#  @sectorstories Sector Stories Sector Stories posts on X about $sy1, $rbt, $givn, $iff the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::2457594771/interactions)  - [--] Week [--] -66% - [--] Month [-----] +437% - [--] Months [------] +27,450% ### Mentions: [--] [#](/creator/twitter::2457594771/posts_active)  - [--] Month [--] no change - [--] Months [--] +1,200% ### Followers: [---] [#](/creator/twitter::2457594771/followers)  - [--] Week [---] +1.90% - [--] Month [---] +14% ### CreatorRank: undefined [#](/creator/twitter::2457594771/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) **Social topic influence** [$sy1](/topic/$sy1), [$rbt](/topic/$rbt), [$givn](/topic/$givn), [$iff](/topic/$iff), [$dsfir](/topic/$dsfir), [ceo](/topic/ceo), [in the](/topic/in-the), [sector](/topic/sector), [yield](/topic/yield), [$dge](/topic/$dge) **Top accounts mentioned or mentioned by** [@stockcompil](/creator/undefined) [@sectorstoriesnotec142528940utmsourcenotesshareactionr6ip26](/creator/undefined) [@sectorstoriesnotec168360549utmsourcenotesshareactionr6ip26](/creator/undefined) [@theproinvest](/creator/undefined) [@dedeeyesan](/creator/undefined) [@sectorstoriesnotec209080158r6ip26utmsourcenotesshareactionutmmediumweb](/creator/undefined) **Top assets mentioned** [RIBBIT (RBT)](/topic/$rbt) [International Flavors & Fragrances Inc (IFF)](/topic/$iff) [Cipher (CPR)](/topic/$cpr) [GLOBANT S.A. (GLOB)](/topic/$glob) [Robotics Intelligence (RI)](/topic/$ri) [Bitforex Token (BF)](/topic/$bf) [ExlService Holdings, Inc. (EXLS)](/topic/$exls) [WNS Holdings Limited (WNS)](/topic/$wns) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [ELYSIA (EL)](/topic/$el) [Nextracker Inc. (NXT)](/topic/$nxt) ### Top Social Posts Top posts by engagements in the last [--] hours "Construction isnt your typical hunting ground for quality stocks but over decades Sika has carved itself a niche selling construction specialty chemicals often packaged as solutions. Its operating return on capital has averaged 30% over the past [--] years headline ROIC is 13%" [X Link](https://x.com/sectorstories/status/1979258832317780098) 2025-10-17T18:50Z [--] followers, [--] engagements "As the leader in a highly fragmented market it has been rolling up that tail and is seen as an attractive acquirer. Organic and M&A revenue growth contributions have been about equal over the past [--] years at +5-6%. Organically its outperformed peers by 2% over the long run" [X Link](https://x.com/sectorstories/status/1979258835912265919) 2025-10-17T18:50Z [--] followers, [--] engagements "I am live on substack Interested in why $DGE $RI $BF $CPR $RCO have been suffering Global Spirits Part III: Distilling Value - to Age or Not to Age https://open.substack.com/pub/sectorstories/p/global-spirits-part-iii-distillingr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/sectorstories/p/global-spirits-part-iii-distillingr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false" [X Link](https://x.com/sectorstories/status/1951328471562723689) 2025-08-01T17:05Z [---] followers, [---] engagements "Some relief for Diageo's $DGE shareholders today Details on substack. https://substack.com/@sectorstories/note/c-142528940utm_source=notes-share-action&r=6ip26 https://substack.com/@sectorstories/note/c-142528940utm_source=notes-share-action&r=6ip26" [X Link](https://x.com/sectorstories/status/1952851011351265544) 2025-08-05T21:55Z [---] followers, [--] engagements "Latest write up now on Substack $EXLS $G $WNS EXL Part I: Not Your Typical BPO https://open.substack.com/pub/sectorstories/p/exl-part-i-not-your-typical-bpor=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/exl-part-i-not-your-typical-bpor=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/sectorstories/status/1957526831860707590) 2025-08-18T19:35Z [---] followers, [---] engagements "Part I of my new sector story on the flavour & fragrance industry is live An industry that Ive long admired is now trading close to decade lows. Time to dig in $GIVN $SY1 $IFF $DSFIR $RBT https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrancesr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrancesr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/sectorstories/status/1978537087021338674) 2025-10-15T19:02Z [---] followers, [----] engagements "Sika appears to have all the attributes that are desirable from Flavour & Fragrance spec chems: 1-3% of total project cost mission critical with huge cost to fail distribution via technical