That reads a bit like what K.I. wrote 😜. I find the topic very exciting and have it on my screen from time to time, or rather I have been accumulating 24 $MDLZ since the beginning. But now I would like to refute two points 🫢 1. Mondelez is not a coffee stock, but a cocoa stock. Nevertheless, cocoa can be included in the topic, as the cocoa price also exploded at the end of 23 or beginning of 24, similar to coffee, which ultimately led to Mondelez's price decline. 2. in my opinion, there is a causality error if one claims that these shares could not benefit from the high coffee or cocoa price. After all, these high prices are a huge challenge for the companies and lead, among other things, to an increase in production costs and a reduction in margins. 3. furthermore, I would argue that Starbucks is not really a coffee stock. Of course it's bad for Starbucks when coffee gets expensive, but I see it more as a restaurant chain. Just my opinion, no offense meant and if misunderstood, I apologize
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@Iwanowitsch
n 2015, Mondelez spun off its coffee business and formed the coffee giant Jacobs-Douwe-Egberts together with the Reimann family of entrepreneurs. Mondelez now holds a 49% stake in this new group.
n 2015, Mondelez spun off its coffee business and formed the coffee giant Jacobs-Douwe-Egberts together with the Reimann family of entrepreneurs. Mondelez now holds a 49% stake in this new group.
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•@Iwanowitsch
Hello my dear Kate,
No, I am very happy about your very long contribution. It's great to keep exchanging ideas here and to hear counter-arguments.
Forgive me if I didn't write that this is not just about pure coffee stocks. It's also about companies that can benefit from this.
And you're right, unlike oil, the price of coffee/cocoa cannot be passed on 1:1 to the end consumer and is then at the expense of the companies.
And maybe I am an AI and my name is actually Cash Burner or Paul Gotthard, who can know in the new AI age.
But believe me, I'm just a human being made of flesh and blood.
Hello my dear Kate,
No, I am very happy about your very long contribution. It's great to keep exchanging ideas here and to hear counter-arguments.
Forgive me if I didn't write that this is not just about pure coffee stocks. It's also about companies that can benefit from this.
And you're right, unlike oil, the price of coffee/cocoa cannot be passed on 1:1 to the end consumer and is then at the expense of the companies.
And maybe I am an AI and my name is actually Cash Burner or Paul Gotthard, who can know in the new AI age.
But believe me, I'm just a human being made of flesh and blood.
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