Barry Callebaut AG (BRRLY) Q3 2026 Sales/Trading Call Transcript
Barry Callebaut AG (BRRLY) Shareholder/Analyst Call Transcript
Barry Callebaut AG (BRRLY) Q2 2026 Earnings Call Transcript
Shares fell 16% after the chocolate maker warned of a profit hit from its new chief executive's plan to speed up a return to sales growth.
Barry Callebaut and its former CEO Peter Feld parted ways last month after a previously unreported clash at the top of the world's largest chocolate maker over a proposal to separate its cocoa business, two sources told Reuters.
Barry Callebaut AG (BRRLY) Q1 2026 Sales/Trading Call Transcript
The world's biggest chocolate maker Barry Callebaut is in the early stages of exploring the separation of its global cocoa unit from the rest of the group, according to three people familiar with the matter.
If necessity is the mother of invention, then the world's biggest industrial chocolate maker is getting a crash course in creativity. Barry Callebaut has struck a partnership with Chile's NotCo AI, hoping that machine-driven recipe development can soften the blow of record cocoa prices and muted demand.
Switzerland's Barry Callebaut said on Tuesday it would partner with Chilean start-up NotCo AI to utilise artificial intelligence in recipe development, as it battles high cocoa prices and weakening demand for its cocoa products.
Barry Callebaut AG (OTCPK:BRRLY) Q4 2025 Earnings Call November 5, 2025 2:30 AM EST Company Participants Sophie Lang - Head of Investor Relations Peter Feld - Chief Executive Officer Peter Vanneste - Chief Financial Officer Conference Call Participants Joern Iffert - UBS Investment Bank, Research Division Jon Cox - Kepler Cheuvreux, Research Division Alexander Sloane - Barclays Bank PLC, Research Division Edward Hockin - JPMorgan Chase & Co, Research Division Tom Sykes - Deutsche Bank AG, Research Division Presentation Sophie Lang Head of Investor Relations Good morning, everyone, and welcome to Barry Callebaut's Full Year Results Presentation for 2024-2025. I am Sophie Lang, Head of Investor Relations, and today's session will be hosted by our CEO, Peter Feld; and our CFO, Peter Vanneste.
Nestle announced on Thursday environmental restoration projects in partnership with reforestation startup re.green and chocolatier Barry Callebaut in Brazil, seeking to plant millions of trees in areas where it sources key ingredients.
Barry Callebaut is fundamentally undervalued, with current volatility in cocoa prices masking its intrinsic value and long-term potential. Temporary supply shocks and speculative trading have driven cocoa prices to unsustainable highs, but I expect normalization within four to six quarters. The company's cost-plus pricing model and long working capital cycle create short-term cash flow challenges, but management's action plan should improve liquidity by FY2026.