Del Monte Corporation (DMC)
NYSEConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-04
$32.12+1.77%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-04
QuarterlyIQ Insights · DMC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on integrating the Del Monte Foods acquisition to stabilize operations and grow prepared foods segment while leveraging fresh produce leadership.
Newly stated in 2026-Q2. Management emphasized integrating the Del Monte Foods acquisition as a key growth driver. Prepared foods net sales rose from $143.6 million in 2025-Q2 to $236.1 million in 2026-Q2, contributing to overall revenue growth from $1,182.5 million to $1,219.1 million. This reflects initial delivery on the acquisition-driven growth strategy.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 50% of the time over the next year (vs 61% for the rest of the cohort, n=2767).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Our Foods Division, created through the acquisition of the Del Monte Foods business, has demonstrated the strength of our strategy...'”
Implement portfolio actions and operational improvements to enhance cost structure and improve financial returns across segments.
Newly stated in 2026-Q2. Management highlighted portfolio actions to enhance cost structure and returns. However, operating income declined from $68.3 million in 2025-Q2 to $33.5 million in 2026-Q2, partly due to higher asset impairment charges rising to $14.8 million. The trajectory shows limited progress with increased costs impacting returns.
“Portfolio Actions Expected to Enhance Cost Structure and Improve Returns”
Continue paying a quarterly cash dividend of $0.30 per share to shareholders as a returning capital priority.
Stated in 3 of last 3 quarters. The company consistently paid a quarterly dividend of $0.30 per share from 2025-Q4 through 2026-Q2. This steady dividend payment reflects management's commitment to returning capital to shareholders with a stable payout trajectory.
“Board declared a quarterly cash dividend of $0.30 per share payable September 4, 2026.”
“Dividend per share was $0.30 for the quarter.”
“Dividend per share was $0.30 for the quarter.”
Continue repurchasing shares under the current program with $100.2 million remaining authorization as of 2026-Q2.
Newly stated in 2026-Q2. Management repurchased 465,213 shares for $16.0 million during the quarter and reported $100.2 million remaining under the repurchase authorization. This shows active execution of the share repurchase program with available capacity for further buybacks.
“Repurchased 465,213 shares for $16.0 million; $100.2 million remains available under repurchase program.”
Over the trailing year it converted -3.62x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Staples names rated stable grew net income 51% of the time over the next year (vs 52% for the rest of the cohort, n=940).
Not investment advice. As of 2026-09-04.