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    Does Expanding Year-Round DOLE Strawberries Through Oppy Shift The Bull Case For Dole (DOLE)?

    Simply Wall St·12/22/2025 14:12:42
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    • Oppy, now integrated with Dole Diversified North America, has already launched a Florida strawberry program under the DOLE brand, adding over 300 acres of premium production to support a year-round supply during key winter demand months.
    • This move deepens Dole’s presence in branded berries, using Florida production to strengthen winter category performance and enhance supply reliability for retailers.
    • Next, we’ll examine how expanding year-round DOLE-branded strawberry supply could influence Dole’s investment narrative and long-term growth assumptions.

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    Dole Investment Narrative Recap

    To own Dole, you need to believe that a global, low-margin produce business can translate strong brand recognition and diversified supply into steadier earnings, despite weather, trade and commodity risks. The Oppy-led, year-round DOLE strawberry program supports the existing catalyst around higher-margin branded produce, but is unlikely to change the near term picture where earnings volatility and working capital demands remain the key concern.

    Among recent announcements, Dole’s agreement to sell its Guayaquil, Ecuador port operations for about US$75,000,000, while keeping access through a service agreement, stands out in this context. That move fits with the broader catalyst of simplifying operations and using asset-light logistics to support margin resilience, even as the company continues to invest in branded, diversified fresh produce like DOLE berries.

    Yet, against this constructive backdrop, investors also need to weigh the rising capex and net debt burden that could...

    Read the full narrative on Dole (it's free!)

    Dole's narrative projects $9.1 billion revenue and $163.0 million earnings by 2028. This requires 1.4% yearly revenue growth and a $49.1 million earnings increase from $113.9 million today.

    Uncover how Dole's forecasts yield a $17.83 fair value, a 17% upside to its current price.

    Exploring Other Perspectives

    DOLE 1-Year Stock Price Chart
    DOLE 1-Year Stock Price Chart

    Two Simply Wall St Community fair value estimates for Dole span roughly US$17.83 to US$30.98, underscoring how far apart individual views can be. You should set those side by side with the core risk that extreme weather and higher sourcing costs have already pressured margins and could continue to shape Dole’s earnings profile over time.

    Explore 2 other fair value estimates on Dole - why the stock might be worth just $17.83!

    Build Your Own Dole Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Dole research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
    • Our free Dole research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Dole's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.