Investor Presentaiton
22
1)
PRICING AND MIX MANAGEMENT OUTPACING INFLATION YEAR-OVER-YEAR
($ Millions)
YEAR-OVER-YEAR PRICE/MIX AND INFLATION
$800
$600
$600
$520
■ Price/Mix
$433
$389
$400
■Inflation
$320
$201
$200
$77
$88 $113
$12
$0
Q1 FY21
Q2 FY21
Q3 FY21
Q4 FY21
Q1 FY22
◉
HIGHLIGHTS
Q1 FY22 price/mix realization of $600 million
year/year; $80 million in excess of inflation
Published price increases since Q4 FY20(1):
✓ +$160/ton North America Containerboard
✓ +$250/ton CNK
✓ + $300/ton SBS folding carton grades
✓ + $300/ton SBS plate and cup stock grades
✓ +$270/ton CRB
Guidance reflects flow through of published price
increases in kraft paper; higher export
containerboard prices
◉
Key inflation drivers include fiber, freight, energy,
and chemicals
PRICING FLOW THROUGH EXPECTED TO OUTPACE INFLATION FOR FY22
As of October 15, 2021
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