Stock Pulse
Bunge Global SA (BG) is divesting its European margarine and spreads business to Vandemoortele to focus on core sectors like oilseeds, grains, and B2B ingredients [5], [7], [8]. The company faces headwinds from escalating US-China trade tensions, potentially impacting soybean exports and profits [1]. Bunge is completing the Viterra acquisition, which is expected to significantly expand its global reach, but faces regulatory hurdles and debt restructuring challenges [9], [10]. Despite weaker-than-expected 2024 results and a cautious 2025 outlook [8], Bunge has a strong liquidity position, is returning capital to shareholders through buybacks [3], [4], and is highlighted as a potential value stock with a sustainable dividend [6]. The company will release Q1 2025 earnings on May 7th [2].