BPJ WIRE2026-11-02SIGNALMembers only7 min read
BPJ NEWS | Morning Edition

Paper down 440,000 tonnes, board up 60,000 tonnes, TCS prices for outcomes, Xerox print profit more than doubles — and 9 more | BPJ News

As demand shifts toward packaging, profit is beginning to split not by volume, but by pricing, energy, maintenance and delivery terms.

Demand is shifting from paper to paperboard, while Xerox doubled profit in its print division even as revenue fell. Disaster-preparedness stockpiles, outcome-linked pricing, AI purchasing, electricity and logistics costs are all shaking printers’ order books and investment decisions.

Gathered with AI. Thought through on the shop floor. Written for the future of print.

BPJ WIRE: stories selected and drafted by the BPJ desk from world news, fact-checked against the source ledger — published alongside the editor's own picks.

Translated from Japanese by AI. The Japanese original is authoritative.

Paper down 440,000 tonnes, board up 60,000 tonnes, TCS prices for outcomes, Xerox print profit more than doubles — and 9 more | BPJ News

Japan’s paper and paperboard market saw graphic-paper volumes fall while packaging board rose at the same time. Corporate earnings are increasingly shaped by Xerox’s cost improvements, Tata Consultancy Services’ outcome-linked fees and ZOZO’s AI-driven recommendations. Alongside power and wages, air-freight charges and waste-paper collection terms are beginning to determine whether factories make money.…

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