Tag: Mondelēz

COCOA DECOUPLING: COCOA‑FREE CHOCOLATE AS A PORTFOLIO HEDGE

Posted on September 10, 2026 by , - Beverage, Coffee, CPG

Cocoa hit a record USD12,900 a tonne in December 2024. By January 2026 it was trading near USD 4,400 – roughly two-thirds below that peak. Yet investment in cocoa alternatives continued. Nestlé, Barry Callebaut, Cargill and others are now testing or commercialising ingredients made from sunflower seeds, grape seeds and cell-cultured cocoa. The emerging opportunity… Read more »

Weight Loss Pills Are Eating Snack Sales

Posted on January 5, 2026 by - Consumer Packaged Goods, Food & Beverage, Healthcare, Pharma

GLP‑1 impact on snack brands

Snacks benefit from an almost die-hard demand driven by human habits, perpetuated by cravings. But now, a slow transition in underway as obese people take to GLP-1 drugs for weight loss. This note looks at how medicine’s effect is shifting the scales for the food industry at large. A New Challenge for Snack Brands in… Read more »