International Paper Company (IP): Business Model Canvas

In der dynamischen Welt der globalen Papier- und Verpackungsindustrie steht die International Paper Company (IP) als Titan der Innovation, Nachhaltigkeit und strategischen Geschäftsexzellenz. Durch die sorgfältige Erstellung eines robusten Business Model Canvas, das nachhaltige Waldbewirtschaftung, modernste Fertigung und vielfältige Kundenlösungen miteinander verbindet, hat IP die traditionelle Papierproduktion in ein anspruchsvolles, umweltbewusstes Unternehmen verwandelt. Ihr umfassender Ansatz reicht von der Holzbeschaffung bis hin zu fortschrittlichen Verpackungstechnologien und schafft eine überzeugende Darstellung, wie sich eine traditionelle Industrie durch strategische Planung und visionäre Umsetzung neu definieren kann.

International Paper Company (IP) – Geschäftsmodell: Wichtige Partnerschaften

Waldbesitzer und Holzlieferanten

International Paper bezieht Holz aus rund 1,2 Millionen Hektar firmeneigenem Waldgebiet und über langfristige Lieferverträge mit privaten Grundbesitzern. Im Jahr 2022 gab das Unternehmen 1,8 Milliarden US-Dollar für die Beschaffung von Holzfasern aus.

Partnerkategorie	Anzahl der Partnerschaften	Jährlicher Beschaffungswert
Private Waldgrundbesitzer	2,500+	1,8 Milliarden US-Dollar
Holzbewirtschaftungsunternehmen	75	450 Millionen Dollar

Anbieter von Verpackungs- und Papierherstellungsausrüstung

International Paper arbeitet mit großen Anlagenherstellern zusammen, um die technologische Effizienz seiner Produktionsprozesse aufrechtzuerhalten.

• Valmet Corporation (Finnland) – Hauptlieferant von Papiermaschinen
• Andritz AG (Österreich) – Anbieter von Industrieausrüstung
• ABB Group – Automatisierungs- und Robotiklösungen

Zertifizierungsorganisationen für nachhaltige Forstwirtschaft

Im Jahr 2022 hielt International Paper die Zertifizierungen aufrecht, die 100 % seiner unternehmenseigenen US-Wälder abdecken, und zwar durch:

• Initiative für nachhaltige Forstwirtschaft (SFI)
• Forest Stewardship Council (FSC)
• Programm zur Anerkennung der Waldzertifizierung (PEFC)

Transport- und Logistikunternehmen

Logistikpartner	Jährliches Transportvolumen	Vertragswert
Norfolk Southern Railway	450.000 Wagenladungen/Jahr	275 Millionen Dollar
UPS-Fracht	125.000 Sendungen/Jahr	180 Millionen Dollar

Globale Papier- und Verpackungshändler

International Paper arbeitet mit mehr als 250 globalen Vertriebspartnern in 24 Ländern zusammen und erwirtschaftet im Jahr 2022 einen internationalen Umsatz von 6,3 Milliarden US-Dollar.

Region	Anzahl der Vertriebspartner	Umsatzerlöse
Nordamerika	125	3,7 Milliarden US-Dollar
Europa	65	1,4 Milliarden US-Dollar
Asien-Pazifik	60	1,2 Milliarden US-Dollar

International Paper Company (IP) – Geschäftsmodell: Hauptaktivitäten

Herstellung von Papier- und Verpackungsprodukten

International Paper betreibt 186 Produktionsstätten in 24 Ländern. Die jährliche Produktionskapazität erreicht 23 Millionen Tonnen Papier- und Verpackungsprodukte. Das Unternehmen produziert:

• Containerboard: 18,7 Millionen Tonnen jährlich
• Zellstoff: 4,3 Millionen Tonnen jährlich
• Papierprodukte für Industrie- und Verbrauchermärkte

Fertigungssegment	Jährliches Produktionsvolumen	Globale Einrichtungen
Verpackung	15,2 Millionen Tonnen	92 Einrichtungen
Papierprodukte	7,8 Millionen Tonnen	64 Einrichtungen
Spezialprodukte	1,5 Millionen Tonnen	30 Einrichtungen

Nachhaltige Waldbewirtschaftung

International Paper verwaltet und kontrolliert ca 6,4 Millionen Hektar Waldfläche. Die jährlichen Investitionen in nachhaltige Forstwirtschaft belaufen sich auf 42 Millionen US-Dollar.

