Geopolitics Alpha

Graphic Packaging reworks customer contracts to recover inflation costs

Published . Updated .

Key takeaways

  • Exposed: TIP, XLP, WMT, COST, PG
  • Market reaction: XLP −1.7% on the day (still updating); TIP −0.3% on the day (still updating); WMT −2.1% on the day (still updating)

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GEOPOLITICS ALPHAGraphic Packaging reworks customercontracts to recover inflationcostsGEOPOLITICS ALPHA

This report is about inflation and prices.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TIP iShares TIPS Bond ETF-0.5% 30d

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XLP Consumer Staples Select Sector SPDR-3.2% 15d

    Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • WMT Walmart+16.0% 30d

    Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • COST Costco Wholesale+15.7% 30d

    Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • PG The Procter & Gamble+11.6% 30d

    The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • KO The Coca-Cola+8.2% 30d

    The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TIP-0.07%+0.06%base-0.30%after closeafter closeafter close
XLP-4.05%-2.97%base-1.70%after closeafter closeafter close
WMT-6.59%-5.06%base-2.13%after closeafter closeafter close
COST-4.67%-4.31%base-1.74%after closeafter closeafter close
PG-2.69%-1.86%base-1.19%after closeafter closeafter close
KO-4.88%-3.15%base-1.05%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Graphic Packaging reworks customer contracts to recover inflation costs Packaging Dive

Source: Packaging Dive

How far Ishares Tr (TIP) has moved since 3 Nov 2026

CompanyWhenMoveStatus
Costco Wholesale (COST)that day-1.74%still updating
Costco Wholesale (COST)three days earlier-4.31%final price
Costco Wholesale (COST)five days earlier-4.67%final price
Coca Cola (KO)that day-1.05%still updating
Coca Cola (KO)three days earlier-3.15%final price
Coca Cola (KO)five days earlier-4.88%final price
Procter & Gamble (PG)that day-1.19%still updating
Procter & Gamble (PG)three days earlier-1.86%final price
Procter & Gamble (PG)five days earlier-2.69%final price
Ishares Tr (TIP)that day-0.30%still updating
Ishares Tr (TIP)three days earlier+0.06%final price
Ishares Tr (TIP)five days earlier-0.07%final price
Walmart (WMT)that day-2.13%still updating
Walmart (WMT)three days earlier-5.06%final price
Walmart (WMT)five days earlier-6.59%final price
Select Sector Spdr Tr (XLP)that day-1.70%still updating
Select Sector Spdr Tr (XLP)three days earlier-2.97%final price
Select Sector Spdr Tr (XLP)five days earlier-4.05%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares Tr (TIP)

Companies tied to this story

  • TIP Ishares Tr

    In “Graphic Packaging reworks customer contracts to recover inflation costs,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • XLP Select Sector Spdr Tr

    Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Graphic Packaging reworks customer contracts to recover inflation costs.” Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • WMT Walmart

    In “Graphic Packaging reworks customer contracts to recover inflation costs,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • COST Costco Wholesale

    For “Graphic Packaging reworks customer contracts to recover inflation costs,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • PG Procter & Gamble

    For “Graphic Packaging reworks customer contracts to recover inflation costs,” Procter & Gamble (PG) is linked, with no stored direction, medium confidence. Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

  • KO Coca Cola

    In “Graphic Packaging reworks customer contracts to recover inflation costs,” Coca Cola (KO) is linked, with no stored direction, medium confidence. Reason on file: The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story

Ishares Tr (TIP)

The 3 Nov 2026 story “Graphic Packaging reworks customer contracts to recover inflation costs” names Ishares Tr (TIP) because of this story.

What ties Ishares Tr (TIP) to the headline is this: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

A second company, Select Sector Spdr Tr (XLP), is listed for a different reason: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

Price levels for Ishares Tr (TIP)

TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27. WMT traded between 104.49 and 127.91 across 20 sessions. The latest close on file is 127.71. XLP traded between 80.10 and 83.07 across 11 sessions. The latest close on file is 81.02.

What the saved facts support for Ishares Tr (TIP)

54 out of 100Price not final

“Graphic Packaging reworks customer contracts to recover inflation costs” scores 54 out of 100. The score uses 2 sources, and 6 linked companies. The price is not final yet.