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Stock impact report

Falling cardboard demand in US casts shadow on holiday sales [Yahoo! Finance]

International Paper Company (IP) 
Last international paper company earnings: 4/30 07:00 am Check Earnings Report
US:NYSE Investor Relations: internationalpaper.com/performance
Company Research Source: Yahoo! Finance
Fragile box demand despite pre-holiday season According to recent figures from the Fibre Box Association (FBA), U.S. corrugated box shipments in the third quarter of 2025 fell to their lowest third-quarter reading since 2015. Typically, box shipments climb during the third quarter as retailers ramp up for holiday displays and stock. Yet this year several packaging firms have reported that orders during October were flat or below normal levels. The decline in shipments is widely viewed as a demand indicator for consumer goods and retail supply-chains. Less demand for boxes may point towards muted retailer expectations or consumer spending. Underlying economic pressures on box volumes Industry commentary suggests multiple headwinds are contributing to the fall in corrugated box shipments. These include weak consumer sentiment, a sluggish housing market and trade policy uncertainty. For example, major producer International Paper Co. has cited trade uncertainty and a weak ho Show less Read more
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