Please welcome founding chocolier of Bon Bon Bond, Alex Clark. My grandma was a French bastard who never said I love you. At least not in English and not in French.Her native language was more like perfectly sliced store brand cheddar cheese on always fresh name brand saltine crackers. One of the last things she did before she died, she was at the hospital and she handed me 20 bucks to go buy shoes because in three separate acts, she s she saw that mine were ragged. She heard how excited I was about an inte ...

This year’s Easter baskets will come with a higher price tag and a little less chocolate, despite lower cocoa prices. https://t.co/fyWztSJhnl https://t.co/lbLCYDxkcO ...

I don't know if this is sad news or good news that that Easter candy sales are down, but where are you noticing that most. Well, it's pretty much on chocolate. People see I know.It's it's one of the biggest share compared to non candy non chocolate. So, obviously, the hit is mostly on them, and it's mostly on volumes. People are pushing back on price increases that has been have been happening for the past eighteen months, and they're being strategic about their spending.Is it because chocolate is getting m ...

Core Viewpoint - The Chefs' Warehouse's Chief Accounting Officer, Tim McCauley, sold 551 shares of common stock for approximately $34,450, which is part of a broader trend of insider transactions that are primarily predetermined for tax purposes [1][7]. Transaction Summary - The transaction involved the sale of 551 shares at a total value of approximately $34,450, with a post-transaction direct ownership of 48,943 shares valued at around $3.06 million [2]. - The shares were sold at a weighted average purchase price of $62.52, which matched the closing price on the transaction day [2]. Company Overview - The Chefs' Warehouse is a leading specialty food distributor with a portfolio of about 50,000 products, including artisan charcuterie, specialty cheeses, and proteins, serving various culinary sectors across the U.S. and Canada [6]. - The company reported a total revenue of $4.15 billion and a net income of $72.36 million for the trailing twelve months [5]. Market Context - The stock of The Chefs' Warehouse has experienced volatility, with a beta of 1.28, indicating it is more volatile than the S&P 500 [9]. - In March 2026, the stock price fell by 16.50%, erasing earlier gains for the year [9]. Recent Developments - The company is positioned for strong operational performance, bolstered by the acquisition of Italco Food Products in October 2025 [8].

RT Agnieszka de Sousa 🍒 (@AggieDeSousa)The world of chocolate has seen shrinkflation, “skimpflation” and inflation. Now that’s at the heart of a dramatic tumble in the price of cocoa.Read the latest Business of Food newsletterhttps://t.co/JlaQUoh1SO ...

Head down the chocolate aisle this year and you might end up paying a small fortune. Bad news for those of us who like to overindulge over the holidays. In the UK alone, prices for the sweet treat jump in the year through October.But will your chocolate for Easter or Christmas next year get any cheaper. The short answer could be yes. Over the past 2 years, chocolate makers have been battling record high cocoa prices.Since 2024's peak, commodity prices have more than half. Expectations of a slim surplus this ...

Core Insights - Mondelez International, Inc. (MDLZ) reported a strong third quarter for 2025 with better-than-expected revenues and earnings, but management adopted a cautious outlook for the near term due to specific headwinds encountered during the quarter [1][6] Revenue and Earnings Guidance - MDLZ now anticipates 2025 organic net revenue growth of 4% or higher, down from the previously mentioned 5% [2] - Adjusted EPS is expected to decline by 15% on a constant-currency basis, a steeper drop than the earlier estimate of 10% [2] Challenges Faced - The company experienced sharper-than-expected inventory reductions from U.S. retailers, leading to a temporary decline in shipments and more volatile near-term comparisons [3] - Unusually hot weather and increased price sensitivity in Europe negatively impacted chocolate volumes [3] - Tariff uncertainties have added costs and affected consumer sentiment in certain markets, contributing to the cautious guidance [4] Strategic Responses - Mondelez is focusing on targeted pricing actions, enhancing retail partnerships, and increasing efforts in value and club channels [5] - The company remains well-positioned in cocoa supply, providing flexibility as commodity markets change [5] Market Performance - MDLZ shares have decreased by 6.6% over the past three months, underperforming the industry decline of 7.5% and the broader Consumer Staples sector's drop of 4.3% [7] Valuation Metrics - Mondelez currently trades at a forward 12-month P/E ratio of 18.18, which is above the industry average of 14.72, raising concerns about justifying this elevated multiple in light of near-term pressures [10]

Core Points - The U.S. and Switzerland have reached a trade agreement to lower tariffs on Swiss goods from 39% to 15% [1] - Switzerland is committed to investing $200 billion in the U.S. during Trump's second presidency, including $70 billion next year [2] - The total goods trade between the U.S. and Switzerland was estimated at $88.4 billion in 2024, with Swiss watch exports to the U.S. growing significantly [4] Trade Agreement Details - The agreement aims to reduce tariffs on luxury exports from Switzerland, which include jewelry, coffee, and chocolate [1] - U.S. trade representative Jamieson Greer indicated that the agreement is "essentially" finalized [1][3] Investment Commitments - Switzerland plans to invest heavily in U.S. sectors such as pharmaceuticals and gold smelting, with Roche pledging $50 billion [2] - The commitment includes purchasing more Boeing commercial planes [2] Impact on Goods Trade - Swiss exports to the U.S. have been growing at a rate of 14% annually since 2019, significantly outpacing the global average [4] - Swiss watch exports surged 18.2% overall, with shipments to the U.S. increasing by 149% following the announcement of tariffs [4]

The spookiest thing about Halloween this year might be chocolate prices. Consumer brands like Hershey, Lint, and Nestle have all raised prices, some in double digits recently. And that's because Coco's price has more than doubled since early 2024.That's according to Wells Fargo. And even if it's pulled back from its peak, those higher wholesale prices are set to continue to push up the cost for consumers. So, what's driving the price increases.Well, number one, less cocoa in the market. About 2/3 of the wor ...

RT Agnieszka de Sousa 🍒 (@AggieDeSousa)This indispensable middleman of the chocolate world is navigating one of its stickiest patches. How it comes out of it will shape chocolate supplies and ultimately prices.Catch up on the Business of Food newsletter, via @MumbiGitauhttps://t.co/pQj67VCZbL ...