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    Emily Fusco • Deutsche Bank

    Emily Fusco's questions to Corteva Inc (CTVA) leadership

    Emily Fusco's questions to Corteva Inc (CTVA) leadership • Q1 2025

    Question

    Emily Fusco, on for Dave Begleiter, asked how Corteva is positioned for a potential shift in Chinese soybean imports from the U.S. to Brazil and about the profitability difference between U.S. and Brazilian soybean sales.

    Answer

    CEO Chuck Magro stated that U.S. soybean production is essential for global supply as Brazil and Argentina cannot meet total demand alone. Judd O'Connor, EVP, Seed business unit, addressed profitability by noting that current economics favor corn in both regions. He added that for Corteva, a one-million-acre shift from soybeans to corn typically adds $10-15 million in EBITDA, and current order books support this shift.

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    Emily Fusco's questions to Huntsman Corp (HUN) leadership

    Emily Fusco's questions to Huntsman Corp (HUN) leadership • Q1 2025

    Question

    On behalf of Dave Begleiter, Emily Fusco asked for an early preview of where the recently doubled cost savings target of $100 million would be sourced from.

    Answer

    CEO Peter Huntsman stated that while the company is confident in achieving the new $100 million target, he preferred not to announce specific details until they are finalized. He did, however, hint that the actions would involve calibrating the cost structure to market realities, particularly in Europe, and promised more color on the initiatives as the quarter progresses.

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    Emily Fusco's questions to Sherwin-Williams Co (SHW) leadership

    Emily Fusco's questions to Sherwin-Williams Co (SHW) leadership • Q1 2025

    Question

    Speaking on behalf of David Begleiter, Emily Fusco asked if the weakness in the North American DIY market was worsening and what the outlook was for the remainder of the year.

    Answer

    Executive Heidi Petz responded that the DIY segment is not getting worse but remains 'under pressure and bumping around a bit.' She affirmed its importance to the long-term strategy. Executive James Jaye added that an uptick in existing home sales would be a key catalyst for improving DIY demand.

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    Emily Fusco's questions to International Flavors & Fragrances Inc (IFF) leadership

    Emily Fusco's questions to International Flavors & Fragrances Inc (IFF) leadership • Q4 2024

    Question

    Emily Fusco, on behalf of David Begleiter, asked about IFF's expectations for input cost inflation in the coming year and how net pricing is anticipated to evolve throughout 2025.

    Answer

    CFO Michael DeVeau stated that input costs remain at historically high levels. He noted modest inflation in Taste and Scent (driven by naturals), some deflation in Food & Ingredients, and generally flat costs in Health & Biosciences. On a consolidated basis, the input cost basket is expected to be flat to slightly up. DeVeau added that IFF will collaborate with customers on mitigation strategies, including reformulation and price discussions, and expects the pricing contribution to be relatively consistent across all four quarters of 2025.

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