Dole (DOLE)
Market Price (3/30/2026): $14.72 | Market Cap: $1.4 BilSector: Consumer Staples | Industry: Agricultural Products & Services
Dole (DOLE)
Market Price (3/30/2026): $14.72Market Cap: $1.4 BilSector: Consumer StaplesIndustry: Agricultural Products & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 26% | Weak multi-year price returns3Y Excs Rtn is -23% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 69% |
| Megatrend and thematic driversMegatrends include Vegan & Alternative Foods, and Health & Wellness Trends. Themes include Vegan Products, Organic & Natural Products, Show more. | Key risksDOLE key risks include [1] significant currency exposure as over half its revenue originates outside North America and [2] a balance sheet that is notably more leveraged than its peers. |
| Low stock price volatilityVol 12M is 26% |
| Megatrend and thematic driversMegatrends include Vegan & Alternative Foods, and Health & Wellness Trends. Themes include Vegan Products, Organic & Natural Products, Show more. |
| Weak multi-year price returns3Y Excs Rtn is -23% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 69% |
| Key risksDOLE key risks include [1] significant currency exposure as over half its revenue originates outside North America and [2] a balance sheet that is notably more leveraged than its peers. |
Qualitative Assessment
AI Analysis | Feedback
1. Dole plc reported strong financial results for the fourth quarter and full-year ended December 31, 2025, which surpassed market expectations. The company's fourth-quarter revenue increased by 9.2% to $2.4 billion, and Adjusted EBITDA reached $72.7 million, exceeding analyst estimates. For the full year 2025, Adjusted EBITDA was $395.4 million, also ahead of Dole's latest guidance. This positive operational performance across all segments contributed to the stock's upward trend.
2. The company provided an optimistic outlook for fiscal year 2026, targeting Adjusted EBITDA of at least $400 million. This forward-looking guidance signaled confidence in continued growth and operational improvements, reassuring investors about the company's future profitability.
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Stock Movement Drivers
Fundamental Drivers
The 2.9% change in DOLE stock from 11/30/2025 to 3/29/2026 was primarily driven by a 238.5% change in the company's Net Income Margin (%).| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.31 | 14.73 | 2.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,974 | 9,173 | 2.2% |
| Net Income Margin (%) | 0.2% | 0.6% | 238.5% |
| P/E Multiple | 91.8 | 27.3 | -70.3% |
| Shares Outstanding (Mil) | 95 | 95 | 0.0% |
| Cumulative Contribution | 2.9% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| DOLE | 2.9% | |
| Market (SPY) | -5.3% | 3.6% |
| Sector (XLP) | 3.9% | 50.3% |
Fundamental Drivers
The 1.9% change in DOLE stock from 8/31/2025 to 3/29/2026 was primarily driven by a 103.0% change in the company's Net Income Margin (%).| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.46 | 14.73 | 1.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,758 | 9,173 | 4.7% |
| Net Income Margin (%) | 0.3% | 0.6% | 103.0% |
| P/E Multiple | 57.0 | 27.3 | -52.1% |
| Shares Outstanding (Mil) | 95 | 95 | 0.0% |
| Cumulative Contribution | 1.9% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| DOLE | 1.9% | |
| Market (SPY) | 0.6% | 2.0% |
| Sector (XLP) | 2.8% | 41.1% |
Fundamental Drivers
The 3.7% change in DOLE stock from 2/28/2025 to 3/29/2026 was primarily driven by a 278.5% change in the company's P/E Multiple.| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.21 | 14.73 | 3.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,380 | 9,173 | 9.5% |
| Net Income Margin (%) | 2.2% | 0.6% | -74.9% |
| P/E Multiple | 7.2 | 27.3 | 278.5% |
| Shares Outstanding (Mil) | 95 | 95 | -0.2% |
| Cumulative Contribution | 3.7% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| DOLE | 3.7% | |
| Market (SPY) | 9.8% | 21.5% |
| Sector (XLP) | 1.1% | 45.7% |
Fundamental Drivers
