Commodity price volatility
Trading margins depend on purchase/sale spreads and market prices for grains and feed products.
- Scope
- Soybean meal, wheat, corn
- Materiality
- high
Sadot Group Inc.
Sadot Group Inc. is a U.S.-based company headquartered in Burleson, Texas that operates through Sadot Agri-Foods and related subsidiaries. Its business spans agricultural commodity trading, farming, and the shipping of food and feed products, including grains and oilseed meal, with operations that extend across global supply chains and a crop-producing farm in Zambia.
−16,4 %
1,9 %
−37,8 %
−64,8 %
0.05
0.05
| % | |
|---|---|
| Agri-Foods trading | 95% Trading and merchandising of agricultural commodities such as soybean meal, wheat, and corn. |
| Farming operations | 3% Crop production on the company's majority-owned farm in Zambia, including staple and tree crops. |
| Shipping and logistics | 2% Dry bulk cargo shipping and related logistics for moving food and feed commodities globally. |
| Restaurant concepts | 0% Healthier-for-you fast casual restaurant brands and meal-service concepts in discontinued operations. |
Sadot sells primarily into the agricultural supply chain, serving buyers that need reliable sourcing, trading, and...
- Commodity buyersprimary
Buyers of bulk agricultural products such as soybean meal, wheat, and corn for feed and food use.
- Trading counterpartiesprimary
Regional and global counterparties that buy or sell commodities through Sadot's trading platform.
- Logistics and shipping customerssecondary
Parties that need dry bulk cargo shipping and coordinated movement of agricultural goods.
- Farm-gate and agricultural buyerssecondary
Customers and counterparties linked to crop production and origination from the Zambia farm.
- Restaurant consumersemerging
Guests and meal subscribers served by Pokémoto, Muscle Maker Grill, and SuperFit Foods in discontinued operations.
Sadot is headquartered in the United States, but its operating footprint is international because its agri-food...
- •Headquartered in Burleson, Texas, United States
- •Crop production asset located in Zambia
- •Commodity trading and shipping are global in scope
- •Cross-border logistics link origin markets to end buyers
- •Restaurant concepts were U.S.-centric and are discontinued
Sadot's strategy is to build a global agri-foods platform around farming, commodity trading, and shipping rather than a...
01
Grow the agri-foods platformmedium-term
A larger trading and farming base can create a more integrated supply chain and broader market access.
02
Improve supply-chain integrationmedium-term
Owning farming, trading, and shipping capabilities can improve control over sourcing and execution.
03
Monetize legacy assetsshort-term
Reducing exposure to discontinued restaurant operations can concentrate resources on the core agri-foods business.
Sadot faces execution risk in commodity trading, farming, and shipping, where margins can be affected by price...
Agricultural production risk
Farm output can be affected by weather, pests, input costs, and agronomic execution at the Zambia farm.
- Scope
- Zambia farm operations
- Materiality
- high
Impairment of current assets
Trading inventories and other current assets may need write-downs if market values weaken or execution slows.
- Scope
- Trading business assets
- Materiality
- high
Shipping and logistics disruption
Dry bulk cargo movements depend on vessel availability, freight rates, and port performance.
- Scope
- Global shipping routes
- Materiality
- medium
Legacy business transition
Discontinued restaurant operations can create disposal, separation, and residual liability risk.
- Scope
- Sadot Food Services
- Materiality
- medium
Commodity inventory and current asset valuation
Gross profit and asset carrying values
Revenue recognition on commodity sales
Quarterly revenue comparability
Discontinued operations and assets held for sale
Income statement presentation and balance sheet classification
Stock-based compensation
SG&A and net income
Debt extinguishment and financing estimates
Interest expense and other income/expense
Australian Oilseeds Holdings Ltd
COOT · Fats & Oils
Australian Oilseeds Holdings Ltd is a U.S.-listed company focused on the oilseeds and fats-and-oils value chain, with its identity tied to sourcing,…
SEABOARD CORP /DE/
SEB · Wholesale-Farm Product Raw Materials
Seaboard Corp is a U.S.-based diversified agribusiness and transportation company with operations spanning commodity trading, pork production, marine shipping, and related industrial activities.
PAMT CORP
PAMT · Trucking (No Local)
PAMT CORP is a U.S.-based holding company whose subsidiaries provide truckload dry van transportation and related brokerage and logistics services.
Sow Good Inc.
SOWG · Food and Kindred Products
SOUTH DAKOTA SOYBEAN PROCESSORS LLC
SDSYA · Fats & Oils
South Dakota Soybean Processors LLC is a U.S.
Archer-Daniels-Midland Co
ADM · Fats & Oils
Archer-Daniels-Midland Company (ADM) is a global agricultural origination, processing, and nutrition business that connects crops to food, feed, fuel, and industrial end markets.
: 29/04/2026