DOLE PLC (DOLE): Modelo de Negócios Canvas [Jan-2025 Atualizado]

Mergulhe no intrincado mundo da Dole Plc, uma potência agrícola global que transforma produtos frescos de fazenda em mesa através de um modelo de negócios meticulosamente criado. Essa empresa dinâmica revolucionou a indústria de produtos frescos, integrando parcerias estratégicas, práticas agrícolas inovadoras e um compromisso com a sustentabilidade que ressoa com os consumidores preocupados com a saúde em todo o mundo. De ampliações agrícolas de propriedades agrícolas a redes de distribuição de ponta, o modelo de negócios da Dole revela um complexo ecossistema de criação de valor que vai muito além de simplesmente vender frutas e vegetais.

DOLE PLC (DOLE) - Modelo de negócios: Parcerias -chave

Parcerias agrícolas estratégicas com agricultores e produtores globais

A Dole mantém parcerias com aproximadamente 8.200 agricultores independentes em 13 países, incluindo Costa Rica, Filipinas, Equador e Guatemala.

País	Número de agricultores	Culturas primárias
Costa Rica	2,350	Bananas
Filipinas	1,850	Abacaxi
Equador	1,600	Bananas
Guatemala	1,250	Bananas

Acordos de distribuição com grandes redes de supermercados em todo o mundo

A Dole estabeleceu parcerias de distribuição com 287 principais redes de varejo globais em 6 continentes.

• América do Norte: 89 cadeias de supermercados
• Europa: 72 cadeias de supermercados
• Ásia-Pacífico: 65 cadeias de supermercados
• América Latina: 41 cadeias de supermercados
• Oriente Médio e África: 20 cadeias de supermercados

Colaboração com organizações de certificação de sustentabilidade

Organização de certificação	Foco em parceria	Fazendas certificadas
Aliança da floresta tropical	Agricultura sustentável	142 fazendas
Gap Global	Boas práticas agrícolas	198 fazendas
Fair Trade International	Práticas de trabalho éticas	87 fazendas

Parcerias de tecnologia para inovação agrícola e gerenciamento da cadeia de suprimentos

Dole colabora com 14 parceiros de tecnologia com foco na inovação agrícola e na otimização da cadeia de suprimentos.

• IBM: tecnologia de blockchain da cadeia de suprimentos
• Trimble Agriculture: Precision Agricing Solutions
• SAP: Sistemas de planejamento de recursos corporativos
• Salesforce: Gerenciamento de relacionamento com o cliente

DOLE PLC (DOLE) - Modelo de negócios: Atividades -chave

Produção e cultivo de frutas e vegetais

A DOLE opera a produção agrícola em 11 países, com uma área de terra cultivada total de aproximadamente 44.000 hectares. A empresa produz:

• Bananas: 170.000 toneladas métricas anualmente
• Abacaxis: 250.000 toneladas métricas anualmente
• Frutas e vegetais embalados: 500.000 toneladas métricas anualmente

O fornecimento global e aquisição de produtos agrícolas

Região	Volume de compras	Tipos de produtos
América latina	62% da compra total	Bananas, abacaxi
Ásia -Pacífico	23% da compra total	Frutas tropicais, vegetais
América do Norte	15% da compra total	Produção mista

Processamento e embalagem de alimentos

A DOLE opera 27 instalações de processamento globalmente com capacidade anual de processamento de 1,2 milhão de toneladas. Os recursos de processamento incluem:

• Processamento de frutas de corte fresco
• Embalagem de frutas congeladas
• Produção de frutas enlatadas
• Manufatura de concentrado de suco

Controle de qualidade e gerenciamento de segurança alimentar

Padrões de certificação:

• Certificada Global Alimentar Safety Initiative (GFSI)
• Sistema de gerenciamento de segurança alimentar ISO 22000
• Conformidade do HACCP em todas as instalações de processamento

Distribuição internacional e logística

Canal de distribuição	Volume anual	Modo de transporte
Envio refrigerado	750.000 toneladas métricas	Navios de contêineres
Frete aéreo	55.000 toneladas métricas	Companhias aéreas de carga internacionais
Transporte de caminhão	400.000 toneladas métricas	Caminhões refrigerados

DOLE PLC (DOLE) - Modelo de negócios: Recursos -chave

Extensas propriedades agrícolas

A partir de 2023, a Dole Plc possui aproximadamente 42.000 hectares de terras agrícolas em vários continentes, distribuídas da seguinte forma:

