This discussion analyzes the quantified and qualitative impacts of the Q1 2026 storm on Sonoco's consolidated volumes and segments, highlighting the challenges in deriving exact percentage impacts.
Generated by Dafinchi AI. Source-grounded AI analysis, not investment advice.
Please quantify the Q1 storm impact as a percentage of consolidated volumes and by Consumer vs Industrial segments.
In the provided Q1 2026 earnings transcript excerpts, management discusses the storm/weather impact qualitatively (e.g., customer downtime, “more declines” in Consumer Americas) and provides some directional volume impact ranges (e.g., “low single digits” for international, “same ballpark” for Industrial), but it does not provide a consolidated “storm as % of total volume” calculation and it does not provide segment-level storm volume deltas stated as percentages of segment volumes.
For example, management explicitly says they do not have the full numerical storm impact: “I don't have the direct… full numbers in terms of the impact of the storm” 1. Another manager similarly frames storm impacts in terms of geography/early run-rate rather than a computable consolidated % 2.
To compute “storm impact as a percentage of consolidated volumes,” we would need at least one of the following (none are present in the excerpts):
While a question in the call asks for exactly this (“in other words, if you did not have the storms, what would volumes have been?”) management’s answer indicates they don’t provide the direct storm volume calculation in the excerpt 31. Therefore, a precise consolidated storm % cannot be quantified from the provided filing excerpts.
Conclusion (Consolidated): The excerpt set does not contain sufficient quantified data to state “Q1 storm impact as a % of consolidated volumes.” 31
Management states the storm caused more declines in Consumer in the Americas, primarily due to:
They also provide directional “visibility/early run rate”:
They also mention a geography-level statement tied to consumer EMEA: “Consumer EMEA … low single digits off” and “a bigger impact here in North America” 4.
However, the excerpt does not give:
Conclusion (Consumer): The excerpts support that storms hit Consumer Americas more than Consumer international, but they do not provide a numeric storm impact percentage of Consumer segment volumes in Q1. 241
For Industrial, management states:
Again, the excerpt does not quantify “storm impact % of Industrial volumes” for Q1.
Conclusion (Industrial): The excerpts indicate Industrial was recovering more than Consumer and that volumes were around low-single-digit range in international contexts, but they do not disclose a storm-only numeric percentage impact on Industrial Q1 volumes. 2516
If you need a numerical percentage, the excerpt set would need additional disclosed inputs (storm-only volume decline numbers or “volumes without storms” bridges) that are not present in what was provided. 31
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