智通财经网·2025-09-17 01:20Group 1 - The global coffee futures prices are expected to rise significantly in 2025, with both Arabica and Robusta coffee likely to reach multi-year highs, impacting the U.S. market and leading to a surge in retail coffee prices [1] - In August, U.S. coffee prices increased by 20.9% year-on-year, with notable price hikes in roasted and instant coffee categories, driven by factors such as drought in Brazil, poor coffee growth in Vietnam, strong market demand, and currency fluctuations [1][2] - The uncertainty surrounding Brazil's 2025-26 harvest due to weather conditions is expected to have a profound impact on coffee commodity trading, compounded by new tariffs imposed by the U.S. on Brazilian coffee, which have significantly increased import costs [1] Group 2 - The company SJM has indicated that to mitigate the rising costs of green coffee, it has adjusted its procurement strategy, optimized its supply chain, and implemented responsible pricing measures, resulting in price increases for consumers in May and August [1][2] - KPMG's chief economist warns that as the full impact of the 50% tariff on Brazilian coffee becomes evident at retail levels, coffee prices may easily surpass historical highs [2] - Companies such as Starbucks, Dutch Bros, and First Watch Restaurant may face downward pressure on adjusted EBITDA due to the ongoing pricing pressures from coffee costs, with other affected companies including Dunkin' Brands, McDonald's, and Nestlé [2]