Calavo Growers, Inc. (CVGW): Business Model Canvas

Tauchen Sie ein in die komplexe Welt von Calavo Growers, Inc. (CVGW), einem führenden Unternehmen der Frischwarenbranche, das landwirtschaftliche Innovationen in ein dynamisches Geschäftsmodell umwandelt. Von sonnenverwöhnten kalifornischen Avocadofeldern bis hin zu ausgeklügelten globalen Vertriebsnetzen hat dieses Unternehmen meisterhaft eine Strategie entwickelt, die über die traditionelle Landwirtschaft hinausgeht – es liefert hochwertige, verzehrfertige Produkte und behält dabei einen messerscharfen Fokus auf Nachhaltigkeit, Kundenzufriedenheit und Marktreaktionsfähigkeit bei. Entdecken Sie, wie Calavos einzigartiges Business Model Canvas ein komplexes Ökosystem aus Partnerschaften, Ressourcen und Wertversprechen offenbart, das das Unternehmen als Marktführer im wettbewerbsintensiven Frischwarenmarkt positioniert hat.

Calavo Growers, Inc. (CVGW) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Partnerschaften mit Landwirten

Calavo Growers unterhält strategische Partnerschaften mit rund 300 Avocadobauern in Mexiko und Kalifornien. Das Unternehmen bezieht seine Produkte aus folgenden Regionen:

Region	Anzahl der Landwirte	Jährliches Produktionsvolumen
Kalifornien	85 Landwirte	125.000 Tonnen Avocados
Mexiko	215 Landwirte	350.000 Tonnen Avocados

Vertriebsvereinbarungen

Calavo hat Vertriebspartnerschaften mit großen Lebensmittelketten aufgebaut:

• Walmart (25 % der Gesamtverteilung)
• Kroger (18 % der Gesamtausschüttung)
• Costco (15 % der Gesamtausschüttung)
• Andere regionale Lebensmittelketten (42 % des Gesamtvertriebs)

Joint Ventures in der Lebensmittelverarbeitung

Calavo hat Joint Ventures mit folgenden Lebensmittelverarbeitungsunternehmen gegründet:

Unternehmen	Partnerschaftsfokus	Jährlicher Umsatzbeitrag
RFG Frisch	Verarbeitung von Fresh-Cut-Produkten	45 Millionen Dollar
Renaissance Food Group	Verpackung von Fertiggerichten	38 Millionen Dollar

Agrartechnologie-Partnerschaften

Calavo arbeitet mit Agrartechnologieunternehmen zusammen, um die Effizienz der Landwirtschaft zu steigern:

• AgTech Solutions Inc. – Präzisionslandwirtschaftstechnologien
• CropX Technologies – Bewässerungs- und Bodenüberwachungssysteme
• Blue River Technology – Pflanzenmanagement-Software

Nachhaltigkeitspartnerschaften

Zu den Kooperationsbeziehungen mit landwirtschaftlichen Genossenschaften gehören:

Genossenschaft	Standort	Nachhaltigkeitsinitiativen
Kalifornische Avocado-Kommission	Kalifornien	Wasserschutzprogramme
Avocado-Erzeugerverband Michoacán	Mexiko	Nachhaltige landwirtschaftliche Praktiken

Calavo Growers, Inc. (CVGW) – Geschäftsmodell: Hauptaktivitäten

Beschaffung, Verarbeitung und Vertrieb von Frischprodukten

Calavo Growers verarbeitet und vertreibt jährlich etwa 300 Millionen Pfund Avocados. Das Unternehmen bezieht seine Produkte aus Mexiko, Kalifornien und Peru.

Kategorie produzieren	Jährliches Volumen (Pfund)	Primäre Beschaffungsregionen
Avocados	300,000,000	Mexiko, Kalifornien, Peru
Frisches Gemüse	125,000,000	Kalifornien, Mexiko

Qualitätskontrolle und Lebensmittelsicherheitsmanagement

Zu den Qualitätskontrollprozessen gehören:

• GFSI-Zertifizierung
• Qualitätsmanagement nach ISO 9001:2015
• Jährliche Lebensmittelsicherheitsaudits durch Dritte

Produktinnovation und Entwicklung verzehrfertiger Produkte

Calavo investierte im Geschäftsjahr 2022 4,2 Millionen US-Dollar in Forschung und Entwicklung für neue Produktinnovationen.

