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DMCDel Monte CorporationSell5.4·$28.33-2.31%
SellModerate Confidence
Investment thesis

This name enters an imminent earnings catalyst on a perfect 4-quarter beat streak and a cheap valuation, but a hard-blocked death-cross downtrend, a quality score below the engine's floor, and elevated put/call hedging temper the setup.

Thesis pillars

  • Perfect Beat Streak Earnings CatalystStable
  • Deep Value Cheap MultiplesStable
  • Confirmed Downtrend Death Cross BlockStable
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Del Monte Corporation (DMC) Stock Analysis

Recovery setup · Catalyst-Driven edge

SellGrowthQualityModerate Confidence

Consumer Defensive · Farm Products

Sell if holding. Engine safety override at $28.33: Quality below floor (2.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10 and A.R:R 7.8:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 1.50; Below-average business quality; Negative price momentum.

Fresh Del Monte Produce is a vertically integrated grower, marketer, and distributor of fresh and prepared fruit and vegetables under the Del Monte brand, with bananas (34% of 2025 net sales), fresh-cut produce (20%), and pineapples (16%) as its largest categories. North America... Read more

$28.33+56.0% A.UpsideScore 5.4/10#5 of 8 Farm Products
QualityF-score7 / 9FCF yield-3.60%
IncomeYield4.25%(5y avg 2.67%)Payout82.76%at-risk
Stop $26.35Target $44.20(analyst − 15%)A.R:R 7.8:1
Analyst target$52.00+83.6%1 analysts
Range unavailable (1 analysts)

Sell if holding. Engine safety override at $28.33: Quality below floor (2.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10 and A.R:R 7.8:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 1.50; Below-average business quality; Negative price momentum. Chart setup: Death cross but MACD improving, RSI 47. Score 5.4/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 22d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

10-K grounded · weekly refresh

About Del Monte Corporation

About 67023

Fresh Del Monte Produce generated 34% of 2025 net sales from bananas, 20% from fresh-cut produce, 16% from pineapples, 8% from avocados, and 7% from prepared foods, with North America accounting for 58% of total net sales, Europe 21%, and the remainder split across Asia and the Middle East. The company operated 31 distribution centers and 18 fresh-cut facilities worldwide as of December 26, 2025, alongside a fleet of one chartered and six owned refrigerated container ships. Walmart, its largest customer, represented approximately 7% of net sales, with the top 10 customers together accounting for about 29%.

Fresh Del Monte earns revenue by growing, sourcing, marketing, and distributing branded fresh and prepared produce under the Del Monte brand and proprietary labels such as UTC, Rosy, Pinkglow, and Rubyglow, selling FOB at port facilities to large retail chains and through distribution centers to smaller regional grocers and foodservice operators. In 2025, 52% of the fresh produce it sold came from company-controlled farms versus 48% from independent-grower supply contracts, and 47% of banana volume and 81% of pineapple volume by weight came from company-controlled farms given pineapple's greater capital intensity. The company is exposed to volatile costs for fuel, labor, fertilizer, inland freight, and packing materials that make up the bulk of its production and logistics expense, and it licenses the Del Monte trademark royalty-free in Europe, Africa, and the Middle East under an agreement that predates the January 2026 announcement to acquire Del Monte Foods' North American canned and packaged foods business for approximately $285 million out of bankruptcy.

Show full overview

Fresh Del Monte's Asian banana supply concentrates on a single external grower: the 10-K discloses that approximately 13% of the company's banana net sales in 2025 were supplied by one grower in the Philippines, under a contract set to expire on February 28, 2026, and that this grower alone provided roughly 94% of the company's Philippine-sourced bananas. While the company is pursuing supplemental sourcing from Vietnam and Cambodia through a new THACO Agri partnership, it acknowledges the new arrangement may not fully offset the expiring contract in volume or cost, meaning a failed renewal or transition shortfall would directly show up in banana net sales rather than being absorbed by geographically diversified alternate suppliers.

See also: Consumer Defensive · Farm Products

From 67023's most recent 10-K filing, extracted July 6, 2026.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 29, 202622d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Quality below floor (2.8 < 4.0)

Key Metrics

P/E (TTM)19.3
P/E (Fwd)8.3
Mkt Cap$1.3B
EV/EBITDA7.8
Profit Mgn1.6%
ROE3.6%
Rev Growth-4.9%
Beta0.22
Dividend4.25%
Rating analysts5

Quality Signals

Piotroski F7/9

Options Flow

P/C1.50bearish
IV68%elevated
Max Pain$20-29.4% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Gross Margin
0.0
Fcf Quality
0.0
Net Margin
0.8
Roe
1.2
Operating Margin
1.4
Roa
2.2
Moat
3.9
Piotroski F
7.8
Current Ratio
8.0
Earnings quality RED FLAG: -69% FCF/NINo competitive moatStrong Piotroski F-Score: 7/9Quality concerns

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Obv
1.0
Ma Position
1.0
Volume
1.9
Rsi
4.5
Macd
10.0
Volume distribution (falling OBV)Below 200-MA, MA slope -2.4%/30d — confirmed downtrend
GatesMomentum 3.7<4.5Death cross (50MA < 200MA)A.R:R 7.8 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 22d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
47 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $26.47Resistance $29.48

Price Targets

$26
$44
A.Upside+56.0%
A.R:R7.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (2.8 < 4.0)
! momentum at 3.7 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-29 (22d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is DMC stock a buy right now?

Sell if holding. Engine safety override at $28.33: Quality below floor (2.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10 and A.R:R 7.8:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 1.50; Below-average business quality; Negative price momentum. Chart setup: Death cross but MACD improving, RSI 47. Prior stop was $26.35. Score 5.4/10, moderate confidence.

What is the DMC stock price target?

Take-profit target: $44.20 (+56.0% upside). Prior stop was $26.35. Stop-loss: $26.35.

What are the risks of investing in DMC?

Quality below floor (2.8 < 4.0).

Is DMC overvalued or undervalued?

Del Monte Corporation trades at a P/E of 19.3 (forward 8.3). TrendMatrix value score: 9.0/10. Verdict: Sell.

What do analysts say about DMC?

5 analysts cover DMC with a consensus score of 4.0/5. Average price target: $52.

What does Del Monte Corporation do?Fresh Del Monte Produce is a vertically integrated grower, marketer, and distributor of fresh and prepared fruit and...

Fresh Del Monte Produce is a vertically integrated grower, marketer, and distributor of fresh and prepared fruit and vegetables under the Del Monte brand, with bananas (34% of 2025 net sales), fresh-cut produce (20%), and pineapples (16%) as its largest categories. North America generated 58% of net sales, Costa Rica supplied approximately 34% of the company's fresh produce sales volume, and a single Philippine grower supplied about 13% of 2025 banana net sales under a contract expiring February 28, 2026.

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