Del Monte Corporation (DMC)

NYSEConsumer StaplesAgricultural Farm ProductsSnapshot 2026-10-29

$27.77-4.24%

Close 2026-10-29 · 1-day change

Investment OutlookAs of Oct 29, 2026

What could strengthen or challenge Del Monte Corporation’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

0.0%

+10% or more+5%0%−5%−10% or less

3.15 → 3.15 EPS · FY ending Dec 26, 2027 · 1 analyst

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 29, 2026 to Oct 29, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-25
Revenue	No quarterly guidance published	1.21B
EPS	No EPS guidance published	0.44
Annual ending 2026-12-26
Revenue	No annual guidance published	4.63B
EPS	No EPS guidance published	2.25
Annual ending 2027-12-26
Revenue	No annual guidance published	5B
EPS	No EPS guidance published	3.15

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Adjusted EBITDA target for 2026	The company targets adjusted EBITDA of $230M-$240M for 2026.	Intact	EBITDA falls below $200 million for FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Oct 29, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Operating income stability	A supporting condition in Del Monte Corporation's published investment case. The stated target is >=33.5 million.	Under Pressure	operating income falls below $30 million next quarter	Operating income: $29.1M FY2026-Q3; GAAP. Published target: >=33.5 million. Target period is not explicitly aligned with this observation. Oct 28, 202629,100,000 USD · source valueLast status assessment Oct 29, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Prepared foods sales growth	Prepared foods sales rose to $236.1 million in Q2 2026.	Intact	sales fall below $200 million next quarter	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Oct 29, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Oct 4, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-26 · fmp

FY2027 EPS$3.15

$3.37 → $3.15 · observed estimates

FY2027 revenue$5.00B

$5.05B → $5.00B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-08-01	$3.37	$5,045,800,000	1 / 1
2026-08-02	$3.37	$5,045,800,000	1 / 1
2026-08-03	$3.37	$5,045,800,000	1 / 1
2026-08-04	$3.37	$5,045,800,000	1 / 1
2026-08-05	$3.37	$5,045,800,000	1 / 1
2026-08-06	$3.37	$5,045,800,000	1 / 1
2026-08-07	$3.37	$5,045,800,000	1 / 1
2026-08-08	$3.37	$5,045,800,000	1 / 1
2026-08-09	$3.37	$5,045,800,000	1 / 1
2026-08-10	$3.37	$5,045,800,000	1 / 1
2026-08-11	$3.37	$5,045,800,000	1 / 1
2026-08-12	$3.37	$5,045,800,000	1 / 1
2026-08-13	$3.37	$5,045,800,000	1 / 1
2026-08-14	$3.37	$5,045,800,000	1 / 1
2026-08-15	$3.37	$5,045,800,000	1 / 1
2026-08-16	$3.37	$5,045,800,000	1 / 1
2026-08-17	$3.37	$5,045,800,000	1 / 1
2026-08-18	$3.37	$5,045,800,000	1 / 1
2026-08-19	$3.37	$5,045,800,000	1 / 1
2026-08-20	$3.15	$4,998,900,000	1 / 1
2026-08-21	$3.15	$4,998,900,000	1 / 1
2026-08-22	$3.15	$4,998,900,000	1 / 1
2026-08-23	$3.15	$4,998,900,000	1 / 1
2026-08-24	$3.15	$4,998,900,000	1 / 1
2026-08-25	$3.15	$4,998,900,000	1 / 1
2026-08-26	$3.15	$4,998,900,000	1 / 1
2026-08-27	$3.15	$4,998,900,000	1 / 1
2026-08-28	$3.15	$4,998,900,000	1 / 1
2026-08-29	$3.15	$4,998,900,000	1 / 1
2026-08-30	$3.15	$4,998,900,000	1 / 1
2026-08-31	$3.15	$4,998,900,000	1 / 1
2026-09-01	$3.15	$4,998,900,000	1 / 1
2026-09-02	$3.15	$4,998,900,000	1 / 1
2026-09-03	$3.15	$4,998,900,000	1 / 1
2026-09-04	$3.15	$4,998,900,000	1 / 1
2026-09-05	$3.15	$4,998,900,000	1 / 1
2026-09-06	$3.15	$4,998,900,000	1 / 1
2026-09-07	$3.15	$4,998,900,000	1 / 1
2026-09-08	$3.15	$4,998,900,000	1 / 1
2026-09-09	$3.15	$4,998,900,000	1 / 1
2026-09-10	$3.15	$4,998,900,000	1 / 1
2026-09-11	$3.15	$4,998,900,000	1 / 1
2026-09-12	$3.15	$4,998,900,000	1 / 1
2026-09-13	$3.15	$4,998,900,000	1 / 1
2026-09-14	$3.15	$4,998,900,000	1 / 1
2026-09-15	$3.15	$4,998,900,000	1 / 1
2026-09-16	$3.15	$4,998,900,000	1 / 1
2026-09-17	$3.15	$4,998,900,000	1 / 1
2026-09-18	$3.15	$4,998,900,000	1 / 1
2026-09-19	$3.15	$4,998,900,000	1 / 1
2026-09-20	$3.15	$4,998,900,000	1 / 1
2026-09-21	$3.15	$4,998,900,000	1 / 1
2026-09-22	$3.15	$4,998,900,000	1 / 1
2026-09-23	$3.15	$4,998,900,000	1 / 1
2026-09-24	$3.15	$4,998,900,000	1 / 1
2026-09-25	$3.15	$4,998,900,000	1 / 1
2026-09-26	$3.15	$4,998,900,000	1 / 1
2026-09-27	$3.15	$4,998,900,000	1 / 1
2026-09-28	$3.15	$4,998,900,000	1 / 1
2026-09-29	$3.15	$4,998,900,000	1 / 1
2026-09-30	$3.15	$4,998,900,000	1 / 1
2026-10-01	$3.15	$4,998,900,000	1 / 1
2026-10-02	$3.15	$4,998,900,000	1 / 1
2026-10-03	$3.15	$4,998,900,000	1 / 1
2026-10-04	$3.15	$4,998,900,000	1 / 1
2026-10-05	$3.15	$4,998,900,000	1 / 1
2026-10-06	$3.15	$4,998,900,000	1 / 1
2026-10-07	$3.15	$4,998,900,000	1 / 1
2026-10-08	$3.15	$4,998,900,000	1 / 1
2026-10-09	$3.15	$4,998,900,000	1 / 1
2026-10-10	$3.15	$4,998,900,000	1 / 1
2026-10-11	$3.15	$4,998,900,000	1 / 1
2026-10-12	$3.15	$4,998,900,000	1 / 1
2026-10-13	$3.15	$4,998,900,000	1 / 1
2026-10-14	$3.15	$4,998,900,000	1 / 1
2026-10-15	$3.15	$4,998,900,000	1 / 1
2026-10-16	$3.15	$4,998,900,000	1 / 1
2026-10-17	$3.15	$4,998,900,000	1 / 1
2026-10-18	$3.15	$4,998,900,000	1 / 1
2026-10-19	$3.15	$4,998,900,000	1 / 1
2026-10-20	$3.15	$4,998,900,000	1 / 1
2026-10-21	$3.15	$4,998,900,000	1 / 1
2026-10-22	$3.15	$4,998,900,000	1 / 1
2026-10-23	$3.15	$4,998,900,000	1 / 1
2026-10-24	$3.15	$4,998,900,000	1 / 1
2026-10-25	$3.15	$4,998,900,000	1 / 1
2026-10-26	$3.15	$4,998,900,000	1 / 1
2026-10-27	$3.15	$4,998,900,000	1 / 1
2026-10-28	$3.15	$4,998,900,000	1 / 1
2026-10-29	$3.15	$4,998,900,000	1 / 1

