Graphic Packaging Holding Company (NYSE:GPK) Q4 2023 Earnings Call Transcript February 23, 2024

Graphic Packaging Holding Company isn’t one of the 30 most popular stocks among hedge funds at the end of the third quarter (see the details here).

Melanie Skijus: Good morning, everyone. It's great to see all of you here at the New York Stock Exchange. And in addition to all of you here live, we have a large number of investors joining us remotely. I think the number is now 150, but it's climbing. So thank you everyone on the webcast. My name is Melanie Skijus, I'm the Vice President of Investor Relations. Before I kick it off today, for safety, I want you to be aware of 2 stairwells that you can exit if needed, directly behind me down the hallway is a stairwell as well as one by the elevator bay. Before we get started, I just -- I told you about the exits -- the presentation materials you have at your desk. We welcome you to walk through those with us today. On the webcast, you will see it in the webcast view as well as a PDF is available on our Investor Relations website.

The presentation this morning are being recorded so they will be available to listen in replay probably later this afternoon. We have a great agenda for you this morning. You'll be hearing presentations from senior leadership. We're going to kick off with 2 and then we'll go into a 10-minute break. when we get back from the break we'll have 3 more and then we'll have a Q&A session. [Operator Instructions] Forward-looking statement. I encourage everyone to read through this. Our presentation today will contain forward-looking statements that will have -- or subject to risks and uncertainties that could cause these statements to not come into reality. So please look through the list of risks, and they're also available in our filings with the SEC.

And with that, I'm going to turn it over to our first speaker today, Mike Doss, our President and CEO. I'm sure most of you are familiar and know Mike. He's been with the company since 1990, has been our CEO since 2016. And with that, I'll turn it over to Mike.

Michael Doss: Great. Thank you, Melanie, and I also want to thank Alexandria, who's over in the corner here, as all of you know it takes a lot of work to pull together one of these Investor Day. They've been working really hard to pull things -- all the materials together that you see today, and we're going to cover. So thank you guys for all that. I also want to acknowledge Mike Ryan, one of our senior designers who is -- drove all the way down from Philadelphia -- a lot of the samples you see here today out in the lobby. So Mike, I don't know where you are, wave your hand. Thank you very much for doing that. Much appreciated. I'm going to start with a few comments around a few announcements we made last night, and then I'll jump right into the presentation, and then I'm going to introduce our speakers that you'll see today.