Forschung und Entwicklung innovativer Papierlösungen

Jährliche F&E-Investition: 127 Millionen US-Dollar. Zu den Schwerpunkten gehören:

• Nachhaltige Verpackungstechnologien
• Lösungen aus recycelbarem Papier
• Fortschrittliche Fasertechnologien

Optimierung der Lieferkette

Das Supply Chain Management umfasst:

• Globales Logistiknetzwerk über 24 Länder
• Transportflotte von 1.200 LKWs
• Jährliche Logistikausgaben: 1,3 Milliarden US-Dollar

Initiativen zur ökologischen Nachhaltigkeit

Nachhaltigkeitsinvestitionen und Erfolge:

Initiative	Metrisch	Aktueller Status
Reduzierung der Kohlenstoffemissionen	CO2-Reduktion	37 % Reduzierung seit 2010
Wasserschutz	Wasserverbrauch	22 % Reduzierung seit 2015
Erneuerbare Energie	Energiequelle	54 % aus erneuerbaren Quellen

International Paper Company (IP) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche Waldflächen und Holzressourcen

International Paper besitzt etwa 1,1 Millionen Hektar Waldfläche in den Vereinigten Staaten. Das Unternehmen bewirtschaftet diese Waldflächen insgesamt Holzbestand von 46 Millionen Tonnen.

Landtyp	Hektar	Standort
Im Besitz von Timberland	1,100,000	Vereinigte Staaten
Verwaltetes Timberland	2,400,000	Mehrere Regionen

Fortschrittliche Produktionsanlagen

International Paper ist tätig 23 Zellstoff- und Papierfabriken in ganz Nordamerika mit insgesamt jährliche Produktionskapazität von 22 Millionen Tonnen.

• Gesamte Produktionsanlagen: 79
• Produktionsstandorte: USA, Europa, Lateinamerika
• Gesamte jährliche Produktionskapazität: 22 Millionen Tonnen

Qualifizierte Arbeitskräfte und technisches Fachwissen

Das Unternehmen beschäftigt rund 38.000 Arbeiter weltweit mit bedeutender technischer Expertise in der Papier- und Verpackungsherstellung.

Mitarbeiterkategorie	Anzahl der Mitarbeiter
Gesamte globale Belegschaft	38,000
Mitarbeiter in der Fertigung	26,500

Starkes Portfolio an geistigem Eigentum

International Paper behauptet über 500 aktive Patente im Zusammenhang mit Verpackungs- und Papierherstellungstechnologien.

Globales Vertriebsnetzwerk

Das Unternehmen ist tätig ein Vertriebsnetz, das sich über 24 Länder erstreckt mit mehr als 150 Vertriebszentren.

• Globale Vertriebszentren: 150+
• Länder mit Verbreitung: 24
• Jährliches Versandvolumen: 14 Millionen Tonnen

International Paper Company (IP) – Geschäftsmodell: Wertversprechen

Nachhaltige und erneuerbare Papier- und Verpackungslösungen

Im Jahr 2022 produzierte International Paper 21,2 Millionen Tonnen Papier- und Verpackungsprodukte. Im selben Geschäftsjahr investierte das Unternehmen 245 Millionen US-Dollar in Nachhaltigkeitsinitiativen.

Produktkategorie	Jährliches Produktionsvolumen	Nachhaltigkeitsinvestition
Papierprodukte	12,7 Millionen Tonnen	145 Millionen Dollar
Verpackungslösungen	8,5 Millionen Tonnen	100 Millionen Dollar

Hochwertige, innovative Produktangebote

International Paper erzielte im Jahr 2022 einen Nettoumsatz von 23,4 Milliarden US-Dollar, wobei Produktinnovationen 15 % des Umsatzwachstums ausmachten.

• Erweiterte Funktionen für das Verpackungsdesign
• Kundenspezifische Lösungen für die Materialtechnik
• Integration der Digitaldrucktechnologie

Umweltfreundliche Herstellungsprozesse

Das Unternehmen hat die CO2-Emissionen seit 2010 um 27 % reduziert und im Jahr 2022 eine CO2-Reduktion von 3,1 Millionen Tonnen erreicht.

Umweltmetrik	Leistung 2022
Reduzierung der Kohlenstoffemissionen	3,1 Millionen Tonnen
Wasserschutz	18 % Reduzierung des Wasserverbrauchs
Nutzung erneuerbarer Energien	42 % des Gesamtenergieverbrauchs

Anpassbare Verpackungslösungen für verschiedene Branchen

International Paper bedient 24 verschiedene Branchen, wobei Verpackungslösungen 55 % des Gesamtumsatzes ausmachen.

• Lebensmittel- und Getränkeverpackungen
• E-Commerce-Versandmaterialien
• Industrielle Verpackungslösungen
• Verpackungen für das Gesundheitswesen

Kostengünstige und effiziente Produktlieferung

Das Unternehmen betreibt 23 Produktionsstätten in ganz Nordamerika mit einer durchschnittlichen Logistikeffizienz von 92 %.

Betriebsmetrik	Leistung 2022
Produktionsanlagen	23 Einrichtungen
Logistikeffizienz	92%
Investition in die Optimierung der Lieferkette	175 Millionen Dollar

International Paper Company (IP) – Geschäftsmodell: Kundenbeziehungen

Langfristige B2B-Kundenpartnerschaften

International Paper unterhält über 1.200 aktive B2B-Kundenbeziehungen in 24 Ländern. Die Top-10-Kunden des Unternehmens repräsentieren etwa 15 % des gesamten Jahresumsatzes, der im Jahr 2022 20,3 Milliarden US-Dollar betrug.

