BOARD · Copilot
Board of Directors Copilot
Board of Directors Copilot
BOARD voice
Make the case for a platform multiple in 5 bullets.
What does category leadership look like in 3 years?
Where are we most exposed in capital allocation?
Draft a one-paragraph narrative I can use with shareholders.
What is our single sharpest move this quarter?
What would a competitor do to neutralize this?
What is the 90-day plan?
Talking points
- RFID and connected packaging drove $350M in incremental revenue, positioning AVY as the category leader in intelligent labels for Walmart and adidas.
- Recurring digital services revenue grew 18% YoY, expanding margins and strengthening our valuation multiple versus traditional materials competitors.
- Intelligent labeling platforms enabled 12% faster inventory turns at Gap/Athleta, driving measurable customer ROI and deepening strategic partnerships.
- Our differentiated data layer unlocks new growth platforms in supply chain visibility, targeting $1B addressable market expansion by 2026.
- Digital-first solutions increased customer retention by 9%, reinforcing AVY’s leadership in the intelligence layer for physical commerce.