How are the tube and core increases related to the URB price change at Greif (GEF)?

The tube and core price increase is tied to URB because URB is the primary raw material. According to the company, the URB cost rise, plus higher converting, labor and transportation costs, prompted the minimum 7.5% increase on those products.

Greif Announces Price Increase for Uncoated Recycled Paperboard, Tube and Core and Protective Packaging Products

Q: Why did Greif (GEF) implement these price increases for URB and related products?

Greif cited rising production and logistics costs as the cause of the increases. According to the company, higher labor, utility, manufacturing and transportation costs drove the URB increase and influenced the tube/core and protective packaging price changes.

Rhea-AI Impact

(Neutral)

Rhea-AI Sentiment

(Neutral)

Rhea-AI Summary

Greif (NYSE: GEF) announced price increases for key packaging products effective April 2026. The company will raise prices by $60–$70 per short ton on all grades of uncoated recycled paperboard (URB) for orders and shipments on or after April 6, 2026. Greif also announced a minimum 7.5% increase on all tube and core and protective packaging products, effective with shipments on or after April 13, 2026. Management attributed the URB increase to rising labor, utility, manufacturing and transportation costs, and linked the tube/core and protective packaging increase to higher URB input costs plus converting and transportation costs.

Positive

URB price increase of $60–$70 per short ton
Tube and core and protective packaging increase minimum 7.5%
Clear effective dates: Apr 6 and Apr 13, 2026

Negative

Rising labor, utility and transportation costs
Tube and core products dependent on URB raw material

News Market Reaction – GEF

+0.42%

+0.42% Session close to close

In the Mar 11 session, GEF gained 0.42%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement detailed meaningful pricing actions across uncoated recycled paperboard and relate...

Analysis

This announcement detailed meaningful pricing actions across uncoated recycled paperboard and related tube, core and protective packaging products, with increases of $60–$70 per short ton and at least 7.5%. The changes, effective in early April 2026, were framed as responses to higher labor, utility, converting and transportation costs. In context of recent earnings and portfolio reshaping, investors may watch volume trends, customer pushback, and subsequent margin performance to gauge how effectively Greif converts these price moves into sustained profitability.

Key Figures

URB price increase: $60 per short ton URB price increase: $70 per short ton Tube/core price hike: 7.5 percent +2 more

5 metrics

URB price increase $60 per short ton Lower bound of URB increase effective April 6, 2026

URB price increase $70 per short ton Upper bound of URB increase effective April 6, 2026

Tube/core price hike 7.5 percent Minimum increase on tube, core and protective packaging

URB effective date April 6, 2026 URB price increase applies to new orders and shipments on/after this date

Packaging effective date April 13, 2026 Tube, core and protective packaging price increase effective for shipments

Historical Context

5 past events · Latest: Mar 05 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Mar 05	Workplace award	Positive	-2.1%	Recognition as Gallup Exceptional Workplace Award winner with strong employee engagement.
Feb 23	Dividend declaration	Positive	-1.6%	Quarterly cash dividends declared for Class A and Class B shareholders.
Jan 27	Earnings results	Positive	-0.9%	Q1 2026 earnings, $1.8B business sale, higher Adjusted EBITDA, guidance reaffirmed.
Jan 05	Earnings call timing	Neutral	+1.6%	Correction of Q1 2026 earnings release and conference call dates and logistics.
Jan 05	Earnings call timing	Neutral	+1.6%	Announcement of Q1 2026 earnings release date and investor conference call details.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent history shows several positive or supportive announcements followed by modest negative price reactions, indicating a tendency for the stock to trade counter to upbeat news.

Recent Company History

Over the past few months, Greif reported multiple corporate developments. On Jan 27, 2026, Q1 2026 results highlighted a $1.8 billion containerboard sale, higher $122.5M Adjusted EBITDA, cost optimization, share repurchases, and reaffirmed guidance, yet the stock slipped modestly. A Feb 23 dividend declaration and the Mar 5 Gallup workplace award both saw slightly negative follow‑through. Earlier, January conference‑call scheduling headlines drew small gains. Against this backdrop, today’s URB and packaging price increases extend a theme of operational and pricing actions amid mixed immediate price responses.

Key Terms

uncoated recycled paperboard, short ton

2 terms

uncoated recycled paperboard technical

"price increase between $60 and $70 per short ton for all grades of uncoated recycled paperboard (URB)"

A stiff, thick paper product made mostly from previously used paper fibers and left without a glossy or plastic covering; think of a plain cardboard box or cereal carton that isn’t laminated. It matters to investors because it signals lower material costs, easier recycling, and alignment with sustainability rules and consumer preferences, which can affect manufacturing expenses, regulatory risk, brand reputation, and demand for packaging suppliers.

short ton technical

"implementing a price increase between $60 and $70 per short ton for all grades"

A short ton is a unit of weight commonly used in the United States equal to 2,000 pounds (about 907 kilograms). Investors see it in commodity, shipping and inventory reports as the standard measure for volumes of coal, steel, grain and other traded goods; thinking of it like a heavyweight shopping cart helps—reports quoted in short tons tell you how much product is moving or sitting in stock, which affects supply, pricing and company revenue.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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03/10/2026 - 04:30 PM

DELAWARE, Ohio, March 10, 2026 (GLOBE NEWSWIRE) -- Greif (NYSE: GEF, GEF.B), a global leader in performance packaging products and services, announced today it is implementing a price increase between $60 and $70 per short ton for all grades of uncoated recycled paperboard (URB) products and a minimum 7.5 percent increase on all tube and core and protective packaging products.

The URB increase is effective with new orders and shipments on and after April 6, 2026. The tube and core and protective packaging product increase is effective with shipments on and after April 13, 2026.

The URB price increase is in response to increasing labor, utility and other manufacturing costs and transportation costs for our products. The tube and core and protective packaging products price increase is a consequence of the URB price increase, the primary raw material contained in those products, in addition to increasing labor, utility and other converting costs and transportation costs.

About Greif

Founded in 1877, Greif is a global leader in performance packaging located in 35+ countries. The company delivers trusted, innovative, and tailored solutions that support some of the world’s most demanding and fastest-growing industries. With a commitment to legendary customer service, operational excellence, and global sustainability, Greif packages life’s essentials – and creates lasting value for its colleagues, customers, and other stakeholders. Learn more about the company’s Customized Polymer, Sustainable Fiber, Durable Metal, and Innovative Closure Solutions at www.greif.com and follow Greif on Instagram and LinkedIn.

Media Contact:

Greif Media Relations
communications@greif.com
+1 (234) 221-6001

FAQ

What is the URB price increase announced by Greif (GEF) and when does it take effect?

Greif is increasing uncoated recycled paperboard (URB) prices by $60–$70 per short ton. According to the company, the URB increase applies to new orders and shipments on and after April 6, 2026, and is attributed to higher labor, utility, manufacturing and transportation costs.

How much will Greif (GEF) raise prices for tube and core and when is the effective date?

Greif will raise tube and core and protective packaging prices by a minimum of 7.5%. According to the company, the increase is effective with shipments on or after April 13, 2026, due to higher URB input costs and increased converting and transportation expenses.

Will the URB price increase apply to existing orders for Greif (GEF)?

The URB increase applies to new orders and shipments on or after April 6, 2026, not retroactively to prior orders. According to the company, the announced timing limits the increase to orders placed and shipped under the stated effective date.