catechwilliams on X
Calavo Growers faces falling Mexican avocado imports after a USDA corruption crackdown, while South American suppliers gain share. Sales volume fell 13% last quarter.
Friday, July 12
Friday, July 12, 2024
Everything we published on this day.
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catechwilliams on X
$PLUS Earnings on 8/5, expectations & stock disconnected from reality. Suppliers ($CSCO – 50% of product sales), competitors & customers all reporting sharp sales declines. Non-event PR today re a service they’ve been offering for 3 yrs is pumping stock; suggests mgmt is grasping