The 36.0% change in DOLE stock from 2/28/2023 to 3/29/2026 was primarily driven by a 34.2% change in the company's P/E Multiple.| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.83 | 14.73 | 36.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,723 | 9,173 | 18.8% |
| Net Income Margin (%) | 0.7% | 0.6% | -14.4% |
| P/E Multiple | 20.4 | 27.3 | 34.2% |
| Shares Outstanding (Mil) | 95 | 95 | -0.3% |
| Cumulative Contribution | 36.0% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| DOLE | 36.0% | |
| Market (SPY) | 69.4% | 21.8% |
| Sector (XLP) | 23.1% | 33.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| DOLE Return | -8% | -25% | 31% | 13% | 13% | -2% | 13% |
| Peers Return | 0% | -22% | 17% | 14% | -5% | 15% | 14% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| DOLE Win Rate | 50% | 42% | 67% | 58% | 58% | 67% | |
| Peers Win Rate | 55% | 45% | 50% | 52% | 45% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| DOLE Max Drawdown | -13% | -44% | -0% | -12% | -9% | -6% | |
| Peers Max Drawdown | -14% | -27% | -15% | -17% | -23% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: FDP, CVGW, AVO, LMNR, ALCO.
[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 3/27/2026 (YTD)
How Low Can It Go
| Event | DOLE | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -57.0% | -25.4% |
| % Gain to Breakeven | 132.3% | 34.1% |
| Time to Breakeven | 721 days | 464 days |
Compare to FDP, CVGW, AVO, LMNR, ALCO
In The Past
Dole's stock fell -57.0% during the 2022 Inflation Shock from a high on 9/30/2021. A -57.0% loss requires a 132.3% gain to breakeven.
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About Dole (DOLE)
AI Analysis | Feedback
Here are 1-3 brief analogies for Dole (DOLE):
- The Tyson Foods of fresh fruits and vegetables.
- A global fresh produce distributor similar to Sysco or US Foods, but specialized exclusively in fruits and vegetables.
- Like a global Chiquita or Del Monte, but for a much wider range of fresh fruits and vegetables, including salads.
AI Analysis | Feedback
- Fresh Fruit: This category includes a wide range of produce such as bananas, pineapples, grapes, berries, avocados, deciduous fruit, and organic produce.
- Value Added Salads: These are convenience products like packaged salads and complete meal kits.
- Fresh Packed Vegetables: Offerings include various lettuces such as iceberg, romaine, and leaf lettuces, along with celery.
- Health Foods and Consumer Goods: This encompasses a broader range of products catering to health-conscious consumers and general household use.
AI Analysis | Feedback
Dole plc (DOLE) primarily sells its products to other companies, operating on a business-to-business (B2B) model.
Based on the company description, its major customers fall into the following categories:
- Retailers (e.g., grocery store chains, supermarkets)
- Wholesalers (e.g., food distributors)
- Foodservice customers (e.g., restaurants, institutional food providers)
Specific names of individual customer companies are not provided in the company description or typically disclosed publicly by Dole plc due to competitive considerations.
AI Analysis | Feedback
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AI Analysis | Feedback
Here is the management team for Dole plc:
Rory Byrne, Chief Executive Officer and Director
Rory Byrne has over 30 years of experience in the fresh produce industry. He began his career at Fyffes in 1988, holding several senior positions, including Finance Director of the Group's U.K. business and Managing Director of its Spanish operations. He was appointed Chief Executive Officer of Total Produce in 2006, where he led 15 years of sustained profitability and significant acquisition-led and organic expansion, tripling the company's revenues. He also oversaw Total Produce's expansion into North American markets, culminating in its combination with Dole Food Company. He has served as Chief Executive Officer of Dole plc since 2021.
Patrick Verhagen, Chief Financial Officer and Executive Director
Patrick Verhagen was appointed Chief Financial Officer and Executive Director of Dole plc, effective June 1, 2024.