selling/briefing and thus Sika gets contractually locked in balance in its portfolio" [X Link](https://x.com/sectorstories/status/1979258838776975797) 2025-10-17T18:50Z [--] followers, [--] engagements "L'Oreal-Kering beauty deal: more great brands to go to the LOral Luxe portfolio rather than Este. Likely Este didnt want to overreach probably smart but Creed is still a miss given its luxury/fragrance positioning" [X Link](https://x.com/sectorstories/status/1980333513066127610) 2025-10-20T18:01Z [--] followers, [--] engagements "For Kering: focusing on turning round the core luxury business is essential and LOral is arguably the best partner in the world to license its House of Kering brands beauty development to" [X Link](https://x.com/sectorstories/status/1980333516111200508) 2025-10-20T18:01Z [--] followers, [--] engagements "https://www.loreal.com/-/media/project/loreal/brand-sites/corp/master/lcorp/press-releases/group/2025/kering-and-loreal-forge-an-alliance-in-beauty-and-wellness/inside-information--19-october-2025--23h50--kering-and-loreal-forge-a-beauty-alliance--20251019-2.pdfrev=6b286e9b81734bd8841c615649991d1e https://www.loreal.com/-/media/project/loreal/brand-sites/corp/master/lcorp/press-releases/group/2025/kering-and-loreal-forge-an-alliance-in-beauty-and-wellness/inside-information--19-october-2025--23h50--kering-and-loreal-forge-a-beauty-alliance--20251019-2.pdfrev=6b286e9b81734bd8841c615649991d1e" [X Link](https://x.com/sectorstories/status/1980333518430564533) 2025-10-20T18:01Z [--] followers, [---] engagements "$OR $KER $EL https://substack.com/@sectorstories/note/c-168360549utm_source=notes-share-action&r=6ip26 https://substack.com/@sectorstories/note/c-168360549utm_source=notes-share-action&r=6ip26" [X Link](https://x.com/sectorstories/status/1980333520582328390) 2025-10-20T18:01Z [--] followers, [---] engagements "Robertet is a lesser-known French small cap in the Flavour & Fragrance industry. Still family-controlled it differentiates itself by focusing on natural ingredients and deep vertical integration" [X Link](https://x.com/sectorstories/status/1986299164582682801) 2025-11-06T05:06Z [--] followers, [--] engagements "Having recently hired a professional CEO for the first time the company is setting itself up for the next leg of it growth" [X Link](https://x.com/sectorstories/status/1986299168953184630) 2025-11-06T05:06Z [---] followers, [---] engagements "Having followed the Tesco turnaround: Dave Lewis is serious business He took over the running of Tesco in [----] when it was in a crisis (accounting scandals haemorrhaging market share years of under investmentanyone remember the horse meat scandal)" [X Link](https://x.com/sectorstories/status/1988400824486334893) 2025-11-12T00:17Z [--] followers, [--] engagements "He focused on getting the basics right most importantly the consumer value prop This included huge supply chain investments where Tesco (as the leading UK grocer) rationalised its procurement to ensure it was the most material buyer for all its supplier while improving quality" [X Link](https://x.com/sectorstories/status/1988400827237888508) 2025-11-12T00:17Z [--] followers, [--] engagements "He exited non-core markets and disposed of non-core assets helping to fix the balance sheet He relaunched the loyalty programme (clubcard) making it easier to use for consumers and more targeted" [X Link](https://x.com/sectorstories/status/1988400829792195033) 2025-11-12T00:17Z [--] followers, [--] engagements "@StockCompil In most sectors but ITS in particular management commentary has historically been a terrible leading indicator of near term growth/recovery" [X Link](https://x.com/sectorstories/status/2013712393562374614) 2026-01-20T20:37Z [---] followers, [--] engagements "Part II of my Flavour & Fragrance series is live a deep dive into Givaudan the sector leader that needs no introduction and one of the highest-quality names in consumer. With the whole sector trading near decade-low multiples now is the time to sharpen our pencils" [X Link](https://x.com/sectorstories/status/1980556757568246002) 2025-10-21T08:48Z [---] followers, [---] engagements "Sector Story: Flavours & Fragrances Part II Givaudan https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-b0dr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-b0dr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/sectorstories/status/1980556759795397098) 2025-10-21T08:48Z [---] followers, [----] engagements "$GIVN $SY1 $IFF $RBT $DSMFIR" [X Link](https://x.com/anyuser/status/1980556762014200063) 2025-10-21T08:48Z [---] followers, [----] engagements "My analysis of Robertet: the niche French Fragrance small cap that attracted the attention of industry titans. Sector Story: Flavours & Fragrances Part III Robertet https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-ecer=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-ecer=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false" [X Link](https://x.com/sectorstories/status/1986299162271621270) 2025-11-06T05:06Z [---] followers, 10.7K engagements "Yet does being a naturals pureplay with deep vertical integration and the family calling the shots make $RBT a good home for minority investor capital How does it compare to other well-loved F&F leaders" [X Link](https://x.com/sectorstories/status/1986299171121602982) 2025-11-06T05:06Z [---] followers, [---] engagements "Read my post to find out $RBT $GIVN $SY1 $IFF $DSFIR" [X Link](https://x.com/sectorstories/status/1986299173319352815) 2025-11-06T05:06Z [---] followers, [---] engagements "Interesting appointment for Diageos new CEO The lack of CEO was a notable overhang at the recent quarterly update this should be a welcome announcement. https://www.diageo.com/en/news-and-media/press-releases/2025/sir-dave-lewis-appointed-diageo-plc-ceo https://www.diageo.com/en/news-and-media/press-releases/2025/sir-dave-lewis-appointed-diageo-plc-ceo" [X Link](https://x.com/anyuser/status/1988400822133395457) 2025-11-12T00:17Z [---] followers, [----] engagements "The financial result was Tesco stopped ceding market share and became a reliable FCF machine - returning most of it to shareholders. This was probably somewhat modelled off the Ahold Delhaize model" [X Link](https://x.com/anyuser/status/1988400834636640670) 2025-11-12T00:17Z [---] followers, [---] engagements "WRT Diageo - Dave is an amazing operator and has a wealth of experience in consumer goods not just retailing. I had the pleasure of meeting him in my former life as a buyside analyst and he was candid humble and a straight shooter. Exciting move for Diageo. Still a holder" [X Link](https://x.com/anyuser/status/1988400837098627180) 2025-11-12T00:17Z [---] followers, [---] engagements "$SY1 has been beaten up because of it's current organic growth trajectory of +1-2% and investors finally questioning the capital inefficiency in the business. 2/3" [X Link](https://x.com/anyuser/status/1990493804236058663) 2025-11-17T18:54Z [---] followers, [---] engagements "Want to know whether this can be turned around and how Full story on Substack. $GIVN $RBT $IFF $DSFIR 3/3" [X Link](https://x.com/anyuser/status/1990493806417134030) 2025-11-17T18:54Z [---] followers, [---] engagements "IFF distilled: governance mishaps sourcing woes leadership churn and portfolio problems. With its third CEO in as many years is todays reformulated IFF any better 👇 Sector Story: Flavours & Fragrances Part V IFF https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-6afr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-6afr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/1996305272575521140) 2025-12-03T19:47Z [---] followers, [----] engagements "$IFF $GIVN $SY1 $DSFIR $RBT" [X Link](https://x.com/anyuser/status/1996305274643329474) 2025-12-03T19:47Z [---] followers, [---] engagements "@The_Pro_Invest @dede_eyesan Sharing my deeper work on some of the names mentioned in this article in case of interest: $DGE $CPR $SY1 $BME https://substack.com/home/post/p-184604967 https://substack.com/home/post/p-176441524 https://substack.com/home/post/p-169778709 https://substack.com/home/post/p-184604967 https://substack.com/home/post/p-176441524 https://substack.com/home/post/p-169778709" [X Link](https://x.com/sectorstories/status/2013664163294310453) 2026-01-20T17:25Z [---] followers, [----] engagements "A decade ago Next PLC's CEO spelled out its approach to capital returns. Rare in [----] still rare today. $NXT https://sectorstories.substack.com/p/next-plcs-capital-return-framework https://sectorstories.substack.com/p/next-plcs-capital-return-framework" [X Link](https://x.com/sectorstories/status/1973473125380792400) 2025-10-01T19:40Z [---] followers, [---] engagements "My deep dive on Symrise is now live on substack. Yet another out-of-f(l)avour F&F stock trading at decade low multiples and a FCF yield of 4.5%. Sector Story: Flavours & Fragrances Part IV - Symrise 1/3 