role he cherished deeply. An innovative and tireless entrepreneur, Robert established and grew successful businesses in various sectors including paper products, food processing, agriculture and transportation. He believed in doing things right the first time and no detail was too small to ignore. He embodied a sentiment his father often quoted: “The best fertilizer is the farmer’s footsteps in the soil.” He thrived on being where the action was – in the fields with farmers, on the manufacturing floor, or in transport terminals. He especially enjoyed meeting with customers at their offices or hosting them at J.D. Irving locations.
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Sylvamo-Strategic Eastover Investments Continue Making Progress

Sylvamo is making significant progress on $145 million in high-return projects at its South Carolina facilities.  The investments will improve long-term efficiency, lower costs and increase capacity at the company’s Eastover, South Carolina mill, only strengthening its position as one of the most competitive paper mills in the world.  These projects are part of an overall strategy to invest in low-risk, high-return projects that strengthen business and create long-term value. The $100 million project to optimize and speed up the No. 2 Paper Machine remains on schedule, with most work planned during the extended fourth-quarter maintenance outage. Once complete, this project is expected to improve flexibility, reduce costs and enhance product mix across both paper machines, resulting in approximately 60,000 additional short tons of uncoated freesheet annually.
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Everlane’s sale to Shein is another nail in the coffin for millennial DTC brands

Everlane, one of the early direct-to-consumer darlings, was reportedly sold to Shein by majority owner L Catteron over the weekend. The deal, first reported by Puck, is worth $100 million and will help cover Everlane’s reported $90 million debt. Everlane and Shein have not publicly issued a statement on the reported deal. Users quickly took to social media to point out the hypocrisy and irony of Everlane selling out to the biggest name in fast fashion. Everlane, founded in 2011, built its brand on the idea of “radical transparency.” It disclosed exactly how much it took to produce each item and where its items were manufactured. In 2012, it even shut down its website to protest the “excess” of Black Friday — though it has since changed course, and for years now, Everlane has participated in the tentpole retail event. But Everlane’s fire sale is also the latest nail in the coffin of the DTC 1.0 era from the 2010s. In April, Allbirds — whose annual sales declined from $277.47 million in 2021 to $189.8 million in 2024 — sold off its brand assets to American Exchange Group for $39 million. The publicly-traded company then quickly announced it was pivoting to AI computing infrastructure, renaming itself NewBirdAI in the process.
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Where Nike’s marketing comeback is stumbling — and where it can still win

The “now” part of Nike’s high-stakes Win Now turarnound plan is starting to feel like a “later” to some industry watchers nearly two years in. The legendary sportswear giant is beset by challenges related to tariffs, deflating growth in China and an overall uncertain global environment. A lack of clear marketing vision may be further amplifying its problems, with a recent stumble around the Boston Marathon indicative of Nike’s difficulties replicating the aspirational messaging it once delivered with a rare level of finesse.  There are critical fronts, including women’s sports, where Nike can and is still winning. But it may need to pare down focus and switch up tactics to make its narrative cohere in a way that appeals to both choosier consumers and impatient investors. Nike reported flat revenue for the Q3 period ended Feb. 23, with company leaders admitting they were not satisfied with the pace of progress for the Win Now strategy. Marketing experts are in line with the sentiment.
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Sand: Wanted dead and alive. Use it wisely, warns the UN

Surging global demand for sand, driven by population, economic, urbanization and infrastructure growth, is outpacing sustainable sand supply, threatening the ecosystems and livelihoods on which we depend, according to a new UN Environment Programme (UNEP) report, Sand and Sustainability: An Essential Resource for Nature and Development. Sand is extracted for various infrastructure needs that underpin modern society and development. It took nature hundreds of thousands of years to generate sand through gradual, geological erosion processes. Yet we are using sand at the staggering rate of 50 billion tonnes per year; its use for buildings alone is projected to rise by up to 45 per cent by 2060. We are extracting it faster than it replenishes - this is the sand gap.
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Perspective on the IKEA Catalog

Ingvar Kamprad was 25 when he sat down to write the first IKEA catalog by hand. It was 1951. He was running a small mail-order furniture business in southern Sweden. His customers couldn't see the products in stores because there were no stores. So he made a paper version of one. That catalog ran for 70 years. At its peak in 2016, it printed 200 million copies in 32 languages across 50 countries. Briefly the most printed publication in the world after the Bible. IKEA only stopped printing it in December 2020. Not because it stopped working. Because the brand was too big to need a paper introduction anymore. Most marketers I talk to think direct mail is "old." IKEA built a $40B brand on a paper catalog. They mailed it for seven decades. They didn't stop because the math broke. They stopped because they'd already won.
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WE DIG PRINT! – Breaking Ground, Building the Future