Carl McCann, Executive Chairman of the Board
Carl McCann has over 40 years of experience in the fresh produce industry. He started his career at KPMG before joining Fyffes in 1980, where he held roles such as Finance Director, Vice Chairman, and Executive Chairman. He was appointed Chairman of Fyffes in 2003 and then Executive Chairman at Total Produce in 2006. During his tenure at Total Produce, he led numerous strategic initiatives and operational achievements, including its growth and expansion across European and North American markets, and its combination with Dole Food Company. He has served as Executive Chair of Dole plc since 2021. He is also the Chairman of Balmoral and serves on the Boards of several other companies.
Johan Lindén, Chief Operating Officer and Director
Johan Lindén began his career at Dole Food Company in 2000 within its European operations. He served as general manager of Dole Food Company's value-added operation until 2008 and also as Deputy General Manager for Dole Food Company's Swedish wholesale operation. He was promoted to President Dole Europe in October 2010. Subsequently, he served as President and Chief Operating Officer of Dole Food Company from 2015, and then as President and Chief Executive Officer of Dole Food Company in 2017. He has served as Chief Operating Officer of Dole plc since 2021.
Enda Walsh, President Dole Diversified Americas
Enda Walsh is the President of Dole Diversified Americas.
AI Analysis | Feedback
The key risks to Dole plc's business include the significant impact of environmental and climate change on its operations, the complexities and costs associated with regulatory compliance, and intense competitive market dynamics that pressure profit margins.
- Environmental and Climate Change Impacts: Dole plc operates in the fresh produce industry, which is highly susceptible to environmental factors and climate change. Adverse weather conditions, natural disasters, and crop diseases can lead to substantial costs and losses, directly affecting crop yields, logistics, and sourcing expenses. This "weather-commodity nexus" is identified as the single biggest operational headwind for the entire fresh produce industry, driving significant cost volatility. For example, Tropical Storm Sara in late 2024 notably increased fruit sourcing costs in Honduras. Dole has conducted a detailed climate risk scenario analysis, identifying numerous potential financial impacts linked to climate-related physical and transition risks.
- Regulatory Risks and Compliance Costs: As a global operator in the food sector, Dole plc navigates a highly regulated environment with stringent food safety and environmental standards. The company faces ongoing compliance costs and risks related to these regulations, including those concerning pesticide use (e.g., past issues with DBCP), environmental contamination, and international trade control laws such as the U.S. Foreign Corrupt Practices Act. Compliance requires substantial resources and can significantly impact the company's financial condition if violations occur.
- Competitive Market Dynamics and Margin Pressure: Dole plc operates in a highly competitive market for fresh fruits and vegetables, facing pressure from both multinational corporations and local producers. This environment often results in a "high-volume, low-margin" business model. The company experiences persistent cost headwinds, making it challenging to grow its top line while simultaneously protecting profitability. Global economic conditions, trade disruptions, and competitors' ability to rapidly introduce new products can further impact Dole's market position and profitability. The intense cost of sales and the logistical complexity of shipping perishable goods globally contribute to dramatically lower margins compared to the broader packaged foods industry.
AI Analysis | Feedback
The clear emerging threat for Dole is the rapid advancement and scaling of localized, high-tech farming methods, such as vertical farms and controlled environment agriculture (CEA). These technologies enable the cultivation of various fresh produce, particularly leafy greens, berries, and certain vegetables, in urban or peri-urban environments, significantly closer to consumer markets. This development threatens Dole's traditional model of global sourcing, long-distance transportation, and centralized processing for these product categories. By offering fresher, locally grown produce with reduced transportation costs and environmental impact, these emerging farming models could disrupt Dole's market share in its Fresh Vegetables and Value Added Salads segments, fundamentally altering the supply chain dynamics for these items.
AI Analysis | Feedback
Dole plc (symbol: DOLE) operates in global markets for a wide range of fresh fruits and vegetables. The addressable market sizes for its main products are substantial, spanning various regions worldwide.