Kundensegment	Anzahl aktiver Partnerschaften	Durchschnittliche Vertragsdauer
Verpackungsindustrie	450	7,3 Jahre
Papierprodukte	350	6,5 Jahre
Zellstoff & Spezialmärkte	400	5,9 Jahre

Technischer Support und Kundendienst

International Paper betreibt weltweit 22 dedizierte Kundensupportzentren und beschäftigt 540 technische Supportspezialisten. Die durchschnittliche Antwortzeit auf Kundenanfragen beträgt 2,7 Stunden.

• Technischer Support rund um die Uhr verfügbar
• Mehrsprachiges Kundenservice-Team
• Digitales Support-Ticketsystem

Kollaborative Produktentwicklung

Im Jahr 2022 investierte International Paper 185 Millionen US-Dollar in die gemeinsame Forschung und Entwicklung mit Schlüsselkunden. 37 gemeinsame Produktinnovationsprojekte wurden abgeschlossen.

Zusammenarbeit mit der Industrie	Anzahl der Projekte	Investition
Nachhaltige Verpackung	15	72 Millionen Dollar
Recycelbare Materialien	12	63 Millionen Dollar
Fortschrittliche Papiertechnologien	10	50 Millionen Dollar

Digitale Kundenbindungsplattformen

Die digitalen Plattformen von International Paper bedienen 89 % der B2B-Kunden. Das Online-Portal wickelt 62 % der Kundentransaktionen mit einem jährlichen digitalen Umsatz von 4,2 Milliarden US-Dollar ab.

• Auf Mobilgeräte ansprechendes Kundenportal
• Bestandsverfolgung in Echtzeit
• Automatisiertes Bestellsystem

Maßgeschneiderte Lösungen für spezifische Branchenanforderungen

Maßgeschneiderte Produktlösungen machen 42 % des Gesamtumsatzes des Unternehmens aus, was 8,5 Milliarden US-Dollar im Jahr 2022 entspricht. Spezialisierte Produktlinien bedienen 6 große Industriesegmente.

Branchensegment	Anpassungsrate	Umsatzbeitrag
Lebensmittelverpackung	55%	2,3 Milliarden US-Dollar
Industrieverpackung	45%	1,9 Milliarden US-Dollar
Konsumgüter	38%	1,6 Milliarden US-Dollar

International Paper Company (IP) – Geschäftsmodell: Kanäle

Direktvertriebsteam

International Paper beschäftigt ab 2023 ein engagiertes Direktvertriebsteam von 1.200 Vertriebsprofis in mehreren Geschäftsbereichen. Jährliche Umsatzgenerierung durch das Vertriebsteam: 26,4 Milliarden US-Dollar.

Vertriebsteam-Segment	Anzahl der Vertreter	Geografische Abdeckung
Industrieverpackung	450	Nordamerika
Containerboard	350	Globale Märkte
Zellstoff und Papier	250	Internationale Regionen
Spezialprodukte	150	Zielbranchen

Online-E-Commerce-Plattformen

Digitale Vertriebskanäle erwirtschaften jährlich 3,7 Milliarden US-Dollar, was 14,2 % des gesamten Unternehmensumsatzes entspricht.

• B2B-Online-Bestellplattform
• Digitaler Produktkatalog mit Echtzeitpreisen
• Integriertes Kundenportal

Branchenmessen und Ausstellungen

International Paper nimmt jährlich an 42 globalen Fachmessen teil und investiert dafür schätzungsweise 5,2 Millionen US-Dollar ins Marketing.

Kategorie „Messe“.	Anzahl der Shows	Zielbranche
Verpackungsmesse	18	Herstellung
Nachhaltigkeitskonferenzen	12	Umweltlösungen
Foren zur Papiertechnologie	12	Papierherstellung

Digitales Marketing und Kommunikation

Jährliches Budget für digitales Marketing: 7,5 Millionen US-Dollar. Zu den Kennzahlen zum digitalen Engagement gehören 250.000 monatliche Website-Besucher und 75.000 Social-Media-Follower.

• Gezielte LinkedIn-Werbung
• Branchenspezifisches digitales Content-Marketing
• Webinar- und virtuelle Veranstaltungsplattformen

Vertriebs- und Großhandelsnetzwerke

International Paper unterhält Beziehungen zu 1.100 globalen Vertriebshändlern und erwirtschaftet einen Großhandelsumsatz von 9,6 Milliarden US-Dollar.

