Equity Profile

AVY

Avery Dennison Corporation

MaterialsPaper & Plastic Packaging Products & Materials$12.2B

Jul21Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Avery Dennison Corporation (AVY) is a global leader in materials science, specializing in paper and plastic packaging products. The company plays a vital role in the supply chain for various industries, including consumer goods, healthcare, and logistics, making it an important player in the materials sector.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and performance, which investors closely monitor.

Expected to be around $2.50.

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, which is crucial for long-term success.

Expected to show a steady increase.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

AVY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+1.91%

Avg Stock Reaction

+0.42%

Last Quarter Recap

In Q1-2026, Avery Dennison reported an EPS of $2.47, beating estimates by 2.62%. The stock reacted positively, gaining 0.92% the following day.

Management Promises & Guidance

Focus on innovation in sustainable materials.
Commitment to improving operational efficiency.
Plans to expand into emerging markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Avery Dennison's upcoming earnings report, given its recent positive surprises.

Bull Case

If the company continues its trend of beating EPS estimates, it could signal strong demand and effective cost management.

Bear Case

Conversely, any signs of slowing revenue growth or rising costs could raise concerns about profitability.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $2.50.

EPS is a key indicator of the company's profitability and performance, which investors closely monitor.

Revenue Growth

Expected to show a steady increase.

Revenue growth reflects the company's ability to increase sales and market share, which is crucial for long-term success.

Operating Margin

Expected to remain stable or improve slightly.

Operating margin indicates how efficiently the company is managing its costs relative to its revenue.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarters?

Given the company's history of beating EPS estimates, a strong performance could boost investor confidence.

What is the outlook for revenue growth in emerging markets?

Expansion in these markets is crucial for future growth, and any positive commentary could drive the stock higher.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Avery Dennison's potential for revenue growth in emerging markets, which could be a significant driver of future performance.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational performance.

Options pricing suggests a larger move than historical averages, indicating heightened expectations.

Management's focus on innovation in sustainable materials could capture new market segments.

Key Risk

If revenue growth in emerging markets exceeds expectations, it could significantly alter the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued growth against rising costs and economic uncertainties.

Bull Confirmed If

An EPS of $2.50 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $2.40 could confirm the bear case, raising concerns about slowing growth.

Pre-Earnings Positioning

Options Market

Implied Move

±5.3%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±5.3% while AVY has averaged ±3.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

22.3%

Calls (400)P/C Ratio: 0.01Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 13 of 30 (43%)

This setup has occurred 30 times across Materials in the last 2 years. 13 of 30 faded and 17 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.8%, with a raw directional average of +0.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Avery Dennison beats expectations, history suggests the stock could rise by around 0.86% on the first day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline of about 2.62%, as investors react to concerns about profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth in emerging markets.
2Details on cost management strategies and their impact on margins.
3Insights into new product launches or innovations.
4Management's outlook on global economic conditions.
5Responses to questions about sustainability initiatives.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and performance, which investors closely monitor.

Expected to be around $2.50.

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, which is crucial for long-term success.

Expected to show a steady increase.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

AVY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+1.91%

Avg Stock Reaction

+0.42%

Last Quarter Recap

In Q1-2026, Avery Dennison reported an EPS of $2.47, beating estimates by 2.62%. The stock reacted positively, gaining 0.92% the following day.

Management Promises & Guidance

Focus on innovation in sustainable materials.
Commitment to improving operational efficiency.
Plans to expand into emerging markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Avery Dennison's upcoming earnings report, given its recent positive surprises.

Bull Case

If the company continues its trend of beating EPS estimates, it could signal strong demand and effective cost management.

Bear Case

Conversely, any signs of slowing revenue growth or rising costs could raise concerns about profitability.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $2.50.

EPS is a key indicator of the company's profitability and performance, which investors closely monitor.

Revenue Growth

Expected to show a steady increase.

Revenue growth reflects the company's ability to increase sales and market share, which is crucial for long-term success.

Operating Margin

Expected to remain stable or improve slightly.

Operating margin indicates how efficiently the company is managing its costs relative to its revenue.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarters?

Given the company's history of beating EPS estimates, a strong performance could boost investor confidence.

What is the outlook for revenue growth in emerging markets?

Expansion in these markets is crucial for future growth, and any positive commentary could drive the stock higher.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Avery Dennison's potential for revenue growth in emerging markets, which could be a significant driver of future performance.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational performance.

Options pricing suggests a larger move than historical averages, indicating heightened expectations.

Management's focus on innovation in sustainable materials could capture new market segments.

Key Risk

If revenue growth in emerging markets exceeds expectations, it could significantly alter the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued growth against rising costs and economic uncertainties.

Bull Confirmed If

An EPS of $2.50 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $2.40 could confirm the bear case, raising concerns about slowing growth.

Pre-Earnings Positioning

Options Market

Implied Move

±5.3%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±5.3% while AVY has averaged ±3.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

22.3%

Calls (400)P/C Ratio: 0.01Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 13 of 30 (43%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Avery Dennison beats expectations, history suggests the stock could rise by around 0.86% on the first day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline of about 2.62%, as investors react to concerns about profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth in emerging markets.
2Details on cost management strategies and their impact on margins.
3Insights into new product launches or innovations.
4Management's outlook on global economic conditions.
5Responses to questions about sustainability initiatives.