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Analyst
Lisa De Neve
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 1 company
IFFInternational Flavors & Fragrances7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
what is the outlook for the probiotics business? And what initiatives have you executed on or do you plan to execute on over the next couple of quarters?
Show response
Erik sees continued health growth outside the U.S. and ongoing U.S. challenges, but is encouraged by rising probiotics interest (citing P&G's intended Thorne acquisition), a strengthened team and R&D/commercial pipeline.
Calendar 2026 Q1
can you share some -- where you are in the process right now? And maybe when you intend or hope to update the market on any potential events?
Show response
Erik confirmed disciplined process going very well with several buyers in second-round due diligence and very positive feedback. Business performing well with double-digit EBITDA growth. Update expected by Q2 earnings call.
Calendar 2025 Q4
can you share about what you believe the GLP-1 uptake will mean for International Flavors & Fragrances Inc. solutions demand?
Show response
Erik leveraged Eli Lilly board seat perspective to frame GLP-1 as opportunity. IFF created cross-BU alliance developing products for GLP-1 consumers, including yogurt innovations combining biosciences and flavors, protein-enriched products. Sees reformulation from reduced calorie intake as net positive.
Calendar 2025 Q3
Can you please reiterate your free cash flow outlook for this year and the components of how we should expect the different free cash flow components to move into the fourth quarter
Show response
DeVeau guided FCF modestly below $500M target due to higher inventories (strategic stock-building) and elevated one-time portfolio costs, partially offset by lower CapEx. Net working capital improvement expected in Q4. Erik confirmed DEB plant JV with Kemira (AlphaBio) on track for 2027 startup.
Calendar 2025 Q2
can you outline what drove the strength in the second quarter for taste in particular? And also how you see the midterm growth prospects for this subsegment, especially in the light of potential re...
Show response
Erik cited 7 consecutive quarters of at-or-above market performance in Taste, with slowing in U.S./China/Southeast Asia but continued strength in LatAm and Europe. DeVeau clarified H&B health comp was mid-teens in Q3, +6% in Q4, so Q3 is the tougher comparison.
Calendar 2025 Q1
Can you please provide us with an update on 2025 input inflation levels, and where precisely you are potentially seeing any incremental raw material inflation
Show response
Input costs broadly flat with puts and takes: food ingredients slightly favorable, scent slightly higher. Full-year interest expense guided at around $225M, a step down from elevated levels.
Calendar 2024 Q4
Can you please give some details and granularity on how you expect free cash flow to play out for this year, especially concerning the net working capital movements and CapEx spend
Show response
DeVeau detailed $500M FCF inclusive of $350M pharma divestiture taxes, $850M adjusted FCF. Erik deferred midterm targets to later in the year.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| IFF International Flavors & Fragrances | 7 | 0%none of 7 questions |
- IFFInternational Flavors & Fragrances · 7 questions0%none of 7 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation4
- Demand2
- Capex Investment2
- Product Launch1
- M&A1
- Innovation & R&D1
- Revenue Growth1
- Regulation Policy1
- Cost Pressure1