Customer consolidation and pricing pressure
Large customers can use scale to negotiate lower prices and tighter terms.
- Scope
- Concentrated sales to major global beverage and food brands
- Materiality
- high
O-I Glass, Inc. /DE/
O-I Glass, Inc. makes glass containers for food, beverage, spirits, wine, and pharmaceutical packaging. The company operates a global manufacturing network centered in the Americas and Europe, supplying both multinational brands and local customers through direct sales and supply agreements.
17,3 %
−2,0 %
−1,6 %
1.25
0.77
| % | |
|---|---|
| Alcoholic beverage containers | 45% Glass containers for beer, flavored malt beverages, spirits, and wine. |
| Non-alcoholic beverage containers | 20% Glass packaging for soft drinks, teas, juices, and related beverages. |
| Food containers | 15% Glass jars and containers used for packaged food products. |
| Pharmaceutical containers | 5% Glass packaging used for pharmaceutical applications. |
| Other glass packaging and services | 15% Custom formats, design work, and innovation-related packaging solutions. |
O-I sells primarily to large global food and beverage manufacturers, including major beer, spirits, wine, soft drink,...
- Global food and beverage manufacturersprimary
Buy high-volume glass containers for branded beverages and packaged foods; they value supply reliability, scale, and design support.
- Alcoholic beverage brandsprimary
Buy bottles for beer, spirits, wine, and flavored malt beverages, often with branding and shape differentiation.
- Non-alcoholic beverage producerssecondary
Buy glass packaging for soft drinks, teas, and juices where product presentation and shelf appeal matter.
- Food producerssecondary
Buy jars and containers for packaged food applications that require durable, recyclable packaging.
- Pharmaceutical customersemerging
Buy glass containers for pharmaceutical uses where material quality and consistency are important.
O-I’s principal markets are the Americas and Europe, and its manufacturing footprint is built around serving customers...
- •Principal markets are the Americas and Europe
- •33 manufacturing plants in Europe support local customer supply
- •30 manufacturing plants in the Americas serve North and South America
- •Plants are located close to customers to reduce logistics distance
- •Local production matters because glass is a heavy, regional product
O-I’s strategy centers on serving large branded customers with local manufacturing, packaging innovation, and a broad...
01
Local manufacturing footprint near customersmedium-term
Glass is expensive to ship, so proximity supports service, inventory planning, and cost competitiveness.
02
Packaging innovation and branding capabilitymedium-term
Differentiated shapes, colors, and designs help customers build shelf presence and brand identity.
03
Productivity and network optimizationshort-term
Manufacturing efficiency is central in a capital-intensive, commodity-adjacent packaging business.
04
Lower-carbon glass technologylong-term
Sustainability is increasingly tied to customer demand and long-term competitiveness versus alternative substrates.
O-I is exposed to customer concentration, pricing pressure, and competition from aluminum, plastic, and other packaging...
Energy and raw material cost volatility
Glass production is energy-intensive and depends on stable fuel, power, and inputs.
- Scope
- Furnaces and plants in Europe and the Americas
- Materiality
- high
Operational disruptions and weather events
Plant outages, severe weather, and logistics interruptions can reduce output and raise costs.
- Scope
- Manufacturing network in multiple regions
- Materiality
- high
Competition from alternative packaging
Aluminum cans, plastic containers, and other formats can substitute for glass.
- Scope
- Beer, beverage, and food packaging markets
- Materiality
- high
Cybersecurity incidents
IT and operational systems are exposed to phishing, malware, and other attacks.
- Scope
- Enterprise systems and third-party providers
- Materiality
- medium
Legacy environmental liabilities
Historical sites can generate remediation obligations and legal settlements.
- Scope
- Cuyahoga River site and other legacy matters
- Materiality
- medium
Goodwill impairment
Reported earnings and net worth
Pension accounting
Operating expense and OCI
Long-lived asset impairment
Asset carrying values and earnings
Environmental and legal provisions
Other expense and liabilities
Seasonality
Quarterly revenue and margins
: 29.4.2026