CEO Morning Briefing: Strategic Priorities & Decisions — Avery Dennison

['Today’s agenda centers on accelerating our transition from a materials leader to a platform company, with a focus on digital recurring revenue, category leadership, and valuation expansion. Our execution on connected product intelligence and sustainability compliance is being closely watched by both customers and investors.', 'We must closely monitor progress on our Intelligence Layer for Physical Commerce, as this initiative underpins our re-rating ambition from a packaging multiple to a platform multiple within 3–5 years. Early traction with Walmart and adidas validates the model, but we need to drive broader adoption and quantify incremental revenue impact.', 'Key decisions are pending on the go-to-market model for our Connected Product Intelligence Platform, capital allocation for predictive inventory and ESG engines, and the integration roadmap for our Unified Product Graph. Each decision directly impacts our ability to deliver differentiated value, secure recurring revenue streams, and defend our leadership position.']