Coffee Memo with Rob Stephen

Coffee Memo | Rob Talks 2025 Ep. 12

Episode Summary

Rob and Mike reflect on the tumultuous year of 2025 in the coffee industry, discussing the challenges posed by tariffs, inverted markets, working capital, and of course prices. They explore the current market dynamics, potential signs of recovery, and the lessons learned from navigating these difficulties. The conversation also touches on New Year's resolutions for coffee roasters and strategies for moving forward in 2026, emphasizing the importance of adaptability and resilience in the face of change.

Episode Notes

Takeaways

• 2025 was marked by unprecedented challenges in the coffee industry.
• Tariffs significantly impacted the cost structure for importers and roasters.
• The inverted market created disincentives to hold inventory.
• Financial strain affected even the largest players in the coffee sector.
• Current market trends indicate a potential recovery with more coffee availability.
• Adaptability and quick reactions are crucial for survival in the coffee business.
• New Year's resolutions should focus on improving accounts receivable management.
• Understanding market dynamics is essential for making informed business decisions.
• The importance of taking breaks and unplugging from the business was highlighted.
• The conversation emphasized the need for continuous learning and adaptation.