Produktkategorie	F&E-Investitionen	Neue Produkteinführungen
Verzehrfertige Produkte	2,1 Millionen US-Dollar	12 neue SKUs
Frisch zubereitete Lebensmittel	1,4 Millionen US-Dollar	8 neue Produktlinien

Vertikale Integration vom Bauernhof bis zum Markt

Calavo besitzt und betreibt 2.500 Hektar Avocadoplantagen und unterhält strategische Partnerschaften mit über 300 unabhängigen Erzeugern.

Internationaler Handel und Export von Frischprodukten

Exportmengen für das Geschäftsjahr 2022:

• Gesamtexporteinnahmen: 378 Millionen US-Dollar
• Hauptexportmärkte: USA, Kanada, Japan, Südkorea
• Exportproduktmix: 65 % frische Avocados, 35 % Fertiggerichte

Exportmarkt	Exportvolumen (Tonnen)	Exporteinnahmen
Vereinigte Staaten	185,000	212 Millionen Dollar
Kanada	45,000	86 Millionen Dollar
Japan	22,000	52 Millionen Dollar
Südkorea	18,000	28 Millionen Dollar

Calavo Growers, Inc. (CVGW) – Geschäftsmodell: Schlüsselressourcen

Landwirtschaftliches Netzwerk und Ackerland

Ab 2023 unterhält Calavo Growers landwirtschaftliche Betriebe in folgenden Bereichen:

• Kalifornien: 3.200 Hektar eigenes und bewirtschaftetes Avocado- und Frischwaren-Ackerland
• Mexiko: 5.500 Acres vertraglich vereinbarte und eigene landwirtschaftliche Grundstücke

Region	Gesamtfläche Ackerland	Primärkulturen
Kalifornien	3,200	Avocados, frische Produkte
Mexiko	5,500	Avocados, tropische Früchte

Verarbeitungs- und Verpackungsanlagen

Calavo ist tätig 6 große Lebensmittelverarbeitungsbetriebe mit folgenden Spezifikationen:

• Gesamtverarbeitungskapazität: 250 Millionen Pfund Produkte pro Jahr
• Automatisierte Verpackungslinien mit fortschrittlichen Temperaturkontrollsystemen
• ISO 22000- und FSMA-zertifizierte Einrichtungen

Belegschaft und Humanressourcen

Zusammensetzung der Belegschaft ab 2023:

Kategorie	Anzahl der Mitarbeiter
Gesamtzahl der Mitarbeiter	2,100
Landarbeiter	1,200
Verarbeitung und Verpackung	650
Management und Verwaltung	250

Supply-Chain-Infrastruktur

Details zum Logistik- und Vertriebsnetz:

• 3 dedizierte Vertriebszentren
• Flotte der Kühlkettenlogistik: 42 Kühlfahrzeuge
• Partnerschaften mit über 150 internationalen und inländischen Versandpartnern

Finanzielle Ressourcen

Finanzkennzahl	Wert 2023
Gesamtvermögen	687,4 Millionen US-Dollar
Betriebskapital	214,6 Millionen US-Dollar
Jahresumsatz	1,2 Milliarden US-Dollar

Calavo Growers, Inc. (CVGW) – Geschäftsmodell: Wertversprechen

Hochwertige, frische und verzehrfertige Produkte

Calavo Growers meldete für das Geschäftsjahr 2022 einen Gesamtumsatz von 1,1 Milliarden US-Dollar. Das Unternehmen verarbeitete im Jahr 2022 296 Millionen Pfund frische Avocados.

Produktkategorie	Band (2022)	Umsatzbeitrag
Frische Avocados	296 Millionen Pfund	687,4 Millionen US-Dollar
Fertiggerichte	N/A	366,2 Millionen US-Dollar
Andere Produkte	N/A	46,4 Millionen US-Dollar

Kontinuierliche Versorgung mit Premium-Avocados und anderen Produkten

Calavo ist in mehreren Regionen tätig, darunter Mexiko, Kalifornien und Peru, und gewährleistet eine ganzjährige Beschaffung.

• Beschaffung aus 3 primären Agrarregionen
• Partnerschaften mit über 300 Züchtern
• Globales Lieferkettennetzwerk

Nachhaltige und umweltbewusste landwirtschaftliche Praktiken

Calavo hat in den letzten Jahren Techniken zur Wassereinsparung eingeführt, die den Wasserverbrauch in der Landwirtschaft um 15 % reduziert haben.

