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Barry Callebaut
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Barry Callebaut Community
SWX:BARN Community
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Barry Callebaut
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Barry Callebaut
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Future Farming Initiative And New Capacities Will Strengthen Supply Chains
Key Takeaways Strategic investments and supply chain expansions in North America and Asia aim to enhance revenue growth and stabilize future earnings. Secured bean supply and a focus on cost efficiencies are intended to stabilize input costs and improve net margins.
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CHF 1.23k
FV
10.9% undervalued
intrinsic discount
3.21%
Revenue growth p.a.
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narrative
Barry Callebaut
AN
AnalystHighTarget
Community Contributor
Global Urbanization And E-Commerce Will Expand Premium Markets
Key Takeaways Efficiency gains from operational streamlining and digital transformation are likely to boost profitability and margin recovery beyond current expectations. Leadership in sustainable sourcing and supply chain innovation strengthens pricing power and supports resilient growth amid rising global demand.
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CHF 1.94k
FV
43.5% undervalued
intrinsic discount
10.44%
Revenue growth p.a.
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15 days ago
author updated this narrative
Barry Callebaut
AN
AnalystLowTarget
Community Contributor
Cocoa Volatility Will Squeeze Margins And Threaten Supply Chains
Key Takeaways Surging cocoa costs and climate-related supply risks are compressing margins, increasing supply chain pressure, and threatening profitability across future economic cycles. Structural shifts in consumer preferences toward healthier and alternative products, alongside rising substitutes, endanger legacy offerings and long-term revenue sustainability.
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CHF 960
FV
14.1% overvalued
intrinsic discount
-5.67%
Revenue growth p.a.
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15 days ago
author updated this narrative