NASDAQ$AVO

Mission Produce Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Mission Produce experienced a decrease in total revenue but an increase in avocado volume sold and gross profit.

Mission Produce reported a 1% decrease in total revenue, driven by lower sales in the Marketing and Distribution segment, which was largely offset by the consolidation of revenue from the Blueberries segment. Despite the revenue decrease, the company saw a 14% increase in avocado volume sold and an increase in gross profit, which was affected by challenges with the implementation of the new ERP system in the Marketing and Distribution segment in the prior year.

  • Avocado volume sold increased 14% to 152.3 million pounds compared to the same period last year.
  • Total revenue was $213.5 million, a 1% decrease compared to the same period last year.
  • Net loss was $(8.8) million, or $(0.12) per diluted share, compared to $(13.4) million, or $(0.19) per diluted share, for the same period last year.
  • Adjusted EBITDA was $2.3 million compared to $(10.4) million for the same period last year.

Headline financials

Total Revenue

$214M

Previous: $217M-1.4%
EPS (adj)

-$0.07

Previous: -$0.17+58.8%
Pounds of avocados sold

152.3M

No prior period
Average sales price per pound

$1.14

Previous: $1.56-26.9%
Capital Expenditures

-$17.6M

Previous: -$20.9M+15.8%
Free Cash Flow

-$26.4M

Previous: -$34.3M+23.0%
Net Income

-$8.8M

Previous: -$13.4M+34.3%
Operating Income

-$10.1M

Previous: -$18.2M+44.5%
Gross Profit

$9M

Previous: $500K+1700.0%
Cash & Equivalents

$39.2M

Previous: $25.3M+54.9%
Total Assets

$897M

Previous: $881M+1.8%
Stock-Based Comp

$700K

Previous: $800K-12.5%

Revenue & EPS history

Mission Produce · Revenue · Quarterly

$214M

Q1 2023-1.4%vs Q1 2022
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Mission Produce · $217M total across 3 segments · Q1 2023

  • Marketing & Distribution
    $182M-14.4%
  • Blueberries
    $29.8M
  • International Farming
    $5.7M+32.6%

Forward guidance

For the second quarter of fiscal year 2023, the Company is providing the following industry outlook that will drive performance:

Tailwinds

  • The industry is expecting volumes to be higher in the fiscal 2023 second quarter versus the prior year period, primarily due to continued expectations for a larger Mexican harvest.
  • The overall Mexican crop is expected to be approximately 20% higher compared to the prior harvest season, with year-over-year volume increases from Mexico ticking up during the quarter.
  • The quarterly uptick is expected to be partially offset by lower California volumes due to a later start to the harvest season.

Headwinds

  • Pricing is expected to be higher on a sequential basis, but lower on a year-over-year basis by 30-35% compared to the $2.04 per pound average experienced in second quarter of fiscal 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.8%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-3.4%

Avg return

30 days after

52%

13 / 25 earnings

Positive

+21.1%

Q3 2024

Best reaction

-18.1%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+7.6%+11.0%
Q1 2026-8.2%-5.6%+11.9%
Q4 2025+0.3%-10.4%-5.3%
Q3 2025+1.7%-1.0%-9.0%
Q2 2025+0.0%+1.9%-3.9%
Q1 2025-13.2%-14.5%-17.5%
Q4 2024+14.7%+14.2%-0.9%
Q3 2024+21.1%+22.8%+14.0%
Q2 2024-3.5%-9.7%-15.5%
Q1 2024+9.0%+9.6%+4.1%
Q4 2023+10.4%+14.2%+8.9%
Q3 2023-3.2%+3.1%+5.0%
Q2 2023+6.4%-3.1%-6.0%
Q1 2023-5.4%-4.4%+0.6%
Q4 2022-18.1%-22.9%-20.7%
Q3 2022+0.3%-1.1%-7.3%
Q2 2022+5.3%-0.4%+4.7%
Q1 2022-10.7%-12.9%-2.1%
Q4 2021-11.0%-10.9%-23.8%
Q4 2019-11.0%-10.9%-23.8%
Q3 2021-10.3%-2.9%-7.9%
Q3 2020-10.3%-2.9%-7.9%
Q2 2021+3.5%+2.2%-5.8%
Q1 2021+1.6%-0.7%-6.0%
Q4 2020+3.8%+3.6%+33.1%
Q2 2020
Q1 2020
Q3 2019
Q2 2019
Q1 2019

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro