Del Monte (DMC)
Market Price (7/10/2026): $27.73 | Market Cap: $1.3 BilSector: Consumer Staples | Industry: Agricultural Products & Services
Del Monte (DMC)
Market Price (7/10/2026): $27.73Market Cap: $1.3 BilSector: Consumer StaplesIndustry: Agricultural Products & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3%, FCF Yield is 13% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -30% Low stock price volatilityVol 12M is 30% Megatrend and thematic driversMegatrends include Health & Wellness Trends, Vegan & Alternative Foods, and E-commerce & DTC Adoption. Themes include Organic & Natural Products, Show more. | Weak multi-year price returns3Y Excs Rtn is -50% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.3%, Rev Chg QQuarterly Revenue Change % is -4.9% Key risksDMC key risks include [1] crop-specific diseases, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3%, FCF Yield is 13% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -30% |
| Low stock price volatilityVol 12M is 30% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, Vegan & Alternative Foods, and E-commerce & DTC Adoption. Themes include Organic & Natural Products, Show more. |
| Weak multi-year price returns3Y Excs Rtn is -50% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.3%, Rev Chg QQuarterly Revenue Change % is -4.9% |
| Key risksDMC key risks include [1] crop-specific diseases, Show more. |
Stock Movement Drivers
Fundamental Drivers
The -30.5% change in DMC stock from 3/31/2026 to 7/9/2026 was primarily driven by a -22.3% change in the company's Net Income Margin (%).| (LTM values as of) | 3312026 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 39.89 | 27.74 | -30.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,322 | 4,268 | -1.3% |
| Net Income Margin (%) | 2.1% | 1.6% | -22.3% |
| P/E Multiple | 20.9 | 18.9 | -9.6% |
| Shares Outstanding (Mil) | 48 | 47 | 0.2% |
| Cumulative Contribution | -30.5% |
Market Drivers
3/31/2026 to 7/9/2026| Return | Correlation | |
|---|---|---|
| DMC | -30.5% | |
| Market (SPY) | 15.6% | -6.7% |
| Sector (XLP) | 1.5% | 54.8% |
Fundamental Drivers
The -20.9% change in DMC stock from 12/31/2025 to 7/9/2026 was primarily driven by a -11.1% change in the company's Net Income Margin (%).| (LTM values as of) | 12312025 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 35.05 | 27.74 | -20.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,316 | 4,268 | -1.1% |
| Net Income Margin (%) | 1.8% | 1.6% | -11.1% |
| P/E Multiple | 21.2 | 18.9 | -10.8% |
| Shares Outstanding (Mil) | 48 | 47 | 1.0% |
| Cumulative Contribution | -20.9% |
Market Drivers
12/31/2025 to 7/9/2026| Return | Correlation | |
|---|---|---|
| DMC | -20.9% | |
| Market (SPY) | 10.5% | -6.4% |
| Sector (XLP) | 7.7% | 44.0% |
Fundamental Drivers
The -11.6% change in DMC stock from 6/30/2025 to 7/9/2026 was primarily driven by a -52.7% change in the company's Net Income Margin (%).| (LTM values as of) | 6302025 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 31.39 | 27.74 | -11.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,271 | 4,268 | -0.1% |
| Net Income Margin (%) | 3.4% | 1.6% | -52.7% |
| P/E Multiple | 10.2 | 18.9 | 85.0% |
| Shares Outstanding (Mil) | 48 | 47 | 1.1% |
| Cumulative Contribution | -11.6% |
Market Drivers
6/30/2025 to 7/9/2026| Return | Correlation | |
|---|---|---|
| DMC | -11.6% | |
| Market (SPY) | 22.7% | -0.7% |
| Sector (XLP) | 4.9% | 39.3% |
Fundamental Drivers
The 19.8% change in DMC stock from 6/30/2023 to 7/9/2026 was primarily driven by a 90.6% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 23.16 | 27.74 | 19.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,434 | 4,268 | -3.7% |
| Net Income Margin (%) | 2.5% | 1.6% | -35.3% |
| P/E Multiple | 9.9 | 18.9 | 90.6% |
| Shares Outstanding (Mil) | 48 | 47 | 0.9% |