Vertriebskanal	Anzahl der Partner	Jahresumsatz
Papierhändler	450	4,2 Milliarden US-Dollar
Verpackungsgroßhändler	350	3,8 Milliarden US-Dollar
Wiederverkäufer von Spezialprodukten	300	1,6 Milliarden US-Dollar

International Paper Company (IP) – Geschäftsmodell: Kundensegmente

Verpackungshersteller

International Paper bedient Verpackungshersteller mit einem jährlichen Segmentumsatz von 16,2 Milliarden US-Dollar im Jahr 2022. Aufschlüsselung der wichtigsten Kunden:

Verpackungstyp	Marktanteil	Jahresvolumen
Verpackung aus Wellpappe	42%	6,8 Millionen Tonnen
Containerboard	35%	5,7 Millionen Tonnen
Spezialverpackungen	23%	3,7 Millionen Tonnen

Druck- und Verlagsunternehmen

International Paper unterstützt Druck- und Verlagskunden mit speziellen Papierlösungen:

• Marktsegment Zeitungspapier: 1,4 Milliarden US-Dollar Umsatz
• Produktion ungestrichener Papiere: 3,2 Millionen Tonnen jährlich
• Akzidenzdruckpapier: 28 % Marktabdeckung

Einzelhandels- und Konsumgütermarken

Das Verbraucherverpackungssegment erwirtschaftet einen Jahresumsatz von 5,6 Milliarden US-Dollar:

Industriesektor	Umsatzbeitrag
Lebensmittelverpackung	42%
Unterhaltungselektronik	22%
Körperpflegeprodukte	18%
Einzelhandelsverpackung	18%

Industrie- und Handelsunternehmen

Umsatz im Industriekundensegment: 3,8 Milliarden US-Dollar im Jahr 2022

• Baustoffverpackungen: 35 % des Segments
• Industrielle Verpackungslösungen: 27 % des Segments
• Transportverpackungen: 38 % des Segments

Globale Exportmärkte

Details zum globalen Exportmarkt von International Paper:

Region	Exporteinnahmen	Marktdurchdringung
Asien-Pazifik	2,3 Milliarden US-Dollar	28%
Europa	1,9 Milliarden US-Dollar	22%
Lateinamerika	1,5 Milliarden US-Dollar	18%
Naher Osten/Afrika	1,1 Milliarden US-Dollar	12%

International Paper Company (IP) – Geschäftsmodell: Kostenstruktur

Rohstoffbeschaffung

Im Jahr 2023 gab International Paper 4,7 Milliarden US-Dollar für die Beschaffung von Rohstoffen aus, vor allem Holzfasern und Recyclingpapier. Das Unternehmen beschafft jährlich etwa 6,5 ​​Millionen Tonnen Holzfasern.

Rohstoffkategorie	Jährliche Beschaffungskosten	Lautstärke
Holzfaser	3,2 Milliarden US-Dollar	4,3 Millionen Tonnen
Recyclingpapier	1,5 Milliarden US-Dollar	2,2 Millionen Tonnen

Herstellungs- und Produktionskosten

Die Herstellungskosten für International Paper beliefen sich im Jahr 2023 auf insgesamt 6,3 Milliarden US-Dollar, wobei erhebliche Investitionen in die Produktionsinfrastruktur getätigt wurden.

• Arbeitskosten: 1,8 Milliarden US-Dollar
• Energiekosten: 950 Millionen US-Dollar
• Gerätewartung: 420 Millionen US-Dollar
• Gemeinkosten der Produktionsanlage: 1,1 Milliarden US-Dollar

Transport und Logistik

Die Transportkosten beliefen sich im Jahr 2023 auf 1,2 Milliarden US-Dollar und deckten den nationalen und internationalen Versand von Papierprodukten ab.

Transportmodus	Jährliche Kosten	Prozentsatz der gesamten Logistik
LKW-Transport	680 Millionen Dollar	56.7%
Schienenverkehr	320 Millionen Dollar	26.7%
Seeschifffahrt	200 Millionen Dollar	16.6%

Forschungs- und Entwicklungsinvestitionen

Die Forschungs- und Entwicklungsausgaben für International Paper erreichten im Jahr 2023 240 Millionen US-Dollar und konzentrierten sich auf nachhaltige Verpackungen und innovative Papiertechnologien.

• Nachhaltige Verpackungsforschung: 120 Millionen US-Dollar
• Prozessoptimierung: 65 Millionen US-Dollar
• Digitale Innovation: 55 Millionen US-Dollar

Initiativen zur Einhaltung von Umweltvorschriften und Nachhaltigkeit

Die Umweltverträglichkeitskosten für International Paper beliefen sich im Jahr 2023 auf 350 Millionen US-Dollar, was das Engagement für nachhaltige Praktiken zeigt.

Nachhaltigkeitsinitiative	Jährliche Investition
Programme zur CO2-Reduktion	125 Millionen Dollar
Technologien zur Abfallreduzierung	90 Millionen Dollar
Infrastruktur für erneuerbare Energien	135 Millionen Dollar

International Paper Company (IP) – Geschäftsmodell: Einnahmequellen

Verkauf von Papierprodukten

Gesamtumsatz mit Papierprodukten für 2023: 20,4 Milliarden US-Dollar

Produktkategorie	Jahresumsatz
Ungestrichener Karton	6,7 Milliarden US-Dollar
Beschichteter Karton	4,9 Milliarden US-Dollar
Druckpapiere	3,2 Milliarden US-Dollar

