북미의 카톤 보드 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the north america cartonboard market size is projected to expand from USD 12.78 billion in 2025 and USD 13.61 billion in 2026 to USD 18.53 billion by 2031, registering a CAGR of 6.37% between 2026 to 2031.

This report is Segmented by Product Grade (Solid Bleached Board, Solid Unbleached Board, Folding Boxboard, White-Lined Chipboard, Liquid Packaging Board, and Food Service Board), Packaging Format (Folding Cartons, Liquid Packaging, Sleeve and Tray, and More), End-User Industry (Food, Beverage, and More), and Geography (United States, and More). The Market Forecasts are Provided in Terms of Value (USD).

North America Cartonboard Market Trends and Insights

Sustainable Substitution From Plastic Packaging

Sustainable substitution has become one of the clearest long-run supports for the North America cartonboard market because packaging changes are now being shaped by compliance as much as by brand preference. State and provincial packaging rules have pushed brand owners to reassess both primary and secondary formats, thereby widening the role of cartonboard in foodservice, consumer goods, and retail display applications. The shift is not limited to replacing one package with another, because many conversions require specific grades, such as SBS and coated unbleached kraft, which increase both carton counts and basis-weight requirements per unit. The FDA's confirmation in January 2025 that all 35 food contact notifications for PFAS-containing grease-proofing agents in paper and paperboard food packaging were no longer effective accelerated new specification work across the United States. That change also strengthened demand for PFAS-free barrier board in food-contact applications, where buyers now need validated alternatives rather than transitional materials. The North America cartonboard market also benefits when plastic-to-paper conversions in cup stock require heavier board to preserve strength after the polymer layer is removed, thereby raising tonnage demand beyond simple unit substitution.

Growth In Packaged Food And Beverage Demand

The North America cartonboard market continues to draw stable support from packaged food and beverage demand because cartonboard remains deeply embedded in grocery, frozen, chilled, and foodservice packaging systems. Food accounted for 36.19% of revenue in 2025, underscoring the material's widespread use across branded shelf-ready formats where visual presentation and transport performance matter simultaneously. The National Restaurant Association stated that enduring demand would continue to shape restaurant activity in 2026, which supports ongoing packaging trials and replenishment needs across branded foodservice chains. Clearwater Paper said in its first-quarter 2026 commentary that folding carton demand remained solid and that foodservice cup and plate grades showed strength, which points to sustained pull for food-contact paperboard applications. That demand is important for the North America cartonboard market because carry-out containers, cup stock, and laminated trays are tied to high-frequency consumption patterns that are difficult for alternatives to displace quickly. It also gives board producers a steadier path to multi-year supply agreements, since food and beverage pack formats often remain fixed for long production runs once brand owners complete their line qualification work.

Volatile Fiber, Energy, And Chemical Input Costs

Input-cost volatility remains the main earnings constraint across the North America cartonboard market because raw material and utility movements do not reset in line with contract pricing cycles. Smurfit Westrock reported a weather-related EBITDA impact of USD 65 million in the first quarter of 2026, largely in North America, while also pursuing a second wave of price increases to offset rising cost pressure. Graphic Packaging reported adjusted EBITDA of USD 232 million in the first quarter of 2026, down from USD 365 million a year earlier, and said input and other cost inflation accounted for USD 37 million of that decline. Cascades also pointed to continued upward pressure on input costs in its first-quarter 2026 results, indicating that recycled fiber networks are exposed to the same broad cost pressures even when mill structures differ. These pressures matter in the North America cartonboard market because they widen the advantage of vertically integrated producers with captive pulp and internal conversion assets. They also accelerate consolidation because smaller mills and independent operators have less room to absorb lagged pricing or sudden cost spikes in energy, recovered fiber, and specialty coatings.

Other drivers and restraints analyzed in the detailed report include:

1. E-Commerce And Club Retail Secondary Packaging Demand
2. PFAS-Free And PE-Free Barrier Board Innovation
3. Competition From Flexible Packaging And Alternative Formats

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Liquid Packaging Board held 28.44% of the North America cartonboard market share in 2025, making it the largest product grade in the regional mix. Its position rests on highly consolidated aseptic and gable-top supply chains that support dairy, plant-based beverage, juice, and broth packaging, where filling-line integration tends to lock in long procurement cycles. In the North America cartonboard market, this gives LPB a stable demand base that is less exposed to sudden format changes than many discretionary consumer packaging uses. Folding Boxboard still serves premium consumer goods where caliper consistency, high whiteness, and strong print results remain central to brand presentation. Solid Unbleached Board and White-Lined Chipboard continue to serve cost-sensitive beverage multipacks and general retail packaging, although sustainability requirements have heightened scrutiny of grade selection and fiber credentials.

