LIVE· JOURNEY FEED
FY26 · Q3
3
CCCocoa9,842USD/MT+22.0%
SBSugar #1121.4¢/lb-0.6%
WWheat612¢/bu+6.4%
KCCoffee248.5¢/lb+2.1%
POPalm Oil1,184USD/MT+4.8%
DADairy3,421USD/MT-1.2%
SYSoybean Oil48.7¢/lb+1.4%
OJOrange Juice412¢/lb+8.9%
CCCocoa9,842USD/MT+22.0%
SBSugar #1121.4¢/lb-0.6%
WWheat612¢/bu+6.4%
KCCoffee248.5¢/lb+2.1%
POPalm Oil1,184USD/MT+4.8%
DADairy3,421USD/MT-1.2%
SYSoybean Oil48.7¢/lb+1.4%
OJOrange Juice412¢/lb+8.9%
MODULE · PORTFOLIO HEALTH

Margin Defense Overview

Last 30 days
Updated 07:46 PM
HEALTH SCORE↓ 8 pts
62WATCH
TOTAL EXPOSURE
$80.0M
Across 5 divisions
RISK SUMMARY
Critical
1
Watch
2
Healthy
2
TOP ALERT
Cocoa Butter
-$2.4M
Projected Q3 FY26 loss
DIVISION BREAKDOWN
AllAt RiskWatch
DIVISIONSTATUSSCOREEXPOSURE30D CHG
ChocolateCocoa Butter
AT RISK
31
$24.9M
+22.0%
BakeryWheat
watch
71
$12.3M
+6.4%
SnacksPalm Oil
watch
66
$14.6M
+4.8%
BeveragesCoffee Arabica
healthy
84
$18.4M
+2.1%
DairySkim Milk Powder
healthy
78
$9.8M
-1.2%
ACTIVE ALERT· Chocolate Division · Cocoa Butter
May 15, 08:42 AM
Cocoa Futures+22.0%
West Africa
30-DAY
8,0709,842 USD/MT
Root cause: Supply disruption — black pod disease + port congestion in West Africa (Côte d'Ivoire, Ghana)
FINANCIAL IMPACT · Q3 FY26
-$2.4M
Projected loss
-$4.8M
EBITDA
14
Contracts
View Substitutes
14 pre-vetted by Journey API
QUICK INSIGHTS
Cocoa surge continues
3rd consecutive week of gains. Consider accelerating hedge.
Dairy costs stabilizing
Skim milk powder down 1.2%. Lock in Q4 contracts.
Substitute available
Shea butter viable for 4 SKUs in Chocolate div.
Q2 report ready
Board-ready margin analysis exported to PDF.