Is Avery Dennison profitable in 2026?

Yes. Avery Dennison reported FY2025 net income of $688 million on net sales of $8.86 billion, and Q1 2026 net sales rose 7.0% YoY to $2.30 billion with adjusted EPS of $2.47, beating consensus estimates as of April 27, 2026.

Who is Avery Dennison's biggest competitor?

Avery Dennison competes with 3M, CCL Industries, UPM Raflatac, Multi-Color Corporation, SATO Holdings, Brady Corporation, and Zebra Technologies in labeling and RFID. Notably, CCL Industries bought AD's European label business for $500 million in 2024 while remaining a direct rival, per a 2026-05-11 Wikipedia summary.

Could AI replace Avery Dennison's business?

Unlikely in its core. Avery Dennison's business is physical materials manufacturing, RFID inlay production, and certified plants, not AI-native software. Its atma.io digital-ID and Vestcom pricing data layers carry some automation exposure, but no generative-AI product launch tied to the company was found as of July 2026.

Is Avery Dennison doing layoffs in 2026?

Avery Dennison ran a 2025 restructuring generating over $60 million in pre-tax savings, with more than $55 million in additional savings targeted for 2026, per its Q4/FY2025 results release. Revelio Labs estimates headcount at about 32,833 in December 2025, roughly flat since 2023.

Is Avery Dennison a safe company to join in 2026?

It appears structurally stable: a Fortune 500 incumbent with $8.86 billion in FY2025 net sales, a 6% dividend raise to $1.00/share announced around May 2026, and ongoing acquisitions like the $390 million Taylor Adhesives deal completed October 20, 2025. Pending wage litigation filed June 23, 2026 is a watch item.

What is Avery Dennison's stock price and market cap in mid-2026?

As of July 20, 2026, Avery Dennison (NYSE: AVY) traded around $158 to $160 per share with a market cap near $12.0 to $12.3 billion, per gurufocus.com, down from a 52-week high of $199.54 to a low of $152.42.

Manufacturing companies · United States

Avery Dennison

averydennison.com ↗

Maker of labels, adhesives, and RFID tags used across retail and packaging worldwide.

Hard to displace

Assessed 20 July 2026 · Evidence as of 20 July 2026

Strong structural protection; the business model survives ai pressure.

On the recordSince 20 July 2026 · Checkable from late July 2026 · Every call on the record Checkpoint: Q2 2026 earnings release

The call

The label and adhesive business keeps running steadily, but its growth engine in Intelligent Labels is losing margin while rivals close the technology gap.

Avery Dennison makes sticky labels, RFID tags, and packaging materials for stores and businesses worldwide. The company is hard to copy because it owns special adhesive recipes, owns its own factories, and has direct relationships with huge retailers like Walmart and Kroger, plus government certifications that took years to earn. But the real problem right now is that its newest business selling smart labels and high-tech solutions is not making as much profit as it should, which could slow down whether the whole company keeps growing.

Why

AI pressure: None apparent. AI does not print labels or run adhesive plants; software can help design tags but not replace the physical product. Could AI do the core job? Unlikely.

Bigger players: CCL Industries and 3M. Rivals are racing on RFID inlays and recyclable adhesives, and any one shipping a clearly better version could pull share at Walmart or Kroger. Could a giant copy it? Probably.

What protects it. Patented adhesive chemistry, APR recyclability certification, and direct integration into retailer supply chains that are costly to swap out.

What would change this call

Avery Dennison reports two consecutive quarters of adjusted EBITDA margin below 15%. Would confirm sustained margin collapse in core or growth segments.
CCL Industries or 3M announces a Walmart or Kroger RFID inlay contract win. Would show a named rival displacing Avery Dennison in Intelligent Labels.
Q2 2026 earnings (late July 2026) show Taylor Adhesives integration costs or delays. Would indicate the acquisition is straining rather than strengthening the business.