| Cumulative Contribution | 19.8% |
Market Drivers
6/30/2023 to 7/9/2026| Return | Correlation | |
|---|---|---|
| DMC | 19.8% | |
| Market (SPY) | 75.6% | 5.4% |
| Sector (XLP) | 20.9% | 36.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| DMC Return | 17% | -3% | 3% | 31% | 11% | -19% | 37% |
| Peers Return | 8% | 24% | -17% | -4% | -22% | -6% | -23% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 99% |
Monthly Win Rates [3] | |||||||
| DMC Win Rate | 58% | 58% | 42% | 50% | 50% | 57% | |
| Peers Win Rate | 50% | 70% | 38% | 48% | 35% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| DMC Max Drawdown | -33% | -25% | -32% | -21% | -15% | -36% | |
| Peers Max Drawdown | -18% | -16% | -31% | -18% | -28% | -27% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CAG, KHC, GIS, CPB, SJM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/9/2026 (YTD)
How Low Can It Go
| Event | DMC | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -18.5% | -9.5% |
| % Gain to Breakeven | 22.7% | 10.5% |
| Time to Breakeven | 55 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -11.0% | -6.7% |
| % Gain to Breakeven | 12.4% | 7.1% |
| Time to Breakeven | 40 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -16.5% | -24.5% |
| % Gain to Breakeven | 19.8% | 32.4% |
| Time to Breakeven | 7 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -16.3% | -33.7% |
| % Gain to Breakeven | 19.5% | 50.9% |
| Time to Breakeven | 5 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -15.2% | -19.2% |
| % Gain to Breakeven | 18.0% | 23.8% |
| Time to Breakeven | 45 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -20.1% | -17.9% |
| % Gain to Breakeven | 25.2% | 21.8% |
| Time to Breakeven | 494 days | 123 days |
In The Past
Del Monte's stock fell -3.2% during the 2025 US Tariff Shock. Such a loss loss requires a 3.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | DMC | S&P 500 |
|---|---|---|
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -20.1% | -17.9% |
| % Gain to Breakeven | 25.2% | 21.8% |
| Time to Breakeven | 494 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -60.7% | -53.4% |
| % Gain to Breakeven | 154.1% | 114.4% |
| Time to Breakeven | 1981 days | 1085 days |
In The Past
Del Monte's stock fell -3.2% during the 2025 US Tariff Shock. Such a loss loss requires a 3.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Del Monte (DMC)
Fresh Del Monte Produce Inc. (DMC) is a global agricultural and food products company primarily engaged in the production, marketing, and distribution of fresh and fresh-cut fruits and vegetables. Operating across North America, Europe, the Middle East, Africa, and Asia, the company focuses on bringing a wide array of fresh produce to consumers worldwide.
The company's core offerings include popular fresh fruits such as pineapples, melons, and a variety of non-tropical fruits like grapes, apples, citrus, and berries. It also supplies fresh-cut fruits and vegetables, prepared fruit and vegetable products, juices, other beverages, meals, and snacks. Beyond its produce business, Fresh Del Monte also sells poultry and meat products, provides third-party freight services, and manufactures plastic and box products for packaging. Key brands include Del Monte, Mann's Logo, Arcadian Harvest, and Nourish Bowls, among others.
Fresh Del Monte distributes its extensive product portfolio to a broad customer base, including retail stores, club stores, convenience stores, wholesalers, distributors, and foodservice operators. Through these channels, the company aims to meet the diverse demands for fresh and convenient food products across its international markets.
AI Analysis | Feedback
The Coca-Cola of fresh fruits, distributing iconic branded produce globally.
Like Tyson Foods, but for fresh fruits and vegetables, offering an integrated farm-to-shelf supply chain.
AI Analysis | Feedback
- Fresh Fruits and Vegetables: Del Monte offers a wide array of fresh produce, including tropical fruits like pineapples and melons, non-tropical fruits, and various fresh vegetables.
- Fresh-Cut and Prepared Fruits & Vegetables: These value-added products include ready-to-eat fresh-cut fruit, fresh-cut vegetables, and prepared fruit and vegetable dishes.
- Juices and Other Beverages: The company produces and distributes a variety of juices and other refreshing drinks.
- Meals and Snacks: Del Monte provides convenient, prepared food items suitable for meals or snacking.
- Poultry and Meat Products: The company is also involved in the sale of various poultry and meat products.
- Third-Party Freight Services: Del Monte offers logistics and transportation services to external businesses.
- Plastic and Box Products: The company manufactures and sells packaging materials, including bins, trays, bags, and boxes.
AI Analysis | Feedback
AI Analysis | Feedback
AI Analysis | Feedback
Mohammad Abu-Ghazaleh, Chairman and Chief Executive Officer
Mohammad Abu-Ghazaleh has served as Chairman and Chief Executive Officer of Del Monte Corporation since 1996. He acquired Fresh Del Monte Produce in 1996, transforming it from a struggling business into a leading global producer and distributor of fresh and fresh-cut fruits and vegetables. He also holds the position of Chairman and Chief Executive Officer of IAT Group Inc. Prior to his tenure at Del Monte, he was the President and Chief Executive Officer of United Trading Company from 1986 to 1996 and the Managing Director of Metico from 1976 to 1986. Mr. Abu-Ghazaleh is also Chairman of the Royal Jordanian Air Academy, Arab Wings, and Queen Noor Civil Aviation Technical College. He is a founding shareholder of Clemenceau Medical Center in Beirut, Lebanon, and serves on the board of directors of United Cable Industries. He previously served as Chairman of International General Insurance Co. until its listing on the NASDAQ in 2020.
Monica Vicente, Senior Vice President and Chief Financial Officer
Monica Vicente has been the Senior Vice President and Chief Financial Officer since April 2022. She has a long history with the company, having previously served as Vice President, Corporate Finance. During her 26-year tenure, she has also led other finance functions, including SEC reporting and controlling, tax, and treasury. Before joining Del Monte, Ms. Vicente worked at Ernst & Young in their assurance services group.
Mohammed Abbas, President and Chief Operating Officer
Mohammed Abbas has served as Executive Vice President and Chief Operating Officer since February 2022. His previous roles within the company include Senior Vice President of the Asia Pacific and Middle East Region in 2019, Vice President of the Middle East and North Africa from 2016 to 2019, and Vice President of Fresh Produce and General Manager of Del Monte Saudi Arabia from 2009 to 2015. He was also the General Manager of Del Monte Foods UAE from 2007 to 2009.
Hans Sauter, Senior Vice President, R&D and Agricultural Services and Chief Sustainability Officer
Hans Sauter has held the position of Chief Sustainability Officer since 2020 and Senior Vice President of R&D and Agricultural Services since 2019. Prior to these roles, he served as Vice President of Corporate R&D and Agricultural Services from 2014 to 2019. His career at Del Monte also includes serving as Director of Agricultural Services and New Development from 1998 to 2012, and as Vice President, Agricultural Services & Special Projects for the Colombia, Ecuador, Central America and Brazil (CECAB) region. He began his career in the research department of Fresh Del Monte's banana operation in Costa Rica.
Effie D. Silva, Senior Vice President, General Counsel, Corporate Secretary and Chief Ethics and Compliance Officer
Effie D. Silva has been the Senior Vice President, General Counsel, Corporate Secretary and Chief Ethics and Compliance Officer since 2022. Before joining Del Monte, Mr. Silva was the Ethics & Compliance Leader at Cargill, Inc. from January 2020 to 2022. He also served as Vice President & Associate General Counsel at Tyson Foods, Inc. from 2018 to 2019. Earlier in his career, he worked at prominent law firms such as Duane Morris, LLP, McDermott, Will & Emery, LLP, and Baker & McKenzie, LLP.
AI Analysis | Feedback
The key risks for Del Monte (symbol: DMC), formerly Fresh Del Monte Produce Inc., primarily revolve around the inherent volatility of agricultural production and market dynamics.
- Climate-Related Crop Issues and Disease Threats: The company faces significant risks from climate change, adverse weather conditions, and plant diseases such as TR4 and Black Sigatoka, particularly impacting banana and pineapple production. These factors can lead to disruptions in consistent supply, necessitate substantial adjustments to pricing strategies, and erode profit margins. For example, Costa Rica experienced a 23% decline in banana production due to adverse weather and Sigatoka disease.
- Fluctuating Sales Prices and Intense Competition: Del Monte's operating results are highly susceptible to unpredictable fluctuations in sales prices for bananas, pineapples, and other fresh produce, driven by imbalances in supply and demand and import regulations. Increased consolidation among food retailers, wholesalers, and distributors can exert downward pressure on sales prices. The company also experiences intense competition in various product lines and markets, which can impact its financial performance.
- Supply Chain Challenges and Increased Costs: The business is exposed to earnings pressure from higher energy, shipping, and distribution costs. Geopolitical events and tariffs can further reshape supply chains and contribute to structural cost increases, impacting profitability. Higher per-unit production and procurement costs are also a persistent challenge.
AI Analysis | Feedback
The rise of Controlled Environment Agriculture (CEA), including vertical farming, represents a clear emerging threat. This technology enables localized, year-round cultivation of fresh produce, such as leafy greens and herbs, often with reduced water and pesticide usage. These indoor farms can be situated closer to urban centers, offering consumers hyper-local, fresher alternatives with a significantly shorter supply chain compared to Del Monte's established global sourcing and long-distance distribution model for fresh fruits and vegetables.
AI Analysis | Feedback
Del Monte (symbol: DMC) operates in several addressable markets for its diverse range of products and services. The market sizes for its main offerings are identified as follows:
- Fresh Fruits & Vegetables Market:
- Global: The fresh fruits & vegetables market was estimated at USD 854.42 billion in 2024.
- North America: The fresh fruits & vegetables market in North America was valued at USD 145.05 billion in 2024.
- Europe: The fresh fruits & vegetables market in Europe is expected to reach USD 589.45 billion in 2025.
- Asia Pacific: The fresh produce market in Asia Pacific stood at USD 1,912.79 billion in 2025.
- Middle East & Africa: The fresh produce market in the Middle East & Africa reached USD 453.56 billion in 2025.
- Fresh-Cut Vegetables Market:
- North America: The fresh-cut vegetables market in North America was valued at USD 4 billion in 2024.
- Pineapple Market:
- Global: The global pineapple market size is valued at USD 25.0 billion in 2025.
- Processed Fruits and Vegetables Market:
- Global: The global processed fruits and vegetables market was estimated at USD 399.7 billion in 2025.
- Banana Market:
- Global: The global banana market size is expected to grow from USD 139.51 billion in 2025.
- Meat and Poultry Products Market:
- Global Meat Products: The global meat products market size was approximately USD 1,804.88 billion in 2025.
- Global Poultry: The global poultry market size was valued at USD 491.02 billion in 2025.
- Third-Party Freight Services Market:
- Global: The global freight forwarding market, which includes third-party freight services, was valued at USD 225.4 billion in 2025.
- Plastic and Box Products (Packaging) Market:
- Global Plastic Packaging: The global plastic packaging market size was valued at USD 480.62 billion in 2025.
- Global Corrugated Boxes: The global corrugated boxes market size was valued at USD 179.4 billion in 2025.
