Anuja Shah
Analyst, UBS
Replay available
Graphic Packaging Holding Company (GPK) Q3 2025 Earnings Call
Graphic Packaging Holding Company (NYSE: GPK) Q3 2025 earnings conference call, held 2025-11-04. Replay captured from the company's public earnings webcast.
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Investor webinar replay
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Replay transcript excerpt
WEBVTT 00:00:02.917 -- 00:00:06.138 to four major cities. 00:00:06.141 -- 00:00:10.706 Our team also developed an internal fiber sourcing plan which allows us to bring scrap 00:00:10.706 -- 00:00:14.069 paper board from our packaging facilities to Waco. 00:00:14.069 -- 00:00:17.253 This is exceptionally clean and very low cost fiber. 00:00:17.253 -- 00:00:20.096 True circularity isn't just about the environment. 00:00:20.096 -- 00:00:23.460 It's done right. It's also about sound business economics. 00:00:23.460 -- 00:00:28.165 By closing the loop between our own manufacturing system scrap and Waco's recovered fiber 00:00:28.165 -- 00:00:33.425 sourcing, we dramatically reduce overall system waste while simultaneously improving 00:00:33.425 -- 00:00:35.648 our production economics. 00:00:35.648 -- 00:00:39.793 And with the inclusion of paper cups in the Recycled Materials Association's recently 00:00:39.793 -- 00:00:44.700 updated guidelines, a key strategic investment we made at Waco looks even better. 00:00:44.700 -- 00:00:49.386 We designed Waco to have the capability to process up to 15 million paper cups a day. 00:00:49.386 -- 00:00:54.092 And as cup collection ramps up, graphic packaging will play a key role in assuring this 00:00:54.092 -- 00:00:59.431 high-value fiber source is put to good use, rather than ending up as landfill. 00:00:59.431 -- 00:01:03.476 As previously announced, the ramp-up to full production at Waco is expected to take 12 00:01:03.476 -- 00:01:09.062 to 18 months. The startup of Waco marks the end of our Vision 2025 transformation 00:01:09.062 -- 00:01:14.128 program. We now have everything we need. Strong positions across a wide range 00:01:14.128 -- 00:01:16.952 of markets to drive top-line consistency, 00:01:16.952 -- 00:01:22.017 the p...