EPISODE · Nov 28, 2025 · 25 MIN
My review of Smurfit Westrock and the growing consumer class
from The Desert Island Investor · host Mark Atkinson and Paul Kerin
In this episode Mark reviews his holding in Smurfit Westrock plc (ne Smurfit Kappa) a company that continues to expand their market lead in the world of corrugated, ecommerce and retail packaging. Mark runs through the figures in detail and also talks about how their success is, at least in part, attributable to a growing international consumer class which is reshaping the global economy.Links:Smurfit Westrock: https://www.smurfitwestrock.com/The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.ukCreated by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
What this episode covers
In this episode Mark reviews his holding in Smurfit Westrock plc (ne Smurfit Kappa) a company that continues to expand their market lead in the world of corrugated, ecommerce and retail packaging. Mark runs through the figures in detail and also talks about how their success is, at least in part, attributable to a growing international consumer class which is reshaping the global economy.Links:Smurfit Westrock: https://www.smurfitwestrock.com/The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.ukCreated by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
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My review of Smurfit Westrock and the growing consumer class
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