Barry Callebaut sales up despite ‘sluggish’ chocolate market

Barry Callebaut has grown revenues and sales volumes despite declines in the overall global chocolate confectionery market.

In the first nine months of fiscal year 2015/16 (ended May 31, 2016), the group grew its sales volumes by 4.2% to 1,376,650 metric tons, while its revenues were up 11.4% in local currencies to CHF 5bn ($5.1bn)

This came as the global chocolate confectionery market declined 2% over the same period, according to Nielsen data.

Weak chocolate market

“Our chocolate business performed particularly well, despite still sluggish demand for chocolate confectionery,” said Antoine de Saint-Affrique, CEO of the Barry Callebaut.

Chocolate confectionery volumes in the overall market declined 1.2% in Europe, 3.3% in the Americas and 2.1% in Asia-Pacific over the nine month period, Nielsen data shows.

But Barry Callebaut bucked the trend with 7.7% volume growth in Region EMEA (Europe, Middle East, Africa), 9.9% growth in the Americas and 13% growth in Asia-Pacific.

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Source: Barry Callebaut presentation (Oliver NIEBURG)

Phasing out less profitable contracts

De Saint-Affrique said his company was continuing to phase out less profitable contracts in its cocoa business.

This led to a 7.8% sales decline in the firm’s Global Cocoa business – which supplies cocoa ingredients such as butter and powder.

However, all other segments grew. The firm’s largest division 'Food Manufacturers' – which supplies chocolate to firms such as Hershey and Mondelēz - was up 8.3% in volume during the period.

Barry Callebaut’s Gourmet & Specialties businesses, which sells decorations and value-added ingredients mainly to chefs and food service outlets, grew volumes 11.4%.

Cocoa costs and outlook

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Barry Callebaut is the world's largest commercial cocoa grinder and the top supplier of industrial chocolate. Source: Barry Callebaut presentation. (Oliver NIEBURG)

The company said its positive results were partly due to higher ingredients costs, which it primarily passes on to customers.

Cocoa bean prices were up around 5% during the nine-month period, while world sugar prices were also up, said Barry Callebaut.

De Saint-Affrique added that market conditions “remain challenging in the short-term”.

“In that context, we will continue to reduce sales of cocoa products to third parties by phasing out less profitable cocoa agreements, which is impacting short-term growth,” he said.

The company confirmed its mid-term guidance to have average volume growth of 4.6% over the three-year period 2015/16 to 2017/18 and EBIT above volume growth in local currencies, barring major unforeseen events.