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Exposure · commodity

7 public companies told the SEC they depend on Coffee.

If Coffee is disrupted, these are the companies that said, in their own filings, it could hurt them — a deterministic read, every line cited. Some may be in your portfolio.

    • Climate change may intensify these risks—for example, droughts or frosts in Brazil have in the past driven price increases. Speculative trading also contributes to volatility. Tariffs have also affected, and in the future may affect, our costs to procure coffee. Given coffee's central role in our operations and our limited ability to fully hedge against price increases, rising costs or supply shortages could materially impact our profitability

    • We expect the green coffee commodity markets to remain challenging due to ongoing and significant price volatility. For example, during 2025, we experienced extreme drought impact, which substantially reduced green coffee production in Brazil.

    • At December 31, 2025, a 10% change in the price of coffee would have had an approximately $7.5 million impact on the value of our green coffee inventory.

    • Any tariffs or other barriers to trade affecting Mexico, Africa and Central and South America, from where we source most of our coffee beans, could lead to, among other things, shortages and higher cost of proc

    • While we experienced overall declines in dairy, cocoa, and sugar costs during 2025, if such costs again increase, it could negatively impact our margins and harm our business.

    • Commodity inflation was 5.0% in 2025, largely driven by eggs, coffee, avocado and bacon.

    • The prices of raw materials that we use in our products are affected by external factors, such as global competition for resources, currency fluctuations, severe weather, including the impacts of global climate change, pandemics, geopolitical conflicts, consumer, industrial, or investment demand, and changes in governmental regulation and trade, tariffs, alternative energy, and agricultural programs.