NASDAQ$CVGW

Calavo Growers Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Calavo Growers' financial performance for Q4 2024 was announced, with net sales increasing and net loss from continuing operations improving.

Calavo Growers reported a 19.5% increase in net sales to $170.0 million for the fourth quarter of 2024, driven by growth in the Grown segment. The net loss from continuing operations improved, while adjusted EBITDA decreased due to higher incentive compensation. The company is optimistic about fiscal year 2025, anticipating double-digit growth in avocado and guacamole sales volumes.

  • Total net sales increased by 19.5% to $170.0 million compared to the prior year quarter.
  • Grown segment net sales increased by 23.4%, while Prepared segment net sales decreased by 9.4%.
  • Net loss from continuing operations improved by approximately 48% compared to the same quarter last year.
  • Adjusted EBITDA decreased by approximately 16%, primarily due to an increase in incentive compensation.

Headline financials

Total Revenue

$170M

Previous: $241M-29.5%
EPS (adj)

$0.05

Previous: -$0.33+115.2%
Capital Expenditures

-$371K

Previous: -$602K+38.4%
Free Cash Flow

$10.5M

No prior period
Net Income

-$2.45M

Previous: -$7.92M+69.1%
Operating Income

$3.01M

Previous: -$564K+634.0%
Gross Profit

$16.3M

Previous: $15.5M+5.4%
Stock-Based Comp

$326K

Previous: $828K-60.6%

Revenue & EPS history

Calavo Growers · Revenue · Quarterly

$170M

Q4 2024-29.5%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Calavo Growers · $116M total across 1 segment · Q3 2023

  • Prepared
    $116M-14.2%

Forward guidance

Calavo Growers anticipates double-digit growth in avocado and guacamole sales volumes and overall revenue for fiscal year 2025, driven by new customer acquisition, product innovations, deeper penetration within existing accounts, and expanded global sourcing strategies. The company expects these initiatives to drive meaningful value creation for shareholders, supported by a focus on cost discipline and efficiencies in SG&A expenses.

Tailwinds

  • Strategic focus on operational optimization
  • Disciplined execution
  • Leveraging organic growth opportunities
  • Double-digit growth anticipated in avocado and guacamole sales volumes
  • Double-digit growth anticipated in overall revenue

Headwinds

  • USDA limitations on inspection hours in Mexico.
  • Isolated pest challenges in Michoacan.
  • Projected decline in tomato volumes.
  • Higher fruit costs compared to the prior year quarter in the Prepared segment.
  • Increase in incentive compensation

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 2024

Historical avgQ4 2024

-0.3%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+0.9%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+17.1%

Q3 2016

Best reaction

-27.0%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-5.3%-1.7%+10.4%
Q4 2025+13.3%+14.7%+15.5%
Q3 2025-2.6%-0.3%-9.3%
Q2 2025+0.0%+0.3%-5.2%
Q1 2025-1.4%+8.2%+10.1%
Q4 2024-4.5%+4.8%+0.8%
Q3 2024+10.3%+20.3%+14.8%
Q2 2024+6.5%-0.7%-17.2%
Q4 2023-10.9%-8.6%+5.1%
Q3 2023+1.4%-16.9%-21.9%
Q2 2023-1.0%-4.0%-10.2%
Q1 2023-27.0%-25.3%-11.9%
Q4 2022-15.2%-13.4%-7.0%
Q3 2022-16.5%-12.1%-24.5%
Q2 2022+12.6%+17.8%+25.0%
Q1 2022-2.8%-4.1%+6.0%
Q4 2021+3.4%+1.2%+3.7%
Q3 2021-18.5%-26.4%-22.7%
Q2 2021-7.7%-7.3%-17.3%
Q1 2021-3.8%-2.9%-8.2%
Q4 2020-7.9%-3.9%+2.7%
Q3 2020+3.5%+1.3%+9.3%
Q2 2020-4.4%-10.2%-8.0%
Q1 2020-8.7%-1.2%+10.0%
Q4 2019+4.9%+7.1%-7.9%
Q3 2019+11.4%+5.6%+2.9%
Q2 2019+0.6%+4.8%+5.2%
Q1 2019-1.1%-1.7%+7.2%
Q4 2018-11.5%-13.4%-0.5%
Q3 2018+0.1%+3.0%-6.5%
Q2 2018-6.1%-6.3%+9.3%
Q1 2018+2.9%+6.6%+7.5%
Q4 2017+5.0%+4.3%+16.8%
Q3 2017+1.9%+4.1%+10.4%
Q2 2017+7.8%+10.3%-2.6%
Q1 2017+5.8%+8.1%+17.3%
Q4 2016+13.0%+13.7%+1.6%
Q3 2016+17.1%+14.4%+8.0%
Q2 2016+14.7%+15.6%+17.9%
Q1 2016+10.8%
Q4 2015-2.2%
Q3 2015-14.7%
Q2 2015+13.2%
Q1 2015+10.4%
Q4 2014-15.9%
Q3 2014+11.5%
Q2 2014+9.1%
Q1 2014-4.8%
Q4 2013+8.0%
Q3 2013-1.4%
Q2 2013-5.3%
Q1 2013+1.5%
Q4 2012-0.4%
Q3 2012-10.8%
Q2 2012-13.2%
Q1 2011-0.4%
Q1 2012-1.2%
Q2 2011+3.4%
Q4 2011+3.4%
Q4 2009+3.4%
Q4 2010-0.4%
Q3 2011-0.4%
Q3 2010-0.4%
Q2 2010-2.6%
Q1 2010+1.8%

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