npsa other nut report march 25,2014 bobby tankersley sr. vice president procurement john b....
TRANSCRIPT
NPSA Other Nut Report
March 25,2014
Bobby TankersleySr. Vice President Procurement
JOHN B. SANFILIPPO & SON INC.
1
2
US vs Global Nut CropsIn
Mill
ions
of K
erne
l Lbs
Almonds Walnuts Pistachios Pecans Hazelnuts Macs Cashews -
500
1,000
1,500
2,000
2,500
US Global
World Almond CropsM
illio
n lb
s
2007 2008 2009 2010 2011 2012 2013F0.0
500.0
1000.0
1500.0
2000.0
2500.0
Australia All Other EU Turkey US
4
Supply vs Consumption
2005 2006 2007 2008 2009 2010 2011 2012 2013E0
0.5
1
1.5
2
2.5
Supply Consumption
Almond Shipments Domestic vs ExportM
illio
ns o
f ker
nel l
bs
2005 2006 2007 2008 2009 2010 2011 2012 2013E0
200
400
600
800
1000
1200
1400
1600
Domestic Export
World Walnut CropsTh
ousa
nds
of in
shel
l ton
s
Walnut Shipments Domestic vs ExportTh
ousa
nds
of in
shel
l ton
s
World Pistachio CropsM
illio
ns o
f ins
hell
lbs
2007 2008 2009 2010 2011 2012E 2013F0
200
400
600
800
1000
1200
1400
Iran U.S. Syria Turkey All Others
Pistachio Shipments
2003 2004 2005 2006 2007 2008 2009 2010 2011 20120
50
100
150
200
250
300
350
Domestic
Linear (Domestic)
Export
Linear (Export)
Mill
ion
s o
f In
sh
ell
po
un
ds
World Cashew CropsM
etric
tons
ker
nels
World Macadamia Crops
2008/19 2009/10 2010/11 2011/12F -
5,000
10,000
15,000
20,000
25,000
30,000
35,000
Australia Africa Hawaii All other
Met
ric to
ns k
erne
ls
World Hazelnut Crops
2007 2008 2009 2010 2011 2012 2013F0.0
500.0
1000.0
1500.0
2000.0
2500.0
Azerbaijan EU Turkey US
US Peanut SupplyM
illio
ns o
f ton
s
2008 2009 2010 2011 2012 2013F0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
4.0
Crop Carry-In
14
Spot Market Price Comparison
Fcy Jr Mammoth Halves$5.50Nonpareil Supreme 25/27$4.10Walnut Light H&P
$5.15240 Whole Cashews
$4.00Style I whole Macs
$6.9580% Whole Pist kernel $10.95Whole Hazelnuts
$3.25Midget whole Brazils
$4.00
Fcy Large Pecan pieces $4.25Diced almonds 14/8
$4.25Walnut light med pcs
$5.75Large Cashew pcs
$1.85Style IV Macs
$6.00Diced Pist Kernel 14/8 $13.65Hazels W&B
$2.85Brazil W&B
$3.25
Whole/Half Kernel Pieces/Broken Kernel