Dole plc (DOLE) Earnings Call Transcripts

Dole plc's Latest Earnings Call - May 12, 2026

In the Q1 2026 earnings call for Dole plc, management reported a steady demand for fresh produce, with a focus on organic and exotic fruits. Revenue and earnings figures were not disclosed, but management expressed confidence in achieving their fiscal year 2026 EBITDA target of $400 million, despite facing inflationary pressures and cost challenges. Notably, the company is seeing positive trends in the banana and diversified fresh produce segments, with management indicating that pricing power remains intact amidst rising costs.

Reported metrics

Guidance from management

Management maintained their FY 2026 EBITDA guidance of $400 million, indicating confidence in demand and pricing power despite inflationary pressures.

What management said

Good afternoon. I'm Leah Jordan, the packaged food and food retail analyst at Goldman. It is my pleasure to introduce the management team of Dole. We have Rory Byrne, Chief Executive Officer, and Jacinta Devine, Chief Financial Officer. Thank you for both joining us today.

Yes, absolutely. So as quick refresher. Dole is the leading global producer and distributor of fresh produce operating in 30 countries with over 250 facilities and 300 lines of fresh produce that range from conventional to exotic. So now let's get into our chat. So this is a consumer conference. I just want to start off on the demand side, given we're in a dynamic macro backdrop what demand trends are you seeing acro...

What analysts pressed on

Analysts expressed concerns regarding the rising fuel costs and their potential impact on margins. Additionally, there were questions about the sustainability of pricing power in the face of ongoing inflationary pressures.

Main topics on the call

• Consistent Demand Trends — Management highlighted that demand for fresh produce remains 'very consistent' with notable shifts towards organic products in the U.S. and Europe. Rory Byrne stated, 'the younger generations are focusing more on healthi...
• Pricing Power Amid Inflation — Dole's management indicated that they have been able to increase prices without impacting consumption, particularly in their banana segment, which constitutes 40% of sales. Byrne noted, 'even small increases in price... ...
• Supply Chain Challenges — The company faced supply chain disruptions due to weather events and geopolitical tensions affecting logistics. However, Byrne mentioned that they expect 'production coming back on stream' in Honduras, which should help ...
• Diversified Fresh Produce Performance — Dole's diversified fresh produce segment in EMEA has shown steady growth, with management expressing satisfaction with their market position across various European countries. They noted, 'we've got a really fantastic up...

Read the full Dole plc transcript (May 12, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 20 Dole plc earnings call transcripts on record, spanning December 3, 2021 to May 12, 2026. Based on this history, Dole plc reports quarterly. The most recent call on file is dated May 12, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DOLE

Exchange

NYSE

Country

US

Sector

Consumer Staples

Industry

Food Products

Calls on record

20

First call

December 3, 2021

Most recent

May 12, 2026

Reporting cadence

quarterly