https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-d60r=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-d60r=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/1990493801803370739) 2025-11-17T18:54Z [---] followers, [----] engagements "B&M is a leading UK variety discounter now on clearance at 12% FCF yield and 7.5x earnings. Lets see whether this one belongs in the trolley. $BME Back to B&M Basics: A Discounter at a Discount https://open.substack.com/pub/sectorstories/p/back-to-b-and-m-basics-a-discounterr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/back-to-b-and-m-basics-a-discounterr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/2011883417148027192) 2026-01-15T19:29Z [---] followers, [---] engagements "Anyone watching Sika $SIKA Some initial thoughts: https://sectorstories.substack.com/ https://sectorstories.substack.com/" [X Link](https://x.com/sectorstories/status/1979258830191235303) 2025-10-17T18:50Z [---] followers, [----] engagements "@StockCompil As an FYI and follower of $GLOB and some other ITS companies I believe the commentary on clients shifting to product (from cost/efficiency) is purely based on what Globant's management team have said" [X Link](https://x.com/sectorstories/status/2013712214989869175) 2026-01-20T20:36Z [---] followers, [---] engagements "@StockCompil I am yet to see similar commentaries from other ITS majors about this shift in spending mindset (away from efficiency) so remain cautious particularly with recent escalations in trade disputes etc. ITS spending is highly linked to economic health and sentiment" [X Link](https://x.com/sectorstories/status/2013712883880693975) 2026-01-20T20:38Z [---] followers, [--] engagements "@StockCompil I do like $GLOB long term but it might still be early" [X Link](https://x.com/sectorstories/status/2013713094015377737) 2026-01-20T20:39Z [---] followers, [---] engagements "Sharing some thoughts/personal experiences on Fountaine-Pajot (FP) for anyone doing dd on the stock $ALFPC TLDR: https://substack.com/@sectorstories/note/c-209080158r=6ip26&utm_source=notes-share-action&utm_medium=web https://substack.com/@sectorstories/note/c-209080158r=6ip26&utm_source=notes-share-action&utm_medium=web" [X Link](https://x.com/anyuser/status/2018502181503316069) 2026-02-03T01:49Z [---] followers, [----] engagements "10/11 If anyone is serious about owning the stock I would suggest visiting the boats at a boat show and getting feedback from competitor brands" [X Link](https://x.com/anyuser/status/2018502202596491596) 2026-02-03T01:50Z [---] followers, [---] engagements "11/11 I would be cautious about holding this into a weakening consumer environment even if the price is cheap; demand and pricing can evaporate quickly in this ultra-discretionary world" [X Link](https://x.com/anyuser/status/2018502204731359314) 2026-02-03T01:50Z [---] followers, [---] engagements "B&M is a leading UK variety discounter now on clearance at 12% FCF yield and 7.5x earnings. Lets see whether this one belongs in the trolley. $BME Back to B&M Basics: A Discounter at a Discount https://open.substack.com/pub/sectorstories/p/back-to-b-and-m-basics-a-discounterr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/back-to-b-and-m-basics-a-discounterr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/2011883417148027192) 2026-01-15T19:29Z [---] followers, [---] engagements "IFF distilled: governance mishaps sourcing woes leadership churn and portfolio problems. With its third CEO in as many years is todays reformulated IFF any better 👇 Sector Story: Flavours & Fragrances Part V IFF https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-6afr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-6afr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/1996305272575521140) 2025-12-03T19:47Z [---] followers, [----] engagements "$IFF $GIVN $SY1 $DSFIR $RBT" [X Link](https://x.com/anyuser/status/1996305274643329474) 2025-12-03T19:47Z [---] followers, [---] engagements "My deep dive on Symrise is now live on substack. Yet another out-of-f(l)avour F&F stock trading at decade low multiples and a FCF yield of 4.5%. Sector Story: Flavours & Fragrances Part IV - Symrise 1/3 https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-d60r=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-d60r=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/anyuser/status/1990493801803370739) 2025-11-17T18:54Z [---] followers, [----] engagements "$SY1 has been beaten up because of it's current organic growth trajectory of +1-2% and investors finally questioning the capital inefficiency in the business. 