Expectations trend
FY2027 · fiscal year ending 2027-12-26 · fmp
Del Monte Corporation (DMC)
NYSEConsumer StaplesAgricultural Farm ProductsSnapshot 2026-11-04
$27.63-3.73%
Close 2026-11-05 · 1-day change
NYSEConsumer StaplesAgricultural Farm ProductsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.
Next-FY EPS estimate change · 30 days
3.15 → 2.73 EPS · FY ending Dec 26, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for DMC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Adjusted EBITDA target for 2026 | The company targets adjusted EBITDA of $230M-$240M for 2026. | Intact | EBITDA falls below $200 million for FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-26 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
DMC is a cyclical recovery story, not yet a proven durable compounder, because the evidence still describes the company as loss-making. The thesis is on watch: recent performance improved relative to its industry, though the confidence level is medium and operating progress remains uneven.
The valuation evidence is mixed: DMC is described as cheap versus peers, yet it also carries a substantial premium versus peers, and the expectations gap is negative. Valuation rose sharply in the recent period, while the priced-in assessment is tagged justified and fragility is low, so the evidence does not point to a clear expectations cushion.
Near term, two recent earnings beats and improving industry-relative performance support a recovery, but the company remains loss-making. Prepared Foods sales rose from the second to the third quarter while its margin fell; operating income and banana gross profit also weakened, and cumulative operating cash generation declined even as the dividend stayed unchanged.
The multi-year thesis depends on Del Monte integration adding scale without further pressure on margins, and on fresh and agricultural operations producing better returns. Near term, a guidance cut or further job-market weakening would add pressure, while continued strong results from sector bellwethers could support the broader sector backdrop.
Over the next one to three years, DMC’s recovery case has some support from recent results and added scale, but losses, uneven margins, and mixed progress on operations keep execution central. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Del Monte Corporation's published investment case. The stated target is >=33.5 million. |
| Under Pressure |
| operating income falls below $30 million next quarter |
Operating income: $29.1M FY2026-Q3; GAAP. Published target: >=33.5 million. Target period is not explicitly aligned with this observation. Oct 28, 202629,100,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Prepared foods sales growth | Prepared foods sales rose to $236.1 million in Q2 2026. | Intact | sales fall below $200 million next quarter | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Oct 4, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$3.37 → $2.73 · observed estimates
$5.05B → $4.90B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-08-01 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-02 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-03 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-04 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-05 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-06 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-07 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-08 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-09 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-10 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-11 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-12 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-13 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-14 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-15 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-16 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-17 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-18 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-19 | $3.37 | $5,045,800,000 | 1 / 1 |
| 2026-08-20 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-21 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-22 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-23 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-24 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-25 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-26 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-27 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-28 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-29 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-30 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-08-31 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-01 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-02 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-03 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-04 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-05 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-06 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-07 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-08 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-09 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-10 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-11 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-12 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-13 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-14 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-15 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-16 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-17 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-18 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-19 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-20 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-21 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-22 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-23 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-24 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-25 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-26 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-27 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-28 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-29 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-09-30 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-01 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-02 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-03 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-04 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-05 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-06 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-07 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-08 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-09 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-10 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-11 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-12 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-13 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-14 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-15 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-16 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-17 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-18 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-19 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-20 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-21 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-22 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-23 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-24 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-25 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-26 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-27 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-28 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-29 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-30 | $3.15 | $4,998,900,000 | 1 / 1 |
| 2026-10-31 | $2.73 | $4,902,800,000 | 1 / 1 |
| 2026-11-01 | $2.73 | $4,902,800,000 | 1 / 1 |
| 2026-11-02 | $2.73 | $4,902,800,000 | 1 / 1 |
| 2026-11-03 | $2.73 | $4,902,800,000 | 1 / 1 |
| 2026-11-04 | $2.73 | $4,902,800,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.