Welcome to Xena Insider.

Can a chocolate bar change the world? Tony’s Chocolonely is betting yes—and proving ethics don’t have to come at the cost of growth. While cocoa prices hit record highs ($12,600/metric ton in 2024!) and giants like Mondelēz brace for impact, this Dutch rebel brand is thriving: 33% revenue growth to €200M, child labor cases under 4% (vs. 47% industry average), and a supply chain so resilient it’s halved climate-related crop losses. Let’s unwrap how they’re pulling it off.
THE UNLIKELY SUCCESS STORY: FROM JOURNALISTIC STUNT TO €200M EMPIRE

It started with a Dutch reporter, Teun van de Keuken, demanding arrest for eating chocolate tainted by child labor. His 2003 protest exposed an industry-wide lie: Big Chocolate’s pledges to end exploitation were hollow. So, he launched Tony’s Chocolonely in 2005 with a mission—100% slave-free chocolate—and a bar designed to look as unequal as the industry itself (hello, uneven chunks).
Fast-forward to 2025:
86% growth in the US after landing in Walmart and Kroger.
71% surge in ethical cocoa volumes via their Open Chain initiative.
30,000 tonnes of responsibly sourced beans in 2024—double the prior year.
The kicker? They’re still not profitable. But they’re prioritizing impact over margins, reinvesting every euro into scaling their model.
HOW TONY’S IS REWRITING THE RULEBOOK

Let’s cut through the wrapper. While rivals shrinkflate or reformulate, Tony’s is flipping the script:
1. Radical Transparency (Even When It Hurts)
Tony’s publishes every child labor case found in its supply chain. No sugarcoating. “Most brands hide this,” says CEO Douglas Lamont. “We fix it.” Their cooperatives now have a 90%+ remediation rate for illegal labor—proving accountability drives change.
2. Open Chain Revolution
Think of it as “Fair Trade 2.0.” Tony’s invites competitors like Ben & Jerry’s and Waitrose to use their ethically audited cocoa via Sourcing Principles
Pay farmers a living income.
Ban deforestation.
Trace every bean.
Result? Partner cocoa volumes grew 71% YoY—faster than Tony’s own sales.
3. Climate-Proof Farming
While West Africa’s cocoa yields dropped 20% in 2024, Tony’s partner farms lost just 11%. How? Training farmers in agroforestry (mixing cocoa with shade trees) and paying premiums to reinvest in soil health.
THE BIGGER PICTURE: CAN THIS MODEL SCALE?

Tony’s isn’t naive. Cocoa’s volatility is apocalyptic: prices tripled in 2024, and 1.5M kids still work on farms. But their playbook offers lessons for brands navigating chaos:
Mission Sells: 64% of Gen Z will pay more for ethical products. Tony’s bright packaging and “crazy chocolate makers” vibe scream purpose.
Collaborate, Don’t Compete: By sharing their supply chain, Tony’s turned rivals into allies—scaling impact without scaling overhead.
Profit ≠ Success: “EBITDA-positive but not profitable? So what,” says Douglas Lamont, CEO of Tony’s Chocolonely. “We’re building a movement.”
See How Tony’s Fight for Fairness
WHAT THIS MEANS FOR YOUR BRAND
Transparency Isn’t Optional: Consumers sniff out greenwashing. Own your flaws and fixes.
Community > Hype: Tony’s fans are cult-like because they’re part of the mission. Build advocates, not customers.
Bet on Long-Term Loyalty: Short-term profit crumbles under volatility. Invest in trust.
Want to Stand Out Like Tony’s? Let Xena Help
Ethical branding is great—but without visibility, it can’t sell. You can now try Xena Foresight for free and optimize your Amazon/Walmart listings to highlight your values and value.
Free Amazon account audit: See What’s Working and What’s Not With a Free Amazon Account Audit
Book a call: Speak with our expert to discover how we can tailor our solutions to your needs.
Written by Akhil Suresh Nair, the founder & CEO of Xena Intelligence - the AI tech for eCommerce brands