As families plan their Thanksgiving menus, a different kind of feast is unfolding on Wall Street. The companies that stock our pantries and fill our dinner tables are making big strategic moves, catching the attention of investors.
Dole (DOLE) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.19 per share a year ago.
AVO and DOLE showcase contrasting strengths as focused innovation meets global diversification in the fresh produce market.
Dole plc is a global leader in fresh produce, with a vertically integrated supply chain and improving operational efficiency. DOLE's financials show margin expansion, reduced debt, and strong cash flow, yet the stock trades at a discount to peers. Multiple catalysts—including cost synergies, trade relaxation, and accretive acquisitions—could drive a re-rating as technical overhangs clear.
AVO's avocado-driven growth faces off against DOLE's scale and diversification in a battle for fresh produce leadership.
Dole plc (NYSE:DOLE ) Q2 2025 Earnings Call August 11, 2025 8:00 AM ET Company Participants Jacinta F. Devine - CFO & Director James O'Regan - Head of Investor Relations Rory Patrick Byrne - CEO & Executive Director Conference Call Participants Christopher Jayaseelan Barnes - Deutsche Bank AG, Research Division Gary Martin - Davy, Research Division Peter Thomas Galbo - BofA Securities, Research Division Operator Welcome to Dole plc's Second Quarter 2025 Earnings Conference Call and Webcast.
Dole (DOLE) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.49 per share a year ago.
AVO focuses on avocado-led growth and vertical integration, while DOLE leans on scale, diversity, and strong cash flow for stability.
Dole plc appears attractively valued at 5.5x EBITDA, supported by strong brand recognition and significant deleveraging since its IPO. The planned Fresh Vegetables division sale is a potential catalyst, but its value may disappoint optimistic expectations. EBITDA multiples may overstate cheapness due to non-controlling interests, and DOLE's valuation isn't clearly superior to peers or similar businesses.
Dole plc (NYSE:DOLE ) Q1 2025 Earnings Call May 12, 2025 8:00 AM ET Company Participants James O'Regan - Head, IR Rory Byrne - CEO Johan Linden - COO Jacinta Devine - CFO Conference Call Participants Christopher Barnes - Deutsche Bank Gary Martin - Davy Operator Welcome to the Dole plc First Quarter 2025 Earnings Conference Call and Webcast. Today's conference is being broadcast live over the internet and is also being recorded for playback purposes.
Dole (DOLE) came out with quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.43 per share a year ago.
Dole plc is a leader in global fresh fruits and vegetables, offering a vertically integrated business model with significant real estate and shipping assets. The company operates through four segments, with bananas and pineapples comprising over 30% of revenues, and generates over $8B in annual revenue. Despite its appealing business model and market position, I do not consider Dole an attractive investment at its current valuation, and would call it a "HOLD".