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What the podcasts are saying about
GIVN.SW
In-depth coverage
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Mentions · 7d
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Mentions · 30d
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Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
17 APR17 APRBUSINESS BREAKDOWNS · 4:00
Givaudan's hidden role in consumer products
“The guest argued Givaudan is a critical but unseen innovator behind the scents and flavors of thousands of consumer products, creating the emotional bond between brands and consumers.”
Core thesis · 5/5Verify in source →
17 APR17 APRBUSINESS BREAKDOWNS · 15:00
High switching costs and sticky customer relationships
“The guest argued that once a flavor or fragrance formula is adopted by a client, switching costs are enormous, creating long-term, sticky cash cow businesses.”
In depth · 4/5Verify in source →
17 APR17 APRBUSINESS BREAKDOWNS · 6:30
F&F industry as a defensive, recurring growth staple
“The case was made that the flavor and fragrance industry offers defensive, recurring growth and attractive cash flows, better than a typical staple due to diversification and exposure to multiple consumer trends.”
In depth · 4/5Verify in source →
17 APR17 APRBUSINESS BREAKDOWNS · 20:00
Growth driven by EM, local brands, and consumer trends
“The thesis presented was that underlying industry growth is driven by emerging markets, local/regional brands, and trends like natural ingredients, health, and premiumization.”
Substantive discussion · 3/5Verify in source →
17 APR17 APRBUSINESS BREAKDOWNS · 18:00
Competition is rational, focused on innovation
“The guest described competition in the F&F industry as a 'golf contest' rather than a price war, with rational players competing primarily on innovation.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION