Industry Revenues:

• Coffee products: approx. 70%
• Tea products: approx. 15%
• Other beverages and accessories: approx. 15%

TOP 3 Markets:

• Europe: approx. 45%
• North America: approx. 25%
• Asia-Pacific: approx. 20%

JDE Peet's N.V. is a leading company in the coffee and tea sector. The majority of revenues come from the sale of coffee products, highlighting its strong market position in this segment. Europe remains the largest market for the company, followed by North America and the Asia-Pacific region. These markets significantly contribute to the total revenue and continue to offer growth potential through increasing demand and market share gains.

Production Sites: Global, with a focus on Europe and North America

JDE Peet's N.V. is a globally operating company in the coffee and tea sector. Production takes place at various locations worldwide, with a large part of the production capacity located in Europe and North America.

The company operates several roasteries and production facilities to manufacture its wide range of coffee and tea products. This geographical distribution enables JDE Peet's to efficiently respond to demand in different markets and optimize supply chains.

Revenue Growth: 7% (2024) Profit Growth: 5% (2024)

JDE Peet's N.V. is pursuing a strategy focused on expanding its product portfolio and tapping into new markets. The company is increasingly focusing on introducing new, innovative products in the premium coffee segment to meet changing consumer preferences.

Another key focus is on geographical expansion, particularly in emerging markets in Asia and Latin America. These regions offer significant growth potential due to the increasing demand for coffee products.

In addition, JDE Peet's is investing in sustainable practices and digital transformation to increase efficiency and enhance customer loyalty. This includes optimizing the supply chain and expanding online distribution to meet the changing consumer shopping habits.

Main Commodities: Coffee, Tea

Important Coffee Producing Countries:

• Brazil
• Vietnam
• Colombia
• Indonesia
• Ethiopia

Important Tea Producing Countries:

• India
• Kenya
• Sri Lanka
• China

JDE Peet's N.V. is one of the largest coffee and tea producers worldwide. The main commodity the company imports is coffee. Brazil and Vietnam are the world's largest coffee producers and therefore important suppliers for JDE Peet's. Colombia, Indonesia, and Ethiopia are also significant countries of origin for coffee imports.

In addition to coffee, JDE Peet's also imports tea. The main tea-growing regions from which the company sources its raw materials are India, Kenya, Sri Lanka, and China. These countries are known for their high-quality tea varieties and play a central role in JDE Peet's supply chain.

Market share: 10% of the global coffee market (2023)

EBITDA margin: 20% (2023)

JDE Peet's N.V. has established itself as one of the leading players in the global coffee market, with a market share of approximately 10%. This gives the company a significant competitive advantage, especially through its strong brand presence and diversified product portfolio.

The EBITDA margin of 20% shows that the company operates efficiently and is able to generate solid profits. This profitability enables JDE Peet's to invest in research and development as well as marketing to further strengthen its market position.

Additionally, the company benefits from a global presence and a diversified supply chain, allowing it to react flexibly to regional market changes. These are crucial factors that support JDE Peet's competitive advantage compared to smaller or less diversified competitors.

Institutional Investor Share: approx. 70% (2025, estimated based on historical data)

Insider Purchases/Sales: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in JDE Peet's N.V. traditionally stands at around 70%, indicating the trust of large investment funds and institutional investors in the company's business model and market position. These investors particularly value the stable earnings and growth potential in the global coffee market.

In 2025, there were no significant insider purchases or sales, suggesting that the management and other insiders anticipate a stable company performance. Such transactions are often seen as an indicator of the leadership's confidence in the company's future development.

Market share of JDE Peet's N.V.: 10% (estimated for 2025)

Top competitors and their market shares:

1. Nestlé S.A.: 23%
2. The J.M. Smucker Company: 15%
3. Keurig Dr Pepper Inc.: 12%
4. Starbucks Corporation: 11%
5. JDE Peet's N.V.: 10%
6. Lavazza: 8%
7. Tchibo: 6%

JDE Peet's N.V. is one of the leading players in the global coffee market with an estimated market share of 10% in 2025. The largest competitor is Nestlé S.A., which dominates the market with a 23% market share. Other significant competitors are The J.M. Smucker Company and Keurig Dr Pepper Inc.

The moat of JDE Peet's lies in its strong brand presence and wide product portfolio, ranging from premium to mass-market products. This allows for a broad customer appeal and a strong market position in different segments.

Compared to its competitors, JDE Peet's has a less pronounced moat than Nestlé, which benefits from its enormous global presence and extensive resources. Starbucks also has a strong brand loyalty and a unique customer experience that is hard to replicate.

Overall, JDE Peet's has a solid, but not insurmountable moat. Competitiveness heavily depends on the ability to drive innovation and adapt to market trends.

Revenue growth: 4.8% (2024) Profit growth: 3.5% (2024) Market share in the global coffee market: 10% (2024)

JDE Peet's N.V. recorded a revenue growth of 4.8% in 2024, attributed to stable demand for coffee products and successful expansion into new markets. The company holds a significant market share of 10% in the global coffee market, highlighting its strong market position.

The profit growth of 3.5% in 2024 indicates that JDE Peet's is able to improve its profitability despite rising raw material costs. This could be attributed to efficient cost management strategies and product innovations.

Given these factors, JDE Peet's N.V. appears to be a solid investment, especially for investors interested in an established company in the consumer goods sector. The continuous market presence and moderate growth potential could be attractive to long-term oriented investors.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Continuous payout since 2020

JDE Peet's N.V. has been consistently paying dividends since its IPO in 2020. The dividend yield is currently estimated at 2.5%, which can be considered moderate compared to other companies in the food and beverage industry.

The reliability of dividend payment is supported by the company's stable market position and its ability to consistently generate profits in a competitive market. Historically, JDE Peet's has pursued a policy of regular dividend adjustments in line with company earnings, indicating a sustainable dividend policy.