Região	Hectares
América latina	28,500
Ásia	9,500
África	4,000

Instalações de pesquisa e desenvolvimento agrícola

Dole opera 3 centros de pesquisa primários Com um investimento anual de P&D de US $ 45,2 milhões em 2023, com foco em:

• Melhoria genética da colheita
• Técnicas agrícolas sustentáveis
• Desenvolvimento da resistência a doenças
• Estratégias de adaptação climática

Infraestrutura da cadeia de suprimentos global

A infraestrutura global da cadeia de suprimentos da Dole inclui:

Componente de infraestrutura	Quantidade
Contêineres de remessa refrigerada	1,250
Instalações de processamento	37
Centros de distribuição	22
Rotas de remessa globais	68

Reputação da marca

Valor da marca da Dole estimado em US $ 1,3 bilhão em 2023, com 94% de reconhecimento global da marca em mercados de produtos frescos.

Composição da força de trabalho

Força de trabalho total: 77.500 funcionários em vários países

Categoria de funcionários	Número
Trabalhadores agrícolas	52,300
Pessoal de processamento	15,600
Corporativo/gestão	9,600

DOLE PLC (DOLE) - Modelo de Negócios: Proposições de Valor

Produtos de alta qualidade, frescos e de origem sustentável

Dole obteve 1.194.000 toneladas de produtos frescos globalmente em 2022. A empresa opera em 14 países com 242 instalações de produção. As práticas de fornecimento sustentável cobrem 98,7% de suas operações agrícolas.

Categoria de produção	Volume anual de produção	Certificação de sustentabilidade
Bananas	445.000 toneladas métricas	Certificado da Aliança da Floresta Rain
Abacaxi	312.000 toneladas métricas	Gap Gap Certificado
Outras frutas	437.000 toneladas métricas	Certificado orgânico

Gama diversificada de frutas e vegetais para mercados globais

A Dole distribui produtos para mais de 80 países em todo o mundo. O portfólio de produtos inclui:

• Frutas frescas (bananas, abacaxi, bagas)
• Frutas embaladas
• Produtos de frutas congeladas
• Sucos de frutas
• Seleções de frutas secas

Compromisso com a agricultura orgânica e ambientalmente responsável

A partir de 2022, Dole tem:

Métrica de sustentabilidade	Status atual
Terras agrícolas orgânicas	52.000 hectares
Alvo de redução de carbono	50% até 2030
Conservação de água	Redução de 23% no uso de água

Produtos alimentares nutritivos e convenientes

A Dole oferece 678 variações diferentes de produtos embalados e frescos. As linhas de produtos nutricionais incluem:

• Sem xícaras de frutas de açúcar adicionadas
• Smoothie mistura
• Frutas congeladas para consumidores preocupados com a saúde
• Pacotes de frutas pré-cortados

Qualidade consistente do produto e padrões de segurança alimentar

Dole mantém ISO 22000 e Certificação HACCP nas instalações de produção. As métricas de controle de qualidade incluem:

Métrica de qualidade	Desempenho
Taxa de recall de produtos	0.02%
Pontuação de auditoria de segurança alimentar	9.7/10
Conformidade com rastreabilidade	100%

DOLE PLC (DOLE) - Modelo de Negócios: Relacionamentos do Cliente

Engajamento direto do consumidor por meio de marketing de marca

A estratégia de envolvimento do consumidor da Dole envolve vários canais com US $ 3,1 bilhões investidos em iniciativas de marketing global em 2023. As despesas de marketing digital atingiram US $ 412 milhões, representando 13,2% do orçamento total de marketing.

Canal de marketing	Investimento anual	Porcentagem de orçamento
Marketing digital	US $ 412 milhões	13.2%
Campanhas de mídia social	US $ 187 milhões	6%
Mídia tradicional	US $ 2,5 bilhões	80.8%

Canais de suporte ao cliente e feedback

A Dole mantém uma infraestrutura abrangente de suporte ao cliente, com 247 representantes de suporte dedicados em 12 regiões globais.

• Centros de atendimento ao cliente: 7 locais globais
• Tempo médio de resposta: 18,5 minutos
• Interações anuais do cliente: 1,2 milhão

Programas de fidelidade para clientes de varejo e atacado

O programa de fidelidade da Dole abrange 42.000 parceiros registrados por atacado e varejo, gerando US $ 876 milhões em receita recorrente.