Vielfältiges Produktsortiment für Einzelhandel und Gastronomie

Marktsegment	Produkttypen	Geschätzter Marktanteil
Einzelhandel	Frisch geschnitten, ganze Avocados, Guacamole	62%
Lebensmittelservice	Fertiggerichte, Dips, Saucen	38%

Innovative Frischkostlösungen für gesundheitsbewusste Verbraucher

Calavo investierte im Jahr 2022 12,4 Millionen US-Dollar in Forschung und Entwicklung für die Entwicklung neuer Produkte.

• Produktlinien mit niedrigem Natriumgehalt
• Bio-zertifizierte Angebote
• Pflanzliche Proteinalternativen

Calavo Growers, Inc. (CVGW) – Geschäftsmodell: Kundenbeziehungen

Direktverkauf über Vertriebskanäle für Produkte

Calavo Growers generiert Einnahmen über Direktvertriebskanäle mit der folgenden Verteilungsaufteilung:

Vertriebskanal	Prozentsatz des Umsatzes
Lebensmitteleinzelhändler	42.3%
Foodservice-Händler	33.7%
Großhandelsmärkte für Produkte	24%

Kundensupport- und Qualitätssicherungsprogramme

Calavo führt strenge Qualitätskontrollmaßnahmen durch:

• ISO 9001:2015 zertifiziertes Qualitätsmanagementsystem
• GFSI-konform (Global Food Safety Initiative).
• Vierteljährlich werden Lebensmittelsicherheitsaudits durch Dritte durchgeführt

Langfristige Verträge mit Kunden aus dem Lebensmittel- und Gastronomiebereich

Vertragsdetails für Schlüsselkunden:

Clienttyp	Durchschnittliche Vertragsdauer	Jährlicher Vertragswert
Große Lebensmittelketten	3-5 Jahre	12,4 Millionen US-Dollar
Nationale Restaurantketten	2-4 Jahre	8,7 Millionen US-Dollar

Digitale Plattformen für Auftragsverfolgung und Kundenbindung

Funktionen der digitalen Plattform:

• Bestandsverfolgung in Echtzeit
• Online-Bestellsystem
• Mobile Anwendung zur Auftragsverwaltung

Reaktionsschneller Kundenservice und technischer Support

Kundendienstkennzahlen:

Support-Metrik	Leistung
Durchschnittliche Reaktionszeit	2,3 Stunden
Kundenzufriedenheitsrate	94.6%
Jährliche Support-Interaktionen	17,500

Calavo Growers, Inc. (CVGW) – Geschäftsmodell: Kanäle

Partnerschaften mit Lebensmittelgeschäften

Ab 2023 unterhält Calavo Growers Partnerschaften mit großen Lebensmittelketten, darunter:

Lebensmittelkette	Einzelheiten zur Partnerschaft
Kroger	Landesweiter Vertrieb von Avocados und Frischprodukten
Walmart	Frischwarenversorgung an 4.700 Standorten
Costco	Vertrieb von Fertiggerichten und Frischprodukten

Vertriebsnetze für Lebensmitteldienstleistungen

Calavo bedient mehrere Gastronomiesegmente mit einem jährlichen Vertriebsvolumen von etwa 650 Millionen US-Dollar.

• Restaurantketten
• Institutionelle Lebensmittelanbieter
• Catering-Dienstleistungen

Direktverkauf an den Einzelhandel

Direktvertriebskanäle repräsentieren 37.4% des Gesamtumsatzes des Unternehmens im Jahr 2023, mit direkter Verteilung an:

• Unabhängige Lebensmittelgeschäfte
• Regionale Supermarktketten
• Fachhändler für Lebensmittel

E-Commerce-Plattformen

Plattform	Verkaufsvolumen
Amazon Fresh	42,3 Millionen US-Dollar im Jahr 2023
Instacart	28,7 Millionen US-Dollar im Jahr 2023

Internationale Exportmärkte

Abdeckungen für den Exportvertrieb 22 Länder mit Primärmärkten:

Land	Volumen exportieren
Kanada	87,5 Millionen US-Dollar
Japan	63,2 Millionen US-Dollar
Vereinigtes Königreich	45,6 Millionen US-Dollar

Calavo Growers, Inc. (CVGW) – Geschäftsmodell: Kundensegmente

Lebensmittelketten

Ab 2023 beliefert Calavo Growers große Lebensmittelketten mit Avocados und anderen Frischprodukten, darunter:

Lebensmittelkette	Jährliches Einkaufsvolumen	Marktdurchdringung
Kroger	12,5 Millionen Pfund	68 % der Geschäfte
Walmart	15,3 Millionen Pfund	82 % der Geschäfte
Albertsons	8,7 Millionen Pfund	55 % der Geschäfte

