2Mo·

Coffee is the world's second most traded commodity after oil

100 million people live from coffee and for many countries it is the most important source of income. Be it through the cultivation, processing or distribution of coffee.


Coffee. The black gold of the 21st century. A market that sounds so boring. And at the same time growing so strongly.


And yet, in contrast to oil stocks, coffee stocks can hardly benefit.

$MDLZ (-1,16 %)
$NSRGY (-0,76 %)
$SBUX (+0,78 %)


The coffee plant has powerful enemies in the wild. Mealybugs, borer beetles, leaf blight and tree cancer can destroy entire plantations in a very short time. Due to the changing global climate, the plants must also become more robust - heat, heavy rain and drought in rapid succession would quickly put an end to the traditional coffee varieties. Thanks to the acquisition of Monsanto, Bayer is able to meet this challenge on many levels.

$BAYN (-2,82 %)


Many specialty coffees are already treated with aromas in advance. This makes it possible to give a natural product, which is subject to fluctuations in taste due to climate and origin, a consistent quality.

The absolute top dog among flavor manufacturers, with a market share of 20%, comes from Switzerland and is called Givaudan. The German manufacturer Symrise is in 4th place with a market share of around 12%.

$SY1 (-0,51 %)
$GIVN (-0,55 %)


De'Longhi machines are particularly popular due to their high reliability and attractive appearance. The simpler models start at around EUR 100 and are fed with Nespresso capsules from Nestlé.


The high-end machines have a grinder that freshly grinds the roasted beans and turns them into "espresso" or "Americano" at high pressure.

$DLG (+0,44 %)
$PHIA (+1,1 %)

https://fitneo.de/kaffee/

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4 Commentaires

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I love coffee, but due to rather limited growth prospects, I only put it in my cup, not in the depot.
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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.
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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.
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