FORWARD-LOOKING STATEMENTS This communication contains certain "forward-looking statements" within the meaning of federal securities laws. Forward-looking statements may be identified by words such as "anticipates," "believes," "could," "continue," "estimate," "expects," "intends," "will," "should," "may," "plan," "predict," "project," "would" and similar expressions. Forward-looking statements are not statements of historical fact and reflect Calavo's and Mission's current views about future events. Such f ...

Core Insights - Mission Produce, Inc. is acquiring Calavo Growers, Inc. to enhance its position in the North American avocado market and expand into the prepared food segment [1][2][3] - The acquisition is expected to create significant value for both companies, with anticipated cost synergies of approximately $25 million within 18 months post-close [1][12] Transaction Overview - The acquisition involves a cash-and-stock transaction where Calavo stockholders will receive $27.00 per share, consisting of $14.85 in cash and 0.9790 shares of Mission for each share of Calavo [6][7] - The total enterprise value of the transaction is approximately $430 million, representing a 26% premium to Calavo's recent stock price [7][8] Strategic Rationale - The acquisition aims to bolster Mission's vertically integrated platform and enhance its global distribution network by incorporating Calavo's sourcing and prepared foods capabilities [2][3] - This move is expected to diversify Mission's product offerings, including entry into the high-growth prepared foods segment, which aligns with evolving consumer demand for convenience and healthy options [12] Operational Synergies - The transaction is projected to deliver $25 million in annualized cost synergies within 18 months post-close, with potential for further upside [12] - The combined company will have an expanded network of packinghouses in Mexico, increasing access to high-quality avocados and improving supply reliability [12] Governance and Management - Upon completion, John Pawlowski is expected to serve as CEO of the combined company, with Steve Barnard as Executive Chairman [9] - The Board of Directors for the combined entity will consist of 10 individuals, including one director appointed by mutual agreement of both companies [9] Company Backgrounds - Mission Produce is a global leader in sourcing and distributing fresh avocados, with a vertically integrated operation that includes growing, sourcing, packing, and distribution [17] - Calavo Growers has a long history in the produce industry, offering a range of products including avocados, tomatoes, and prepared foods like guacamole [18]

Group 1 - The article does not contain any relevant content regarding company or industry analysis [1]

Core Viewpoint - Calavo Growers Inc is expected to report a significant increase in fourth-quarter earnings, with analysts projecting earnings of 37 cents per share compared to 5 cents per share in the same period last year [1] Financial Performance - The anticipated quarterly revenue for Calavo Growers is $147.95 million, a decrease from $169.96 million reported in the previous year [1] - The company posted disappointing quarterly results on September 9 [1] Stock Performance - Shares of Calavo Growers increased by 1.1%, trading at $22.21 [2] Analyst Ratings - Citigroup analyst Patrick Cunningham upgraded the stock from Neutral to Buy, raising the price target from $62 to $70 [3] - Seaport Global analyst Michael Harrison also upgraded the stock from Neutral to Buy, setting a price target of $80 [3] - Baird analyst Ghamsham Panjabi maintained an Outperform rating and increased the price target from $60 to $75 [3] - JP Morgan analyst Jeffrey Zekauskas maintained an Underweight rating, raising the price target from $50 to $54 [3]

Core Viewpoint - Calavo Growers, Inc. plans to release its financial results for the fiscal fourth quarter and fiscal year ended October 31, 2025, on January 14, 2026, after market close [1] Group 1: Company Overview - Calavo Growers, Inc. is a global leader in sourcing, packing, and distribution of fresh avocados, tomatoes, papayas, and processing of guacamole and other avocado products [2] - The company was founded in 1924 and has a strong culture of innovation, sustainable practices, and market growth [2] - Calavo products are marketed under the Calavo brand name, proprietary sub-brands, private labels, and store brands [2] - The company serves various sectors including retail grocery, foodservice, club stores, mass merchandisers, food distributors, and wholesalers worldwide [2] - Calavo is headquartered in Santa Paula, California, with facilities throughout the U.S. and Mexico [2]

Core Insights - Calavo Growers (CVGW) is positioned as a coordination solution that connects dispersed avocado producers in Mexico, rather than merely functioning as a produce trader [1] Company Overview - Calavo Growers specializes in the avocado market, facilitating the integration of various producers to streamline operations and enhance market efficiency [1] Investment Strategy - The investment strategy employed focuses on identifying high-growth companies within the micro-cap segment, utilizing technical analysis and the CAN SLIM methodology to uncover potential investment opportunities [1] Market Analysis - The research process emphasizes both fundamental and technical perspectives, with attention to indicators such as relative strength, unusual trading volume, and earnings acceleration to identify stocks poised for significant breakouts [1]

Core Insights - Calavo Growers (CVGW) is positioned as a coordination solution that connects dispersed avocado producers in Mexico, rather than merely functioning as a produce trader [1] Company Overview - Calavo Growers specializes in the avocado market, facilitating the integration of various producers to streamline operations and enhance market efficiency [1] Investment Strategy - The investment strategy employed focuses on identifying high-growth companies within the micro-cap segment, utilizing technical analysis and the CAN SLIM methodology to uncover potential investment opportunities [1] Market Analysis - The research process emphasizes both fundamental and technical perspectives, with attention to indicators such as relative strength, unusual trading volume, and earnings acceleration to identify stocks poised for significant breakouts [1]

Core Insights - The article discusses a bullish outlook on Calavo Growers, Inc. (CVGW), highlighting that the stock was trading around $24 in April 2024 and increased to approximately $28 by September 2024 [1]. Group 1: Stock Performance - The stock of Calavo Growers, Inc. (CVGW) has shown a positive trend, moving from the $24 range in April 2024 to around $28 in September 2024 [1]. Group 2: Analyst Background - The author of the article has a strong background in stock market investment, focusing on strategic buying opportunities with dividend and value stocks, which has led to a near 5-star rating on Tipranks.com and over 9,000 followers on Seeking Alpha [1].

Group 1 - The article discusses a bullish outlook on Calavo Growers (CVGW), noting that the stock was trading around $24 in April 2024 and increased to approximately $28 in September 2024 [1] - The investment strategy highlighted focuses on strategic buying opportunities, particularly in dividend and value stocks, which has led to a high rating on Tipranks.com and a significant following on Seeking Alpha [1] - The analyst has a beneficial long position in CVGW shares, indicating confidence in the stock's future performance [1]

Core Insights - The consumer staples sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1][2] Company Summaries - **Oddity Tech Ltd (NASDAQ: ODD)**: - RSI Value: 29.2, indicating it is oversold - Stock price decreased by approximately 21% over the past month, with a 52-week low of $35.44 - Recent price action showed a slight increase of 0.9%, closing at $40.26 [8] - **Celsius Holdings Inc (NASDAQ: CELH)**: - RSI Value: 29.1, also indicating it is oversold - Stock price fell around 27% in the last month, reaching a 52-week low of $21.10 - The company announced a $300 million share repurchase authorization, with shares gaining 2.7% to close at $44.91 [8] - **Calavo Growers Inc (NASDAQ: CVGW)**: - RSI Value: 29.1, indicating it is oversold - Stock price decreased by about 11% over the past month, with a 52-week low of $21.46 - Recent leadership change announced, with shares falling 0.6% to close at $22.13 [8]