AVO Bets on Direct-to-Retail in Europe: Too Soon or Just Right?
Mission Produce is pushing deeper into Europe with direct-to-retail deals as avocado demand climbs and sales surge 37% YoY in Q3 2025.
Mission Produce, Inc. (AVO) Q3 2025 Earnings Call Transcript
Mission Produce, Inc. (NASDAQ:AVO ) Q3 2025 Earnings Call September 8, 2025 5:00 PM EDT Company Participants Stephen Barnard - Founder, CEO & Director John Pawlowski - President & COO Bryan Giles - Chief Financial Officer Conference Call Participants Jeff Sonnek - ICR Inc. Benjamin Klieve - Lake Street Capital Markets, LLC, Research Division Gerard Sweeney - ROTH Capital Partners, LLC, Research Division Presentation Operator Good afternoon, and welcome to the Mission Produce Fiscal Third Quarter 2025 Conference Call. [Operator Instructions] Please also note, today's event is being recorded.
Can AVO's Supply Chain Integration Drive Stability in Uncertain Times?
Mission Produce's global sourcing and multi-crop strategy drive record revenues, but high valuation and profit headwinds linger.
Mission Produce's Margin Squeeze: Glitch or Structural Weakness?
AVO posts record revenues but shrinking margins, as supply frictions and one-off costs raise questions about its model's resilience.
Are Supply Chain Wins Enough to Fuel AVO's Next Growth Phase?
Mission Produce's supply chain agility and category expansion into mangoes and blueberries fuel momentum beyond avocados.
Can Mission Produce Handle Margin Pressures From Mexico Supply?
AVO faces margin strain due to early supply issues in Mexico, but leverages global sourcing to stabilize operations.
Is Mission Produce's Vertical Model a Long-Term Margin Driver?
AVO's vertical integration drives 28% revenue growth and positions it for long-term margin expansion and global scale.
Mission Produce Exhibits Valuation Premium: Time to Buy Now or Wait?
AVO's stock trades at a valuation premium as investors weigh strategic gains in mangoes and global reach against muted earnings forecasts.
New Strong Buy Stocks for July 29th
AVO, PGR, BNTX, U and GDS have been added to the Zacks Rank #1 (Strong Buy) List on July 29, 2025.
Volume Up, Price Down: Can AVO Balance Growth With Profitability?
Mission Produce ramps up avocado, mango and blueberry volumes to meet global demand. However, falling prices test its margins.
Mission Produce Rides on Price Volatility: Can it Sustain Growth?
AVO posts 29% revenue jump on high-priced avocados and expanding fruit sales. However, margins face pressure from rising costs.
AVO Navigates Inflation & Oversupply: Are Margins Stabilizing?
Mission Produce emphasizes global sourcing, tech tools and product diversification to offset inflation and avocado oversupply pressures.
