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SunOpta (SOY) investor relations material
SunOpta 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business evolution and growth
Shifted from commodity-based operations to a focus on private label and co-manufacturing, especially in plant-based beverages and fruit snacks.
Achieved 13% CAGR and nearly doubled EBITDA over the last five years.
Deployed capital to drive operational efficiencies, targeting both volume growth and margin expansion.
Fruit snacks business has delivered 21 consecutive quarters of double-digit growth, with a new production line expected to add $40 million in annual revenue.
Raised 2025 revenue and Adjusted EBITDA guidance due to faster-than-expected progress on operational initiatives.
Market dynamics and category trends
Plant-based milk category is now growing at high single digits, driven by health, environmental, and demographic trends.
Food service, especially coffee chains, and club channels are key growth drivers, with coffee chains planning 20% more units by 2030.
Club channel growth is supported by value-seeking consumers and shelf-stable products.
Competitive advantages and customer relationships
Growth is driven by solving customer problems through R&D, supply chain resiliency, and high service metrics.
Nationwide network ensures assured supply and supports customer retention.
Service and quality metrics have improved over the past two years.
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