Question · Q3 2025
Nicole Tang questioned the top-line guidance for Q4 2025, which implies a negative low single-digit growth despite easier comparables than Q3. She asked about the main headwinds, the split between macro trends and IFF-specific exposures, and the necessary end-market recovery for 2026 acceleration.
Answer
CFO Michael DeVeau confirmed the prudent Q4 top-line projection, attributing the largest driver to the macro environment, specifically soft end-market demand in food, beverage, and HPC volumes. He noted ongoing work in fragrance ingredients and North America health, which together represent about 5% of total company sales. For 2026, he expressed cautious optimism for growth acceleration as the market normalizes and self-help initiatives yield results.