Segmento de clientes	Membros do programa	Receita anual
Parceiros por atacado	28,500	US $ 612 milhões
Parceiros de varejo	13,500	US $ 264 milhões

Plataformas digitais para informações e compras do produto

Os canais de vendas on -line geraram US $ 524 milhões em 2023, representando 16,8% da receita total.

• Plataformas de comércio eletrônico: 3 mercados digitais primários
• Downloads de aplicativos móveis: 1,2 milhão
• Volume de transações online: 3,6 milhões de transações anuais

Comunicação transparente sobre fornecimento e sustentabilidade

Os investimentos em relatórios de sustentabilidade totalizaram US $ 18,7 milhões em 2023, cobrindo 92% das operações globais da cadeia de suprimentos.

Métricas de relatórios de sustentabilidade	Investimento	Cobertura
Transparência da cadeia de suprimentos	US $ 12,3 milhões	87%
Relatórios de impacto ambiental	US $ 6,4 milhões	92%

DOLE PLC (DOLE) - Modelo de Negócios: Canais

Mercearias de varejo

A Dole distribui os produtos por meio de principais redes de supermercados, incluindo:

Varejista	Número de lojas	Penetração de mercado
Walmart	4.742 lojas	65% de cobertura do produto
Kroger	2.726 lojas	48% de cobertura do produto
Albertsons	2.273 lojas	42% de cobertura do produto

Plataformas online de comércio eletrônico

Os canais de vendas digitais incluem:

• Amazon Fresh: 15% das vendas de produtos on -line
• Instacart: US $ 2,5 bilhões de transações anuais de produção
• Vendas diretas do site: US $ 37,4 milhões de receita anual

Distribuidores de alimentos por atacado

Principais parcerias de distribuição por atacado:

Distribuidor	Volume anual de vendas	Categorias de produtos
Sysco Corporation	US $ 68,7 bilhões	Frutas frescas e processadas
US Foods	US $ 29,3 bilhões	Produtos embalados e frescos

Vendas diretas ao consumidor

Desempenho dos canais de vendas diretos:

• Serviço de assinatura online: 127.000 assinantes ativos
• Receita anual de vendas diretas: US $ 14,6 milhões
• Valor médio da ordem: $ 87,50

Food Service and Restaurant Supply Networks

Distribuição de restaurantes e serviços de alimentação:

Segmento	Vendas anuais	Quota de mercado
Restaurantes de serviço rápido	US $ 42,3 milhões	22% de penetração no mercado
Correntes de jantar casuais	US $ 31,7 milhões	18% de penetração no mercado

DOLE PLC (DOLE) - Modelo de negócios: segmentos de clientes

Consumidores de varejo que buscam produtos frescos

Em 2023, a Dole informou que atendia a aproximadamente 77,4 milhões de consumidores de varejo em todo o mundo, com vendas de produtos frescos atingindo US $ 8,2 bilhões.

Segmento do consumidor	Volume de compra anual	Gasto médio
Consumidores individuais	3,6 milhões de toneladas métricas	US $ 245 por família
Unidades familiares	2,1 milhões de toneladas métricas	US $ 385 por família

Indivíduos preocupados com a saúde

Dole tem como alvo os consumidores conscientes da saúde com linhas de produtos específicas.

• Vendas de produtos orgânicos: US $ 1,3 bilhão em 2023
• Linhas de produtos densas em nutrientes: 22% da receita total
• Consumidores com idades entre 25 e 45 anos: Demografia Primária de Alvo

Cadeias de supermercado

A Dole fornece grandes varejistas de supermercados em 90 países.

Tipo de varejista	Número de correntes	Volume anual de oferta
Grandes cadeias nacionais	85	1,9 milhão de toneladas métricas
Redes regionais de supermercados	212	1,2 milhão de toneladas métricas

Provedores de serviços de alimentação

Dole serve restaurantes, hotéis e serviços de catering institucionais.

• Receita do segmento de serviço de alimentação: US $ 2,7 bilhões em 2023
• Os clientes incluem 5.600 cadeias de restaurantes
• Contratos institucionais de catering: 1.245 acordos ativos

Importadores e distribuidores internacionais de alimentos

Dole mantém extensas redes de distribuição global.