AI Analysis | Feedback
Del Monte (symbol: DMC) is expected to drive future revenue growth over the next two to three years through several key strategies:
- Acquisition and integration of Del Monte Foods assets, leading to an expanded product portfolio: The company's recent acquisition of select Del Monte Foods assets is a primary driver. This strategic move, completed in March 2026, is projected to contribute approximately $600 million in net sales for the full year 2026. This acquisition enables Del Monte to expand its offerings beyond fresh produce into shelf-stable, prepared foods, and refrigerated fruit categories, creating a "multi-category growth platform" and strengthening its presence across various retail sections.
- Realizing higher per-unit selling prices: Del Monte anticipates its net sales for 2026 to increase by 1% to 2%, primarily driven by higher per-unit selling prices. This trend has already been observed in segments like pineapple and banana product lines.
- Growth in fresh and value-added products, particularly premium pineapple varieties: There is strong market demand for Del Monte's premium pineapple varieties, which, if supply constraints can be addressed, presents a significant opportunity for revenue growth. Additionally, growth in fresh-cut fruit sales volume and higher per-unit selling prices in this segment have contributed to past revenue increases.
- Leveraging a unified Del Monte brand for innovation and market presence: The rebranding of Fresh Del Monte Produce Inc. to Del Monte Corporation, and the reunification of the Del Monte brand, is intended to unlock new opportunities for innovation, brand extension, and long-term growth. This strategy aims to present a more consistent brand identity to consumers globally, enhancing market presence and fostering new revenue streams.
AI Analysis | Feedback
Share Repurchases
- Fresh Del Monte's Board of Directors approved a $150 million share repurchase program on February 24, 2025, with no expiration date.
- In the first quarter of 2026, the company repurchased 100,000 shares for $4.0 million.
- As of March 27, 2026, $116.2 million remained available under the share repurchase program.
Outbound Investments
- On March 19, 2026, Fresh Del Monte Produce Inc. completed the acquisition of select assets of Del Monte Foods Corporation II Inc. for approximately $285 million, with a total cash consideration of $308 million.
- This acquisition included key prepared and packaged foods businesses, global ownership of the Del Monte® brand (subject to existing licensing arrangements), and manufacturing facilities in the U.S., Mexico, and Venezuela.
- The company completed the divestiture of its Mann Packing business in December 2025.
Capital Expenditures
- For the full year 2026, capital expenditures are expected to be in the range of $85 million to $95 million.
- These expenditures are primarily focused on production expansion in Central America, growth in fresh food and Prepared Foods operations in Europe, a recent warehouse investment, and investments related to the Del Monte Foods acquisition and core technology systems.
- Capital expenditures totaled $14 million during the first quarter of 2026, used for pineapple expansion and packing facility construction in Costa Rica, equipment investments in Kenya, and replacement and maintenance capital.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 26.21 |
