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%
Portfolio Health
Module · Safe-Harbor Substitutes · Chocolate Division
Sourced via Journey Foods · Pre-Vetted Ingredient Swaps
Candidates
4
Top Recovery
$1.12M
Min Lead Time
14d
Recommended
1
Current · High RiskRisk 86/100
Ingredient
Cocoa Butter
Theobroma cacao · West Africa
Cost Index
$$$
Spot Price
$9.84/kg
Lead Time
45 days
Sustainability
62/100
Biochem Match
100%
Regulatory
Standard Label
Exposed to West Africa supply shock — black pod disease + port congestion.
Swap
Recommended Swap · Low RiskRisk 18/100
Ingredient
Shea-based Cocoa Butter Equivalent
Vitellaria paradoxa (shea) + illipe blend · Burkina Faso · Ghana (savanna belt)
Cost vs Current
-14%
Margin Recovery
$980K
Lead Time
21 days
Sustainability
+5%
Biochem Match
98%
Regulatory
Flex-Label Compliant
Drop-in CBE. Identical SFC curve to cocoa butter at 25–35°C. Smallholder-sourced; lower deforestation footprint.
Comparison Matrix · Cocoa Butter → Shea CBE
All gates passed
Cost
14% savings
-14% vs spot · $980K recovered
Sustainability
+5% better
Lower carbon footprint · smallholder-sourced
Biochemical Match
98% match
SFC curve, melt profile & taste preserved
Regulatory
Flex-Label Compliant
No reformulation filing · digital labels auto-update
Projected Q3 FY26 outcome
+$980K recovered · vs −$2.40M loss
Ranked Recommendations
All Pre-Vetted Candidates
Sorted by margin recovery
1
Palm Mid-Fraction CBE
Wilmar · IOI Loders · Malaysia · Indonesia
Recovery
+$1.12M
Cost
-22%
Sustain.
-8%
Match
94%
Lead
14d
Flex-Label Compliant
2
Shea-based Cocoa Butter Equivalent
Top PickAAK · Bunge Loders Croklaan · Burkina Faso · Ghana (savanna belt)
Recovery
+$980K
Cost
-14%
Sustain.
+5%
Match
98%
Lead
21d
Flex-Label Compliant
3
Mango Kernel Stearin
3F Industries · Manorama · India · Vietnam
Recovery
+$640K
Cost
-9%
Sustain.
+12%
Match
91%
Lead
35d
Flex-Label Compliant
4
Sal Fat Fraction
Manorama Industries · India (central forest belt)
Recovery
+$420K
Cost
-6%
Sustain.
+8%
Match
89%
Lead
60d
Reformulation Required
Comparison Matrix · All Vectors
Source: Journey Foods API · v3.2
| Substitute | Cost Δ | Recovery | Sustain. Δ | Match | Lead | Regulatory | Risk |
|---|---|---|---|---|---|---|---|
Shea-based Cocoa Butter Equivalent AAK · Bunge Loders Croklaan | -14% | +$980K | +5% | 98% | 21d | Flex-Label Compliant | 18 |
Palm Mid-Fraction CBE Wilmar · IOI Loders | -22% | +$1.12M | -8% | 94% | 14d | Flex-Label Compliant | 34 |
Mango Kernel Stearin 3F Industries · Manorama | -9% | +$640K | +12% | 91% | 35d | Flex-Label Compliant | 41 |
Sal Fat Fraction Manorama Industries | -6% | +$420K | +8% | 89% | 60d | Reformulation Required | 58 |