Dole benefits from elevated tropical fruit pricing as climate stress reduces banana and pineapple yields globally. El Nino-disrupted Central American production tightens supply through 2026. Fresh Vegetables segment turnaround tracking. Trades at material discount to packaged-food peers despite better volume trajectory and inflation pass-through. Acquisition target optionality.
Thesis reviewed May 29, 2026
Dole plc is headquartered in Ireland, which is currently showing elevated risk signals.
🇮🇪Ireland78NEUTRALView Ireland risk detail →🌾Agriculture21REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUL | Hindustan Unilever Ltd. | 27 | +3% | ↓75% | NEUTRAL |
| NTR | Nutrien Ltd. | 27 | +11% | ↓75% | EARLY |
| GIS | General Mills Inc. | 27 | -9% | ↓75% | AVOID |
| ANDE | The Andersons, Inc. | 27 | +7% | ↓75% | NEUTRAL |
| ICL | ICL Group Ltd. | 27 | +14% | ↓75% | EARLY |
| CAG | Conagra Brands Inc. | 27 | -10% | ↓75% | AVOID |
| MOS | The Mosaic Company | 27 | +10% | ↓75% | EARLY |
Investors who hold DOLE may also have indirect exposure through these country funds.
Banana wholesale prices reach decade highs on Latam supply tightness
Costa Rica pineapple output forecast cut on weather
Dole Q1 EBITDA margin expands on price/mix
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DELIVERING FOR VETERANS AND CAREGIVERS: YEAR ONE OF THE DOLE ACT ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON OVERSIGHT AND INVESTIGATIONS OF THE …