Região	Número de distribuidores	Volume de importação anual
América do Norte	187	1,5 milhão de toneladas métricas
Europa	156	1,1 milhão de toneladas métricas
Ásia-Pacífico	213	1,3 milhão de toneladas métricas

DOLE PLC (DOLE) - Modelo de Negócios: Estrutura de Custo

Produção agrícola e manutenção da terra

Em 2023, os custos totais de produção agrícola da Dole foram de US $ 1,2 bilhão. As despesas de manutenção da terra foram responsáveis ​​por aproximadamente US $ 187 milhões.

Categoria de custo	Quantidade (USD)
Aquisição de terras	US $ 92 milhões
Preparação da terra	US $ 45 milhões
Gerenciamento do solo	US $ 50 milhões

Despesas de trabalho e força de trabalho

Os custos relacionados à força de trabalho da DOLE em 2023 totalizaram US $ 678 milhões.

• Trabalho Agrícola Direto: US $ 423 milhões
• Salários da equipe administrativa: US $ 155 milhões
• Benefícios dos funcionários: US $ 100 milhões

Transporte e logística

As despesas de transporte e logística da Dole atingiram US $ 512 milhões em 2023.

Segmento de transporte	Custo (USD)
Frete oceano	US $ 265 milhões
Frete aéreo	US $ 127 milhões
Transporte interior	US $ 120 milhões

Investimentos de pesquisa e desenvolvimento

A Dole investiu US $ 87 milhões em pesquisa e desenvolvimento durante 2023.

• Pesquisa de melhoria de culturas: US $ 42 milhões
• Tecnologias agrícolas sustentáveis: US $ 25 milhões
• Inovação do produto: US $ 20 milhões

Marketing e promoção de marca

As despesas de marketing da DOLE em 2023 totalizaram US $ 156 milhões.

Canal de marketing	Despesas (USD)
Marketing digital	US $ 62 milhões
Publicidade tradicional	US $ 54 milhões
Feira de feira e marketing de eventos	US $ 40 milhões

DOLE PLC (DOLE) - Modelo de negócios: fluxos de receita

Vendas de frutas e vegetais frescos

A partir de 2022, o Dole registrou receitas de produtos frescos de US $ 8,47 bilhões.

Categoria de produção	Receita anual
Bananas	US $ 3,62 bilhões
Abacaxi	US $ 1,24 bilhão
Outras frutas frescas	US $ 3,61 bilhões

Receita de produtos alimentares processados

O segmento de produto alimentar processado gerou US $ 2,13 bilhões em 2022.

• Produtos de frutas enlatadas: US $ 987 milhões
• Suco de frutas concentradas: US $ 642 milhões
• Produtos de frutas embaladas: US $ 501 milhões

Linhas de produtos orgânicos e especiais

As receitas de produtos orgânicos atingiram US $ 456 milhões em 2022.

Mercados de exportação internacionais

As vendas internacionais representaram US $ 6,82 bilhões em 2022.

Região geográfica	Receita de exportação
América do Norte	US $ 3,41 bilhões
Europa	US $ 1,97 bilhão
Ásia -Pacífico	US $ 1,44 bilhão

Canais de distribuição por atacado e varejo

As receitas do canal de distribuição quebraram o seguinte em 2022:

• Cadeias de supermercado de varejo: US $ 5,63 bilhões
• Distribuidores por atacado: US $ 3,24 bilhões
• Setor de serviço de alimentação: US $ 1,58 bilhão

Dole plc (DOLE) - Canvas Business Model: Value Propositions

Reliable, year-round supply due to massive scale and vertical integration is foundational. This is supported by Dole plc's control over significant physical assets across the supply chain.

The sheer scale of Dole plc's infrastructure provides a difficult-to-replicate advantage in security of supply and economies of scale. This is true at a global level and in individual markets across Europe and North America.

Asset Type	Quantity
Own Farmland (Acres)	110,000
Vessels	13
Manufacturing Plants	5
Packing Houses (Approximate)	75
Distribution Facilities (Approximate)	160

The company's 2024 full-year revenue reached approximately $8.5 billion, with an Adjusted EBITDA of $392.2 million. For the third quarter of 2025, Dole plc reported revenue of $2.3 billion, a 10.5% increase year-on-year.

High-quality fresh fruit and diversified produce under a trusted brand is a core offering. Dole plc is recognized as the #1 Global Fresh Produce Brand.

