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Fresh Del Monte Produce Inc (FDP) Q1 2025 Earnings Call Highlights: Strong Profit Growth Amidst ...

In This Article:

  • Net Sales: $198 million, down from $108 million in the prior year.

  • Gross Profit: $92 million, up from $82 million in the prior year.

  • Gross Margin: 8.4%, up from 7.4% in the prior year.

  • Operating Income: $45 million, up from $44 million in the prior year.

  • Net Income: $31 million, up from $26 million in the prior year.

  • Diluted EPS: $0.64 per share, up from $0.55 in the prior year.

  • Adjusted EBITDA: $61 million, 6% of net sales, up from $44 million, 4% in the prior year.

  • Fresh and Value-Added Product Segment Net Sales: $683 million, up from $677 million in the prior year.

  • Banana Segment Net Sales: $364 million, down from $380 million in the prior year.

  • Other Products and Services Segment Net Sales: $51 million, in line with the prior year.

  • Net Cash Provided by Operating Activities: $46 million, up from $19 million in the prior year.

  • Long-Term Debt: $233 million, a 5% reduction from $244 million at fiscal year-end 2024.

  • Quarterly Cash Dividend: $0.30 per share, payable on June 6, 2025.

  • Share Repurchase: $7.6 million or 254,000 shares repurchased during the first quarter of 2025.

Release Date: April 30, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Fresh Del Monte Produce Inc (NYSE:FDP) reported a strong start to 2025 with significant year-over-year improvements in gross profit and gross margin, particularly in the fresh and value-added segment.

  • The company has successfully leveraged its leadership in the pineapple category, with demand consistently exceeding supply.

  • Fresh Del Monte Produce Inc (NYSE:FDP) has demonstrated operational resilience amidst global shipping disruptions, maintaining minimal delays in product movement.

  • The acquisition of a majority stake in a Ugandan avocado oil producer is expected to reduce waste and enhance value in the avocado category.

  • The company has a clear vision for 2025-2027, focusing on quality, innovation, and sustainability, with strategic initiatives aimed at long-term value creation.

Negative Points

  • Net sales in the banana segment decreased due to lower sales volume and unfavorable exchange rate fluctuations.

  • The company faced higher per unit production, procurement, and distribution costs, which partially offset the increase in gross profit.

  • There is ongoing concern about the impact of tariffs and geopolitical developments, which could affect future financial performance.

  • Fresh Del Monte Produce Inc (NYSE:FDP) experienced lower net sales in the fresh cut vegetable and vegetable product lines due to strategic operational reductions.

  • The banana segment's gross margin decreased to 4.6% from 5.7% in the prior year, driven by lower net sales and higher costs.