Key Takeaways Mission Produce is entering the mango market using the same integrated model that drove its avocado success. AVO aims to raise mango quality and consistency to drive demand and gain long-term market share. The move supports diversification, tapping into healthy snacking trends and stabilizing performance.Mission Produce, Inc.’s (AVO) strategic entry into the mango category is a calculated move that builds on its vertically integrated model and success in avocados. As part of a broader divers ...

Core Insights - Mission Produce, Inc. (AVO) is effectively managing input and freight inflation through a vertically integrated sourcing and farming model, which enhances control over production costs and supply stability [1][7] - The company has optimized its logistics and cold-chain infrastructure to combat rising freight costs, enabling efficient routing and reducing reliance on third-party carriers [2][7] - AVO anticipates easing input and freight-related headwinds as it transitions to harvesting avocados from its own farms, which is expected to stabilize inventory costs [3][7] Company Strategy - Mission Produce owns and leases thousands of acres of avocado farms in Peru, Colombia, and Guatemala, reducing dependence on third-party growers [1] - The company operates a global network of ripening and distribution centers in North America, Europe, and Asia to manage the supply chain effectively [2] - AVO is diversifying into high-growth categories like blueberries and mangoes to enhance long-term growth prospects [3] Peer Comparison - Competitors like Calavo Growers, Inc. (CVGW) and Fresh Del Monte Produce Inc. (FDP) are also managing inflation through operational streamlining and vertical integration [4][5] - CVGW focuses on automation and facility consolidation, while FDP optimizes shipping routes and diversifies sourcing to mitigate cost spikes [4][5] Financial Performance - AVO's shares have increased by 15.4% in the past month, outperforming the industry's growth of 3.8% [6] - The company trades at a forward price-to-earnings ratio of 25.63X, significantly higher than the industry average of 16.32X [8] - The Zacks Consensus Estimate indicates a year-over-year decline in earnings for fiscal 2025 and 2026, with declines of 32.4% and 6% respectively [9]

Fresh Del Monte Produce Inc. Q1 2025 Earnings Presentation April 30, 2025 0 Meet Our Speakers Mohammad Abu-Ghazaleh Chairman & CEO Monica Vicente Chief Financial Officer 1 • Business Update • Q1 2025 Financial Results • Key Challenges & Financial Outlook Business Highlights Forward-Looking Statement This presentation and the related earnings call contain certain forward-looking statements regarding the intent, beliefs or current expectations of the Company. These statements include statements that are prece ...

Fresh Del Monte Produce (FDP) Q1 2025 Earnings Call April 30, 2025 11:00 AM ET Company Participants Christine Cannella - Vice President-Investor RelationsMohammad Abu-Ghazaleh - Chairman & CEOMonica Vicente - Senior VP & CFOMitchell Pinheiro - Director - Research Operator Good day everyone and welcome to Fresh Del Monte Produces First Quarter twenty twenty five Earnings Conference Call. Today's conference call is being broadcast live over the Internet and is also being recorded for playback purposes. All li ...