RelianceAvery Dennison

Reliance vs Avery Dennison

Reliance and Avery Dennison: this page compares their business models, financial performance, and market context in a clear, neutral way to help readers understand their profiles. Educational content,...

Which Baskets Do They Appear In?

Domestic Auto Suppliers | Stellantis $10B Opportunity

Domestic Auto Suppliers | Stellantis $10B Opportunity

Automaker Stellantis is investing $10 billion to overhaul its U.S. manufacturing, signaling a major bet on American production. This move is expected to create a surge in demand for domestic auto parts suppliers and other industrial partners.

Published: October 6, 2025

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The Domestic Advantage: Tariff-Resistant Industrials

The Domestic Advantage: Tariff-Resistant Industrials

Ford has lowered its annual profit forecast due to the financial impact of U.S. tariffs, creating a potential advantage for companies with resilient domestic supply chains. This theme identifies businesses that are well-positioned to outperform in a protectionist trade environment.

Published: July 31, 2025

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U.S. Protectionism: American Advantage

U.S. Protectionism: American Advantage

This carefully selected group of stocks represents companies set to benefit from the new 35% tariff on Canadian imports. Our professional analysts have identified these U.S. businesses as being uniquely positioned to capture greater market share and increase their pricing power as foreign competition becomes more expensive.

Published: July 14, 2025

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Investment Analysis

Reliance

Pros

  • Achieved record shipment volumes and expanded gross profit margins in 2025, benefiting from robust demand in non-residential construction and industrial sectors.
  • Demonstrated disciplined cost control and operating leverage, with same-store SG&A expenses per ton declining despite higher shipment volumes.
  • Maintains a diversified customer base across resilient end markets like infrastructure, aerospace, and renewable energy, providing stability during commodity cycles.

Considerations

  • Faces elevated LIFO inventory accounting expenses due to rising metal costs, pressuring reported earnings despite underlying operational strength.
  • Working capital requirements are seasonally high, and further metal price increases could strain cash flow and liquidity in the near term.
  • Revenue and margins remain exposed to cyclical swings in steel and aluminum prices, which are influenced by global macroeconomic uncertainties.
Avery Dennison

Pros

  • Operates as a global leader in materials science and digital identification solutions, serving a broad range of industries with high-value, adhesive-based products.
  • Benefits from ongoing growth in e-commerce, sustainable packaging, and intelligent labels, which are supported by secular trends in retail and logistics.
  • Maintains a well-diversified geographic and end-market presence, reducing reliance on any single region or customer segment.

Considerations

  • Faces pricing and margin pressure from volatile raw material costs, particularly for plastics and specialty chemicals used in label and packaging materials.
  • Exposure to consumer and retail end markets means revenue can be sensitive to changes in discretionary spending and economic downturns.
  • Increasing competition in digital identification and sustainable packaging could challenge pricing power and market share over time.

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