NASDAQ$AVO

Mission Produce Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Announced fiscal 2021 fourth quarter financial results.

Mission Produce reported a 15% increase in revenue to $237.0 million, driven by higher average selling prices, though avocado volume sold decreased by 5%. Net income was $16.9 million, compared to $18.8 million for the same period last year. The business faced significant headwinds including Mexico’s challenging supply dynamic, port delays and logistics issues, and the variability in consumer shopping patterns due to the ever-changing COVID conditions negatively impacted their profitability.

  • Total revenue increased by 15% to $237.0 million, driven by a 21% increase in average selling prices.
  • Gross profit decreased to $33.8 million, with gross profit percentage declining to 14.3% of revenue.
  • Net income decreased to $16.9 million, or $0.24 per diluted share, compared to $18.8 million, or $0.29 per diluted share, for the same period last year.
  • Adjusted EBITDA decreased to $26.4 million compared to $32.1 million for the same period last year.

Headline financials

Total Revenue

$237M

Previous: $207M+14.6%
EPS (adj)

$0.24

Previous: $0.34-29.4%
Average sales price per pound

$1.45

Previous: $1.20+20.8%
Capital Expenditures

$12.1M

Previous: $26.9M-55.0%
Free Cash Flow

$19.7M

Previous: $19.1M+3.1%
Net Income

$16.9M

Previous: $18.8M-10.1%
Operating Income

$18.3M

Previous: $22.7M-19.4%
Gross Profit

$33.8M

Previous: $39.5M-14.4%
Cash & Equivalents

$84.5M

Previous: $124M-31.9%
Total Assets

$874M

Previous: $777M+12.4%
Stock-Based Comp

$600K

Previous: $3.9M-84.6%

Revenue & EPS history

Mission Produce · Revenue · Quarterly

$237M

Q4 2021+14.6%vs Q4 2020
Beat estimate in 4 of 9 quarters(44%)
ActualEstimate

Revenue by segment

Mission Produce · $39.6M total across 2 segments · Q3 2023

  • International Farming
    $38.2M+855.0%
  • Blueberries
    $1.4M+366.7%

Forward guidance

For the first quarter of fiscal year 2022, the Company is providing the following industry outlook that will drive performance as the business shifts back to its Marketing & Distribution segment

Tailwinds

  • Pricing is expected to be relatively steady on a sequential basis
  • Pricing is expected to imply a year-over-year increase of approximately 40% compared to the $1.04 per pound average experienced in first quarter of fiscal 2021.

Headwinds

  • The industry is expecting volumes to be flat to slightly down in the fiscal 2022 first quarter versus the prior year period, primarily due to supply constraints associated with the Mexican harvest.

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 Q4 2021

Historical avgQ4 2021

-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