UBS Sees Containerboard Rebound in 2026, Favors International Paper, Smurfit Kappa, WestRock

Thursday, Jan 15, 2026 3:48 pm ET1min read
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UBS analysts predict a rebound in the North American containerboard sector in 2026, driven by tightening supply, improving demand fundamentals, and potential price increases after a weak 2025. The bank favors International Paper, Smurfit, and WestRock over other players in the market.

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