International Paper Company (IP): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico do artigo e da embalagem global, a International Paper Company (IP) se destaca como um titã de inovação, sustentabilidade e excelência em negócios estratégicos. Ao criar meticulosamente uma tela robusta de modelo de negócios que entrelaça o manejo florestal sustentável, a fabricação de ponta e diversas soluções de clientes, a IP transformou a produção tradicional de papel em uma empresa sofisticada e ambientalmente consciente. Sua abordagem abrangente abrange, desde o fornecimento de madeira até as tecnologias avançadas de embalagens, criando uma narrativa convincente de como uma indústria tradicional pode se reimaginar por meio de planejamento estratégico e execução visionária.

International Paper Company (IP) - Modelo de Negócios: Principais Parcerias

Proprietários de terras florestais e fornecedores de madeira

O papel internacional fontes de madeira de aproximadamente 1,2 milhão de acres de florestas de propriedade da empresa e por meio de acordos de fornecimento de longo prazo com proprietários de terras privados. Em 2022, a empresa gastou US $ 1,8 bilhão em compras de fibra de madeira.

Categoria de parceiro	Número de parcerias	Valor anual de compras
Proprietários de terras florestais privadas	2,500+	US $ 1,8 bilhão
Empresas de gerenciamento de madeira	75	US $ 450 milhões

Provedores de equipamentos de embalagem e fabricação de papel

O International Paper colabora com os principais fabricantes de equipamentos para manter a eficiência tecnológica em seus processos de produção.

• Valmet Corporation (Finlândia) - Fornecedor de máquinas de papel primário
• Andritz AG (Áustria) - Provedor de equipamentos industriais
• Grupo ABB - Soluções de Automação e Robótica

Organizações de certificação florestal sustentável

Em 2022, a International Paper manteve as certificações cobrindo 100% de suas florestas de propriedade da empresa através de:

• Iniciativa Florestal Sustentável (SFI)
• Conselho de Administração Florestal (FSC)
• Programa para o endosso da certificação florestal (PEFC)

Empresas de transporte e logística

Parceiro de logística	Volume anual de transporte	Valor do contrato
Norfolk Southern Railway	450.000 cargas/ano	US $ 275 milhões
Frete ups	125.000 remessas/ano	US $ 180 milhões

Distribuidores globais de papel e embalagem

A International Paper trabalha com mais de 250 parceiros de distribuição global em 24 países, gerando receita internacional de vendas de US $ 6,3 bilhões em 2022.

Região	Número de distribuidores	Receita de vendas
América do Norte	125	US $ 3,7 bilhões
Europa	65	US $ 1,4 bilhão
Ásia-Pacífico	60	US $ 1,2 bilhão

International Paper Company (IP) - Modelo de negócios: Atividades -chave

Fabricação de produtos de papel e embalagem

A International Paper opera 186 instalações de fabricação em 24 países. A capacidade anual de produção atinge 23 milhões de toneladas de produtos e produtos de embalagem. A empresa produz:

• Containerboard: 18,7 milhões de toneladas anualmente
• Polpa: 4,3 milhões de toneladas anualmente
• Produtos de papel para mercados industriais e de consumo

Segmento de fabricação	Volume anual de produção	Instalações globais
Embalagem	15,2 milhões de toneladas	92 instalações
Produtos de papel	7,8 milhões de toneladas	64 instalações
Produtos Especiais	1,5 milhão de toneladas	30 instalações

Gerenciamento florestal sustentável

O artigo internacional gerencia e controla aproximadamente 6,4 milhões de acres de terra florestal. Os investimentos anuais de florestas sustentáveis ​​totalizam US $ 42 milhões.

Pesquisa e desenvolvimento de soluções inovadoras de papel

Investimento anual de P&D: US $ 127 milhões. As principais áreas de foco incluem:

• Tecnologias de embalagem sustentáveis
• Soluções de papel reciclável
• Tecnologias avançadas de fibra

Otimização da cadeia de suprimentos

O gerenciamento da cadeia de suprimentos envolve:

• Rede Global de Logística que abrange 24 países
• Frota de transporte de 1.200 caminhões
• Despesas anuais de logística: US $ 1,3 bilhão

Iniciativas de sustentabilidade ambiental

Investimentos e realizações de sustentabilidade:

Iniciativa	Métrica	Status atual
Redução de emissão de carbono	Redução de CO2	Redução de 37% desde 2010
Conservação de água	Uso da água	Redução de 22% desde 2015
Energia renovável	Fonte de energia	54% de fontes renováveis

International Paper Company (IP) - Modelo de negócios: Recursos -chave

Extensos recursos florestais e de madeira

O artigo internacional possui Aproximadamente 1,1 milhão de acres de terra florestal nos Estados Unidos. A empresa gerencia esses Timberlands com um total Inventário de madeira de 46 milhões de toneladas.