The North America cartonboard industry also shows a clear split between legacy scale grades and newer growth grades tied to food-contact conversion. The Food Service Board is projected to expand at a 7.14% CAGR through 2031, driven by plastic bans, demand for compostable formats, and the steady rise in off-premise consumption. Clearwater Paper said in its first-quarter 2026 commentary that extruded products, including cup and polycoated folding carton grades, were sold out, signaling tight supply in food-contact applications linked to reformulation and conversion activity. That condition matters because the move toward PFAS-free and PE-free solutions does not just change chemistry; it often changes caliper, conversion rates, and the value captured per ton. The North America cartonboard industry is therefore seeing product architecture shift toward grades that deliver barrier performance, regulatory compliance, and stronger yield economics in a single offer. The launch of lightweight mid-market SBS alternatives also points to a more selective buying pattern, in which converters are comparing usable output and print performance rather than relying solely on headline board prices.

Complete Report Scope:

• By Product Grade
  • Solid Bleached Board
  • Solid Unbleached Board
  • Folding Boxboard
  • White-Lined Chipboard
  • Liquid Packaging Board
  • Food Service Board
• By Packaging Format
  • Folding Cartons
  • Liquid Packaging
  • Sleeve and Tray
  • Other Packaging Formats (Cups, Foodservice Containers)
• By End-User Industry
  • Food
  • Beverage
  • Pharmaceutical and Healthcare
  • Tobacco
  • Cosmetics and Toiletries
  • Other End-User Industries (Toy, Apparel, Automotive, Household, Electrical, Foodservice)
• By Country
  • United States
  • Canada
  • Mexico

List of Companies Covered in this Report:

1. Graphic Packaging Holding Company
2. Smurfit Westrock plc
3. International Paper Company
4. Georgia-Pacific LLC
5. Packaging Corporation of America
6. Clearwater Paper Corporation
7. Sonoco Products Company
8. Cascades Inc.
9. Metsa Board Corporation
10. Mayr-Melnhof Karton Aktiengesellschaft
11. Billerud Aktiebolag (publ)
12. Stora Enso Oyj
13. Tetra Pak International S.A.
14. SIG Group AG
15. Huhtamaki Oyj
16. CCL Industries Inc.
17. Diamond Packaging
18. American Carton Company
19. Keystone Folding Box Co.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Sustainable Substitution from Plastic Packaging
  • 4.2.2 Growth in Packaged Food and Beverage Demand
  • 4.2.3 Premium Print and Shelf Appeal Demand in Beauty and Personal Care
  • 4.2.4 E-commerce and Club Retail Secondary Packaging Demand
  • 4.2.5 PFAS-Free and PE-Free Barrier Board Innovation
  • 4.2.6 Pharmaceutical Serialization and Biologics Carton Complexity
• 4.3 Market Restraints
  • 4.3.1 Volatile Fiber, Energy, and Chemical Input Costs
  • 4.3.2 Competition from Flexible Packaging and Alternative Formats
  • 4.3.3 State-Level PFAS Compliance Retrofits and Qualification Cycles
  • 4.3.4 Canadian Cartonboard Capacity Tightness and Import Dependence
• 4.4 Industry Value Chain Analysis
• 4.5 Impact of Macroeconomic Factors on the Market
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Suppliers
  • 4.8.3 Bargaining Power of Buyers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Product Grade
  • 5.1.1 Solid Bleached Board
  • 5.1.2 Solid Unbleached Board
  • 5.1.3 Folding Boxboard
  • 5.1.4 White-Lined Chipboard
  • 5.1.5 Liquid Packaging Board
  • 5.1.6 Food Service Board
• 5.2 By Packaging Format
  • 5.2.1 Folding Cartons
  • 5.2.2 Liquid Packaging
  • 5.2.3 Sleeve and Tray
  • 5.2.4 Other Packaging Formats (Cups, Foodservice Containers)
• 5.3 By End-User Industry
  • 5.3.1 Food
  • 5.3.2 Beverage
  • 5.3.3 Pharmaceutical and Healthcare
  • 5.3.4 Tobacco
  • 5.3.5 Cosmetics and Toiletries
  • 5.3.6 Other End-User Industries (Toy, Apparel, Automotive, Household, Electrical, Foodservice)
• 5.4 By Country
  • 5.4.1 United States
  • 5.4.2 Canada
  • 5.4.3 Mexico

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Graphic Packaging Holding Company
  • 6.4.2 Smurfit Westrock plc
  • 6.4.3 International Paper Company
  • 6.4.4 Georgia-Pacific LLC
  • 6.4.5 Packaging Corporation of America
  • 6.4.6 Clearwater Paper Corporation
  • 6.4.7 Sonoco Products Company
  • 6.4.8 Cascades Inc.
  • 6.4.9 Metsa Board Corporation
  • 6.4.10 Mayr-Melnhof Karton Aktiengesellschaft
  • 6.4.11 Billerud Aktiebolag (publ)
  • 6.4.12 Stora Enso Oyj
  • 6.4.13 Tetra Pak International S.A.
  • 6.4.14 SIG Group AG
  • 6.4.15 Huhtamaki Oyj
  • 6.4.16 CCL Industries Inc.
  • 6.4.17 Diamond Packaging
  • 6.4.18 American Carton Company
  • 6.4.19 Keystone Folding Box Co.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment