External signals · impact on AVY
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BOARD · Persona view

Board of Directors

The intelligence layer for physical commerce

How to frame the conversation

Persona framing
Avery Dennison has the opportunity to become the intelligence layer connecting physical products, global supply chains, sustainability ecosystems and consumer engagement. AI is not the product — AI is the amplifier of RFID, connected packaging, digital identities, supply chain visibility, sustainability traceability and real-world commerce.
Valuation expansionCategory leadershipDifferentiated narrativeRecurring revenue

Strategic themes (1)

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Board Narrative

Reframe Avery as the intelligence layer for physical commerce.

Ask in the voice of Board of Directors

Single-turn
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?