Tipo de terra	Acres	Localização
Timberland de propriedade	1,100,000	Estados Unidos
Timberland gerenciado	2,400,000	Várias regiões

Instalações de fabricação avançadas

O artigo internacional opera 23 fábricas de celulose e papel em toda a América do Norte com um total capacidade de produção anual de 22 milhões de toneladas.

• Total de Fabricação: 79
• Locais de produção: Estados Unidos, Europa, América Latina
• Capacidade total de produção anual: 22 milhões de toneladas

Força de trabalho qualificada e experiência técnica

A empresa emprega Aproximadamente 38.000 trabalhadores Globalmente com experiência técnica significativa em fabricação de papel e embalagem.

Categoria de funcionários	Número de funcionários
Força de trabalho global total	38,000
Funcionários de manufatura	26,500

Portfólio de propriedade intelectual forte

O artigo internacional mantém Mais de 500 patentes ativas Relacionado às tecnologias de embalagem e fabricação de papel.

Rede de distribuição global

A empresa opera uma rede de distribuição abrangendo 24 países com Mais de 150 centros de distribuição.

• Centros de distribuição global: 150+
• Países com distribuição: 24
• Volume anual de envio: 14 milhões de toneladas

International Paper Company (IP) - Modelo de negócios: proposições de valor

Soluções de papel e embalagem sustentáveis ​​e renováveis

A International Paper produziu 21,2 milhões de toneladas métricas de produtos de papel e embalagem em 2022. A empresa investiu US $ 245 milhões em iniciativas de sustentabilidade durante o mesmo ano fiscal.

Categoria de produto	Volume anual de produção	Investimento de sustentabilidade
Produtos de papel	12,7 milhões de toneladas métricas	US $ 145 milhões
Soluções de embalagem	8,5 milhões de toneladas métricas	US $ 100 milhões

Ofertas de produtos inovadores de alta qualidade

O artigo internacional gerou US $ 23,4 bilhões em vendas líquidas durante 2022, com a inovação de produtos impulsionando 15% do crescimento da receita.

• Recursos avançados de design de embalagens
• Soluções de engenharia de materiais personalizados
• Integração de tecnologia de impressão digital

Processos de fabricação ambientalmente responsáveis

A empresa reduziu as emissões de carbono em 27% desde 2010, alcançando 3,1 milhões de toneladas de redução de CO2 em 2022.

Métrica ambiental	2022 Performance
Redução de emissões de carbono	3,1 milhões de toneladas métricas
Conservação de água	Redução de 18% no uso de água
Uso de energia renovável	42% do consumo total de energia

Soluções de embalagem personalizáveis ​​para diversas indústrias

A International Paper serve 24 setores diferentes da indústria, com soluções de embalagem representando 55% da receita total.

• Embalagem de comida e bebida
• Materiais de remessa de comércio eletrônico
• Soluções de embalagem industrial
• Embalagem de saúde

Entrega econômica e eficiente do produto

A empresa opera 23 instalações de fabricação na América do Norte, com uma eficiência logística média de 92%.

Métrica operacional	2022 Performance
Instalações de fabricação	23 instalações
Eficiência logística	92%
Investimento de otimização da cadeia de suprimentos	US $ 175 milhões

International Paper Company (IP) - Modelo de Negócios: Relacionamentos ao Cliente

Parcerias de clientes B2B de longo prazo

O International Paper mantém mais de 1.200 relacionamentos ativos do cliente B2B em 24 países. Os 10 principais clientes da empresa representam aproximadamente 15% da receita anual total, que foi de US $ 20,3 bilhões em 2022.

Segmento de clientes	Número de parcerias ativas	Duração média do contrato
Indústria de embalagens	450	7,3 anos
Produtos de papel	350	6,5 anos
Polpa & Mercados especializados	400	5,9 anos

Suporte técnico e atendimento ao cliente

A International Paper opera 22 centros de suporte ao cliente dedicados em todo o mundo, empregando 540 especialistas em suporte técnico. O tempo médio de resposta para as consultas dos clientes é de 2,7 horas.

