As such there will be attempts by shippers to adjust to the new realities. These possible adjustments will include: Depending on the company, different adjustments can have different consequences. At one point, I was looking at Rock-Tenn Company ( RKT ) because it had an extremely large exposure to containerboard packaging (as well as containerboard itself). However, with Rock-Tenn's proposed merger with MeadWestvaco Corporation (MWV), the overall exposure of the resulting company will fall to 50% of revenues thus I continued looking for candidates for this impending thesis. What I found was Packaging Corporation of America ( NYSE: PKG ). Packaging Corporation of America has had outstanding earnings performance greatly helped both by packaging volumes and pricing ( Source : Company presentation ). Earnings performance Pricing Volumes This has translated into massive share price performance as well (