International Paper Company (IP): Business Model Canvas [Jan-2025 Mis à jour]

Dans le monde dynamique du papier et de l'emballage mondiaux, la société internationale de papier (IP) est un titan d'innovation, de durabilité et d'excellence commerciale stratégique. En fabriquant méticuleusement une toile de modèle commerciale robuste qui entrelace la gestion durable des forêts, la fabrication de pointe et diverses solutions clients, IP a transformé la production de papier traditionnelle en une entreprise sophistiquée et soucieuse de l'environnement. Leur approche complète s'étend de l'approvisionnement en bois aux technologies d'emballage avancées, créant un récit convaincant de la façon dont une industrie traditionnelle peut se réinventer grâce à la planification stratégique et à l'exécution visionnaire.

International Paper Company (IP) - Modèle d'entreprise: partenariats clés

Les propriétaires fonciers forestiers et les fournisseurs de bois

Le papier international s'approvisionne en bois d'environ 1,2 million d'acres de terres forestières appartenant à l'entreprise et grâce à des accords d'approvisionnement à long terme avec des propriétaires fonciers privés. En 2022, la société a dépensé 1,8 milliard de dollars pour l'approvisionnement en fibre de bois.

Catégorie de partenaire	Nombre de partenariats	Valeur d'achat annuelle
Propriétaires fonciers de forêt privés	2,500+	1,8 milliard de dollars
Sociétés de gestion du bois	75	450 millions de dollars

Fournisseurs d'équipements d'emballage et de fabrication de papier

Le papier international collabore avec les principaux fabricants d'équipements pour maintenir l'efficacité technologique dans ses processus de production.

• Valmet Corporation (Finlande) - Fournisseur de machines en papier primaire
• Andritz AG (Autriche) - fournisseur d'équipements industriels
• Groupe ABB - Solutions d'automatisation et de robotique

Organisations de certification forestière durable

En 2022, le journal international a maintenu des certifications couvrant 100% de ses bois américains appartenant à l'entreprise à travers:

• Initiative forestière durable (SFI)
• Forest Stewardship Council (FSC)
• Programme pour l'approbation de la certification forestière (PEFC)

Sociétés de transport et de logistique

Partenaire de logistique	Volume de transport annuel	Valeur du contrat
Norfolk Southern Railway	450 000 wagon / an	275 millions de dollars
Freight UPS	125 000 expéditions / an	180 millions de dollars

Distributeurs mondiaux de papier et d'emballage

Le journal international travaille avec plus de 250 partenaires de distribution mondiaux dans 24 pays, générant des revenus de ventes internationaux de 6,3 milliards de dollars en 2022.

Région	Nombre de distributeurs	Revenus de vente
Amérique du Nord	125	3,7 milliards de dollars
Europe	65	1,4 milliard de dollars
Asie-Pacifique	60	1,2 milliard de dollars

International Paper Company (IP) - Modèle d'entreprise: activités clés

Fabrication de produits en papier et en emballage

Le journal international exploite 186 installations de fabrication dans 24 pays. La capacité de production annuelle atteint 23 millions de tonnes de produits de papier et d'emballage. La société produit:

• Conteneur Board: 18,7 millions de tonnes par an
• Pulpe: 4,3 millions de tonnes par an
• Produits papier pour les marchés industriels et de consommation

Segment de fabrication	Volume de production annuel	Installations mondiales
Conditionnement	15,2 millions de tonnes	92 installations
Produits en papier	7,8 millions de tonnes	64 installations
Produits spécialisés	1,5 million de tonnes	30 installations

Gestion durable des forêts

Le papier international gère et contrôle approximativement 6,4 millions d'acres de terres forestières. Les investissements forestiers durables annuels totalisent 42 millions de dollars.

Recherche et développement de solutions papier innovantes

Investissement annuel de R&D: 127 millions de dollars. Les principaux domaines d'intérêt comprennent:

• Technologies d'emballage durables
• Solutions papier recyclables
• Technologies de fibres avancées

Optimisation de la chaîne d'approvisionnement

La gestion de la chaîne d'approvisionnement implique:

• Réseau de logistique mondial couvrant 24 pays
• Flotte de transport de 1 200 camions
• Dépenses logistiques annuelles: 1,3 milliard de dollars

Initiatives de durabilité environnementale

Investissements et réalisations en matière de durabilité:

Initiative	Métrique	État actuel
Réduction des émissions de carbone	Réduction du CO2	Réduction de 37% depuis 2010
Conservation de l'eau	Utilisation de l'eau	Réduction de 22% depuis 2015
Énergie renouvelable	Source d'énergie	54% des sources renouvelables

International Paper Company (IP) - Modèle d'entreprise: Ressources clés

De vastes ressources de terres forestières et de bois

Le journal international possède environ 1,1 million d'acres de terres forestières aux États-Unis. L'entreprise gère ces Timberlands avec un total Inventaire du bois de 46 millions de tonnes.

