Unsupported Plastics Film & Sheet

Companies in the unsupported plastics film & sheet industry (SIC 3081) produce polyethylene, polypropylene, PVC, PET films and specialty laminates for packaging, labels, agriculture covers, industrial liners, medical barrier materials, and solar backsheets. Customers include CPG brands, food processors, pharma and medical device makers, converters, printers, and construction distributors who value clarity, barrier performance, and cost efficiency. Key risks stem from resin price volatility tied to oil and gas, environmental and PFAS scrutiny, recycling mandates, extended producer responsibility laws, FDA and EU food-contact rules, and capital-intensive extrusion capacity that must run near full utilization. Current 2024-2025 trends center on downgauging and lightweighting, shift to mono-material recyclability, bio-based and PCR content, AI-driven quality monitoring, and nearshoring to reduce logistics risk while meeting retailer sustainability scorecards. E-commerce flexible packaging growth and medical sterilization demand support mid-single-digit volume growth despite margin pressure from energy costs. For deeper diligence, view live SEC filings on Earnings Feed.

Source: Earnings Feed research · last fetched 11/23/2025