Packaging. Boxes, shippers, pallets, parts transports for use within automotive and other factories, etc. Very little direct to consumer or display stuff.
Analysts use packaging companies as a canary for manufacturing in general.
Interesting! I am familiar with this space as we developed a software tool [0] to optimize packaging based on 3D packing technology we developed. If it is relevant to you, happy to chat!
We currently use ArtiosCAD and TOPS pro for load and pallet optimization. I'll check out your software and forward over to the people-that-sign-the-checks.
Analysts use packaging companies as a canary for manufacturing in general.