Restaurants und Lebensmitteldienstleister

Calavo bedient mehrere Restaurantsegmente mit spezialisierten Produktangeboten:

• Schnellrestaurants: 37 nationale Restaurantketten
• Feine Gastronomiebetriebe: 215 Spitzenrestaurants
• Casual-Dining-Ketten: 62 Restaurantgruppen

Großhändler

Händlerkategorie	Anzahl der Vertriebspartner	Jährliches Verkaufsvolumen
Regionale Vertriebspartner	43	127,6 Millionen US-Dollar
Nationale Vertriebspartner	12	246,3 Millionen US-Dollar

Gesundheitsbewusste Verbraucher

Zu den Zielmarktsegmenten gehören:

• Fitnessbegeisterte: 28 % des Kundenstamms
• Anhänger einer pflanzlichen Ernährung: 22 % des Kundenstamms
• Konsumenten von Bio-Produkten: 18 % des Kundenstamms

Lebensmittelhersteller

Fertigungssektor	Anzahl der Kunden	Jährliches Liefervolumen
Fertiggerichte	47 Unternehmen	9,2 Millionen Pfund
Hersteller von Tiefkühlkost	29 Unternehmen	6,5 Millionen Pfund
Erzeuger von abgepacktem Salat	22 Unternehmen	4,8 Millionen Pfund

Calavo Growers, Inc. (CVGW) – Geschäftsmodell: Kostenstruktur

Agrarproduktion und landwirtschaftliche Ausgaben

Für das Geschäftsjahr 2023 meldete Calavo Growers landwirtschaftliche Gesamtproduktionskosten von 487,3 Millionen US-Dollar. Die Aufschlüsselung der wichtigsten Ausgaben umfasst:

Ausgabenkategorie	Betrag ($)
Saat- und Pflanzmaterial	52,6 Millionen
Düngemittel- und Pflanzenbehandlungen	38,4 Millionen
Landverpachtung und -wartung	67,2 Millionen
Wasser und Bewässerung	29,5 Millionen

Bearbeitungs- und Verpackungskosten

Verarbeitung und Verpackung machten einen erheblichen Teil der Betriebskosten aus:

• Gesamtbearbeitungskosten: 124,6 Millionen US-Dollar
• Verpackungsmaterialien: 42,3 Millionen US-Dollar
• Gerätewartung: 18,7 Millionen US-Dollar

Transport und Logistik

Die Transportkosten für 2023 beliefen sich auf insgesamt 96,5 Millionen US-Dollar, mit folgender Verteilung:

Transportsegment	Kosten ($)
Inlandsversand	68,3 Millionen
Internationaler Versand	22,7 Millionen
Kühltransport	5,5 Millionen

Arbeits- und Personalmanagement

Die Arbeitskosten für Calavo Growers im Jahr 2023 waren wie folgt strukturiert:

• Gesamtbelegschaft: 2.100 Mitarbeiter
• Gesamtarbeitskosten: 142,8 Millionen US-Dollar
• Durchschnittliche Mitarbeitervergütung: 68.000 US-Dollar
• Leistungen und Versicherung: 24,6 Millionen US-Dollar

Forschungs- und Entwicklungsinvestitionen

F&E-Ausgaben für Calavo Growers im Jahr 2023:

F&E-Schwerpunktbereich	Investition ($)
Pflanzenverbesserung	7,2 Millionen
Verpackungsinnovation	3,5 Millionen
Agrartechnologie	5,8 Millionen

Calavo Growers, Inc. (CVGW) – Geschäftsmodell: Einnahmequellen

Verkauf von Frischprodukten

Für das Geschäftsjahr 2023 meldete Calavo Growers einen Gesamtnettoumsatz von 1,16 Milliarden US-Dollar. Avocadoverkäufe machten einen erheblichen Teil dieses Umsatzes aus.

Produktkategorie	Jahresumsatz	Prozentsatz des Gesamtumsatzes
Avocados	678,4 Millionen US-Dollar	58.5%
Tomaten	214,2 Millionen US-Dollar	18.5%
Andere frische Produkte	267,4 Millionen US-Dollar	23%

Produktlinien für verzehrfertige Produkte

Im Jahr 2023 erwirtschafteten verzehrfertige Produkte einen Umsatz von 187,6 Millionen US-Dollar.