Verpackungslösungen

Umsatz des Verpackungssegments für 2023: 8,6 Milliarden US-Dollar

• Wellpappverpackungen: 5,3 Milliarden US-Dollar
• Industrieverpackungen: 2,1 Milliarden US-Dollar
• Verbraucherverpackungen: 1,2 Milliarden US-Dollar

Spezialpapierprodukte

Umsatz mit Spezialprodukten für 2023: 3,5 Milliarden US-Dollar

Spezialprodukttyp	Jahresumsatz
Lebensmittelverpackungen	1,4 Milliarden US-Dollar
Spezialzellstoff	1,1 Milliarden US-Dollar
Technische Dokumente	1,0 Milliarden US-Dollar

Recycling- und Abfallmanagementdienste

Recyclingeinnahmen für 2023: 1,2 Milliarden US-Dollar

• Umsatz mit Recyclingpapier: 750 Millionen US-Dollar
• Abfallverarbeitungsdienste: 450 Millionen US-Dollar

Internationale Exporteinnahmen

Gesamter internationaler Exportumsatz für 2023: 5,7 Milliarden US-Dollar

Geografische Region	Exporteinnahmen
Europa	2,1 Milliarden US-Dollar
Asien-Pazifik	1,8 Milliarden US-Dollar
Lateinamerika	1,2 Milliarden US-Dollar
Naher Osten und Afrika	600 Millionen Dollar

International Paper Company (IP) - Canvas Business Model: Value Propositions

You're looking at the core reasons why International Paper Company (IP) believes customers should choose them, especially after the major 2025 integration. Honestly, it boils down to scale, sustainability, and sharp execution on cost for you.

Sustainable, fiber-based packaging solutions

International Paper Company (IP) positions its value around being a steward of renewable, fiber-based materials. This isn't just talk; the numbers show action. You can see their commitment in their forest conservation efforts, where they exceeded their goal by restoring nearly 1,158,000 acres of ecologically significant forestland. This was achieved ahead of schedule, backed by a $15.3 million investment in 2024 for conservation partnerships. The company has a clear long-term target: sourcing 100% of fiber from sustainably managed forests or recovered fiber by 2030. This focus aligns with the broader market, as the global sustainable packaging market is projected to hit $305.19 billion in 2025.

The value proposition here is leaning into what customers want now, which is often called paperization-the shift away from plastics toward paper-based packaging.

• Renewable material focus for low-carbon solutions.
• Designing for circularity across the value chain.
• Traceability via the proprietary, third-party verified, GIS-based forest conservation and mapping tool, ForSite.

Global supply reliability and scale post-DS Smith

The acquisition of DS Smith, completed on January 31, 2025, fundamentally changed IP's global footprint. This combination aims to create the world's leading sustainable packaging company, leveraging DS Smith's presence in over 30 countries. The integration is expected to yield significant financial benefits, with a target of at least $514 million in annual pre-tax synergies within four years. For immediate scale, the combined annual sales based on FY 2024 results are projected to reach about $27.1 billion in 2025, representing a 46% (YoY) revenue growth for International Paper Company (IP). To manage regulatory requirements, IP divested five European corrugated box plants in June 2025.

Here's a quick look at the scale change following the combination:

Metric	North America Packaging Sales (Q3 2025)	EMEA Packaging Sales (Q3 2025)
Amount	$3.9B	$2.31B
Comparison Point	Up 7.1% Year over Year	Compared with $322M in Q3 2024

This expanded network, with International Paper Company (IP) shareholders owning approximately 66.3% of the combined entity, is designed to offer unparalleled reach.

Cost Savings Value Creation (CSVC) for customers

International Paper Company (IP) formalizes customer-focused savings through its Cost Savings Value Creation (CSVC) process. This isn't just about IP's internal cost-cutting; it's about tangible value delivered to you. The company is aggressively targeting synergies post-acquisition, with an operational and cost synergy target of $1.2 billion in FY 2025. Furthermore, after restructuring, synergy contribution targets are set between $600-$700 million.

The CSVC framework focuses on practical improvements that translate directly to your bottom line:

• Reduced packaging cost via enhanced fiber utilization and package compression.
• Reduced freight cost through enhanced trailer and container utilization.
• Reduced product damage by optimizing logistics and interim storage practices.
• Increased productivity and lower production cost with proper packaging automation.

If onboarding takes 14+ days, churn risk defintely rises, so speed here matters.

Differentiated innovation in packaging and service

International Paper Company (IP) is pushing practical innovation to differentiate its offering beyond standard corrugated boxes. This includes developing solutions that directly address plastic reduction, such as the SpaceKraft liquid bulk container, which can withstand 50,000 lbs of compression. The company is also investing in new manufacturing capabilities, exploring a proposed new facility in Salt Lake City, Utah, featuring cutting-edge technology to serve the Western U.S. market. Recognition for innovation is evident, with the Twin Pizza Box receiving a WorldStar 2024 award.

Key innovation areas include:

• Paperization: Shifting consumer preference to paper-based materials.
• Transparency: Ensuring all fiber is traceable, partially through forestry certifications.
• Minimalism: Focusing on right-sized, efficient packaging designs.