Fresh Fruit
- Bananas: The global banana market was valued at approximately USD 128.75 billion in 2024 and is projected to reach USD 312.65 billion by 2033. North America held a significant share of this market, accounting for 39.7% in 2024. Another estimate places the global banana market at USD 139.51 billion in 2025, with a forecast to grow to USD 183.43 billion by 2031. The Cavendish banana market, a major variety, is estimated at USD 71.38 billion in 2026 and is expected to reach USD 97.79 billion by 2033.
- Pineapples: The global pineapple market is projected to expand from approximately USD 27 billion in 2023 to USD 36 billion in 2028. Another report indicated the market reached approximately USD 30.8 billion in 2024. One source estimates the market size at USD 11.87 billion in 2025, reaching USD 13.82 billion by 2030. The Asia-Pacific region accounted for 47.8% of the global pineapple market share in 2025.
- Grapes: The global market for grapes was valued at US$275.6 billion in 2024 and is projected to reach US$312.5 billion by 2030. Another source estimates the market size at USD 105.82 billion in 2025, projected to grow to USD 132.23 billion by 2031. Asia-Pacific held 36.7% of the global grape market share in 2025.
- Berries: The global berries market size is valued at US$93.3 billion in 2025 and is projected to reach US$139.4 billion by 2032. Another estimate indicates the global berry market is projected to reach US$26.49 billion in 2024 and expand to US$38.09 billion by 2034. The fresh berries market alone is estimated at USD 36.73 billion in 2026, with projections to reach USD 45.14 billion by 2031. North America represents a significant portion, holding approximately 35% of the global berries market and 31.12% of the fresh berries market share in 2025.
- Avocados: The global avocado market generated revenue of USD 15,828.7 million in 2023 and is expected to reach USD 26,036.4 million by 2030. The market value is also reported to exceed US$20 billion. North America was the largest revenue-generating market in 2023, accounting for 43.9% of the global avocado market.
Fresh Vegetables
- Fresh Vegetables (including Fresh Packed Vegetables): The global fresh vegetables market size is projected to grow from $749.31 billion in 2025 to $989.98 billion by 2034. Other estimates suggest the market size was valued at USD 949.8 billion in 2024 and is expected to reach USD 1.6 trillion by 2034. Asia Pacific dominated the fresh vegetables market with a 64.18% market share in 2025. The U.S. fresh vegetables market alone is projected to reach USD 85.92 billion by 2032 and was worth over USD 107.5 billion in 2024.
Value-Added Salads
- Value-Added Salads (Packaged Salad): The global packaged salad market size was estimated at USD 13,465.0 million in 2024 and is projected to reach USD 25,966.3 million by 2033. Another report indicates the market size was USD 14.61 billion in 2025 and is projected to grow to USD 26.69 billion by 2034. North America held the largest share of the packaged salad market in 2024, accounting for 39.59% and 44.8%.
AI Analysis | Feedback
Dole plc (DOLE) is expected to drive future revenue growth over the next 2-3 years through several key areas:
-
Volume and Price Growth in Core Fresh Fruit: The company anticipates continued revenue growth from increased worldwide volumes and higher pricing of its core fresh fruit products, including bananas, pineapples, and plantains.
-
Expansion and Performance in Diversified Fresh Produce - EMEA: Dole plc expects sustained growth from its diversified fresh produce operations in Europe, the Middle East, and Africa (EMEA). This is attributed to strong underlying performance in key markets such as Spain, France, South Africa, Scandinavia, Ireland, the U.K., and the Netherlands, alongside favorable impacts from foreign currency translation.
-
Growth in Diversified Fresh Produce - Americas & ROW: The Diversified Fresh Produce segment in the Americas and Rest of World is projected to contribute to revenue growth. This segment is benefiting from increased revenue across various North American commodities, including kiwi and berries, as well as growth in southern hemisphere export products like cherries and blueberries. Improved profitability within joint venture businesses also supports this growth.