Type de terrain	Acres	Emplacement
Timberland appartenant	1,100,000	États-Unis
Timberland géré	2,400,000	Plusieurs régions

Installations de fabrication avancées

Le journal international fonctionne 23 usines de pulpe et de papier à travers l'Amérique du Nord avec un total Capacité de production annuelle de 22 millions de tonnes.

• Installations de fabrication totale: 79
• Lieux de production: États-Unis, Europe, Amérique latine
• Capacité de production annuelle totale: 22 millions de tonnes

L'expertise de main-d'œuvre qualifiée et technique

L'entreprise emploie Environ 38 000 travailleurs À l'échelle mondiale avec une expertise technique importante dans la fabrication de papier et d'emballage.

Catégorie des employés	Nombre d'employés
Total de la main-d'œuvre mondiale	38,000
Employés de la fabrication	26,500

Portfolio de propriété intellectuelle solide

Le papier international maintient Plus de 500 brevets actifs liés aux technologies d'emballage et de fabrication de papier.

Réseau de distribution mondial

L'entreprise exploite un réseau de distribution couvrant 24 pays avec plus de 150 centres de distribution.

• Centres de distribution mondiaux: 150+
• Pays avec distribution: 24
• Volume d'expédition annuel: 14 millions de tonnes

International Paper Company (IP) - Modèle d'entreprise: propositions de valeur

Documents durables et renouvelables et solutions d'emballage

Le journal international a produit 21,2 millions de tonnes métriques de produits de papier et d'emballage en 2022. La société a investi 245 millions de dollars dans des initiatives de durabilité au cours du même exercice.

Catégorie de produits	Volume de production annuel	Investissement en durabilité
Produits en papier	12,7 millions de tonnes métriques	145 millions de dollars
Solutions d'emballage	8,5 millions de tonnes métriques	100 millions de dollars

Offres de produits innovantes de haute qualité

Le journal international a généré 23,4 milliards de dollars de ventes nettes au cours de 2022, l'innovation de produit conduisant 15% de la croissance des revenus.

• Capacités de conception d'emballages avancés
• Solutions d'ingénierie des matériaux personnalisés
• Intégration de la technologie d'impression numérique

Processus de fabrication responsables de l'environnement

La société a réduit les émissions de carbone de 27% depuis 2010, atteignant 3,1 millions de tonnes de réduction de CO2 en 2022.

Métrique environnementale	2022 Performance
Réduction des émissions de carbone	3,1 millions de tonnes métriques
Conservation de l'eau	Réduction de 18% de l'utilisation de l'eau
Consommation d'énergie renouvelable	42% de la consommation totale d'énergie

Solutions d'emballage personnalisables pour diverses industries

Le journal international dessert 24 secteurs industriels différents, avec des solutions d'emballage représentant 55% du total des revenus.

• Emballages de nourriture et de boissons
• Matériaux d'expédition du commerce électronique
• Solutions d'emballage industrielles
• Emballage de soins de santé

Livraison de produits rentable et efficace

La société exploite 23 installations de fabrication à travers l'Amérique du Nord avec une efficacité logistique moyenne de 92%.

Métrique opérationnelle	2022 Performance
Installations de fabrication	23 installations
Efficacité logistique	92%
Investissement d'optimisation de la chaîne d'approvisionnement	175 millions de dollars

International Paper Company (IP) - Modèle d'entreprise: relations clients

Partenariats client B2B à long terme

Le document international maintient plus de 1 200 relations avec les clients B2B actives dans 24 pays. Les 10 meilleurs clients de la société représentent environ 15% du total des revenus annuels, soit 20,3 milliards de dollars en 2022.

Segment de clientèle	Nombre de partenariats actifs	Durée du contrat moyen
Industrie de l'emballage	450	7,3 ans
Produits en papier	350	6,5 ans
Pulpe & Marchés spécialisés	400	5,9 ans

Assistance technique et service client

International Paper exploite 22 centres de support client dédiés dans le monde entier, employant 540 spécialistes de support technique. Le temps de réponse moyen pour les demandes de renseignements des clients est de 2,7 heures.