2/3" [X Link](https://x.com/anyuser/status/1990493804236058663) 2025-11-17T18:54Z [---] followers, [---] engagements "Want to know whether this can be turned around and how Full story on Substack. $GIVN $RBT $IFF $DSFIR 3/3" [X Link](https://x.com/anyuser/status/1990493806417134030) 2025-11-17T18:54Z [---] followers, [---] engagements "Interesting appointment for Diageos new CEO The lack of CEO was a notable overhang at the recent quarterly update this should be a welcome announcement. https://www.diageo.com/en/news-and-media/press-releases/2025/sir-dave-lewis-appointed-diageo-plc-ceo https://www.diageo.com/en/news-and-media/press-releases/2025/sir-dave-lewis-appointed-diageo-plc-ceo" [X Link](https://x.com/anyuser/status/1988400822133395457) 2025-11-12T00:17Z [---] followers, [----] engagements "The financial result was Tesco stopped ceding market share and became a reliable FCF machine - returning most of it to shareholders. This was probably somewhat modelled off the Ahold Delhaize model" [X Link](https://x.com/anyuser/status/1988400834636640670) 2025-11-12T00:17Z [---] followers, [---] engagements "WRT Diageo - Dave is an amazing operator and has a wealth of experience in consumer goods not just retailing. I had the pleasure of meeting him in my former life as a buyside analyst and he was candid humble and a straight shooter. Exciting move for Diageo. Still a holder" [X Link](https://x.com/anyuser/status/1988400837098627180) 2025-11-12T00:17Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@sectorstories Sector Stories
Sector Stories posts on X about $sy1, $rbt, $givn, $iff the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [--] -66%
- [--] Month [-----] +437%
- [--] Months [------] +27,450%
Mentions: [--] #
- [--] Month [--] no change
- [--] Months [--] +1,200%
Followers: [---] #
- [--] Week [---] +1.90%
- [--] Month [---] +14%
CreatorRank: undefined #
Social Influence
Social category influence stocks cryptocurrencies finance
Social topic influence $sy1, $rbt, $givn, $iff, $dsfir, ceo, in the, sector, yield, $dge
Top accounts mentioned or mentioned by @stockcompil @sectorstoriesnotec142528940utmsourcenotesshareactionr6ip26 @sectorstoriesnotec168360549utmsourcenotesshareactionr6ip26 @theproinvest @dedeeyesan @sectorstoriesnotec209080158r6ip26utmsourcenotesshareactionutmmediumweb
Top assets mentioned RIBBIT (RBT) International Flavors & Fragrances Inc (IFF) Cipher (CPR) GLOBANT S.A. (GLOB) Robotics Intelligence (RI) Bitforex Token (BF) ExlService Holdings, Inc. (EXLS) WNS Holdings Limited (WNS) Osisko Gold Royalties Ltd (OR) ELYSIA (EL) Nextracker Inc. (NXT)
Top Social Posts
Top posts by engagements in the last [--] hours
"Construction isnt your typical hunting ground for quality stocks but over decades Sika has carved itself a niche selling construction specialty chemicals often packaged as solutions. Its operating return on capital has averaged 30% over the past [--] years headline ROIC is 13%"
X Link 2025-10-17T18:50Z [--] followers, [--] engagements
"As the leader in a highly fragmented market it has been rolling up that tail and is seen as an attractive acquirer. Organic and M&A revenue growth contributions have been about equal over the past [--] years at +5-6%. Organically its outperformed peers by 2% over the long run"
X Link 2025-10-17T18:50Z [--] followers, [--] engagements
"I am live on substack Interested in why $DGE $RI $BF $CPR $RCO have been suffering Global Spirits Part III: Distilling Value - to Age or Not to Age https://open.substack.com/pub/sectorstories/p/global-spirits-part-iii-distillingr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/sectorstories/p/global-spirits-part-iii-distillingr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-08-01T17:05Z [---] followers, [---] engagements
"Some relief for Diageo's $DGE shareholders today Details on substack. https://substack.com/@sectorstories/note/c-142528940utm_source=notes-share-action&r=6ip26 https://substack.com/@sectorstories/note/c-142528940utm_source=notes-share-action&r=6ip26"
X Link 2025-08-05T21:55Z [---] followers, [--] engagements
"Latest write up now on Substack $EXLS $G $WNS EXL Part I: Not Your Typical BPO https://open.substack.com/pub/sectorstories/p/exl-part-i-not-your-typical-bpor=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/exl-part-i-not-your-typical-bpor=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-08-18T19:35Z [---] followers, [---] engagements
