Factor in growing demand from China (via Maoxian) and you have a nice recipe for future growth. Any supply problem from a crop failure would really set the cat amongst the pigeons.
I did a quick search for stocks with coffee in their title and came up with the following: CBOU, DCFF, DDRX, GMCR, GWDC, JVA, PEET, SWS/UN.TO. Unfortunately, for companies like Peet's, Caribou's, and Starbucks, rising coffee prices will hurt these stocks.
The London Stock Exchange has a Coffee ETF (COFF), but I couldn't find something comparable for the U.S. market (???).
I wonder what the next 12 months will bring?