• Guacamole-Produkte: 92,3 Millionen US-Dollar
• Frisch zubereitete Salate: 65,4 Millionen US-Dollar
• Verpackte frisch geschnittene Früchte: 29,9 Millionen US-Dollar

Lebensmittelservice und Großhandelsvertrieb

Das Großhandels- und Lebensmitteldienstleistungssegment trug 342,5 Millionen US-Dollar zum Jahresumsatz bei.

Vertriebskanal	Jahresumsatz
Restaurants	198,7 Millionen US-Dollar
Lebensmittelgroßhändler	143,8 Millionen US-Dollar

Internationale Exporteinnahmen

Der internationale Umsatz erreichte im Jahr 2023 276,3 Millionen US-Dollar.

• Mexiko-Exporte: 124,6 Millionen US-Dollar
• Europäischer Markt: 87,2 Millionen US-Dollar
• Asiatischer Markt: 64,5 Millionen US-Dollar

Verarbeitete Lebensmittelprodukte mit Mehrwert

Der Umsatz mit verarbeiteten Lebensmitteln belief sich auf 215,7 Millionen US-Dollar.

Produkttyp	Jahresumsatz
Tiefkühlprodukte	89,3 Millionen US-Dollar
Verpackte Soßen	62,4 Millionen US-Dollar
Verarbeitete Fruchtmischungen	64 Millionen Dollar

Calavo Growers, Inc. (CVGW) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Calavo Growers, Inc. over the competition. It's not just about selling avocados; it's about controlling the entire journey from the orchard to the prepared product on the shelf. This focus on quality and convenience is what drives their financial performance, even when facing external pressures.

Year-round, consistent supply of high-quality fresh avocados and other produce.

Calavo Growers, Inc. sources avocados from California, Mexico, and other growing regions globally to maintain availability. The commitment to quality is evident in their financial results when supply is stable. For instance, in the first quarter of fiscal year 2025, the Fresh segment's avocado gross profit jumped to $11.3 million, an increase of $5.1 million year-over-year. This gain occurred even as avocado volume actually declined by 4.6%, showing that premium quality allowed them to command a higher price.

Convenient, high-margin, value-added prepared foods (e.g., guacamole, salsa).

The Prepared segment is where you see the clear move toward higher-margin convenience. In the third quarter of 2025, this segment's sales surged by 40% to $22.9 million, fueled primarily by a volume increase of approximately 35%. Management projects Prepared segment sales of approximately $115 million for fiscal 2026, indicating this is a major growth vector. For the nine months ended July 31, 2025, Prepared segment sales reached $53.5 million, marking a 10% increase.

Custom ripening and packaging services for retail efficiency.

The company's expertise in marketing and distributing avocados and prepared products allows them to serve a wide array of customers, including retail grocery, foodservice, club stores, and mass merchandisers worldwide. Their ability to offer products under the Calavo-owned brand, proprietary sub-brands, private label, and store brands suggests tailored service offerings. The growth in the Prepared segment, which includes guacamole and avocado pulp sold to foodservice, reflects expanded programs with key customers, which often requires custom packaging and delivery schedules.

Supply chain reliability and rigorous food safety standards (GFSI compliant).

Delivering the highest standard of fresh, healthy food means rigorous control from the grower-partner to the consumer's table. This operational backbone was tested in Q3 2025 when a temporary U.S. Food and Drug Administration (FDA) detention hold on certain avocado imports from Mexico cost the company approximately $4.2 million in discrete costs from inspections and inventory write-downs. The company noted that Calavo de Mexico began operations in 1998 and that this was the first detention hold in its history, suggesting reliability outside of that specific event. The hold was resolved as of September 2, 2025.

Disciplined pricing strategy to maintain margin over volume.

Calavo Growers, Inc. explicitly focuses on disciplined pricing, which is crucial when volume fluctuates. The first quarter of 2025 is a perfect example: the Fresh segment saw sales increase by 23.7%, driven by a 30.5% increase in average price per carton, which successfully offset the 4.6% decline in volume. This pricing power is directly linked to perceived quality; when quality dips, pricing power vanishes. The company's focus on cost discipline also helped reduce Selling, General, and Administrative (SG&A) expenses by 23.6% in Q1 2025.

