External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Barry Callebaut is the largest B2B chocolate maker, producing 20% of global industrial chocolate for major clients.</li><li>High cocoa prices since early 2023 have led to decreased consumption and hedging losses, but the market is expected to stabilize by 2026.</li><li>CEO Peter Feld is implementing cost cuts of CHF 250 million, and if cocoa prices normalize, the company's valuation could potentially double.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Barry Callebaut is the largest B2B chocolate maker, producing 20% of global industrial chocolate for major clients.High cocoa prices since early 2023 have led to decreased consumption and hedging losses, but the market is expected to stabilize by 2026.CEO Peter Feld is implementing cost cuts of CHF 250 million, and if cocoa prices normalize, the company's valuation could potentially double.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Barry Callebaut (BARN SW) - Tuesday, Aug 5, 2025

Barry Callebaut Ag

Barry Callebaut (BARN SW) - Tuesday, Aug 5, 2025