The Digest’s 2026 Multi-Slide Guide to Bunge

Bunge announced a major re-segmentation effective Q3 2025 to provide greater transparency into commodity-specific drivers. The new reporting structure breaks the former Agribusiness segment into Soybean, Softseed, and Other Oilseeds Processing & Refining, alongside Grain Merchandising & Milling. This change aligns reporting with their end-to-end value chain operations and the integration of Viterra. While noting favorable industry trends, management highlighted continued uncertainty regarding biofuel policies and trade environments impacting their outlook.