| Mkt Cap | 9.1 |
| Rev LTM | 10,555 |
| Op Inc LTM | 1,337 |
| FCF LTM | 999 |
| FCF 3Y Avg | 1,054 |
| CFO LTM | 1,357 |
| CFO 3Y Avg | 1,468 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -2.3% |
| Rev Chg 3Y Avg | -1.9% |
| Rev Chg Q | -3.1% |
| QoQ Delta Rev Chg LTM | -0.8% |
| Op Inc Chg LTM | -12.4% |
| Op Inc Chg 3Y Avg | 2.4% |
| Op Mgn LTM | 13.2% |
| Op Mgn 3Y Avg | 15.6% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 11.6% |
| CFO/Rev 3Y Avg | 14.3% |
| FCF/Rev LTM | 8.3% |
| FCF/Rev 3Y Avg | 10.3% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Fresh and value-added products | 2,622 | 2,607 | 2,478 | 2,582 | 2,505 |
| Banana | 1,490 | 1,476 | 1,638 | 1,620 | 1,581 |
| Other products and services | 210 | 197 | 205 | 241 | 166 |
| Total | 4,322 | 4,280 | 4,321 | 4,442 | 4,252 |
| $ Mil | 2006 | 2005 | 2004 | 2003 | 2002 |
|---|---|---|---|---|---|
| Other Fresh Produce | 168 | 217 | |||
| Other Products and Services | 16 | 11 | |||
| Banana | 16 | 38 | 23 | 69 | 80 |
| Prepared Foods Products | -13 | 47 | |||
| Non-Produce | 9 | 328 | 4 | ||
| Other Fresh Fruits & Vegetables | 232 | 250 | 253 | ||
| Total | 186 | 312 | 265 | 647 | 337 |
Price Behavior
| Market Price | $27.74 | |
| Market Cap ($ Bil) | 1.3 | |
| First Trading Date | 10/24/1997 | |
| Distance from 52W High | -34.5% | |
| 50 Days | 200 Days | |
| DMA Price | $31.87 | $36.07 |
| DMA Trend | down | down |
| Distance from DMA | -13.0% | -23.1% |
| 3M | 1YR | |
| Volatility | 35.7% | 30.3% |
| Downside Capture | 37.04 | 15.00 |
| Upside Capture | -143.59 | -5.60 |
| Correlation (SPY) | -9.0% | -0.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.74 | -0.36 | -0.18 | -0.12 | 0.01 | 0.10 |
| Up Beta | 0.61 | 0.53 | -0.12 | -0.51 | -0.31 | 0.20 |
| Down Beta | 0.09 | 0.32 | 0.11 | 0.02 | 0.15 | -0.09 |
| Up Capture | -207% | -170% | -72% | -21% | -1% | 4% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 8 | 16 | 27 | 58 | 125 | 379 |
| Down Capture | -64% | 34% | 58% | 30% | 20% | 27% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 13 | 25 | 36 | 67 | 126 | 362 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DMC | |
|---|---|---|---|---|
| DMC | -13.2% | 30.3% | -0.46 | - |
| Sector ETF (XLP) | 4.4% | 13.4% | 0.07 | 39.1% |
| Equity (SPY) | 22.3% | 12.5% | 1.33 | -0.7% |
| Gold (GLD) | 24.4% | 27.8% | 0.77 | 1.8% |
| Commodities (DBC) | 23.6% | 18.7% | 1.00 | -2.4% |
| Real Estate (VNQ) | 13.2% | 13.9% | 0.65 | 30.7% |
| Bitcoin (BTCUSD) | -42.8% | 42.8% | -1.18 | -3.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DMC | |
|---|---|---|---|---|
| DMC | -0.4% | 28.9% | 0.00 | - |
| Sector ETF (XLP) | 6.2% | 13.4% | 0.24 | 40.3% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 18.7% |
| Gold (GLD) | 18.0% | 18.3% | 0.80 | 4.4% |
| Commodities (DBC) | 7.5% | 19.5% | 0.28 | 6.2% |
| Real Estate (VNQ) | 2.9% | 18.9% | 0.06 | 30.7% |
| Bitcoin (BTCUSD) | 12.3% | 53.5% | 0.42 | 5.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DMC | |
|---|---|---|---|---|
| DMC | -4.3% | 35.2% | -0.03 | - |
| Sector ETF (XLP) | 7.3% | 14.8% | 0.36 | 39.3% |
| Equity (SPY) | 15.8% | 17.9% | 0.75 | 27.2% |
| Gold (GLD) | 11.7% | 16.1% | 0.59 | 3.7% |