The business model leverages this scale across a wide variety of fresh produce, not just major commodities like bananas and pineapples. The strong performance in the Diversified Fresh Produce segments in Q3 2025 helped offset challenges in the Fresh Fruit segment.

Value-added offerings like fresh-cut and convenience products are part of the diversified strategy. Innovation in this area includes the recent launch of the premium-priced Dole Collada Royale Pineapple. The Diversified Fresh Produce - EMEA division saw revenue increase by 10.9% (or $98.2 million) in Q3 2025.

Commitment to sustainability and ethical sourcing practices is integrated into operations. Dole plc has set goals to make 100% of its packaging recyclable or compostable by 2025.

Key targets and metrics related to their commitment include:

• Goal to donate 2,500 tons of fresh fruit and vegetables to communities by 2025.
• Goal for 90% of fruit suppliers from high-risk countries (by volume) to implement a social standard by 2025.
• The company maintains 3,000 hectares of ecosystems within its farms for biodiversity and carbon sequestration.
• Dole plc recorded a 17% decrease in overall emissions in 2023.

The company's Net Leverage at the close of 2024 was approximately 1.6x EBITDA, showing financial discipline alongside operational scale.

Dole plc (DOLE) - Canvas Business Model: Customer Relationships

You're looking at how Dole plc manages its connections with the market, which is a mix of deep partnerships and broad transactional sales. Honestly, for a company this large, it's about balancing the needs of a few massive buyers with the trust of millions of consumers.

Dedicated account management for major retailers and wholesalers

Dole plc maintains relationships with leading retail, wholesale, and foodservice customers across North America, Latin America, and Europe. The company's vertically integrated supply chain, which includes over 250 facilities, supports this global service across more than 85 countries where they serve customers. A key aspect of managing these large accounts is the lack of over-reliance on any single one; in fiscal year 2024, none of Dole plc's customers accounted for more than 10% of total sales. This diversity in major customer relationships is a deliberate strategy to maintain stability.

Transactional relationships for wholesale and food service channels

The core of the business involves high-volume, transactional sales across the retail, wholesale, and e-commerce sectors. The scale of operations is significant, with TTM revenue for 2025 reported at \$8.97 Billion USD or £6.81 Billion. For instance, the second quarter of 2025 saw revenue hit \$2.43 billion, marking a 14.3% year-over-year increase, showing robust transactional activity in that period. Even in a quarter with a slight top-line dip, like Q1 2025, the like-for-like revenue still grew by 4.2%, indicating underlying transactional strength.

Community engagement through Information and Wellbeing Centers (IWCs) for workers

Dole plc actively engages with its workforce community through its Information and Wellbeing Centers (IWCs), an initiative launched in 2020. These centers are designed to eliminate barriers for rural workers accessing essential services. Currently, the IWC model directly benefits over 3,300 individuals across 4 of Dole plc's pineapple farms in Costa Rica, supported by 38 public and private sector partners. To date, the program has reached 14,947 individuals, showing a measurable social impact. This commitment to employee wellbeing is a core part of their social responsibility framework.

Brand loyalty built on decades of consistent quality and trust

Brand loyalty is built on the iconic DOLE brand, which is heavily marketed as a symbol of quality and health. Consumer perception data from a 2024 Ipsos survey in the U.S. provides concrete evidence of this trust. The company is focused on maintaining this through its commitment to quality and its mission to make the world a healthier place. For example, Dole plc declared a Q1 2025 dividend increase of 6.25% to 8.5 cents per share, signaling financial confidence to shareholders, which indirectly supports brand stability.

Here's a quick look at the brand perception numbers from that 2024 survey:

Metric	Percentage
Consumer Brand Awareness (U.S.)	89%
Perceived Quality Fruit	82%
Likeable Brand Identification	81%
Favorite Fruit Brand Nomination	57%

The company's full-year 2025 Adjusted EBITDA guidance is set at a minimum of \$380 million, suggesting operational stability that underpins brand promises.

Finance: draft 13-week cash view by Friday.

Dole plc (DOLE) - Canvas Business Model: Channels

You're looking at how Dole plc gets its fresh produce from the farm to the customer's cart, which is really the engine room of their entire operation. Honestly, for a company this size, the distribution network is almost as important as the growing itself. Dole plc distributes and markets its extensive variety of fresh fruits and vegetables in over 85 countries globally.

