Sector Story: Flavours & Fragrances Part I - An Introduction
Flavour and fragrance suppliers control 67% of a $40 billion market, earning recurring, protected margins through deep FMCG R&D ties.
OTC
DSM-Firmenich AG
DSFIY
1 story
$30B Market cap · 2026-10-28
Investor Letters
Letters that discuss DSFIY.
- Artisan Partners Artisan International Value Fund Quarterly Commentary third quarter 2026 ABBNY $155BAMRZ $22BDANOY $46B
- Artisan Partners Artisan International Value Fund Quarterly Commentary the quarter 2026 ABBNY $155BBRRLY $8BDSFIY $30B
- Upslope Capital Management 2025-Q1 Update Q1 2025 CME $105BCMGMF $1.6BCRL $18B
- Artisan Partners Artisan International Value Fund Quarterly Commentary Q4 2025 ABBNY $155BACGL $36BBNTGF $10B
- Upslope Capital Management 2025-Q2 Update 2025-Q2 SMGKF $9.9BEVR $11BFCN $5.1B
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