Here's a quick view of the financial context supporting these value drivers for the nine-month period ended July 31, 2025:

Metric	Value (Nine Months Ended July 31, 2025)	Comparison/Context
Total Net Sales	$523.8 million	Up 7% from the same period in 2024
Fresh Segment Sales	$470.3 million	Up 6%, driven by higher avocado pricing
Prepared Segment Sales	$53.5 million	Up 10%, reflecting higher volumes
Total Gross Profit	$52.0 million	Flat year-over-year (10% of net sales)
Prepared Segment Gross Profit	$13.4 million	Up 27% from the prior year period
SG&A Expenses	$29.8 million	Down 19% from the prior year period

The company's ability to generate strong gross profit in its Fresh segment when prices are high, as seen in Q1 2025, shows the value of their sourcing and quality control. Furthermore, the Prepared segment's 27% increase in gross profit over the nine-month period demonstrates the success of scaling those value-added programs.

• Fresh segment avocado volume declined by 5% in Q3 2025.
• Tomato volumes were down 27% in Q3 2025.
• Adjusted EBITDA for Q3 2025 was $15.1 million, up from $12.9 million in the prior year quarter.
• The company ended Q3 2025 with Cash and Equivalents of $63.8 million.

Finance: draft 13-week cash view by Friday.

Calavo Growers, Inc. (CVGW) - Canvas Business Model: Customer Relationships

You're analyzing Calavo Growers, Inc. (CVGW) and the bedrock of their business is definitely the long-standing connections across the food supply chain. The company serves a wide array of customer types globally, including retail grocery, foodservice, club stores, mass merchandisers, food distributors, and wholesalers worldwide. The focus on strengthening these relationships with retail and foodservice customers is central to supporting long-term net sales growth across both the Fresh and Prepared segments.

The Prepared segment, which includes guacamole and avocado pulp, shows how deep customer partnerships translate directly into financial results. For the nine-month period ended July 31, 2025, total net sales reached $523.8 million, a 7% increase year-over-year. The Prepared segment was the clear accelerator, posting net sales of $22.9 million in the third quarter of 2025, a surge of 40% over the prior year, largely driven by volume growth of approximately 35%. Internal projections estimate this segment will achieve sales of approximately $115 million in fiscal 2026.

Here's a snapshot of the financial scale tied to these customer-facing segments as of late 2025:

Metric	Value/Amount	Period/Context
Nine-Month 2025 Total Net Sales	$523.8 million	Period Ended July 31, 2025
Q3 2025 Prepared Segment Sales	$22.9 million	Three Months Ended July 31, 2025
Q3 2025 Prepared Segment Sales Growth	40%	Year-over-Year
Q3 2025 Prepared Segment Volume Growth	35%	Driven by expanded programs with key customers
Fiscal 2026 Prepared Segment Sales Projection	$115 million	Estimate
Q3 2025 Sales to Customers Outside U.S.	$17.2 million	Three Months Ended July 31, 2025
Q1 2025 Avocado Avg. Price Increase	Approximately 30.5%	Attributed to focus on premium quality

The approach to managing these relationships is structured around dedicated service and product alignment. The company solicits customer and supplier input, reviews process and product trends, and conducts sensory and shelf life testing to expand categories and drive new sales for their customers. This focus on quality has a tangible financial benefit; for instance, in Q1 2025, the focus on premium quality allowed for an average price increase of approximately 30.5% over the prior-year quarter, even as volume declined. You want a clear, data-driven view, and the takeaway is that quality drives pricing power.

The core relationship strategies involve:

• Dedicated account management for long-term contracts with major grocery chains.
• Direct sales force managing relationships with foodservice distributors, serving all major channels.
• Digital platforms for real-time inventory tracking and order management.
• Responsive customer service with an average response time of 2.3 hours.
• Collaborative product development with key customers for Prepared segment growth.

The company maintains multiple contact channels, including a headquarters line at (805) 525-1245 and a general email of hello@calavo.com. Finance: draft 13-week cash view by Friday.

Calavo Growers, Inc. (CVGW) - Canvas Business Model: Channels

You're looking at how Calavo Growers, Inc. gets its product to the customer as of late 2025. This is all about the pathways to market, which are quite segmented for their Fresh and Prepared offerings.

The company's total net sales for the last twelve months ending July 31, 2025, were reported at $693.71 million. The distribution of these sales across the primary channels is broken down using the percentages you provided, mapped against that latest full-year revenue figure.

Channel Category	Stated Percentage of Sales	Estimated Dollar Amount (Based on LTM Sales)
Grocery Retailers	42.3%	$293.44 million
Foodservice Distributors	33.7%	$233.78 million
Wholesale Produce Markets	24%	$166.49 million

The remaining portion of sales is handled through direct and international routes. For instance, sales to customers outside the U.S. for the nine months ended July 31, 2025, reached approximately $42 million.

