Analysis of the storm impact on Sonoco's volumes in Q1 2026 highlights geographic and segment-level disruptions, with no precise consolidated volume percentage available.
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.
Across the provided excerpts, management did not provide a single, numeric estimate of storm impact as a % of consolidated volumes for Q1 in the “percentage of volume standpoint” sense requested by the question. The closest direct discussion attributes volume declines to the storm/weather, but remains qualitative (“disproportionately,” “low single digits,” “in the same ballpark”) rather than converting that into a consolidated-volume percentage. 1
They also explicitly did not give the full storm-impact calculation in the transcript when pressed: “I don't have the direct… full numbers in terms of the impact of the storm.” 2
Accordingly, a precise consolidated % cannot be computed from the excerpt alone because the excerpt lacks (a) consolidated Q1 volume baseline and (b) the storm-only volume delta in units/percentage that can be tied to each segment and then aggregated.
That said, management does provide segment-leaning storm-related directional magnitudes (primarily by geography and “Americas vs international”), which can be summarized.
Management described the storm effect as causing more declines in Consumer in the Americas, driven by weather impacting CPGs and two large customers being down for over a week. 1
They further quantified relative volume movement patterns (not exclusively storms, but the excerpt ties “bigger impact here in North America” to the storm/disruption period):
A separate excerpt gives a geography lens directly about underlying Q1 recovery/disruption expectations:
Net: the excerpt supports that Consumer storm impact was concentrated in the Americas/North America and that international was low single digits down, but it does not provide a storm-only % of Consumer segment volume for Q1. 135
For Industrial, management indicated the storm period produced a weaker early run rate, but with recovery underway—specifically:
They also described industrial volume performance in numerical reporting terms for Q1, but this is not storm-only:
Net: the excerpt provides directional recovery and indicates Industrial volume softness, but it does not isolate storm-only Industrial volume impact as a % of Industrial volume for Q1. 17
The question asks for the storm impact as a percentage of consolidated volumes and by segment. The provided excerpts lack the necessary storm-only quantitative inputs:
Therefore, a precise consolidated storm impact % for Q1 cannot be determined from these excerpts alone without additional filing table details (e.g., storm-only volume bridge, Q1 consolidated volume baseline, or segment volume bridge).
If you want, I can translate the qualitative descriptors into a bounding range (e.g., using “low single digits” and “single digits (~8%)” as scenario inputs) only if you confirm whether to treat the “~8% or so” interviewer framing as management’s view and whether to interpret those movements as storm-caused rather than storm-plus-other-headwinds.
Disclaimer: The output generated by dafinchi.ai, a Large Language Model (LLM), may contain inaccuracies or "hallucinations." Users should independently verify the accuracy of any mathematical calculations, numerical data, and associated units, as well as the credibility of any sources cited. The developers and providers of dafinchi.ai cannot be held liable for any inaccuracies or decisions made based on the LLM's output.
This analysis examines the limited quantitative data on the storm’s impact during Q1, highlighting the disproportionate effect on the Consumer segment in the Americas and the early recovery signs in the Industrial segment.
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Research questionPlease quantify the Q1 storm impact as a percentage of consolidated volumes and by Consumer vs Industrial segments.
Answer outline
This analysis examines the reported storm impact on Sonoco's Q1 volumes, highlighting the qualitative and geographic effects on consumer and industrial segments within the constraints of available data.
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Research questionPlease quantify the Q1 storm impact as a percentage of consolidated volumes and by Consumer vs Industrial segments.
Answer outline
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Research questionPlease quantify the Q1 storm impact as a percentage of consolidated volumes and by Consumer vs Industrial segments.
Answer outline
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Research questionPlease quantify the Q1 storm impact as a percentage of consolidated volumes and by Consumer vs Industrial segments.
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