• Disponibilidade de suporte técnico 24/7
• Equipe multilíngue de atendimento ao cliente
• Sistema de ingressos de suporte digital

Desenvolvimento de produtos colaborativos

Em 2022, a International Paper investiu US $ 185 milhões em pesquisa e desenvolvimento colaborativo com clientes -chave. 37 Projetos conjuntos de inovação de produtos foram concluídos.

Colaboração da indústria	Número de projetos	Investimento
Embalagem sustentável	15	US $ 72 milhões
Materiais recicláveis	12	US $ 63 milhões
Tecnologias de papel avançadas	10	US $ 50 milhões

Plataformas de engajamento de clientes digitais

As plataformas digitais da International Paper atendem a 89% dos clientes B2B. O Portal Online lida com 62% das transações de clientes com US $ 4,2 bilhões em vendas digitais anuais.

• Portal de clientes responsivos a dispositivos móveis
• Rastreamento de inventário em tempo real
• Sistema de pedidos automatizados

Soluções personalizadas para necessidades específicas da indústria

As soluções de produtos personalizadas representam 42% da receita total da empresa, representando US $ 8,5 bilhões em 2022. As linhas de produtos especializadas servem 6 grandes segmentos da indústria.

Segmento da indústria	Taxa de personalização	Contribuição da receita
Embalagem de alimentos	55%	US $ 2,3 bilhões
Embalagem industrial	45%	US $ 1,9 bilhão
Bens de consumo	38%	US $ 1,6 bilhão

International Paper Company (IP) - Modelo de Negócios: Canais

Equipe de vendas diretas

A International Paper emprega uma força de vendas direta dedicada de 1.200 profissionais de vendas em vários segmentos de negócios a partir de 2023. Geração anual de receita da equipe de vendas: US $ 26,4 bilhões.

Segmento da equipe de vendas	Número de representantes	Cobertura geográfica
Embalagem industrial	450	América do Norte
Containerboard	350	Mercados globais
Polpa e papel	250	Regiões Internacionais
Produtos Especiais	150	Indústrias direcionadas

Plataformas online de comércio eletrônico

Os canais de vendas digitais geram US $ 3,7 bilhões anualmente, representando 14,2% da receita total da empresa.

• Plataforma de pedidos online B2B
• Catálogo de produtos digitais com preços em tempo real
• Portal de clientes integrados

Feiras e exposições da indústria

O International Paper participa de 42 exposições comerciais globais anualmente, com um investimento estimado em marketing de US $ 5,2 milhões.

Categoria de feiras	Número de shows	Indústria -alvo
Pacote Expo	18	Fabricação
Conferências de Sustentabilidade	12	Soluções ambientais
Fóruns de tecnologia de papel	12	Fabricação em papel

Marketing Digital e Comunicação

Orçamento anual de marketing digital: US $ 7,5 milhões. As métricas de engajamento digital incluem 250.000 visitantes mensais do site e 75.000 seguidores de mídia social.

• Publicidade direcionada do LinkedIn
• Marketing de conteúdo digital específico
• Plataformas de webinar e eventos virtuais

Distribuidor e redes atacadistas

O International Paper mantém relacionamentos com 1.100 distribuidores globais, gerando US $ 9,6 bilhões em receita de canais atacadistas.

Canal de distribuição	Número de parceiros	Receita anual
Distribuidores de papel	450	US $ 4,2 bilhões
Atacadistas de embalagem	350	US $ 3,8 bilhões
Revendedores de produtos especiais	300	US $ 1,6 bilhão

International Paper Company (IP) - Modelo de negócios: segmentos de clientes

Fabricantes de embalagens

A International Paper serve fabricantes de embalagens com receita anual de segmento de US $ 16,2 bilhões em 2022. Principais quebras do cliente:

Tipo de embalagem	Quota de mercado	Volume anual
Embalagem ondulada	42%	6,8 milhões de toneladas
Containerboard	35%	5,7 milhões de toneladas
Embalagem especializada	23%	3,7 milhões de toneladas

Empresas de impressão e editor

O International Paper suporta impressão e publicação de clientes com soluções de papel especializadas:

• Segmento de mercado de impressões: receita de US $ 1,4 bilhão
• Produção de papel não revestido: 3,2 milhões de toneladas anualmente
• Papel de impressão comercial: 28% de cobertura de mercado

Marcas de varejo e bens de consumo

O segmento de embalagem do consumidor gera US $ 5,6 bilhões em receita anual:

Setor da indústria	Contribuição da receita
Embalagem de alimentos	42%
Eletrônica de consumo	22%
Produtos de cuidados pessoais	18%
Embalagem de varejo	18%

