What Changed
Cost update delta · Q2 2026 · Last synced April 28, 2026
New Opportunities
2
This quarter
Value Increased
1
Existing opps grew
Expired
1
No longer viable
Net New Value
$913K
vs. Q1 2026
Q2 2026 — 12 new opportunities worth $4.2M
Driven by whey price spike, new Edmonton canola supplier, and cocoa market movement
Cocoa prices rose 8% — new reduction opportunities in 6 chocolate-containing formulas
+$520K
value added
Whey → Milk Powder swap value increased $180K due to whey price spike
+$180K
value added
New canola oil supplier in Edmonton — Palm Oil swaps now viable at 3 additional factories
+$340K
value added
Corn syrup prices rose 3% — HFCS swap savings reduced by $85K across portfolio
-$85K
value lost
Sunflower lecithin price parity lost — 2 factory-level swaps no longer cost-effective
-$42K
value lost
Cost intelligence is refreshed quarterly. Next update scheduled for July 28, 2026 (Q3 2026). Price signals are sourced from commodity futures, supplier quotes, and Bimbo procurement data.