"Part I of my new sector story on the flavour & fragrance industry is live An industry that Ive long admired is now trading close to decade lows. Time to dig in $GIVN $SY1 $IFF $DSFIR $RBT https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrancesr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrancesr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-15T19:02Z [---] followers, [----] engagements
"Sika appears to have all the attributes that are desirable from Flavour & Fragrance spec chems: 1-3% of total project cost mission critical with huge cost to fail distribution via technical selling/briefing and thus Sika gets contractually locked in balance in its portfolio"
X Link 2025-10-17T18:50Z [--] followers, [--] engagements
"L'Oreal-Kering beauty deal: more great brands to go to the LOral Luxe portfolio rather than Este. Likely Este didnt want to overreach probably smart but Creed is still a miss given its luxury/fragrance positioning"
X Link 2025-10-20T18:01Z [--] followers, [--] engagements
"For Kering: focusing on turning round the core luxury business is essential and LOral is arguably the best partner in the world to license its House of Kering brands beauty development to"
X Link 2025-10-20T18:01Z [--] followers, [--] engagements
"https://www.loreal.com/-/media/project/loreal/brand-sites/corp/master/lcorp/press-releases/group/2025/kering-and-loreal-forge-an-alliance-in-beauty-and-wellness/inside-information--19-october-2025--23h50--kering-and-loreal-forge-a-beauty-alliance--20251019-2.pdfrev=6b286e9b81734bd8841c615649991d1e https://www.loreal.com/-/media/project/loreal/brand-sites/corp/master/lcorp/press-releases/group/2025/kering-and-loreal-forge-an-alliance-in-beauty-and-wellness/inside-information--19-october-2025--23h50--kering-and-loreal-forge-a-beauty-alliance--20251019-2.pdfrev=6b286e9b81734bd8841c615649991d1e"
X Link 2025-10-20T18:01Z [--] followers, [---] engagements
"$OR $KER $EL https://substack.com/@sectorstories/note/c-168360549utm_source=notes-share-action&r=6ip26 https://substack.com/@sectorstories/note/c-168360549utm_source=notes-share-action&r=6ip26"
X Link 2025-10-20T18:01Z [--] followers, [---] engagements
"Robertet is a lesser-known French small cap in the Flavour & Fragrance industry. Still family-controlled it differentiates itself by focusing on natural ingredients and deep vertical integration"
X Link 2025-11-06T05:06Z [--] followers, [--] engagements
"Having recently hired a professional CEO for the first time the company is setting itself up for the next leg of it growth"
X Link 2025-11-06T05:06Z [---] followers, [---] engagements
"Having followed the Tesco turnaround: Dave Lewis is serious business He took over the running of Tesco in [----] when it was in a crisis (accounting scandals haemorrhaging market share years of under investmentanyone remember the horse meat scandal)"
X Link 2025-11-12T00:17Z [--] followers, [--] engagements
"He focused on getting the basics right most importantly the consumer value prop This included huge supply chain investments where Tesco (as the leading UK grocer) rationalised its procurement to ensure it was the most material buyer for all its supplier while improving quality"
X Link 2025-11-12T00:17Z [--] followers, [--] engagements
"He exited non-core markets and disposed of non-core assets helping to fix the balance sheet He relaunched the loyalty programme (clubcard) making it easier to use for consumers and more targeted"
X Link 2025-11-12T00:17Z [--] followers, [--] engagements
"@StockCompil In most sectors but ITS in particular management commentary has historically been a terrible leading indicator of near term growth/recovery"
X Link 2026-01-20T20:37Z [---] followers, [--] engagements
"Part II of my Flavour & Fragrance series is live a deep dive into Givaudan the sector leader that needs no introduction and one of the highest-quality names in consumer. With the whole sector trading near decade-low multiples now is the time to sharpen our pencils"
X Link 2025-10-21T08:48Z [---] followers, [---] engagements
"Sector Story: Flavours & Fragrances Part II Givaudan https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-b0dr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-b0dr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-21T08:48Z [---] followers, [----] engagements
"$GIVN $SY1 $IFF $RBT $DSMFIR"
X Link 2025-10-21T08:48Z [---] followers, [----] engagements
