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Story perspectives

Coffee Industry Faces Turmoil Amid Tariffs and Mergers

8/30/2025

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Story summary
  • U.S. tariffs on Brazilian goods create volatility in the coffee industry, affecting prices and market dynamics.
  • Coca-Cola is considering selling Costa Coffee due to financial losses and heightened competition.
  • Keurig Dr Pepper intends to acquire JDE Peet’s for $18 billion, creating a significant coffee conglomerate.
  • JM Smucker is increasing coffee prices to counteract tariff-related costs.
  • Vietnam's coffee exports are strong, but further processing is necessary for optimal potential.