Q2 2026 earnings call sets the near term focus for Avery Dennison

Avery Dennison (AVY) has scheduled its second quarter 2026 earnings release for the morning of July 30, with a conference call later that day, putting upcoming results in focus for investors.

This event gives you a defined moment to reassess Avery Dennison’s US$166.97 share price, recent returns, and business mix across its materials and digital identification solutions segments using the latest financial data.

Avery Dennison’s share price has climbed recently, with a 1-month share price return of 8.95%. However, momentum has softened compared with the year to date, where the share price is down 8.48% and the 1-year total shareholder return is down 6.82%.

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With Avery Dennison trading at US$166.97 and an indicated discount to both analyst price targets and intrinsic estimates, the key question is whether this reflects a genuine value gap or a stock that is already pricing in future growth.

Most Popular Narrative: 16.6% Undervalued

Avery Dennison’s most followed narrative pegs fair value at $200.30 per share compared with the current $166.97, framing the upcoming Q2 2026 update as a key check-in on that gap.

The accelerating global adoption of smart labels, RFID, and traceable technologies, seen in robust growth in food and logistics (mid-teens growth) and ongoing program rollouts (e.g., Kroger and new pilots), positions Avery Dennison for sustained revenue expansion as more end-markets digitize their supply chains and inventory management.

Want to see what sits behind that valuation gap for Avery Dennison? The narrative leans heavily on modest top line expansion, firmer margins, and a richer earnings multiple. Curious which assumptions really carry the fair value story?

Result: Fair Value of $200.30 (UNDERVALUED)

However, the Avery Dennison narrative still hinges on apparel and retail demand staying resilient, and on trade tensions not eroding margins through higher costs or disrupted orders.

Next Steps

Balancing cautious and optimistic signals around Avery Dennison, do not wait for consensus to form. Review the data yourself and weigh the 3 key rewards and 1 important warning sign.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.