• Disponibilité du support technique 24/7
• Équipe de service client multilingue
• Système de billets de support numérique

Développement de produits collaboratifs

En 2022, le journal international a investi 185 millions de dollars dans la recherche et le développement collaboratifs avec des clients clés. 37 Des projets conjoints d'innovation de produits ont été achevés.

Collaboration de l'industrie	Nombre de projets	Investissement
Emballage durable	15	72 millions de dollars
Matériaux recyclables	12	63 millions de dollars
Technologies de papier avancées	10	50 millions de dollars

Plates-formes de fiançailles clients numériques

Les plates-formes numériques d'International Paper desservent 89% des clients B2B. Le portail en ligne gère 62% des transactions clients avec 4,2 milliards de dollars de ventes numériques annuelles.

• Portail client sensible au mobile
• Suivi des stocks en temps réel
• Système de commande automatisé

Solutions personnalisées pour les besoins spécifiques de l'industrie

Les solutions de produits personnalisées représentent 42% des revenus totaux de l'entreprise, ce qui représente 8,5 milliards de dollars en 2022. Des gammes de produits spécialisées servent 6 segments industriels majeurs.

Segment de l'industrie	Taux de personnalisation	Contribution des revenus
Emballage alimentaire	55%	2,3 milliards de dollars
Emballage industriel	45%	1,9 milliard de dollars
Biens de consommation	38%	1,6 milliard de dollars

International Paper Company (IP) - Modèle d'entreprise: canaux

Équipe de vente directe

International Paper emploie une force de vente directe dédiée de 1 200 professionnels des ventes dans plusieurs segments d'entreprise en 2023. Génération annuelle des revenus de l'équipe de vente: 26,4 milliards de dollars.

Segment de l'équipe de vente	Nombre de représentants	Couverture géographique
Emballage industriel	450	Amérique du Nord
Panneau de conteneur	350	Marchés mondiaux
Pulpe et papier	250	Régions internationales
Produits spécialisés	150	Industries ciblées

Plateformes de commerce électronique en ligne

Les canaux de vente numériques génèrent 3,7 milliards de dollars par an, ce qui représente 14,2% du total des revenus de l'entreprise.

• Plateforme de commande en ligne B2B
• Catalogue de produits numériques avec prix en temps réel
• Portail client intégré

Salons et expositions commerciales de l'industrie

Le journal international participe à 42 expositions commerciales mondiales par an, avec un investissement marketing estimé à 5,2 millions de dollars.

Catégorie de salon	Nombre de spectacles	Industrie cible
Expo d'emballage	18	Fabrication
Conférences de durabilité	12	Solutions environnementales
Forums technologiques papier	12	Fabrication de papier

Marketing et communication numériques

Budget annuel du marketing numérique: 7,5 millions de dollars. Les mesures d'engagement numérique comprennent 250 000 visiteurs mensuels du site Web et 75 000 abonnés de médias sociaux.

• Publicité LinkedIn ciblée
• Marketing de contenu numérique spécifique à l'industrie
• Webinaire et plateformes d'événements virtuels

Réseaux de distributeur et de gros

Le journal international entretient des relations avec 1 100 distributeurs mondiaux, générant 9,6 milliards de dollars de revenus de canaux en gros.

Canal de distribution	Nombre de partenaires	Revenus annuels
Distributeurs de papier	450	4,2 milliards de dollars
Grossistes d'emballage	350	3,8 milliards de dollars
Revendeurs de produits spécialisés	300	1,6 milliard de dollars

Société internationale de papier (IP) - Modèle d'entreprise: segments de clients

Fabricants d'emballages

International Paper dessert les fabricants d'emballages avec un chiffre d'affaires annuel de 16,2 milliards de dollars en 2022. Répartition clé du client:

Type d'emballage	Part de marché	Volume annuel
Emballage ondulé	42%	6,8 millions de tonnes
Panneau de conteneur	35%	5,7 millions de tonnes
Emballage spécialisé	23%	3,7 millions de tonnes

Impression et sociétés d'édition

Le journal international soutient l'impression et la publication des clients avec des solutions papier spécialisées:

• Segment de marché de papier journal: 1,4 milliard de dollars de revenus
• Production de papier non revêtu: 3,2 millions de tonnes par an
• Papier d'impression commerciale: couverture de 28% du marché

Marques de produits de vente au détail et de biens de consommation

Le segment des emballages de consommation génère 5,6 milliards de dollars de revenus annuels:

Secteur de l'industrie	Contribution des revenus
Emballage alimentaire	42%
Électronique grand public	22%
Produits de soins personnels	18%
Emballage de détail	18%

Entreprises industrielles et commerciales

Revenus de segment de clientèle industriel: 3,8 milliards de dollars en 2022

• Emballage des matériaux de construction: 35% du segment
• Solutions d'emballage industrielles: 27% du segment
• Emballage de transport: 38% du segment

Marchés d'exportation mondiaux

Détails du marché mondial de l'International Paper:

Région	Revenus d'exportation	Pénétration du marché
Asie-Pacifique	2,3 milliards de dollars	28%
Europe	1,9 milliard de dollars	22%
l'Amérique latine	1,5 milliard de dollars	18%
Moyen-Orient / Afrique	1,1 milliard de dollars	12%

International Paper Company (IP) - Modèle d'entreprise: Structure des coûts

Achat de matières premières

En 2023, le journal international a dépensé 4,7 milliards de dollars pour l'approvisionnement en matières premières, principalement des fibres de bois et du papier recyclé. L'entreprise s'approximative d'environ 6,5 millions de tonnes de fibres de bois par an.

Catégorie de matières premières	Coût d'achat annuel	Volume
Fibre de bois	3,2 milliards de dollars	4,3 millions de tonnes
Papier recyclé	1,5 milliard de dollars	2,2 millions de tonnes

Frais de fabrication et de production

Les coûts de fabrication du papier international en 2023 ont totalisé 6,3 milliards de dollars, avec des investissements importants dans les infrastructures de production.

• Coûts de main-d'œuvre: 1,8 milliard de dollars
• Frais énergétiques: 950 millions de dollars
• Entretien de l'équipement: 420 millions de dollars
• Frais généraux des installations de production: 1,1 milliard de dollars

Transport et logistique

Les frais de transport en 2023 se sont élevés à 1,2 milliard de dollars, couvrant l'expédition intérieure et internationale de produits papier.

Mode de transport	Coût annuel	Pourcentage de la logistique totale
Transport de camions	680 millions de dollars	56.7%
Transport ferroviaire	320 millions de dollars	26.7%
Expédition maritime	200 millions de dollars	16.6%

Investissements de recherche et développement

Les dépenses de R&D pour le papier international en 2023 ont atteint 240 millions de dollars, en se concentrant sur l'emballage durable et les technologies papier innovantes.

• Recherche d'emballage durable: 120 millions de dollars
• Optimisation du processus: 65 millions de dollars
• Innovation numérique: 55 millions de dollars

Initiatives de conformité environnementale et de durabilité

Les coûts de conformité environnementale pour le papier international en 2023 étaient de 350 millions de dollars, démontrant l'engagement envers les pratiques durables.

Initiative de durabilité	Investissement annuel
Programmes de réduction du carbone	125 millions de dollars
Technologies de réduction des déchets	90 millions de dollars
Infrastructure d'énergie renouvelable	135 millions de dollars

International Paper Company (IP) - Modèle d'entreprise: Strots de revenus

Ventes de produits en papier

Revenu total des produits en papier pour 2023: 20,4 milliards de dollars

Catégorie de produits	Revenus annuels
Carton non couché	6,7 milliards de dollars
Carton en revêtement	4,9 milliards de dollars
Papiers d'impression	3,2 milliards de dollars

Solutions d'emballage

Revenus de segment d'emballage pour 2023: 8,6 milliards de dollars

• Emballage ondulé: 5,3 milliards de dollars
• Emballage industriel: 2,1 milliards de dollars
• Emballage des consommateurs: 1,2 milliard de dollars

Produits de papier spécialisés

Revenus de produits spécialisés pour 2023: 3,5 milliards de dollars

Type de produit spécialisé	Revenus annuels
Emballage des services alimentaires	1,4 milliard de dollars
Pâte de spécialité	1,1 milliard de dollars
Papiers techniques	1,0 milliard de dollars

Services de recyclage et de gestion des déchets

Recyclage des revenus pour 2023: 1,2 milliard de dollars

• Ventes de papier recyclé: 750 millions de dollars
• Services de traitement des déchets: 450 millions de dollars

Revenus internationaux d'exportation

Revenus d'exportation internationaux totaux pour 2023: 5,7 milliards de dollars

Région géographique	Revenus d'exportation
Europe	2,1 milliards de dollars
Asie-Pacifique	1,8 milliard de dollars
l'Amérique latine	1,2 milliard de dollars
Moyen-Orient et Afrique	600 millions de dollars

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.