-
Strategic Portfolio Optimization: Dole plc's strategy of divesting lower-margin or non-core assets, such as the Fresh Vegetables division and the Progressive Produce business, is aimed at streamlining its operations and focusing on higher-margin core fresh fruit and diversified produce businesses. This strategic realignment is expected to enhance the quality and profitability of the company's overall revenue base, contributing to more sustainable future growth.
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Share Repurchases
- Dole plc authorized a share repurchase program on November 10, 2025, allowing for the repurchase of up to $100 million of its ordinary shares.
- As of February 25, 2026, Dole plc had repurchased 300,000 shares for a total of $4.5 million under the authorized program.
Share Issuance
- Dole plc had its initial public offering (IPO) in 2021.
- On September 4, 2025, a secondary offering of 11,917,263 ordinary shares was priced at $13.25 per share by existing shareholders (Castle & Cooke Holdings, Inc. and The Murdock Group, LLC), with Dole plc not selling any shares or receiving any proceeds from this offering.
Outbound Investments
- Dole plc completed the sale of its Fresh Vegetables Division to og Holdco LLC (a portfolio company of Arable Capital Partners, LLC) on August 5, 2025, for a total consideration of $140 million. This comprised $90 million in cash, a $50 million seller note, and a potential $10 million earn-out.
- The company announced an agreement to sell its port assets in Guayaquil, Ecuador, for expected net proceeds of approximately $75 million.
- Dole's most recent recorded acquisition was Vernon Catering on September 7, 2023.
Capital Expenditures
- Capital expenditures from continuing operations for the year ended December 31, 2025, were $121.5 million. These investments included the buyout of two vessel finance leases, rehabilitation of Honduran farms (partially covered by insurance proceeds), and investments in warehouse, logistics, and IT assets.
- Capital expenditures from continuing operations were $82.4 million for fiscal year 2024 and $78.0 million for fiscal year 2023.
- Dole plc forecasts routine capital expenditures of approximately $100 million for fiscal year 2026.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| With Dole Stock Surging, Have You Considered The Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to DOLE.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02272026 | BRBR | BellRing Brands | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
| 02132026 | STZ | Constellation Brands | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.7% | 5.7% | 0.0% |
| 02132026 | KMB | Kimberly-Clark | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 1.9% | 1.9% | -1.7% |
| 02062026 | AVO | Mission Produce | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 1.1% | 1.1% | -2.7% |
| 01022026 | CALM | Cal-Maine Foods | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.0% | 12.0% | -7.7% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 20.56 |
| Mkt Cap | 0.7 |
| Rev LTM | 976 |
| Op Inc LTM | 36 |
| FCF LTM | 17 |
| FCF 3Y Avg | 17 |
| CFO LTM | 55 |
| CFO 3Y Avg | 40 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -4.7% |
| Rev Chg 3Y Avg | -0.4% |
| Rev Chg Q | -18.7% |
| QoQ Delta Rev Chg LTM | -4.5% |
| Op Mgn LTM | 2.3% |
| Op Mgn 3Y Avg | 2.6% |
| QoQ Delta Op Mgn LTM | -0.6% |
| CFO/Rev LTM | 4.2% |
| CFO/Rev 3Y Avg | 2.1% |
| FCF/Rev LTM | 2.6% |
| FCF/Rev 3Y Avg | 1.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.7 |
| P/S | 0.8 |
| P/EBIT | 10.0 |
| P/E | 24.6 |
| P/CFO | 11.4 |
| Total Yield | 3.8% |
| Dividend Yield | 0.3% |
| FCF Yield 3Y Avg | 2.3% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -1.7% |
| 3M Rtn | 14.3% |
| 6M Rtn | 14.6% |
| 12M Rtn | 25.2% |
| 3Y Rtn | 31.3% |
