
May 1 (Reuters) - Smurfit Westrock PLC SWR.L, SW.N analyst call:
SMURFIT WESTROCK CEO - WE DID SEE A LOT OF WEAKNESS IN MARCH AND FIRST TWO WEEKS OF APRIL, ORDER BOOKS IMPROVED IN LATER APRIL (WHEN ASKED ABOUT U.S. MARKET)
SMURFIT WESTROCK CEO - EUROPEAN MARKET CURRENTLY ON AN IMPROVING TREND
SMURFIT WESTROCK CEO - BECAUSE OF OUR VALUE STRATEGY, WE'LL PROBABLY LOSE SOME BOX VOLUMES WHILE CONTINUING TO IMPROVE OUR EARNINGS
SMURFIT WESTROCK CEO - WE'RE NOT BANKING ON THE KIND OF H2 RECOVERY OUR COMPETITORS HAVE FLAGGED, SEE SOME RECOVERY BUT NOT SIGNIFICANT
SMURFIT WESTROCK CEO - CONSUMER MARKET HAS GOTTEN CHOPPY
SMURFIT WESTROCK CEO - WE HAVE BEEN ADJUSTING OUR CANADA-U.S. SUPPLY CHAINS OVER THE LAST THREE MONTHS IN RESPONSE TO TARIFFS
SMURFIT WESTROCK CEO - WE ARE DEFINITELY SEEING A LOT OF NERVOUSNESS AMONG CUSTOMERS, NOT YET ANY MATERIAL ISSUE OTHER THAN THE UNCERTAINTY