Key numbers

FY2025 net sales $8.86B, up 1.1% (2025-12-31)
Stock fell from $199.54 to $152.42 52-week low (2026-07-20)
Q1 2026 adjusted EPS $2.47 on $2.30B revenue (2026-03-31)

Named risks

Solutions Group / Intelligent Labels segment margin softness with no clear turnaround plan. Severity: medium
Tariff and petrochemical-linked raw-material inflation pressuring Q2 2026 margins. Severity: medium
Pending patent infringement suit (NetMomentum) and wage/hour class-action litigation. Severity: medium
Taylor Adhesives integration underperformance could affect guidance. Severity: low
Stock trading near 52-week low ($152.42) amid mixed analyst price targets. Severity: low

Rivals, as read in July 2026

Rival	Direction	Evidence
CCL Industries	contesting	Bought AD's European label business for $500M in 2024, now a direct competitor
3M	contesting	Cited as top peer in fragmented industrial-label market, combined top-5 share ~20.8% as of Feb 2026
Zebra Technologies	contesting	Competes in RFID/track-and-trace segment against AD IdentiFresh, launched Feb 2026
HID Global	contesting	Named peer in secure/RFID identification market, GM Insights report Feb 2026

Questions people ask

Is Avery Dennison profitable in 2026?: Yes. Avery Dennison reported FY2025 net income of $688 million on net sales of $8.86 billion, and Q1 2026 net sales rose 7.0% YoY to $2.30 billion with adjusted EPS of $2.47, beating consensus estimates as of April 27, 2026.
Who is Avery Dennison's biggest competitor?: Avery Dennison competes with 3M, CCL Industries, UPM Raflatac, Multi-Color Corporation, SATO Holdings, Brady Corporation, and Zebra Technologies in labeling and RFID. Notably, CCL Industries bought AD's European label business for $500 million in 2024 while remaining a direct rival, per a 2026-05-11 Wikipedia summary.
Could AI replace Avery Dennison's business?: Unlikely in its core. Avery Dennison's business is physical materials manufacturing, RFID inlay production, and certified plants, not AI-native software. Its atma.io digital-ID and Vestcom pricing data layers carry some automation exposure, but no generative-AI product launch tied to the company was found as of July 2026.
Is Avery Dennison doing layoffs in 2026?: Avery Dennison ran a 2025 restructuring generating over $60 million in pre-tax savings, with more than $55 million in additional savings targeted for 2026, per its Q4/FY2025 results release. Revelio Labs estimates headcount at about 32,833 in December 2025, roughly flat since 2023.
Is Avery Dennison a safe company to join in 2026?: It appears structurally stable: a Fortune 500 incumbent with $8.86 billion in FY2025 net sales, a 6% dividend raise to $1.00/share announced around May 2026, and ongoing acquisitions like the $390 million Taylor Adhesives deal completed October 20, 2025. Pending wage litigation filed June 23, 2026 is a watch item.
What is Avery Dennison's stock price and market cap in mid-2026?: As of July 20, 2026, Avery Dennison (NYSE: AVY) traded around $158 to $160 per share with a market cap near $12.0 to $12.3 billion, per gurufocus.com, down from a 52-week high of $199.54 to a low of $152.42.

Timeline

2026-06-23Wage/hour class-action lawsuit announced by Coffman Employment Lawyers over unpaid overtime
2026-05-18Matthias Liebert named GM of Taylor Adhesives subsidiary
2026-05-14Avery Dennison files motion to dismiss NetMomentum patent suit
2026-04-27Q1 2026 results: net sales $2.30B (+7.0% YoY), adjusted EPS $2.47
2026-02-25Launched AD IdentiFresh RFID inlay series referencing Walmart and Kroger collaborations
2026-02-04Q4/FY2025 results: FY2025 adjusted EPS $9.53, Q4 adjusted EBITDA margin 17.8%
2025-12-08NetMomentum LLC files patent infringement suit against Avery Dennison in Delaware
2025-10-20Completed $390M acquisition of Meridian's flooring-adhesives business (Taylor Adhesives)
2025-06-25Launched first APR-recognized RFID label using CleanFlake adhesive technology
2023-09-01Deon Stander becomes President and CEO, succeeding Mitch Butier

Revision history

20 July 2026

First assessed. Hard to displace. The text above is fixed as of this date and is not edited afterwards.

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