Analyst
Jefferies
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Phil Ung is recorded as Analyst at Jefferies. Phil Ung has spoken on 4 earnings calls across 2 companies, most recently for Packaging Corp Of America on October 22, 2026. Those appearances were for Packaging Corp Of America (PKG) and Mohawk Industries Inc (MHK). The companies whose calls Phil Ung spoke on are classified in the Consumer Cyclical sector.
“I think if I heard you correctly, you guys are doing a little more extensive work in the fourth quarter with it to Ritter and I think Maslon as well. My question is, you know, does that, you know, unlock potentially more capacity, more debodled necking?”
“Just given how tight the market is, good morning. And, Tom, I appreciate your brevity. Tight was the operative word here, but just given how tight the market is, can you just give us an update in terms of some of the capacity unlock you guys were planning from accounts, Jackson, I think some of the price assets?”
“I think it's more of a recent practice, but any color and how much you buy ahead in Europe on the gas side of things, and were you able to lock in some of that price before the war?”
“And, you know, there's a big factor coming in also that you know we haven't even talked about and that is the tax refunds that are coming to uh to the consumers and uh and that'll show up in the economy as well so i think i think that's another positive force that uh that's going to help us in the second half that's…”
Jefferies
Analyst
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Packaging & Containers · Consumer Cyclical
Furnishings, Fixtures & Appliances · Consumer Cyclical
