The Lavazza Group has double-digit growth in profits and turnover, but the volumes of coffee sold have suffered a contraction, also due to the sharp increase in the price of the raw material within an economic framework characterized by an unprecedented level of complexity for the supply chain and the increase in pressure exerted by US tariffs.
Great uncertainty: a “perfect storm” on coffee
“We are experiencing an economic context still marked by extreme volatility in coffee prices. It is increasingly difficult to make forecasts, but the storm is not over yet” underlined Antonio Baravalle, CEO of the Lavazza Group, adding “we are not yet in calm waters: the volatility of the coffee market is now structural, the costs of raw materials remain under pressure, geopolitical tensions continue to reshape global balances and the regulatory framework adds further complexity”.
The coffee market – it is underlined – has been hit by a true “perfect storm” built over time: climate change, geopolitical context, logistics crisis, regulatory uncertainty, speculative component in international commodity exchanges and structural costs now stabilized at levels significantly higher than the pre-2020 period. US tariffs have further impacted industry and supply chain dynamics, contributing to increased uncertainty and cost pressures.
This correlation of factors is determining an average contraction of the global coffee market, which after the -3.5% drop in volume in the two-year period 2023-2024, volumes fell further in 2025 by approximately -2.4%, demonstrating the persistent difficulties that the entire sector is facing.
Solid growth in fiscal 2025
Given all these factors, the 2025 financial year was characterized by extremely high prices for green coffee: from January 2021 to the first months of 2025, Arabica coffee underwent increases of +230%, while Robusta quality increased by +325%.
At an economic-financial level, Lavazza recorded a turnover of 3.9 billion euros (+15.7% compared to 2024) and an EBITDA of 340 million, +8.8% compared to 312 million in 2024, with an EBITDA margin equal to 8.8% compared to 9.3% in 2024. EBIT is equal to 157 million, compared to 130 million in fiscal 2024. Net profit reached 92 million, compared to 82 million recorded in 2024.
The net financial position at the end of 2025 is negative by -432 million, compared to -511 million at the end of 2024, and reflects the cash generation achieved during the year.
Manage 2026 with flexibility
“Looking to 2026 and beyond, the key word remains ‘agility’, understood as the ability to react to the context in an effective and timely manner”. stated CEO Baravalle, recalling that the first months of the year “were characterized by further and serious geopolitical tensions, which will also impact the management costs of companies.
“We will continue to invest to maintain a competitive advantage based on quality, sustainable innovation and industrial solidity to strengthen our brands, consolidate the resilience of the supply chain and create value in the long term. In this path, digital transformation plays a central role: it improves the ability to anticipate and manage risks and strengthens processes along the entire value chain”.