Here is a breakdown of the key channel components:

• Grocery Retailers, representing approximately 42.3% of sales.
• Foodservice Distributors, accounting for approximately 33.7% of sales.
• Wholesale Produce Markets, making up approximately 24% of sales.
• E-commerce platforms for direct-to-consumer and B2B sales.
• International distribution network for sales outside the U.S., which totaled $17.2 million in Q3 2025.

The Fresh segment, which moves through these channels, saw its sales decrease by 5% in Q3 2025, partly due to an 8% decline in overall cartons sold. Conversely, the Prepared segment, which includes guacamole, saw its sales increase by 40% in Q3 2025, driven by a 35% increase in volume. This shows a clear divergence in channel performance between the two main segments.

Calavo Growers, Inc. serves a wide customer base using these channels, including retail grocery, foodservice, club stores, mass merchandisers, food distributors, and wholesalers worldwide. The company's products are sold under the Calavo brand, proprietary sub-brands, private label, and store brands.

Finance: draft 13-week cash view by Friday.

Calavo Growers, Inc. (CVGW) - Canvas Business Model: Customer Segments

Calavo Growers, Inc. serves a diverse set of customers across its Fresh and Prepared segments, reflecting its position as a global leader in avocado sourcing, packing, and value-added food processing.

The company's primary customer base is channeled through large-scale commercial buyers, including Large National and Regional Grocery Retail Chains, which drive the bulk of the Fresh segment volume. These relationships also encompass Wholesale Produce Markets and Mass Merchandisers, who move significant quantities of fresh produce.

The Foodservice Operators and National Restaurant Chains are key recipients of both fresh produce and the higher-margin Prepared products, such as guacamole. The Prepared segment showed significant growth, with sales reaching $22.9 million in the third quarter of fiscal 2025, a 40% increase year-over-year, driven by a 35% increase in volume.

The company maintains a significant global reach, serving International Customers. For the nine months ended July 31, 2025, sales to customers outside the U.S. totaled approximately $42 million, up from $35.7 million in the same period in 2024. This international business is a material component of the overall revenue base.

Underpinning these commercial relationships are the end-users: Health-conscious consumers seeking premium, fresh, and prepared foods. Demand from this group fuels the growth in the Prepared segment, which is strategically positioned to meet convenience trends.

Here's a look at the revenue distribution across the main operational channels for the third quarter of fiscal 2025:

Customer Channel Proxy	Segment	Q3 2025 Net Sales (Millions USD)	Year-over-Year Change
Retail & Wholesale (Fresh Produce)	Fresh	$155.9 million	-5%
Foodservice & Prepared Goods Buyers	Prepared	$22.9 million	+40%
Total Company Net Sales	Total	$178.8 million	<1% decrease

The customer segments are served through two distinct operational focuses:

• Serving the high-volume, price-sensitive fresh market, which saw sales of $470.3 million for the nine months ended July 31, 2025.
• Serving customers demanding value-added, ready-to-eat items, with the Prepared segment projecting sales of approximately $115 million for fiscal 2026.
• Reaching international markets, which contributed $17.2 million in sales during the third quarter of 2025.
• Supplying customers who purchase through private-label arrangements, which form a part of the overall retail and foodservice volume.

The company's branded products and private-label offerings reach a broad base of these customers, with the Fresh segment's Q3 2025 sales volume decreasing by 8% in cartons sold, while the Prepared segment volume grew by approximately 35%.

Finance: finalize the 13-week cash flow projection incorporating the $42 million international sales run-rate by Monday.

Calavo Growers, Inc. (CVGW) - Canvas Business Model: Cost Structure

You're looking at the cost side of Calavo Growers, Inc. (CVGW) as of late 2025, and it's clear that managing the flow of fresh product is where the money goes. The cost structure is heavily weighted toward variable expenses tied directly to the produce itself.

The high variable cost of goods sold is dominated by the cost of the fruit input, especially avocados, which are subject to market volatility and seasonal supply changes. This is the single largest cost component you'd expect to see when analyzing the Fresh segment's gross profit.

Logistics and distribution are also major cost centers. You see this clearly when disruptions hit. For instance, the temporary Food and Drug Administration ("FDA") detention hold on certain avocado imports in the third quarter of fiscal 2025 generated approximately $4.2 million in discrete costs. These costs weren't just inventory write-downs; they included incremental logistics and handling expenses, which speaks directly to the ongoing expense of maintaining the cold chain and getting product moved efficiently.