Just a few weeks ago, we shared some exciting news….Royle Printing is growing. Our expansion announcement marked the beginning of a new chapter, one rooted in continued investment, innovation, and opportunity. On Monday, May 11, that vision officially came to life. With shovels in hand and a crowd of employees, partners, and community members gathered at our Success Way facility, we proudly broke ground on the next phase of Royle Printing. It was more than a ceremony, it was a celebration of how far we’ve come and a bold step toward where we’re going. The groundbreaking represents the start of a 175,000-square-foot expansion that will bring together office space, production, finishing, and distribution under one roof. But beyond the physical space, this expansion is about something bigger. It’s about creating new opportunities for our team. It’s about increasing efficiency and enhancing the experience we provide our customers. And it’s about continuing to invest in the future of print…an industry we believe in wholeheartedly.
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Publishers Saw Small Sales Gains in Q1

Sales from the more than 1,416 publishers who report revenue to the Association of American Publishers’ StatShot program rose 0.9% in the first quarter of 2026 compared to a year ago. Sales from reporting publishers hit $2.9 billion. Every category except for adult books and religion had sales increases in the quarter, with professional/scholarly books and university press titles both posting increases of 5.7% in the quarter.
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West Marine files for bankruptcy; to ‘rationalize’ footprint

The nation’s largest retailer of boating and marine supplies has filed for Chapter 11 bankruptcy protection as its looks to restructure its debt and lease obligations.  West Marine said it has entered into a restructuring support agreement with the support of its key financial stakeholders — including 96.2% of its term loan lenders, 100% of its FILO lenders and 93.9% of its equity holders — to pursue a comprehensive restructuring transaction that will allow it to “deliver its capital structure while maximizing value and ensuring continued service to the boating community.” In late April, Bloomberg Law reported that West Marine held talks with its owners Oaktree Capital Management and L Catterton about how to overhaul its debt in conjunction with a business shift aimed at addressing its leases.
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How to keep up with Amazon and Walmart ultra-fast delivery

Ultra-fast delivery is back in a big way, and retailers need to adapt. Ultra-fast delivery services focused on getting customers in densely populated urban areas their online orders in as little as 15 minutes or less began popping up in the U.S. a few years ago, but most failed to gain traction.  Companies such as Jokr and Buyk shuttered operations in the U.S. in 2022, with Philadelphia-based Gopuff a rare success story in the space. However, more recently, both Amazon and Walmart have launched efforts to get goods to consumers as quickly as possible. Amazon Now, which delivers thousands of items including household essentials, personal consumer electronics and groceries to customers’ doorsteps in about 30 minutes or less, is available in dozens of U.S. cities and will be rolled out to millions of customers across the country by year’s end.
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Plastic packaging converters raise red flags over Iran war impact

Polyolefins are bearing the brunt of supply disruptions and price increases, and renormalization isn’t expect until 2027 at the earliest. Commodity intelligence service ICIS has reported since March that the Iran war is contributing to a spike in plastic prices, notably for polyethylene and polypropylene. Prior to the war, polymer demand was soft amid a global oversupply of those two resins, and polyolefin producers’ margins had been declining for a couple of years.  As the war with Iran closes out its 11th week, the threats to businesses no longer are theoretical — especially for plastics sectors, including packaging. Higher plastic prices and supply struggles are evident, and experts warn the situation is on the verge of worsening barring a prompt conflict resolution. Regardless of when the war ends, the current impacts to the plastic packaging industry are expected to linger at least for the remainder of the year.
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California SB 54 faces legal challenge amid mixed industry reactions

In the US, California’s landmark SB 54 EPR law is facing legal scrutiny from environmental NGOs, who argue it undermines the law’s initial recycling and plastic reduction goals.  Natural Resources Defense Council (NRDC) and Californians Against Waste will challenge the law in court, focusing on whether CalRecycle — the state agency responsible for administering and implementing SB 54 — acted beyond its mandate by adopting regulations that conflict with the law’s legal obligation. “The biggest problem is that the regulations create broad pathways for certain types of plastic packaging to avoid the law’s reduction and recycling requirements altogether,” Nick Lapis, director of advocacy at Californians Against Waste, tells Packaging Insights.
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Dutch Bros enters Chicagoland