The company's channels are broad, hitting every major point of sale for fresh produce. This includes direct sales to major global and local retailers, moving product through wholesale markets and distribution centers, and serving the food service channels like restaurants and institutions. To be fair, the customer concentration risk is managed; in fiscal year 2024, no single customer accounted for more than 10% of total sales.

Dole plc organizes its channel activity primarily through three reportable operating segments, which tells you where the bulk of their sales effort and volume goes:

• Direct sales to major global and local retailers.
• Wholesale markets and distribution centers.
• Food service channels (restaurants, institutions).

The three major operating segments reflect this channel structure:

• Fresh Fruit
• Diversified Fresh Produce - EMEA (Europe, the Middle East and Africa)
• Diversified Fresh Produce - Americas & ROW (Rest of World)

Here's a look at the segment revenue performance from the first half of 2025, which gives you a sense of the scale across these channel groupings. For instance, in the first quarter ended March 31, 2025, net revenues were $2,099,404,000. By the second quarter, revenue had jumped to $2.43 billion.

The latest overall revenue snapshot we have is for the third quarter of 2025, which hit $2.3 billion, a solid 10.5% increase year-over-year. This growth was driven by strong performance across the diversified segments, even as the Fresh Fruit segment saw a decline due to higher sourcing costs.

We can map the channel activity using the Q2 2025 growth rates as a strong indicator of channel momentum leading into the second half of the year:

Operating Segment (Channel Focus Proxy)	Q2 2025 Revenue Growth (Year-over-Year)	Q2 2025 Adjusted EBITDA Change (Year-over-Year)
Fresh Fruit	14.2%	Increased 3.0%
Diversified Fresh Produce - EMEA	Surged 16.5%	Increased 14.7%
Diversified Fresh Produce - Americas & ROW	Climbed 8.5%	Jumped 27.0%

The EMEA segment showing the highest revenue growth in Q2 suggests that the retail and wholesale channels in the UK, Spain, and the Netherlands were particularly strong drivers for Dole plc. Conversely, the Americas & ROW segment delivered the highest EBITDA jump, indicating strong operational leverage in those channels, despite a lower revenue growth rate of 8.5% in that quarter.

Dole plc (DOLE) - Canvas Business Model: Customer Segments

You're looking at the core buyers for Dole plc as of late 2025. Honestly, the way Dole structures its reporting-by Fresh Fruit, Diversified Fresh Produce - EMEA, and Diversified Fresh Produce - Americas & ROW-means we have to map their geographical/product segments to your customer types, but the relationships are clear.

Dole plc serves customers in over 85 countries. The sheer scale of their operation means they are deeply embedded in the global grocery supply chain, which is where the bulk of their revenue flows. For context, the North American and European fresh produce markets, where Dole is a major player, totaled about $335 billion in 2019, with Europe at $196 billion and North America at just over $139 billion.

Large-scale global and regional grocery retailers represent a primary channel, especially for the branded products. This segment is critical, as evidenced by the strong performance in regions like EMEA, where Diversified Fresh Produce - EMEA revenue surged 16.5% year-over-year in the second quarter of 2025. This suggests strong retail pull in Europe. The Fresh Fruit segment, driven by bananas and pineapples, also relies heavily on these large retail contracts globally.

Food service operators, including QSRs and institutional catering, are served through the Diversified Fresh Produce segments. While specific revenue attribution isn't broken out for QSRs, the operational strength in the Americas & ROW segment, which saw revenue climb 8.5% in Q2 2025, reflects demand across all non-retail channels in those regions. The company is focused on consolidating activities to offer a comprehensive package to major customers across different markets, which benefits large-volume buyers like food service providers.

Wholesale distributors and fresh produce markets are essential partners, particularly in regions where direct-to-store delivery is less prevalent or for specific product lines. The company has been working hard to consolidate activities, for example, in Northern Europe and developing its platform in Spain, which supports a robust wholesale network. The third quarter of 2025 saw the integration of Dole Diversified North America into Oppy, their largest diversified fruit distribution sales operation, streamlining service to this channel in North America.

End consumers seeking fresh, branded fruits and vegetables are the final destination, underpinning the value proposition of the Dole brand. The company is dedicated to exceeding customer requirements and making the world healthier. Financially, the focus on shareholder returns, including the Board authorization in November 2025 for share repurchases up to $100 million, speaks to the confidence in the underlying consumer demand supporting the brand.