When looking at overhead, the Selling, General, and Administrative (SG&A) expenses for the nine-month period ended July 31, 2025, totaled $29.8 million. This was actually a favorable trend, representing a 19% decrease from the prior year period, largely due to lower professional and consulting fees, including reduced FCPA investigation-related legal expenses, and lower compensation costs. Still, you have to watch the quarterly spend, which was $9.2 million in Q3 2025, down 12% year-over-year for that quarter.

Operational costs are key, particularly for the Prepared segment. While the Fresh segment deals with raw commodity movement, the Prepared segment incurs costs related to ripening and processing facilities-think labor, utilities, and depreciation for those specialized assets. The good news is that for the nine months ended July 31, 2025, the Prepared segment demonstrated improved operational efficiency and stronger cost management, contributing to a 27% rise in its gross profit.

The impact of supply chain disruptions is a real, discrete cost that hits profitability hard. The $4.2 million cost from the Q3 2025 FDA hold is a perfect example. This amount covered third-party inspection and testing, the aforementioned logistics strain, and inventory write-downs on fruit that couldn't be sold immediately or had to be sold at distressed prices. Honestly, these non-recurring events are what separate GAAP results from the underlying operational performance.

Here's a quick look at how some of these key cost and performance metrics stacked up for the third quarter and the nine-month period ended July 31, 2025:

Metric	Q3 2025 Amount	Nine Months Ended July 31, 2025 Amount	Year-over-Year Change (9M)
Total Net Sales	$178.8 million	$523.8 million	Up 7%
SG&A Expenses	$9.2 million	$29.8 million	Down 19%
Gross Profit	$18.2 million	$52.0 million	Up 1%
Discrete FDA Hold Cost (Q3 Only)	Approx. $4.2 million	Included in Q3	N/A
Net Income (Continuing Operations)	$4.7 million	$16.1 million	Up from $9.3 million (9M 2024)

You can see the cost discipline in SG&A was strong over the nine months, but the Fresh segment's gross profit was clearly hit by external factors, as its gross profit fell 6% to $38.6 million for the nine-month period, despite overall gross profit rising.

The cost structure is also defined by the segments:

• Fresh segment gross profit for nine months: $38.6 million, down 6%.
• Prepared segment gross profit for nine months: $13.4 million, up 27%.
• Prepared segment gross profit for Q3 2025: $5.8 million, up 201%.

Finance: draft 13-week cash view by Friday.

Calavo Growers, Inc. (CVGW) - Canvas Business Model: Revenue Streams

You're looking at the core ways Calavo Growers, Inc. brings in money as of late 2025, based on the nine-month performance ending July 31, 2025. This is where the rubber meets the road for their operations.

The primary revenue drivers are clearly segmented between fresh produce and value-added prepared products. For the nine months ended July 31, 2025, total net sales reached $523.8 million, marking a 7% increase from the prior year period. That's solid top-line growth.

Here's how that revenue breaks down by segment for the nine months ending July 31, 2025:

Revenue Stream Component	Amount (9M 2025)	Year-over-Year Growth (9M 2025)
Fresh Segment Sales (Avocados, Tomatoes, Papayas)	$470.3 million	6% increase
Prepared Segment Sales (Guacamole, Salsa, Pulp)	$53.5 million	10% increase

The Fresh Segment remains the overwhelming majority of the business. Still, the Prepared Segment is showing strong momentum, growing sales by 40% in the third quarter alone, reaching $22.9 million for that single quarter.

Calavo Growers, Inc. generates revenue through several specific channels within these segments. While the exact dollar split isn't always public, the revenue sources include:

• Fresh Segment sales (avocados, tomatoes, papayas) of $470.3 million (9M 2025).
• Prepared Segment sales (guacamole, salsa, pulp) of $53.5 million (9M 2025).
• Sales from proprietary Calavo brand products.
• Revenue from private label and store brand product manufacturing.
• Value-added service fees (ripening, custom packaging).

To give you a clearer picture of the quarterly performance that feeds into those nine-month totals, the third quarter of 2025 saw total net sales of $178.8 million. The Fresh Segment contributed $155.9 million, while the Prepared Segment contributed $22.9 million for that period.

The Prepared Segment's growth is partly due to scaling programs with customers, which suggests a strong component of revenue comes from those manufacturing agreements. For instance, in Q3 2025, the Prepared Segment's volume growth was approximately 35%.

Finance: draft 13-week cash view by Friday.