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Jan 31

Mission Produce Q1 2025 Earnings Report

Mission Produce reported strong revenue growth and increased avocado volumes in Q1 FY25 despite supply challenges.

Key Takeaways

Mission Produce's Q1 FY25 revenue increased 29% year-over-year to $334.2 million, driven by higher avocado pricing and volume growth. The company reported a net income of $3.9 million and a diluted EPS of $0.05. Despite lower per-unit gross margins on fruit sold, strong demand and strategic investments in the Blueberries segment contributed to overall profitability.

Q1 revenue increased 29% year-over-year to $334.2 million.

Avocado sales volume grew 5% to 159.9 million pounds.

Net income reached $3.9 million, up from breakeven last year.

Free cash flow was negative due to increased working capital and capital expenditures.

Total Revenue
$334M
Previous year: $259M
+29.2%
EPS
$0.1
Previous year: $0.09
+11.1%
Avocado Volume Sold
159.9M
Previous year: 151.6M
+5.5%
Avg Sales Price per Pound
$1.75
Previous year: $1.4
+25.0%
Gross Profit
$31.5M
Previous year: $28.7M
+9.8%
Cash and Equivalents
$40.1M
Previous year: $39.9M
+0.5%
Free Cash Flow
-$1.2M
Previous year: -$400K
+200.0%
Total Assets
$998M
Previous year: $938M
+6.4%

Mission Produce

Mission Produce

Mission Produce Revenue by Segment

Forward Guidance

Mission Produce expects stable industry volumes in Q2 FY25, with continued strong avocado pricing and increased blueberry volumes. The company plans capital expenditures between $50M and $55M for the year.

Positive Outlook

  • Avocado pricing expected to increase by 5% year-over-year.
  • California and Peru harvests anticipated to start earlier due to improved weather.
  • Blueberry sales expected to increase by 35-40% in Q2.
  • No significant impact expected from industry-wide supply constraints.
  • Strong balance sheet supports continued investment in growth initiatives.

Challenges Ahead

  • Potential impact of tariffs on Mexican avocado supply remains uncertain.
  • Per-unit avocado margins remain pressured by higher fruit costs.
  • Negative free cash flow due to working capital and capital expenditures.
  • Competitive pressures in the fresh produce industry.
  • Foreign exchange fluctuations could impact international sales.

Revenue & Expenses

Visualization of income flow from segment revenue to net income