O-I Glass announces restructuring in France

Published 08/04/2025, 16:50
O-I Glass announces restructuring in France

PERRYSBURG, Ohio - O-I Glass, Inc. (NYSE: OI), a global leader in glass bottle and jar production currently trading near its 52-week low at $10.32, has launched a strategic program named "Fit to Win" to address challenges in the French glass market, including a downturn in the wine industry, overcapacity, and competition. The company, which InvestingPro analysis shows operates with a significant debt burden of $5.2 billion, revealed plans for operational adjustments at its French facilities and a multi-million Euro investment to enhance competitiveness and market position.

The restructuring initiative involves starting an information and consultation process with European and French employee representatives. This process will explore the potential cessation of production at one furnace in the Vayres plant, the possible closure of the Vergèze plant, and resizing of administrative functions at the French headquarters. Additionally, it includes examining adjustments at the Gironcourt, Puy-Guillaume, and Reims plants.

These proposed actions could potentially affect around 320 positions, taking into account vacancies, new roles created, and positions eliminated. O-I Glass has committed to managing any changes transparently and responsibly, with a focus on the well-being of potentially impacted employees and in consultation with representative bodies and authorities.

The investment in French operations aligns with O-I's previously announced 2025 capital plan and is expected to support the development of glass usage and reinforce O-I's status as a significant employer and industry player in France.

O-I Glass, with headquarters in Perrysburg, Ohio, champions glass as a sustainable packaging choice and employs approximately 21,000 people across 69 plants in 19 countries. The company generated revenues of $6.5 billion in 2024, maintaining a current ratio of 1.15 and an EBITDA of $969 million. According to InvestingPro analysis, which offers comprehensive research reports on over 1,400 US stocks, the company appears undervalued based on its Fair Value calculations. Subscribers can access 8 additional exclusive ProTips and detailed financial metrics for deeper insights.

The Fit to Win initiative is part of O-I's ongoing efforts to optimize its business model and maintain its leadership in the industry. While the company has faced challenges with a -33.66% one-year return, analysts tracked by InvestingPro expect positive earnings of $1.32 per share in 2025, with price targets ranging from $11 to $22. The company's future financial performance may differ from current expectations due to various factors, including market conditions, supply chain disruptions, and changes in consumer preferences.

This announcement is based on a press release statement from O-I Glass, Inc. and contains forward-looking statements, which involve risks and uncertainties. The company does not assume any obligation to update or supplement any particular forward-looking statements contained in this document.

In other recent news, O-I Glass, Inc. has announced the closure of a manufacturing plant in its European segment, resulting in restructuring charges estimated at approximately $50 million in the first quarter of 2025. This move is part of the company's "Fit to Win" program, aimed at optimizing its operational network. Additionally, O-I Glass has approved further restructuring measures, incurring an additional $20 million in charges, primarily aimed at reducing expenses in the Americas segment. UBS analyst Joshua Spector has reaffirmed a Buy rating for O-I Glass, with a $17 price target, highlighting the company's focus on cost savings and internal controls to improve financial performance. During its Investor Day, O-I Glass outlined strategic initiatives, including a roadmap targeting $650 million in savings by 2027 and reaffirmed its financial guidance for 2025 and 2027. However, S&P Global revised O-I Glass's outlook to stable due to weak alcoholic beverage volumes affecting earnings and cash flows in 2024. The company expects improvements in 2025 through permanent capacity reductions and lower capital expenditures. Meanwhile, RBC Capital Markets expressed concerns about potential negative impacts from proposed Trump 2.0 tariffs on the packaging sector, which could affect O-I Glass due to its supply of glass bottles for Mexican beer.

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