International Paper’s 2025‑27 Reset Could Open Re‑Entry Window

International Paper (IP) is undergoing a deep reset between 2025 and 2027, and analysts believe this phase may present a fresh investment entry point. The strategy centres on accelerating cost savings, optimising mill operations and simplifying the portfolio — particularly with the planned divestment of its Global Cellulose Fibers unit — to lift margins ahead of the turnaround. Despite a disappointing recent quarter — missing revenue estimates and taking a large impairment charge — management remains focused on restoring EBITDA growth and reducing complexity. Looking ahead, the expectation is that by the end of the reset period the company will be leaner and able to capitalise on improving packaging demand. For opportunistic investors, the current weakness may offer a lower‑cost entry ahead of potential upside. #InternationalPaper #PackagingIndustry #TurnaroundStrategy #InvestmentOpportunity #SlimScan #GrowthStocks #CANSLIM