| Commodities (DBC) | 6.1% | 18.0% | 0.27 | 7.3% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.22 | 29.3% |
| Bitcoin (BTCUSD) | 58.0% | 66.2% | 0.98 | 4.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 7/9/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/5/2026 | -6.4% | -12.0% | -26.2% |
| 2/18/2026 | 5.5% | 5.4% | 2.1% |
| 10/29/2025 | -0.1% | 5.2% | 6.1% |
| 7/30/2025 | 9.3% | -0.7% | 2.1% |
| 4/30/2025 | -2.2% | -4.1% | 1.0% |
| 2/24/2025 | -3.0% | -1.3% | -4.4% |
| 10/31/2024 | 10.4% | 17.2% | 16.9% |
| 8/1/2024 | 10.8% | 10.3% | 19.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 11 | 13 |
| # Negative | 15 | 13 | 11 |
| Median Positive | 9.3% | 7.7% | 5.1% |
| Median Negative | -3.8% | -4.8% | -8.0% |
| Max Positive | 20.0% | 17.2% | 21.4% |
| Max Negative | -14.1% | -14.1% | -26.9% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/5/2026 | -6.4% | -12.0% | -26.2% |
| 2/18/2026 | 5.5% | 5.4% | 2.1% |
| 10/29/2025 | -0.1% | 5.2% | 6.1% |
| 7/30/2025 | 9.3% | -0.7% | 2.1% |
| 4/30/2025 | -2.2% | -4.1% | 1.0% |
| 2/24/2025 | -3.0% | -1.3% | -4.4% |
| 10/31/2024 | 10.4% | 17.2% | 16.9% |
| 8/1/2024 | 10.8% | 10.3% | 19.9% |
| 5/2/2024 | -5.8% | -6.5% | -9.7% |
| 2/26/2024 | -3.1% | 1.9% | 7.2% |
| 11/1/2023 | -14.1% | -4.8% | -8.0% |
| 8/2/2023 | 4.7% | 7.7% | -1.0% |
| 5/3/2023 | -7.4% | -4.3% | -7.8% |
| 2/22/2023 | 10.0% | 9.3% | 3.4% |
| 11/2/2022 | 4.2% | 7.9% | 5.7% |
| 8/3/2022 | -3.8% | -6.4% | -8.5% |
| 5/4/2022 | -2.8% | -4.2% | -0.2% |
| 2/23/2022 | -9.6% | -6.8% | -9.3% |
| 11/3/2021 | -11.8% | -14.1% | -26.9% |
| 8/4/2021 | -1.3% | 3.6% | 4.5% |
| 5/5/2021 | 20.0% | 16.3% | 21.4% |
| 2/24/2021 | -2.6% | -3.4% | 2.2% |
| 10/28/2020 | -7.8% | -8.7% | 5.1% |
| 7/29/2020 | 2.7% | 2.0% | -1.2% |
| SUMMARY STATS | |||
| # Positive | 9 | 11 | 13 |
| # Negative | 15 | 13 | 11 |
| Median Positive | 9.3% | 7.7% | 5.1% |
| Median Negative | -3.8% | -4.8% | -8.0% |
| Max Positive | 20.0% | 17.2% | 21.4% |
| Max Negative | -14.1% | -14.1% | -26.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 10/29/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 04/30/2025 | 10-Q |
| 12/31/2024 | 02/24/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/26/2024 | 10-K |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 02/22/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 10/29/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 04/30/2025 | 10-Q |
| 12/31/2024 | 02/24/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/26/2024 | 10-K |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 02/22/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
| 12/31/2021 | 02/23/2022 | 10-K |
| 09/30/2021 | 11/03/2021 | 10-Q |
| 06/30/2021 | 08/04/2021 | 10-Q |
| 03/31/2021 | 05/05/2021 | 10-Q |
| 12/31/2020 | 02/24/2021 | 10-K |
| 09/30/2020 | 10/28/2020 | 10-Q |
| 06/30/2020 | 07/29/2020 | 10-Q |
| 03/31/2020 | 04/29/2020 | 10-Q |
| 12/31/2019 | 02/20/2020 | 10-K |
| 09/30/2019 | 10/30/2019 | 10-Q |
| 06/30/2019 | 07/30/2019 | 10-Q |
Industry Resources
| Consumer Staples Resources |
| FoodNavigator |
| Consumer Goods Technology (CGT) |
| Beverage Digest |
| Agricultural Products & Services Resources |
| AgFunder Network Partners |
| The Packer |
| CropLife |
| Agri-Pulse |
| USDA Data |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.