"My analysis of Robertet: the niche French Fragrance small cap that attracted the attention of industry titans. Sector Story: Flavours & Fragrances Part III Robertet https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-ecer=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-ecer=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-11-06T05:06Z [---] followers, 10.7K engagements
"Yet does being a naturals pureplay with deep vertical integration and the family calling the shots make $RBT a good home for minority investor capital How does it compare to other well-loved F&F leaders"
X Link 2025-11-06T05:06Z [---] followers, [---] engagements
"Read my post to find out $RBT $GIVN $SY1 $IFF $DSFIR"
X Link 2025-11-06T05:06Z [---] followers, [---] engagements
"Interesting appointment for Diageos new CEO The lack of CEO was a notable overhang at the recent quarterly update this should be a welcome announcement. https://www.diageo.com/en/news-and-media/press-releases/2025/sir-dave-lewis-appointed-diageo-plc-ceo https://www.diageo.com/en/news-and-media/press-releases/2025/sir-dave-lewis-appointed-diageo-plc-ceo"
X Link 2025-11-12T00:17Z [---] followers, [----] engagements
"The financial result was Tesco stopped ceding market share and became a reliable FCF machine - returning most of it to shareholders. This was probably somewhat modelled off the Ahold Delhaize model"
X Link 2025-11-12T00:17Z [---] followers, [---] engagements
"WRT Diageo - Dave is an amazing operator and has a wealth of experience in consumer goods not just retailing. I had the pleasure of meeting him in my former life as a buyside analyst and he was candid humble and a straight shooter. Exciting move for Diageo. Still a holder"
X Link 2025-11-12T00:17Z [---] followers, [---] engagements
"$SY1 has been beaten up because of it's current organic growth trajectory of +1-2% and investors finally questioning the capital inefficiency in the business. 2/3"
X Link 2025-11-17T18:54Z [---] followers, [---] engagements
"Want to know whether this can be turned around and how Full story on Substack. $GIVN $RBT $IFF $DSFIR 3/3"
X Link 2025-11-17T18:54Z [---] followers, [---] engagements
"IFF distilled: governance mishaps sourcing woes leadership churn and portfolio problems. With its third CEO in as many years is todays reformulated IFF any better 👇 Sector Story: Flavours & Fragrances Part V IFF https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-6afr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-6afr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-03T19:47Z [---] followers, [----] engagements
"$IFF $GIVN $SY1 $DSFIR $RBT"
X Link 2025-12-03T19:47Z [---] followers, [---] engagements
"@The_Pro_Invest @dede_eyesan Sharing my deeper work on some of the names mentioned in this article in case of interest: $DGE $CPR $SY1 $BME https://substack.com/home/post/p-184604967 https://substack.com/home/post/p-176441524 https://substack.com/home/post/p-169778709 https://substack.com/home/post/p-184604967 https://substack.com/home/post/p-176441524 https://substack.com/home/post/p-169778709"
X Link 2026-01-20T17:25Z [---] followers, [----] engagements
"A decade ago Next PLC's CEO spelled out its approach to capital returns. Rare in [----] still rare today. $NXT https://sectorstories.substack.com/p/next-plcs-capital-return-framework https://sectorstories.substack.com/p/next-plcs-capital-return-framework"
X Link 2025-10-01T19:40Z [---] followers, [---] engagements
"My deep dive on Symrise is now live on substack. Yet another out-of-f(l)avour F&F stock trading at decade low multiples and a FCF yield of 4.5%. Sector Story: Flavours & Fragrances Part IV - Symrise 1/3 https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-d60r=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-d60r=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-17T18:54Z [---] followers, [----] engagements
"B&M is a leading UK variety discounter now on clearance at 12% FCF yield and 7.5x earnings. Lets see whether this one belongs in the trolley. $BME Back to B&M Basics: A Discounter at a Discount https://open.substack.com/pub/sectorstories/p/back-to-b-and-m-basics-a-discounterr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/back-to-b-and-m-basics-a-discounterr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-15T19:29Z [---] followers, [---] engagements
"Anyone watching Sika $SIKA Some initial thoughts: https://sectorstories.substack.com/ https://sectorstories.substack.com/"
X Link 2025-10-17T18:50Z [---] followers, [----] engagements
