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    Rachael Lee • Citigroup

    Rachael Lee's questions to Albemarle Corp (ALB) leadership

    Rachael Lee's questions to Albemarle Corp (ALB) leadership • Q2 2025

    Question

    Rachael Lee from Citi asked for a deeper dive into the achieved $400 million in cost savings, the potential for more, and the expectations for working capital in the second half of the year.

    Answer

    CFO Neal Sheorey and CEO Kent Masters detailed that savings came from headcount/SG&A and manufacturing productivity. While not committing to a new target, they affirmed the focus on cost-out continues, with future efforts targeting supply chain and back-office processes. Sheorey expects working capital to be a source of cash in the second half due to seasonality and lower prices.

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    Rachael Lee's questions to H.B. Fuller Company (FUL) leadership

    Rachael Lee's questions to H.B. Fuller Company (FUL) leadership • Q1 2025

    Question

    Rachael Lee, on for Patrick Cunningham, requested details on the specific areas of share wins in HHC in Europe and recent volume performance there. She also asked about potential volume risks in the Building Adhesive Solutions (BAS) segment, considering tariff pressures and market headlines.

    Answer

    President and CEO Celeste Mastin detailed broad-based share wins across HHC in Europe, including in hygiene, beverage labeling with a new anti-mold product, and packaging. For the BAS segment, she expressed strong confidence, stating the business is well-positioned in growing U.S. construction markets like data centers, healthcare, and education. She highlighted key innovations, such as a new non-fluorinated spray adhesive and a product for data center floors, as drivers of growth and evidence of successful synergies within the segment.

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