Packaging & Paper/Forest Products: “Take me out to the World Cup…”; a packaging review, pt. 3

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Packaging & Paper/Forest Products: “Take me out to the World Cup…”; a packaging review, pt. 3

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Packaging & Paper/Forest Products

“Take me out to the World Cup…”; a

packaging review, pt. 3

Industry Overview

2026 World Cup: entering the final stages 08 July 2026

The tournament has flown by, with an astonishing 96 matches played in just 27 days, Equity

leaving us with plenty of memorable games. That said, there is still more to come: 8 United States

matches remain, with the quarterfinals beginning on July 9, and 13 more days of Packaging & Paper/Forest Products

competition ahead. These have been the most-viewed matches so far, with many high- George L. Staphos

performing teams still left to play – these factors should be constructive for demand. Research Analyst

BofAS

High-consumption teams fall +1george.l.staphos@bofa.com646 855 4495

From the high beer-consumption teams, the only ones still standing are Spain and Peter T. Galbo, CFA

England. The major consumption markets—the U.S., Brazil, Mexico, and Germany—have ResearchBofAS Analyst

all been eliminated. The host teams, along with Brazil, managed to reach the Round of +1 646 743 0175

peter.galbo@bofa.com

16, meaning they each played five matches in total, generating additional consumption

Andrea Pistacchi >>

opportunities – that should be a positive. Germany, however, fell short of expectations, Research Analyst

losing in the first knockout round and playing just four matches. MLI (UK)

+44 20 7996 4938

andrea.pistacchi@bofa.com

Fans still have teams to follow

From our original six teams, only Spain and England remain. However, there is still some

light at the end of the tunnel, with France and Argentina still competing. Combined, their

beer consumption is roughly equivalent to that of Spain.