邀请分析师访问巴克莱2025年第二季度全球配料状况

Alex Sloane is a Director and research analyst coveringEuropean Consumer Ingredients names. He is a top-ranked Ingredients analyst in Europe and was voted in thetop 5 in Food Producers in the 2023 II survey. He joinedBarclays in 2020 from Credit Suisse HOLT and has workedin the investment industry since 2008. Alex started hiscareer as a Consumer Staples analyst covering Food andIngredients companies at Dresdner Kleinwort beforemoving to Societe Generale. In 2015 he moved to aportfolio management role at DWS, where he worked forfour years within the pan-European equities platform. Alexearned an MSc Economics degree from the London Schoolof Economics.View Analyst PageLauren R. Lieberman joined Barclays in September 2008,and is currently a managing director and Barclays EquityResearch's U.S. CHPC (Cosmetics, Household & PersonalCare) & Beverages analyst. Prior to Barclays, she was withLehman Brothers beginning in 2005. Lauren has ranked inInstitutional Investor's All-America Research Team surveysince 2006, most recently ranking #2 in 2023. Laurenearned a B.A. in Economics and Psychology fromDartmouth College and an M.B.A. from The WhartonSchool of the University of Pennsylvania.View Analyst PageBenjamin M. Theurer is a Managing Director and Head ofLatAm Equity Research. He covers multiple sectors acrossthe Americas, including Americas Agribusiness, LatinAmerica Consumer, and Latin America Multi-Industry.Prior to joining Barclays in 2011, Benjamin worked at DWSInvestments, the Frankfurt-based asset managementbranch of Deutsche Bank, as a buy-side analyst anddeputy fund manager for Latin American equities. Heholds a master's degree in International Economics(Mag.rer.soc.oec) from a joint program at the University ofInnsbruck (Austria) and Universidad Complutense deMadrid (Spain). Alex Sloane+44 (0)20 3555 0645Barclays, UKLauren R. Lieberman+1 212 526 3112BCI, USBenjamin M. Theurer+52 55 5241 3322BCCB, MexicoEuropean Specialty ChemicalsU.S. CHPC & BeveragesAmericas AgribusinessThis event is intended for Barclays institutional investor clients only. This event is strictly and solelyfor the benefit of the intended recipients. Please do not forward this invitation to any other partywithout written consent from Barclays Research. Barclays' Investment Bankers are permitted toattend this event. Participant comments are not for attribution.If your firm is in-scope for research unbundling under MiFID II and you require further informationregarding pricing to participate in this Barclays Research content event, please contact your salesrepresentative.Barclays Capital Inc. and/or one of itsaffiliatesdoes and seeks to do business with companies coveredin its research reports. As a result, investors should be aware that the firm may have a conflict ofinterest that couldaffectthe objectivity of this report. Investors should consider this report as only asingle factor in making their investment decision.Any views or opinions by Barclays research analysts have been previously published in researchreports available to our clients on Barclays Live. Click here to view the guide to the Barclaysfundamental equity research rating system.For analyst certifications and important disclosures including, where applicable, foreignaffiliatedisclosures, and the date and time when the production of each recommendation was completed andfirst disseminated, please refer to the full document(s) included in this email or go to our Researchportal on Barclays Live. To access conflict of interest disclosures relating to issuers covered byBarclays Research, please see https://publicresearch.barclays.com.Barclays Events Terms of Service | Barclays Events Privacy NoticeDisclaimer:BARCLAYSThis communication has been prepared by Barclays.“Barclays” means any entity within the Barclays Group of companies, where “Barclays Group” meansBarclays Bank PLC, Barclays PLC and any of their subsidiaries,affiliates,ultimate holding companyand any subsidiaries oraffiliatesof such holding company. CONFLICTS OF INTERESTBARCLAYS IS A FULL SERVICE INVESTMENT BANK. In the normal course ofofferinginvestment bankingproducts and services to clients, Barclays may act in several capacities (including issuer, marketmaker and/or liquidity provider, underwriter, distributor, index sponsor, swap counterparty andcalculation agent) simultaneously with respect to a product, giving rise to potential conflicts ofinterest which may impact the performance of a product.BARCLAYS POSITIONSBarclays may at any time acquire, hold or dispose of long or short positions (including hedging andtrading positions) and trade or otherwiseeffecttransactions for their own account or the account oftheir customers in the products referred to herein which may impact the performance of a product.FOR INFORMATION ONLYTHIS DOCUMENT IS PROVIDED FOR INFORMATION PURPOSES ONLY AND IT IS SUBJECT TO CHANGE.This information has been prepared by the Research Department within the Investment Bank ofBarclays. The inform