Deutsche Bank names six packaging firms—Amcor, Avery Dennison, Ball Corp, Crown Holdings, Silgan, Sonoco—as top 2026 picks despite macro headwinds.
The sector faces cost inflation, high oil prices, tariff pressures and soft consumer demand, creating a challenging macro environment for 2026.
Companies are favored for diversification, pricing power, exposure to defensive end‑markets and growth‑oriented segments like sustainable and intelligent packaging.
Silgan highlighted for >50% EBITDA from high‑margin Dispensing & Specialty Closures, while Ball focuses on aluminum beverage cans amid sustainability trends.