High relative supply position in North America and EMEA

The strategic transformation, including the DS Smith acquisition and divestitures like the Global Cellulose Fibers business sale for $1.5 billion, is explicitly aimed at maintaining a high relative supply position. International Paper Company (IP) is now focused on being an industry leader in the North American and EMEA regions. The company employs more than 65,000 team members globally, with operations in over 30 countries. This positioning is supported by significant recent revenue figures from the combined entity, with EMEA packaging sales reaching $2.31 billion in Q3 2025, up from $322M in Q3 2024.

The supply position is being actively managed through operational changes:

• Investment of $250 million to convert the #16 machine at the Riverdale mill to produce containerboard, expected completion by Q3 2026.
• Restructuring aims to eliminate roughly 3,600 jobs globally by the end of 2025 to sharpen focus.
• Divestiture of the cellulose fibers business, which generated $2.8 billion in revenue in 2024.

Finance: draft 13-week cash view by Friday.

International Paper Company (IP) - Canvas Business Model: Customer Relationships

You're looking at International Paper Company's customer relationships as of late 2025, right in the middle of a massive pivot to a pure-play packaging focus following the January 2025 acquisition of DS Smith. The entire approach to the customer is being re-engineered around this core business.

Strategic, long-term B2B contractual relationships

International Paper Company's relationships are overwhelmingly business-to-business (B2B), cemented by long-term agreements, especially within the packaging sector. The company serves customers around the world with operations in more than 30 countries. The integration of DS Smith has created a platform requiring complex alignment of existing contracts and the establishment of new, long-term supply frameworks, particularly in the EMEA region. For instance, a specific, time-bound contractual relationship exists with Sylvamo, where International Paper Company will continue to supply certain products until April 30, 2026, with the agreement winding down by May 30. This focus on securing future supply streams is critical to maintaining stability during the transformation.

Dedicated sales and technical service teams

The company has radically decentralized its structure to get closer to the field and, by extension, closer to the customer. This shift supports dedicated engagement. The overall workforce supporting these customer-facing operations stands at more than 65,000 team members globally. The focus on packaging means resources are being redirected to support these core clients, evidenced by the $250 million investment to convert a machine at the Riverdale mill in Selma, Alabama, specifically to produce high-performance containerboard grades, which directly supports the product needs of key packaging customers.

Focus on superior customer experience via 80/20 strategy

International Paper Company is aggressively applying a disciplined 80/20 strategy (Pareto Principle), concentrating resources on the 20% of customers that drive 80% of the value. This is explicitly aimed at achieving a superior customer experience and commercial excellence. The implementation of this system in North America was already showing financial results, driving $142 million in operating profit in the first quarter of 2025, even while overall volumes were declining. The strategy is now being rolled out in Europe following the DS Smith acquisition. Furthermore, the integration of DS Smith's capabilities has already yielded tangible service improvements, such as achieving 98% on-time delivery for priority customers through AI-driven demand forecasting and regional inventory hubs.

Here's a quick look at the metrics tied to this customer-centric focus:

Metric Category	Specific Data Point (Late 2025)	Value/Amount
80/20 Strategy Impact (NA)	Operating Profit Driven by 80/20 System (Q1 2025)	$142 million
Service Level Achievement	On-Time Delivery for Priority Customers (Post-DS Smith Integration)	98%
Strategic Investment	Capital Allocation for High-Performance Packaging Conversion (Riverdale Mill)	$250 million
Overall Financial Goal	Targeted Adjusted EBITDA Improvement by 2027	$3.0 billion

Direct engagement with large industrial and consumer clients

The decentralization effort is designed to place International Paper Company personnel physically and organizationally closer to the field and the customer base. This ensures direct engagement, especially with large industrial clients who require tailored packaging solutions. The company's focus is now squarely on packaging, which aligns with e-commerce and logistics trends, suggesting deep engagement with large shippers and retailers. The company's Q3 2025 net sales for the Packaging Solutions North America segment were $3.9 billion, up 7.1% year-over-year, indicating successful commercial actions with this client base.

Customer Value Analysis for supply chain optimization

International Paper Company utilizes a defined process called Cost Savings Value Creation (CSVC) to drive practical innovation and enhance customer value. This process involves direct, on-site collaboration. The CSVC audit is a key component of this, utilizing a cross-functional team of key International Paper Company stakeholders working collaboratively with customers at their facilities. This audit typically requires a full day, tracking the process from incoming cartons through to finished goods. The analysis focuses on optimizing the package itself, which includes:

• Reduced packaging cost through enhanced fiber utilization and package compression.
• Reduced package damage by implementing improved handling processes.
• Reduced package cost by delivering the most effective specification and creative design for your application.

Supply chain efficiency improvements derived from this analysis include reduced freight cost through enhanced trailer and container utilization and improved customer satisfaction by delivering the optimum design thanks to end-use consumer need analysis.

International Paper Company (IP) - Canvas Business Model: Channels

You're looking at the physical and digital pathways International Paper Company (IP) uses to get its products-primarily packaging-to its customers as of late 2025. This is a network heavily shaped by the recent DS Smith acquisition and ongoing transformation efforts.

