Equity Profile

AVY

Avery Dennison Corporation

MaterialsPaper & Plastic Packaging Products & Materials$13.6B

Jul21Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Avery Dennison Corporation (AVY) operates in the materials sector, focusing on paper and plastic packaging products. As a key player in the packaging industry, its performance can be influenced by trends in consumer spending and sustainability initiatives.

Key Metrics to Watch

EPS

Earnings per share is a critical indicator of profitability and helps gauge the company's financial health.

$2.49

Revenue

Revenue figures provide insight into the company's sales performance and market demand.

$2.3B

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

Continued focus on innovation in packaging solutions.
Commitment to sustainability initiatives.
Efforts to expand market share in emerging markets.

Expectations

Wall Street Expectations

Analysts expect Avery Dennison to report solid earnings, with a consensus EPS of $2.49. The market is closely watching for any signs of growth in revenue.

Bull Case

If the company exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its products and lead to a positive stock reaction.

Bear Case

Conversely, if the company misses EPS estimates or shows weak revenue growth, it may raise concerns about market demand and profitability.

Key Metrics to Watch

EPS

$2.49

Earnings per share is a critical indicator of profitability and helps gauge the company's financial health.

Revenue

$2.3B

Revenue figures provide insight into the company's sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.49?

A beat on EPS could reinforce investor confidence and lead to a positive stock reaction.

What are the revenue figures, and how do they compare to the expected $2.3B?

Revenue performance is crucial for understanding market demand and the company's growth trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth driven by new product innovations and increased demand for sustainable packaging solutions.

Supporting Evidence

Avery Dennison has consistently beaten EPS estimates, suggesting stronger-than-expected performance.

The company's commitment to sustainability could attract new customers, boosting revenue.

Options pricing indicates a higher expected move than historical averages, suggesting that the market anticipates significant developments.

Key Risk

If revenue growth is significantly higher than expected, it could challenge the current market outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Avery Dennison can sustain its growth trajectory amid economic pressures.

Bull Confirmed If

An EPS of $2.53 or higher, along with revenue exceeding $2.3B, would confirm the bull case.

Bear Confirmed If

An EPS below $2.43 or revenue significantly under $2.3B would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±5.28%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect 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 4.6%, with a raw directional average of -0.1% (roughly flat 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 following day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

A miss on earnings could lead to a decline of around 2.62%, indicating potential concerns about profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Details on sustainability initiatives and their reception in the market.
3Insights into emerging market performance and growth strategies.
4Management's outlook on consumer demand trends.
5Any commentary on cost pressures and their potential impact on margins.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a critical indicator of profitability and helps gauge the company's financial health.

$2.49

Revenue

Revenue figures provide insight into the company's sales performance and market demand.

$2.3B

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

Continued focus on innovation in packaging solutions.
Commitment to sustainability initiatives.
Efforts to expand market share in emerging markets.

Expectations

Wall Street Expectations

Analysts expect Avery Dennison to report solid earnings, with a consensus EPS of $2.49. The market is closely watching for any signs of growth in revenue.

Bull Case

If the company exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its products and lead to a positive stock reaction.

Bear Case

Conversely, if the company misses EPS estimates or shows weak revenue growth, it may raise concerns about market demand and profitability.

Key Metrics to Watch

EPS

$2.49

Earnings per share is a critical indicator of profitability and helps gauge the company's financial health.

Revenue

$2.3B

Revenue figures provide insight into the company's sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.49?

A beat on EPS could reinforce investor confidence and lead to a positive stock reaction.

What are the revenue figures, and how do they compare to the expected $2.3B?

Revenue performance is crucial for understanding market demand and the company's growth trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth driven by new product innovations and increased demand for sustainable packaging solutions.

Supporting Evidence

Avery Dennison has consistently beaten EPS estimates, suggesting stronger-than-expected performance.

The company's commitment to sustainability could attract new customers, boosting revenue.

Options pricing indicates a higher expected move than historical averages, suggesting that the market anticipates significant developments.

Key Risk

If revenue growth is significantly higher than expected, it could challenge the current market outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Avery Dennison can sustain its growth trajectory amid economic pressures.

Bull Confirmed If

An EPS of $2.53 or higher, along with revenue exceeding $2.3B, would confirm the bull case.

Bear Confirmed If

An EPS below $2.43 or revenue significantly under $2.3B would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±5.28%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect 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 following day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

A miss on earnings could lead to a decline of around 2.62%, indicating potential concerns about profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Details on sustainability initiatives and their reception in the market.
3Insights into emerging market performance and growth strategies.
4Management's outlook on consumer demand trends.
5Any commentary on cost pressures and their potential impact on margins.