Sector Story: Flavours & Fragrances Part V – IFF
IFF’s $7.1bn Frutarom acquisition and $26bn DuPont Nutrition & Biosciences merger failed to deliver expected synergies, contributing to…
NYSE
International Flavors & Fragrances INC
IFF
2 stories
$23B Market cap · 2026-10-29
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.
Investor Letters
Letters that discuss IFF.
- Heartland Advisors Heartland Mid Cap Value Fund 2Q26 Portfolio Manager Commentary 2Q26 IFF $23BMKTX $5.8BON $31B
- Davenport Asset Management The Davenport Funds Quarterly Update Q2 2026 ABT $178BACN $149BIFF $23B
- Davenport Asset Management The Davenport Funds Quarterly Update: Second Quarter Update 2025 Second Quarter 2025 AMAT $310BARE $7.1BASTS $16B
- Davenport Asset Management The Davenport Funds Quarterly Update Third Quarter Update 2025 A $51BACN $149BCOLD $3.9B
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