Negócios industriais e comerciais

Receita do segmento de clientes industriais: US $ 3,8 bilhões em 2022

• Materiais de construção embalagem: 35% do segmento
• Soluções de embalagem industrial: 27% do segmento
• Embalagem de transporte: 38% do segmento

Mercados de exportação global

Detalhes do mercado de exportação global da International Paper:

Região	Receita de exportação	Penetração de mercado
Ásia-Pacífico	US $ 2,3 bilhões	28%
Europa	US $ 1,9 bilhão	22%
América latina	US $ 1,5 bilhão	18%
Oriente Médio/África	US $ 1,1 bilhão	12%

International Paper Company (IP) - Modelo de negócios: Estrutura de custos

Aquisição de matéria -prima

Em 2023, o International Paper gastou US $ 4,7 bilhões em compras de matéria -prima, principalmente fibra de madeira e papel reciclado. A empresa obtém aproximadamente 6,5 milhões de toneladas de fibra de madeira anualmente.

Categoria de matéria -prima	Custo anual de compras	Volume
Fibra de madeira	US $ 3,2 bilhões	4,3 milhões de toneladas
Papel reciclado	US $ 1,5 bilhão	2,2 milhões de toneladas

Despesas de fabricação e produção

Os custos de fabricação para papel internacional em 2023 totalizaram US $ 6,3 bilhões, com investimentos significativos em infraestrutura de produção.

• Custos de mão -de -obra: US $ 1,8 bilhão
• Despesas de energia: US $ 950 milhões
• Manutenção do equipamento: US $ 420 milhões
• Interior da instalação de produção: US $ 1,1 bilhão

Transporte e logística

As despesas de transporte em 2023 foram de US $ 1,2 bilhão, cobrindo o envio doméstico e internacional de produtos de papel.

Modo de transporte	Custo anual	Porcentagem do total de logística
Transporte de caminhão	US $ 680 milhões	56.7%
Transporte ferroviário	US $ 320 milhões	26.7%
Envio marítimo	US $ 200 milhões	16.6%

Investimentos de pesquisa e desenvolvimento

As despesas de P&D em papel internacional em 2023 atingiram US $ 240 milhões, com foco em embalagens sustentáveis ​​e tecnologias de papel inovadoras.

• Pesquisa de embalagem sustentável: US $ 120 milhões
• Otimização do processo: US $ 65 milhões
• Inovação digital: US $ 55 milhões

Iniciativas de conformidade ambiental e sustentabilidade

Os custos de conformidade ambiental do artigo internacional em 2023 foram de US $ 350 milhões, demonstrando compromisso com práticas sustentáveis.

Iniciativa de Sustentabilidade	Investimento anual
Programas de redução de carbono	US $ 125 milhões
Tecnologias de redução de resíduos	US $ 90 milhões
Infraestrutura de energia renovável	US $ 135 milhões

International Paper Company (IP) - Modelo de negócios: fluxos de receita

Vendas de produtos em papel

Receita total do produto em papel para 2023: US $ 20,4 bilhões

Categoria de produto	Receita anual
Papelão não revestido	US $ 6,7 bilhões
Papel de papel revestido	US $ 4,9 bilhões
Documentos de impressão	US $ 3,2 bilhões

Soluções de embalagem

Receita do segmento de embalagem para 2023: US $ 8,6 bilhões

• Embalagem ondulada: US $ 5,3 bilhões
• Embalagem industrial: US $ 2,1 bilhões
• Embalagem do consumidor: US $ 1,2 bilhão

Produtos de papel especializados

Receita de produtos especializados para 2023: US $ 3,5 bilhões

Tipo de produto especializado	Receita anual
Embalagem de serviço de alimentação	US $ 1,4 bilhão
Polpa especial	US $ 1,1 bilhão
Trabalhos técnicos	US $ 1,0 bilhão

Serviços de reciclagem e gerenciamento de resíduos

Receita de reciclagem para 2023: US $ 1,2 bilhão

• Vendas de papel reciclado: US $ 750 milhões
• Serviços de processamento de resíduos: US $ 450 milhões

Receita internacional de exportação

Receita total de exportação internacional para 2023: US $ 5,7 bilhões

Região geográfica	Receita de exportação
Europa	US $ 2,1 bilhões
Ásia -Pacífico	US $ 1,8 bilhão
América latina	US $ 1,2 bilhão
Oriente Médio e África	US $ 600 milhões

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.