MeridianConsensus
Industry coverage1 commissioned study · $2.8B in aggregate coverage

Packaging.

Packaging is where material science, consumer-brand economics, and regulatory pressure intersect. Our studies cover rigid plastics, flexibles, paper and board, glass, and premium closures, with pricing, input-cost pass-through, and sustainability-mandate compliance modelled explicitly.

Our view

Thesis on Packaging.

Packaging is where material science, consumer-brand economics, and regulatory pressure intersect. Our studies cover rigid plastics, flexibles, paper and board, glass, and premium closures, with pricing, input-cost pass-through, and sustainability-mandate compliance modelled explicitly.

Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research

Sub-sectors of Packaging.

Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.

Rigid Plastics & Containers

PET, HDPE, rigid-format dynamics; sustainability-driven re-mix; converter margin structures.

Flexibles & Films

Multi-layer films, pouches, mono-material migration, food-contact and e-commerce applications.

Paper, Board & Corrugated

Containerboard, cartonboard, moulded-fibre growth, linerboard cycle economics.

Glass, Metal & Premium Closures

Beverage cans, glass packaging, specialty closures, premium-spirits and pharma closures.

Labels, Printing & Decoration

Pressure-sensitive labels, shrink sleeves, direct-print economics, brand-protection applications.

Sustainable & Circular Packaging

PCR resins, compostable substrates, refill systems, chemical-recycling pathways.

Interactive · live

A working packaging dashboard.

Every commissioned packaging study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.

Interactive dashboard · live
Global packaging · specimen
MRI · Q2 2026
Overview
2025 size · 2026–2036 forecast · committee-signed
$1.01T
2019
$1.03T
2020
$1.05T
2021
$1.07T
2022
$1.09T
2023
$1.12T
2024
$1.14T
2025
$1.35T forecast
2030
$1.65T forecast
2036
Revenue trajectory (historical 2020 – Q2 2026 · forecast 2026–2036)
Headline figures
2025 size
$1.14T
2036 forecast
$1.65T +3.8% CAGR
Confidence
High
See a live report
Strategic themes · this quarter

What is moving in Packaging.

The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.

01

EPR regulations by region

Extended producer responsibility mandates re-pricing plastic packaging in Europe, UK, and emerging US state programmes.

02

PFAS phase-out in food-contact

Global regulatory pressure removing fluorinated compounds from grease-resistant papers and films.

03

Mono-material migration

Multi-layer flexibles consolidating into recyclable mono-material structures; converter capex and margin impact.

04

Premium closures re-pricing

Luxury-spirits and pharma premiumisation driving specialty-closure pricing above commodity-closure cycles.

05

Label-free & direct-to-container

Digital direct-print displacing pressure-sensitive labels on high-SKU-count beverage and cosmetic lines.

06

Aluminium-can deposit-return expansion

Deposit-return schemes coming online across the UK, Poland, Ireland and Romania, consumption-pattern reset and a durable PCR-aluminium scarcity premium.

07

E-commerce right-sized packaging software

Cartonisation and box-on-demand adoption (Packsize, Sparck) compressing void-fill and corrugate demand while lifting software-vendor ARR.

08

Healthcare blister-pack premium

GLP-1, cell-and-gene and specialty-oral volumes driving specialty blister, pre-filled-syringe and auto-injector packaging economics well above the base-commodity cycle.

In the library

Commissioned studies.

All markets
Who uses this research

Role-tested in Packaging.

The four teams that most commonly commission packaging research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.

Corporate Development · Packaging

Converter, substrate, and printing-technology acquisition diligence with margin-structure context.

Private Equity

Packaging-rollup economics, end-market exposure validation, and divestiture modelling.

Commercial & Strategy

Pricing pass-through modelling, end-market exposure analysis, sustainability-mandate compliance cost.

Investment Banking

Divestiture support, peer-comparison tables, and ESG-exposure analysis for packaging M&A.

Commission research

A packagingmarket we haven’t yet covered?

Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.

Adjacent coverage

Related verticals.

All industries

Intel Watchlist · from $89/mo

Track packaging continuously: never miss a deal, exec move, or filing.

Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on packaging. Email + Slack delivery. Cancel any time.

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