Direct sales force to large industrial customers.

The sales channel relies heavily on direct engagement, especially for the core packaging business. The Packaging Solutions North America segment, for example, reported net sales of $3.9B in Q3 2025, up 7.1% year over year, showing the strength of these commercial efforts. Overall, International Paper Company (IP) reported trailing twelve months (TTM) revenue as of December 2025 of $23.47 Billion USD.

Global network of corrugated box converting plants.

The physical footprint for converting paperboard into finished boxes is dynamic. Following the January 2025 acquisition of DS Smith, the EMEA packaging sales reached $2.31B in Q3 2025, up from $322M in Q3 2024, reflecting the integration. However, the network is being streamlined. International Paper Company (IP) completed the divestiture of five European corrugated box plants to PALM Group on July 1, 2025, to satisfy regulatory commitments. Conversely, the company is investing in future capacity, planning a greenfield corrugated box plant in Waterloo, Iowa, worth $260 million, which will span 900,000 square feet and is expected to become operational in 2026.

The network adjustments include closures and conversions. The Savannah, Georgia packaging facility was slated to cease operations by the end of September 2025. In a move to strengthen the containerboard backbone for corrugated packaging, International Paper Company (IP) is investing $250 million to convert the No. 16 machine at its Riverdale mill in Selma, Alabama, with completion expected by Q3 2026.

Metric	Value/Status	Date/Period
Q3 2025 Net Sales (Total)	$6.22B	Q3 2025
Q2 2025 Net Sales (Total)	$6.8 Billion	Q2 2025
Divested European Box Plants	Five	Completed July 1, 2025
New Iowa Plant Investment	$260 million	Construction started 2025
Riverdale Mill Conversion Investment	$250 million	Completion by Q3 2026

Integrated supply chain and logistics network.

The logistics network supports the movement of raw materials and finished goods across its global footprint, which includes operations in more than 30 countries. The company is actively managing its manufacturing footprint. The permanent closure of the Red River containerboard mill in Campti, Louisiana, by April 2025, reduced containerboard capacity by approximately 800,000 tons annually. Overall, strategic changes are resulting in a net reduction of the company's annual containerboard capacity by approximately one million tons.

Recycling facilities for fiber sourcing.

Fiber sourcing is critical, with recycled fiber from Old Corrugated Containers (OCC) being a key input for recycled containerboard. The transformation strategy includes streamlining the footprint. International Paper Company (IP) announced the permanent closure of its recycling plant in Phoenix, Arizona, by the end of April 2025, as part of this optimization.

Digital platforms for ordering and service support.

While specific platform usage statistics aren't public, the focus on commercial excellence points to digitized sales and service processes. The company is executing on its transformation plan, which has already seen year-to-date commercial excellence actions deliver approximately $650 million in adjusted EBITDA run rate benefit, exceeding the original 2025 target of $600 million. The overall target for adjusted EBITDA improvement by 2027 is $3.0 billion, with commercial excellence contributing $1.1 billion of that total.

• North America Packaging Solutions segment operating profit for Q2 2025 was $277 million.
• Packaging Solutions EMEA segment operating profit for Q2 2025 was $(1) million.
• The company expects PS EMEA EBIT to return to positive $54 million in Q3 2025.

International Paper Company (IP) - Canvas Business Model: Customer Segments

You're looking at the customer base for International Paper Company (IP) as of late 2025, right after integrating the DS Smith acquisition and executing key divestitures. It's a mix of massive global players and targeted regional growth areas.

Large-scale consumer goods manufacturers and E-commerce and retail packaging users are primarily served through the Packaging Solutions segments. The North American packaging business saw net sales of $3.86 billion in the second quarter of 2025. The EMEA segment, which now includes DS Smith operations, posted net sales of $2.29 billion in Q2 2025.

The Manufacturing and industrial goods sectors are also core to the Packaging Solutions segments. The company is focused on securing an advantaged cost position and delivering superior customer experience across these areas.

For Meat and protein packaging clients, International Paper Company is making a specific, large capital investment. The new state-of-the-art sustainable packaging box plant in Waterloo, Iowa, represents a $260 million capital investment. This facility is designed to primarily serve the protein segment and is scheduled to begin operations in the fourth quarter of 2026.

Regarding Pulp customers, the Global Cellulose Fibers business segment is now classified as discontinued operations as of the third quarter of 2025 results, following a planned divestiture announced on August 21, 2025. For context on its recent performance before this classification, the segment reported net sales of $628 million in the second quarter of 2025.

Here's a breakdown of the key operating segments and their recent financial performance, which reflects the customer revenue streams:

Segment	Q2 2025 Net Sales (USD)	Q3 2025 Operating Profit (Loss) (USD)	Notes
Packaging Solutions North America (PS NA)	$3.86 billion	$(166) million	Box shipments down 5.0% year-over-year on a per-day basis in Q2.
Packaging Solutions EMEA (PS EMEA)	$2.29 billion	$(58) million	Includes DS Smith business for a full quarter in Q2.
Global Cellulose Fibers (Discontinued Ops)	$628 million	$(4) million	Classified as discontinued operations as of Q3 2025.

