Ingredion: Positioned For Health-Focused Food Trends Despite Macro Uncertainty
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IWA Research1.86K FollowersFollow5ShareSavePlay(12min)CommentsSummaryIngredion remains a Buy, supported by robust financials, cost savings, and strong shareholder returns despite recent earnings weakness.INGR's cost savings program is set to exceed $55 million in 2025, enhancing margins for yet another year and positioning them for growth in healthful solutions and plant-based segments.Management projects $375–$500 million in 2025 free cash flow and has increased share repurchase targets, signaling confidence and commitment to shareholder value.Risks include commodity price exposure, evolving regulatory pressures, and macroeconomic uncertainty, but catalysts like rate cuts, margin expansion, and strategic pivots could drive re-rating. KarpenkovDenis/iStock via Getty Images Introduction Last time I covered Ingredion Incorporated (INGR), I reiterated their Buy rating, highlighting their improved financials, strong cash flows, and better shareholder returns despite recent stock weakness. With a relatively weak earnings report releasedThis article was written byIWA Research1.86K FollowersFollowAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in INGR over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.