| 1M Excs Rtn | 6.2% |
| 3M Excs Rtn | 23.3% |
| 6M Excs Rtn | 17.2% |
| 12M Excs Rtn | 15.3% |
| 3Y Excs Rtn | -28.9% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Diversified Fresh Produce - Europe, Middle East and Africa (EMEA) | 3,609 | 3,433 | 3,153 | 3,383 | 3,120 |
| Fresh Fruit | 3,294 | 3,136 | 3,047 | 1,133 | |
| Diversified Fresh Produce - Americas & Rest of World (ROW) | 1,686 | 1,800 | 1,966 | 1,465 | 1,226 |
| Intersegment | -113 | -124 | -141 | -37 | |
| Fresh Vegetables | 511 | ||||
| Total | 8,475 | 8,245 | 8,024 | 6,454 | 4,346 |
Price Behavior
| Market Price | $14.73 | |
| Market Cap ($ Bil) | 1.4 | |
| First Trading Date | 07/30/2021 | |
| Distance from 52W High | -9.5% | |
| 50 Days | 200 Days | |
| DMA Price | $15.25 | $14.17 |
| DMA Trend | up | indeterminate |
| Distance from DMA | -3.4% | 3.9% |
| 3M | 1YR | |
| Volatility | 21.4% | 26.5% |
| Downside Capture | 0.10 | 0.27 |
| Upside Capture | 13.70 | 36.91 |
| Correlation (SPY) | 5.1% | 21.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.12 | -0.15 | -0.15 | -0.04 | 0.29 | 0.37 |
| Up Beta | -0.35 | -0.09 | -0.39 | 0.41 | 0.27 | 0.38 |
| Down Beta | 1.09 | -0.01 | -0.28 | -0.20 | 0.27 | 0.31 |
| Up Capture | -21% | 7% | 31% | 5% | 26% | 15% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 13 | 25 | 36 | 63 | 139 | 401 |
| Down Capture | -67% | -60% | -42% | -30% | 39% | 60% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 8 | 15 | 24 | 59 | 108 | 332 |
[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 DOLE | |
|---|---|---|---|---|
| DOLE | 7.3% | 26.4% | 0.24 | - |
| Sector ETF (XLP) | 4.6% | 13.9% | 0.09 | 46.3% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 21.3% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 12.5% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 9.1% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 37.3% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 3.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DOLE | |
|---|---|---|---|---|
| DOLE | 2.7% | 29.7% | 0.12 | - |
| Sector ETF (XLP) | 6.8% | 13.2% | 0.30 | 31.6% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 29.4% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 6.8% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 6.6% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 33.6% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 10.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DOLE | |
|---|---|---|---|---|
| DOLE | 1.3% | 29.7% | 0.12 | - |
| Sector ETF (XLP) | 7.3% | 14.7% | 0.37 | 31.6% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 29.4% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 6.8% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 6.6% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 33.6% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 10.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/25/2026 | -2.1% | -3.3% | -8.9% |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 1 | 1 | 1 |
| Median Positive | |||
| Median Negative | -2.1% | -3.3% | -8.9% |
| Max Positive | |||
| Max Negative | -2.1% | -3.3% | -8.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/02/2026 | 10-K |
| 09/30/2025 | 11/10/2025 | 6-K |
| 06/30/2025 | 08/11/2025 | 6-K |
| 03/31/2025 | 05/12/2025 | 6-K |
| 12/31/2024 | 03/11/2025 | 20-F |
| 09/30/2024 | 11/13/2024 | 6-K |
| 06/30/2024 | 08/14/2024 | 6-K |
| 03/31/2024 | 05/15/2024 | 6-K |
| 12/31/2023 | 03/28/2024 | 20-F |
| 09/30/2023 | 11/16/2023 | 6-K |
| 06/30/2023 | 08/17/2023 | 6-K |
| 03/31/2023 | 05/18/2023 | 6-K |
| 12/31/2022 | 03/22/2023 | 20-F |
| 09/30/2022 | 11/17/2022 | 6-K |
| 06/30/2022 | 08/23/2022 | 6-K |
| 03/31/2022 | 05/24/2022 | 6-K |
Industry Resources
| 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 |
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