Tabarbarewar Farashin Cocoa Da Sugar, Yana Sauƙaƙa Samar Da Cakulan Duniya

Masu yin cakulan a duk faɗin duniya, suna fuskantar ƙaƙƙarfan yanayi na kasuwanci a cikin shekara mai zuwa yayin da suke ƙoƙarin ƙaddamar da hauhawar farashin koko ga masu amfani da tsabar kuɗi waɗanda ke ragewa.

 

Masana’antar ta sami riba mai yawa a cikin shekaru biyu da suka gabata yayin da bukatar cakulan ya tashi duk da hauhawar farashin, amma bayanai na baya-bayan nan sun nuna cewa wannan yanayin na iya raguwa kamar yadda farashin koko ya kai shekaru 46 kuma farashin sukari ya kusan kusan mafi girma fiye da shekaru goma.

 

Masu amfani da kayayyaki a Turai da Arewacin Amurka sun riga sun ga hauhawar farashin kusan kashi 20% a cikin shekaru biyu da suka gabata kuma sun fara rage adadin cakulan da suke siya, bayanan da masu binciken kasuwa Nielsen suka jawo wa Reuters.

 

Masu cin kasuwa suna “cin kasuwa da yawa, suna fatan samun ciniki,” in ji Shugaba Mondelez Dirk Van de Put a watan da ya gabata.

 

Maƙerin Cadbury Mondelez yana tsammanin hauhawar farashin koko da sukari zai ci gaba.

 

A mayar da martani, kamfanin ya ce yana tabbatar da cewa yana da shinge sosai kuma yana ci gaba da samar da kayan aiki.

 

“Ƙarin sukari da koko musamman kayan abu ne,” in ji Mondelez CFO Luca Zaramella a watan Yuli. “Muna magana ne game da yiwuwar kashi 30-plus (ƙara) idan kun kalli watanni 12 da suka gabata, ko ma fiye da haka, musamman a cikin koko.”

 

Amma bayan fiye da shekaru biyu na farashin mafi girma, dillalan dillalai suna ja da baya, in ji manazarta, wanda ya haifar da yaƙin da ke jefa haƙar gwangwani da riba.

 

Ɗaya daga cikin irin wannan yaƙin ya haifar da Mondelez a baya ya janye Cadbury da mashaya Milka daga jerin manyan kantunan Belgian Colruyt bayan ya kasa amincewa da farashi.

 

Masu yin cakulan suna banki akan juriyar al’ada na samfuran su don haɓaka farashi. Mondelez ya haɓaka hasashen haɓakar kudaden shiga na shekara-shekara a watan da ya gabata yayin da Hershey ya haɓaka hasashen ribar sa.

 

“Yanzu da farashin ya kasance 100% amintattu, muna tsammanin girma da haɓakar kudaden shiga, da kuma haɓaka haɓaka ga Turai,” in ji Zaramella, bayan Mondelez ya warware matsalar ta tare da Colruyt.

 

Rauni girma

 

Koyaya, girman tallace-tallacen cakulan Mondelez ya yi rauni sosai a wannan shekara – daga 14.8% a cikin makonni 4 zuwa 25 ga Fabrairu zuwa 3.2% a cikin makonni 4 zuwa Yuli 15 na shekara – duk da cewa ya ci gaba da haɓaka farashinsa a cikin ƙananan lambobi biyu, bisa ga binciken Bernstein na bayanan Nielsen.

Bayanan sun nuna adadin tallace-tallace na Hershey ya ragu a cikin lokacin yayin da kamfanin ya haɓaka farashin.

 

“Muna ganin masu amfani sun fara amsawa fiye da baya, zan yi taka tsantsan tare da karuwar farashin,” in ji Dan Sadler, masanin alewa a mai binciken kasuwa na Amurka IRI. “Muna ganin masu siye sun fara kasuwanci.”

 

Har ila yau, Barry Callebaut (BARN.S), babban mai yin cakulan a duniya da ke samar da mafi yawan manyan kamfanoni ciki har da Nestle (NESN.S), ba ya tsammanin wani girma a cikin tallace-tallace a wannan shekara. An ba da rahoton watan da ya gabata cewa adadin ya faɗi 2.7% a cikin watanni tara ya ƙare 31 ga Mayu.

 

Koyaya, ƙaramin ‘lakabin sirri’ ko samfuran gida’ cakulan yana ci gaba da ɗaukar rabon kasuwa.

 

A cikin Amurka, ƙididdigar tallace-tallace masu zaman kansu ya karu kusan 9% a cikin shekara zuwa tsakiyar watan Yuni duk da kusan hauhawar farashin lambobi biyu, bayanan IRI ya nuna.

 

Hershey ya riga ya sanar da hauhawar farashin farashi na sauran 2023 yana cikin “manyan lambobi guda ɗaya,” yayin da na shekara mai zuwa “ƙananan lambobi ɗaya ne,” in ji Shugaba Michele Buck a watan Yuli.

 

Hershey na Pennsylvania, yana fatan cewa yayin da yake sauƙaƙa farashin hauhawar farashin, adadin tallace-tallacen nasa zai sauya koma bayan da suke yi a yanzu. Ya ce yana shirin dogaro da injina na sarrafa kansa don rage farashinsa na samarwa, in ji shi.

 

Rabobank ya ce wannan matsin lamba na iya ci gaba har zuwa shekara mai zuwa saboda yanayin yanayi na El Nino a Afirka ta Yamma da kuma rashin masu samar da kayayyaki da za su iya haɓaka kayan aikin cikin sauri.

 

Manyan masu noman kokon Cote d’Ivoire da Ghana sun fuskanci fari da ruwan sama mai yawa da cututtuka a shekaru biyu da suka wuce. Suna samar da kashi biyu bisa uku na koko na duniya kuma jami’ai suna kokawa don taimakawa manoma su shawo kan yanayin yanayi. Tsarin ‘kudaden shiga rayuwa’ na 2019 bai da tasiri sosai.

 

 

 

Reuters/Ladan Nasidi.