NYSE$FDP

Fresh Del Monte Produce Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Fresh Del Monte's financial performance for Q1 2022 reflected increased net sales driven by favorable pricing, offset by higher costs due to inflation and supply chain challenges, resulting in lower operating income.

Fresh Del Monte Produce Inc. reported a 5% increase in net sales for Q1 2022, driven by inflation-justified pricing actions. However, the company's gross profit decreased due to higher costs related to inflation and supply chain constraints, leading to a decline in operating income and net income compared to the prior-year period.

  • Net sales increased by approximately 5% compared to the prior-year period, driven by favorable pricing.
  • Gross profit decreased due to higher costs related to unprecedented inflation and supply chain constraints.
  • Operating income decreased primarily due to lower gross profit.
  • The company remained focused on driving incremental operating leverage through product innovation, cost management, and operational efficiencies.

Headline financials

Total Revenue

$1.14B

Previous: $1.09B+4.5%
EPS (adj)

$0.55

Previous: $0.88-37.5%
Dividend Per Share

$0.15

Previous: $0.10+50.0%
Free Cash Flow

$25.8M

Previous: $42.7M-39.6%
Net Income

$25.8M

Previous: $42.7M-39.6%
Operating Income

$39.8M

Previous: $59.7M-33.3%
Gross Profit

$89.8M

Previous: $105M-14.5%
Cash & Equivalents

$25.3M

Previous: $26.4M-4.2%
Total Assets

$3.5B

Previous: $3.42B+2.3%
Stock-Based Comp

$1.7M

Previous: $7.5M-77.3%

Revenue & EPS history

Fresh Del Monte · Revenue · Quarterly

$1.14B

Q1 2022+4.5%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Fresh Del Monte · $1.14B total across 3 segments · Q1 2022

  • Fresh & Value-Added
    $673M+6.6%
  • Banana
    $406M-2.9%
  • Other Products & Services
    $58.2M+48.8%

Forward guidance

This press release contains certain forward-looking statements regarding the intent, beliefs or current expectations of the Company or its officers with respect to the Company’s plans and future performance, including our focus on driving operational leverage through product innovation, cost management, pricing actions and operational efficiencies.

Headwinds

  • the impact of the ongoing pandemic and the war in Ukraine on our business, suppliers, customers, consumers, employees, and communities, including the inflationary impact on fuel, petroleum-based products such as fertilizer and packaging materials
  • disruptions or inefficiencies in our operations and supply chain, including any impact of the pandemic, the war in Ukraine and the inflationary environment
  • the duration and spread of the pandemic and related government restrictions and our ability to maintain the safety of our workforce, especially outside the U.S.
  • our ability to successfully execute our plan to stabilize our core business, diversify our business and transform our business to a value-added business
  • the impact of governmental trade restrictions, including adverse governmental regulation that may impact our ability to access certain markets

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-1.5%

Avg return

Earnings day

-1.6%

Avg return

5 days after

-2.8%

Avg return

30 days after

34%

23 / 67 earnings

Positive

+19.8%

Q1 2021

Best reaction

-21.3%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.4%-8.5%-27.0%
Q4 2025+4.5%+3.4%-1.2%
Q3 2025-0.2%+4.6%+5.2%
Q1 2025-0.9%-1.8%-2.7%
Q4 2024-3.0%-1.3%-4.2%
Q3 2024+8.8%+14.5%+16.0%
Q2 2024+8.9%+7.2%+16.7%
Q1 2024-5.4%-6.1%-9.9%
Q4 2023-2.7%+1.9%+8.8%
Q3 2023-9.0%-6.0%-7.1%
Q2 2023+4.6%+7.7%+0.1%
Q1 2023-7.2%-3.8%-6.1%
Q4 2022+7.7%+8.5%+4.1%
Q3 2022+2.5%+7.1%+4.7%
Q2 2022-4.0%-5.8%-10.3%
Q1 2022-5.5%-3.6%-2.2%
Q4 2021-9.9%-8.1%-5.8%
Q3 2021-14.6%-13.7%-27.5%
Q2 2021-1.5%+1.3%+3.6%
Q1 2021+19.8%+17.7%+21.4%
Q4 2020-7.7%-5.1%+5.4%
Q3 2020-8.8%-9.9%+4.0%
Q2 2020-1.3%-1.9%+0.3%
Q1 2020-18.8%-28.0%-29.1%
Q4 2019-10.7%-14.7%+0.9%
Q3 2019+10.8%+12.6%+14.6%
Q2 2019+11.3%+7.6%-6.0%
Q1 2019+3.5%-0.1%-11.5%
Q4 2018-21.3%-20.9%-22.9%
Q3 2018+3.0%+2.5%+3.4%
Q2 2018-8.4%-7.4%-7.8%
Q1 2018+0.5%-1.2%-8.6%
Q4 2017-0.5%+2.2%-3.5%
Q3 2017-9.8%-4.7%-0.2%
Q2 2017-3.3%-2.9%-8.7%
Q1 2017-14.0%-11.5%-16.1%
Q4 2016-3.3%-1.2%-0.4%
Q3 2016+7.0%+0.7%-3.9%
Q2 2016+6.2%+7.1%+3.6%
Q1 2016+8.5%
Q4 2015-3.7%
Q3 2015+6.6%
Q2 2015+8.6%
Q1 2015-7.6%
Q4 2014-1.9%
Q3 2014+5.4%
Q2 2014+1.7%
Q1 2014+8.8%
Q4 2013-4.6%
Q3 2013-3.1%
Q2 2013+0.1%
Q1 2013-9.7%
Q4 2012-2.9%
Q3 2012-1.6%
Q2 2012-0.2%
Q1 2012+1.5%
Q4 2011-10.1%
Q4 2008-10.1%
Q3 2011-3.1%
Q2 2011-3.9%
Q1 2011+1.5%
Q4 2010-5.0%
Q3 2009+0.0%
Q3 2010+0.0%
Q2 2010-0.1%
Q1 2010-0.1%
Q2 2009-0.1%

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