Presentation Chapter 4: Interpretation of Raw Seismic Records
Raw Materials March - Lindt & Sprüngli · 2020-03-02 · March 2020 Raw Material March 2020 1....
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Maître Chocolatier Suisse Depuis 1845 Raw Materials March 2020 March 2020 Raw Material 1
Transcript of Raw Materials March - Lindt & Sprüngli · 2020-03-02 · March 2020 Raw Material March 2020 1....
Maître Chocolatier Suisse Depuis 1845
RawMaterials
March 2020
March 2020Raw Material 1
Maître Chocolatier Suisse Depuis 1845
Cocoa crop – grinding balance
Cocoa beans in ‘000 t
22.5% 22.7% 21.2% 21.7%22.1%
3 997
4 739 4 6494 849 4 870
4 1274 397
4 5964 783
4 913
-170
297
7 18
-43-300
0
300
600
900
1 200
1 500
1 800
2 100
2 400
2 700
3 000
3 300
3 600
3 900
4 200
4 500
4 800
5 100
2015/16 2016/17 2017/18 2018/19 2019/20*
Production Grindings Surplus/Deficit
Source: ICCO / *CRASource: ICCO
Maître Chocolatier Suisse Depuis 1845 3March 2020
Cocoa beans prices in GBP / t
1,350
1,450
1,550
1,650
1,750
1,850
1,950
2,050
2.20
2.30
2.40
2.50
2.60
2.70
2.80
2.90
3.00
Liffe
Cocoa Price Price of cocoa beans increasing
Maître Chocolatier Suisse Depuis 1845
Cocoa product prices 2018 - 2020
22.5% 22.7% 21.2% 21.7%22.1%
Cocoa London Cocoa NY Butter ratio
1 450
1 550
1 650
1 750
1 850
1 950
2 050
Feb.
18
Mai
. 18
Aug
. 18
Nov
. 18
Feb.
19
Mai
. 19
Aug
. 19
Nov
. 19
Feb.
20
GB
P/t
2 050
2 150
2 250
2 350
2 450
2 550
2 650
2 750
2 850
2 950
Feb.
18
Apr
. 18
Jun.
18
Aug
. 18
Okt
. 18
Dez
. 18
Feb.
19
Apr
. 19
Jun.
19
Aug
. 19
Okt
. 19
Dez
. 19
Feb.
20
US
D/t
2.55
2.65
2.75
2.85
2.95
3.05
Feb.
18
Apr
. 18
Jun.
18
Aug
. 18
Okt
. 18
Dez
. 18
Feb.
19
Apr
. 19
Jun.
19
Aug
. 19
Okt
. 19
Dez
. 19
Feb.
20
Maître Chocolatier Suisse Depuis 1845
Nut & almond prices 2018 - 2020
22.5% 22.7% 21.2% 21.7%22.1%
Hazelnuts Almonds
5 000
5 500
6 000
6 500
7 000
7 500
8 000
Feb.
18
Apr
. 18
Jun.
18
Aug
. 18
Okt
. 18
Dez
. 18
Feb.
19
Apr
. 19
Jun.
19
Aug
. 19
Okt
. 19
Dez
. 19
Feb.
20
US
D/t
6 550
6 750
6 950
7 150
7 350
7 550
7 750
Feb.
18
Apr
. 18
Jun.
18
Aug
. 18
Okt
. 18
Dez
. 18
Feb.
19
Apr
. 19
Jun.
19
Aug
. 19
Okt
. 19
Dez
. 19
Feb.
20
US
D/t
Maître Chocolatier Suisse Depuis 1845
2 400
2 700
3 000
3 300
3 600
3 900
4 200
4 500
4 800
5 100
5 400
5 700
Ref. VMP CH AMI VMP EU AMI VMP World
Milk Prices 2017 - 2020
Milk powder 26% in EUR
5’803
3’067
3’219
Maître Chocolatier Suisse Depuis 1845
300
350
400
450
500
550
600
650
700
750
800
850
900
950
CH EU Market USA West coast beat sugar Liffe
Sugar prices 2017 - 2020
Sugar (prices in USD / Ton)
22.5% 21.2%
904
356
401
692
Maître Chocolatier Suisse Depuis 1845
Disclaimer
22.5% 22.7% 21.2% 22.1%
This presentation contains forward looking statements which reflect Management‘s current views and estimates. The forward looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward looking statements. Potential risks and uncertainties include such factors as general economic conditions, foreign exchange- and commodity price fluctuations, competitive product and pricing pressures and regulatory developments.
