Apr 30, 2020

Calavo Growers Q2 2020 Earnings Report

Calavo Growers' financial performance was impacted by COVID-19, with a decrease in gross profit, a net loss, and a decline in adjusted net income compared to the same quarter last year.

Key Takeaways

Calavo Growers reported a slight decrease in revenue and a significant decrease in gross profit for the second quarter of 2020, primarily due to the impact of COVID-19 on sales volumes in the RFG and Foods business segments. The company experienced a net loss, but adjusted net income remained positive. They also completed the acquisition of Simply Fresh Fruit and had some key management changes.

Total revenue was $281.2 million, essentially flat compared to Q2 2019, despite COVID-19 impacts.

Gross profit decreased to $22.1 million from $36.8 million in the prior year.

Net loss was $3.3 million, while adjusted net income was $7.0 million.

The company completed the acquisition of Simply Fresh Fruit and appointed a new CEO, Corporate Controller and CFO.

Total Revenue
$281M
Previous year: $286M
-1.8%
EPS
$0.4
Previous year: $0.92
-56.5%
Gross Profit
$22.1M
Previous year: $36.8M
-40.0%
Cash and Equivalents
$3.3M
Previous year: $7.36M
-55.2%
Free Cash Flow
$893K
Previous year: $12.6M
-92.9%
Total Assets
$476M
Previous year: $409M
+16.2%

Calavo Growers

Calavo Growers

Calavo Growers Revenue by Segment

Forward Guidance

Calavo withdrew its prior fiscal 2020 guidance due to the evolving and uncertain impact of the COVID-19 pandemic. However, the company anticipates adjusted EBITDA to improve sequentially in the third quarter of fiscal 2020 due to higher sales volumes and lower input costs from seasonality.

Positive Outlook

  • Retail volumes are beginning to strengthen.
  • Orders from foodservice customers are rebounding off crisis-lows.
  • Company serves a blue-chip customer base.
  • Company is well-positioned to deliver profitable growth once economic conditions normalize.