Analysts expect coffee sellers could see two years of a favorable commodity cost environment as...


Analysts expect coffee sellers could see two years of a favorable commodity cost environment as Brazil's arabica crop remains extremely strong. Though the benefit should be significant for margins, because coffee companies contract for delivery well in advance it will be FY13 and FY14 that will see the biggest effect. Looking for a boost: GMCR, DNKN, SBUX, CBOU, PEET.

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