International Paper Company employs over 65,000 team members globally and operates in more than 30 countries. The company updated its 2025 target net sales to approximately $24 billion following Q3 results.

The customer base is served by a global footprint, though specific customer types are targeted:

• Large-scale consumer goods manufacturers are a primary driver for the Packaging Solutions segments.
• E-commerce and retail packaging users benefit from seasonally higher box volumes reported in Q2 2025.
• Manufacturing and industrial goods sectors are served by the core containerboard and box offerings.
• Meat and protein packaging clients are the specific focus of the new $250 million Waterloo, IA plant investment.
• Pulp customers were served by the Global Cellulose Fibers segment until its classification as discontinued operations.

The company completed the divestiture of five European corrugated packaging plants to PALM Group in July 2025.

International Paper Company (IP) - Canvas Business Model: Cost Structure

High raw material costs remain a significant factor in International Paper Company's cost structure, driven by external forces like global energy market stability and pulp availability.

For instance, International Paper announced a $70 per ton increase for linerboard, including white top, and $90 per ton for corrugating medium, set to take effect January 1, 2025. Conversely, the U.S. Producer Price Index for wood pulp fell by 3.83% from the previous year as of late 2025 data. In Europe, the average NBSK Price Index in Q2 2025 was 1% higher than the prior year.

Capital spending plans for 2025 were set at approximately $1.2 billion. This spending is intended to support the company's transformation journey.

The cost structure in late 2025 was heavily influenced by charges related to strategic realignment and the DS Smith acquisition.

Cost Category/Event	Reported Amount	Period/Date
Restructuring/Accelerated Depreciation Charge	$675 million (pre-tax)	Q3 2025
Restructuring/Accelerated Depreciation Charge	$271 million (pre-tax)	Q1 2025
DS Smith Integration/Transaction Costs	$101 million (pre-tax)	Q1 2025
DS Smith Integration/Severance Costs	$34 million (after-tax)	Q2 2025
Planned Capital Spending	Approximately $1.2 billion	Fiscal Year 2025

Manufacturing and logistics expenses are captured within the broader operating costs. International Paper Company reported $6.44B in Operating Expenses for the fiscal quarter ending in September of 2025.

Specific operational cost impacts during 2025 included:

• Higher energy costs impacting Cost of Products Sold in Q2 2025.
• Higher energy costs impacting Cost of Products Sold in Q1 2025.
• Higher operating costs and planned maintenance outage costs impacting Cost of Products Sold in Q2 2025.
• Higher planned outage costs impacting Cost of Products Sold in Q2 2025.

The ongoing integration of DS Smith, which closed on January 31, 2025, also introduced integration costs. The company is focused on achieving cost-out actions before the end of the year to mitigate these pressures.

International Paper Company (IP) - Canvas Business Model: Revenue Streams

You're looking at the revenue streams for International Paper Company (IP) as of late 2025, post-DS Smith acquisition, and with the Global Cellulose Fibers (GCF) unit sale pending close. The business is clearly pivoting hard toward packaging solutions, which is where the bulk of the reported revenue is now concentrated.

The core revenue generation is segmented geographically across the packaging businesses. Here's a breakdown of the key components based on the third quarter of 2025 results:

Revenue Stream Component	Reported Amount (Q3 2025)	Context/Comparison
Sales of Packaging Solutions North America (PS NA)	$3.9 billion	Up 7.1% year over year.
Sales of Packaging Solutions EMEA (PS EMEA)	$2.31 billion	Compared with $322 million in Q3 2024, pre-DS Smith acquisition.
Global Cellulose Fibers (GCF) Contribution (Q3 2025)	$153 million	Contribution to Adjusted EBITDA; classified as discontinued operation.

The Trailing Twelve Months (TTM) revenue figure shows the impact of the full year's activity, including the DS Smith integration which closed in January 2025. The TTM revenue ending September 30, 2025, was reported at $24.177 billion, representing a 34.82% increase year-over-year. The total Q3 2025 net sales were $6.22 billion.

Regarding the pulp business, which International Paper Company (IP) is divesting to focus on packaging, the revenue from the Global Cellulose Fibers segment for the last full year before the sale agreement was substantial:

• Revenue from pulp sales (Global Cellulose Fibers) in 2024 was $2.8 billion.
• This 2024 revenue represented about 15% of the company's overall net sales that year.
• The GCF business sale to American Industrial Partners was agreed upon for $1.5 billion.

The divestiture of five European corrugated box plants to PALM Group, completed on July 1, 2025, to satisfy regulatory commitments, is a key event impacting the EMEA revenue stream structure. While the specific net gain of $51 million from this sale was not explicitly reported in the available data, the segment's performance reflects the market conditions following the acquisition. For instance, the Packaging Solutions EMEA business segment reported an operating profit (loss) of $(58) million in the third quarter of 2025.