Sonoco: Understanding The Upside In Packaging

Sonoco is a vertically integrated global packaging leader with strong recycling operations and a 100-year dividend track record. SON's fundamentals and yield are solid, but lack of timber assets increases exposure to raw material volatility and inflation risk. 2025 saw double-digit improvements in sales, EBIT, and margins, but 2026 growth is conservatively forecast at 0% amid global headwinds.