"@StockCompil As an FYI and follower of $GLOB and some other ITS companies I believe the commentary on clients shifting to product (from cost/efficiency) is purely based on what Globant's management team have said"
X Link 2026-01-20T20:36Z [---] followers, [---] engagements
"@StockCompil I am yet to see similar commentaries from other ITS majors about this shift in spending mindset (away from efficiency) so remain cautious particularly with recent escalations in trade disputes etc. ITS spending is highly linked to economic health and sentiment"
X Link 2026-01-20T20:38Z [---] followers, [--] engagements
"@StockCompil I do like $GLOB long term but it might still be early"
X Link 2026-01-20T20:39Z [---] followers, [---] engagements
"Sharing some thoughts/personal experiences on Fountaine-Pajot (FP) for anyone doing dd on the stock $ALFPC TLDR: https://substack.com/@sectorstories/note/c-209080158r=6ip26&utm_source=notes-share-action&utm_medium=web https://substack.com/@sectorstories/note/c-209080158r=6ip26&utm_source=notes-share-action&utm_medium=web"
X Link 2026-02-03T01:49Z [---] followers, [----] engagements
"10/11 If anyone is serious about owning the stock I would suggest visiting the boats at a boat show and getting feedback from competitor brands"
X Link 2026-02-03T01:50Z [---] followers, [---] engagements
"11/11 I would be cautious about holding this into a weakening consumer environment even if the price is cheap; demand and pricing can evaporate quickly in this ultra-discretionary world"
X Link 2026-02-03T01:50Z [---] followers, [---] engagements
"B&M is a leading UK variety discounter now on clearance at 12% FCF yield and 7.5x earnings. Lets see whether this one belongs in the trolley. $BME Back to B&M Basics: A Discounter at a Discount https://open.substack.com/pub/sectorstories/p/back-to-b-and-m-basics-a-discounterr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/back-to-b-and-m-basics-a-discounterr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-15T19:29Z [---] followers, [---] engagements
"IFF distilled: governance mishaps sourcing woes leadership churn and portfolio problems. With its third CEO in as many years is todays reformulated IFF any better 👇 Sector Story: Flavours & Fragrances Part V IFF https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-6afr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-6afr=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-03T19:47Z [---] followers, [----] engagements
"$IFF $GIVN $SY1 $DSFIR $RBT"
X Link 2025-12-03T19:47Z [---] followers, [---] engagements
"My deep dive on Symrise is now live on substack. Yet another out-of-f(l)avour F&F stock trading at decade low multiples and a FCF yield of 4.5%. Sector Story: Flavours & Fragrances Part IV - Symrise 1/3 https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-d60r=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sectorstories/p/sector-story-flavours-and-fragrances-d60r=6ip26&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-17T18:54Z [---] followers, [----] engagements
"$SY1 has been beaten up because of it's current organic growth trajectory of +1-2% and investors finally questioning the capital inefficiency in the business. 2/3"
X Link 2025-11-17T18:54Z [---] followers, [---] engagements
"Want to know whether this can be turned around and how Full story on Substack. $GIVN $RBT $IFF $DSFIR 3/3"
X Link 2025-11-17T18:54Z [---] followers, [---] engagements
"Interesting appointment for Diageos new CEO The lack of CEO was a notable overhang at the recent quarterly update this should be a welcome announcement. https://www.diageo.com/en/news-and-media/press-releases/2025/sir-dave-lewis-appointed-diageo-plc-ceo https://www.diageo.com/en/news-and-media/press-releases/2025/sir-dave-lewis-appointed-diageo-plc-ceo"
X Link 2025-11-12T00:17Z [---] followers, [----] engagements
"The financial result was Tesco stopped ceding market share and became a reliable FCF machine - returning most of it to shareholders. This was probably somewhat modelled off the Ahold Delhaize model"
X Link 2025-11-12T00:17Z [---] followers, [---] engagements
"WRT Diageo - Dave is an amazing operator and has a wealth of experience in consumer goods not just retailing. I had the pleasure of meeting him in my former life as a buyside analyst and he was candid humble and a straight shooter. Exciting move for Diageo. Still a holder"
X Link 2025-11-12T00:17Z [---] followers, [---] engagements
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