Sealed Air Corp at Barclays Industrial Select Conference Transcript
All right. Very excited to have our next company here. We've got Sealed Air, the total solutions provider with leading solutions in Product Care, Food Care, we can get more into that, but we've been very bullish on the company and on the stock as we see tangible operational and cost-improvements, benefits of the company's value-added and differentiated product portfolio, lots of secular growth drivers. All of that should lead to above average organic growth with potentially some upside from industry consolidation, that's our point of view.
So clearly, we're overweight the stock, recommending the name here, even after some strong 4Q -- [post] 4Q performance in the stock. But I'm really excited to have with us today, I keep saying the "new" -- in quotes, but it's been over a year now, CEO, Ted Doheny; and CFO, Bill Stiehl. So hopefully, they can enlighten us on why this is going to be a great journey over the next few years, very different than the last few years. And so with that, Ted, I'll just give you a
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