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-07-01	1	0	0
2026-08-01	1	0	0
2026-09-01	1	0	0
2026-10-01	1	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 30–Oct 29 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 30, 2026–Oct 29, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Adjusted EBITDA target for 2026Direct metric needs a verified mapping
Operating income stabilityPublished status: Under Pressure
Prepared foods sales growthDirect metric needs a verified mapping

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.3%Typical daily move · historical

Downside history

-36.5%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Del Monte Corporation outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

DMC is an acquisition-driven, cyclical business rather than a proven durable compounder today. The thesis is in a watch state: Del Monte Foods is adding sales, but recent financial performance remains below its industry cohort and earnings quality is loss-making.

What's priced into Del Monte Corporation

The valuation model describes DMC as cheap versus peers, with a negative expectations gap, meaning the market appears to assume less than the model’s baseline. That signal is qualified by neutral value factors and medium overall confidence; fragility is low, and the recent valuation score fell from 79.4 to 65.0.

What the fundamentals likely do

In the near term, acquisition integration is contributing to growth: prepared foods sales rose from $143.6 million to $236.1 million year over year, while total revenue increased from $1,182.5 million to $1,219.1 million. Profitability is less clear, as operating income fell from $68.3 million to $33.5 million, partly due to higher asset impairment charges; management’s cost and return efforts show mixed progress. A guidance cut is a key near-term risk, while the latest reported earnings beat offers a positive counterpoint.

What Del Monte Corporation hinges on

Over the next few quarters, the thesis hinges on whether Del Monte integration turns added sales into stronger returns and whether management improves the cost structure. A weakening jobs trend could add pressure through recession fears, while continued earnings strength and higher guidance from sector bellwethers such as ADM, TSN, and BG would support the sector backdrop.