Dutch Bros is growing its footprint in the Midwest. The drive-thru coffee chain has opened its first-ever location in the greater Chicago market, in the suburb of Melrose Park.  The opening is part of Dutch Bros greater expansion in Illinois. To date, it has opened in Urbana, Fairview Heights, Mt Vernon and Edwardsville, with additional openings planned for Rockford, New Lenox and Buffalo Grove this summer. "Opening in the Chicago area has always been a dream for us at Dutch Bros, and Melrose Park is just the beginning," said Allie Lahti, local market lead at Dutch Bros Coffee. "We've already felt so much love from this community, and we're so grateful to be here.” Dutch Bros recently reported better-than-expected first-quarter revenue and earnings.. Total revenues grew 30.8% to $464.4 million. Systemwide same-shop sales increased 8.3%, with a 5.1% rise in transactions, marking the seventh consecutive quarter of transaction growth.
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CAA seeks to standardize responsible end market requirements

REM requirements are an important facet of packaging EPR because they’re meant to make recycling systems more transparent and trackable. The concept was born in part to fight dumping, especially after China imposed recycling import bans in 2017 and other countries followed suit, raising more public awareness of the role some U.S. recycling systems played in exporting waste to other countries. REMs can help rebuild trust in the recycling system by providing a “clear and credible framework that supports regulatory requirements while giving interest holders confidence in how recycling outcomes are defined, evaluated and verified,” said Victoria Norman, executive director of SCS Standards and Assurance Systems, in a statement.
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European publication paper market has overcapacity in the magazine paper segment

Despite the capacity reductions carried out in the second half of 2025, there is still excess capacity in the European market for publication paper, especially in the magazine paper segment. While producers report relatively good capacity utilisation for newsprint (standard and improved grades), the existing production capacity for SC and LWC/MWC paper continues to outstrip demand. For all grades, the gap between supply and demand is expected to widen over the course of the year. 
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Retail sales grow in April

Retail sales rose slightly for the seventh consecutive month in April despite rising gas prices and stubborn inflation. Core retail sales (excluding restaurants, auto dealers and gas stations) inched up up 0.34% month over month in April and were up 5.53% year over year, according to the CNBC/NRF Retail Monitor, released by the National Retail Federation. That compared with increases of 0.41% month over month and 7.05% year over year in March.
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Summer Travel 2026: Resilient, but uneven

Summer travel plans appear resilient overall, despite higher oil and gasoline prices, though consumers are adjusting at the margin. According to the 2026 Bank of America Summer Travel Outlook, around 30% of respondents say higher gas prices won't change their summer travel plans, but others are looking to take fewer trips or cut back on items like accommodations. However, a "K-shaped" pattern appears to be emerging this travel season. Lower-income households are much more likely to have no travel plans (nearly 40%), and Bank of America card data shows their travel-related spending is down year-over-year (YoY) so far in 2026. By contrast, middle- and higher-income households are seeing stronger travel spending. Domestically, California, Florida, Texas and New York are the top states to visit. Internationally, travelers favor North America (ex US) and Europe.
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Dunkin’ in deal to open hundreds of locations in Canada

Dunkin’ plans to return to Canada — and in a big way.  Dunkin’ parent company Inspire Brands has signed a master franchising agreement with Foodtastic, one of Canada’s leading restaurant operators, to open hundreds of Dunkin’ locations across Canada. The iconic coffee and donut chain, which once had a big presence in the country, left the market in 2018 under competition from Tim Hortons and problems with a group of its Canadian franchisees.  Under the terms of the new agreement, Foodtastic will have exclusive rights to develop the Dunkin’ brand nationally through both corporate and franchise-operated locations. The first Dunkin’ location in Canada is expected to open in late 2026 or early 2027.
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How Home Depot is crafting content on the road to the World Cup

The Home Depot has teamed with soccer-focused media network Men in Blazers Media Network for a traveling activation that will see the brands produce content around this summer’s FIFA World Cup, per details shared with sister publication Marketing Dive. The Home Depot is the official home improvement retail supporter of the tournament in North America. “Our customers are passionate about their communities, and soccer is an increasingly important part of that,” said Allison Kolber, vice president of integrated marketing at The Home Depot, in a statement. “This partnership with Men in Blazers allows us to show up in meaningful ways for our customers — celebrating local stories, supporting the people building the game, and connecting with soccer fans across the country.”
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