Here's a look at the scale of the business, using the most recent reported segment performance metrics as a proxy for the customer base they serve:

Segment Proxy (Geography/Product)	Q2 2025 Revenue Growth (YoY)	Key Market Focus	Implied Customer Channel Strength
Fresh Fruit	14.2%	Worldwide (Bananas, Pineapple)	Large Retailers, Global Distributors
Diversified Fresh Produce - EMEA	16.5%	UK, Spain, Netherlands	Large Grocery Retailers
Diversified Fresh Produce - Americas & ROW	8.5%	North America, South America	Retail, Food Service, Wholesale

The total revenue for the second quarter of 2025 was $2.43 billion, and the trailing twelve months revenue as of September 30, 2025, stood at $8.97 billion. This revenue supports the diverse customer base.

The key customer groups Dole plc focuses on serving include:

• Large-scale global and regional grocery retailers.
• Food service operators (e.g., QSRs, institutional catering).
• Wholesale distributors and fresh produce markets.
• End consumers seeking fresh, branded fruits and vegetables.

The company's strategy involves leveraging its combined entity structure to deliver a much more comprehensive package to these major customers across the different markets.

Dole plc (DOLE) - Canvas Business Model: Cost Structure

You're analyzing the cost side of Dole plc's operations as of late 2025, which is heavily weighted toward the physical movement and procurement of fresh produce. The structure shows significant variable costs tied directly to sales volume, alongside necessary fixed and semi-fixed investments in infrastructure.

High Cost of Sales, Primarily Driven by Fruit Sourcing and Logistics

The Cost of Sales represents the largest component of Dole plc's operating expenses, reflecting the nature of the fresh produce business. For the first quarter of 2025, the reported Cost of Sales was $(1,917,211) thousand on GAAP revenues of $2,099,404 thousand. This high cost base is fundamentally driven by two main factors: fruit sourcing and logistics.

Sourcing costs have been volatile. For instance, in Q3 2025, the Adjusted EBITDA decline was driven primarily by higher sourcing costs for bananas, stemming from reduced yields and higher spot prices in Latin America. Similarly, Q1 2025 results cited anticipated higher fruit costs following Tropical Storm Sara in late 2024. Logistics costs are also a major factor, as Dole plc incurs significant fuel costs from shipping products globally, leading the company to use bunker fuel contracts to hedge against unfavorable fuel prices.

Here's a look at the key expense categories from the Q1 2025 GAAP statement (in thousands):

Cost Component	Amount (USD)
Revenues, net	$2,099,404
Cost of sales	$(1,917,211)
Gross profit	$182,193
Selling, marketing, general and administrative expenses	$(118,412)

Significant Capital Expenditure (CapEx)

Dole plc requires continuous, significant capital expenditure to maintain its global farming, harvesting, processing, and distribution network. This includes investments in vessels, farming infrastructure, and IT systems to support operations. Cash capital expenditures from continuing operations for the three months ended March 31, 2025, totaled $52.8 million.

This Q1 2025 figure was notable because it included the $36.0 million buyout of two vessel finance leases that were already reflected in Net Debt as of December 31, 2024. Other expenditures in that quarter included dry dockings, farming investments, and efficiency projects in warehouses.

Looking at the full-year 2025 outlook, the guidance for routine capital expenditure was reduced in Q3 to approximately $85 million. This is separate from maintenance CapEx, which was initially maintained at approximately $100.0 million for fiscal year 2025.

Key CapEx and related items for 2025 guidance include:

• Maintenance capital expenditure guidance: approximately $100.0 million (Q1 guidance).
• Routine capital expenditure guidance (reduced in Q3): approximately $85 million.
• Honduras farm rehabilitation costs: estimated at approximately $25 million, covered by insurance proceeds.

Selling, Marketing, General, and Administrative (SG&A) Expenses

SG&A expenses are a substantial fixed-cost element, covering the corporate overhead necessary to manage the global enterprise. For the first quarter of 2025, Selling, marketing, general, and administrative expenses were reported as $(118,412) thousand, or about $118.4 million. By the third quarter of 2025, this figure had slightly increased, reported at $(123,621) thousand (or $123.621 million) for that quarter.

Interest Expense

Financing costs are managed through debt, and Dole plc has actively worked to optimize this structure. Following a successful credit facility refinance post-Q1 2025, the full-year 2025 interest expense expectation was revised downward. The company expects full year interest expense to be approximately $67 million for the full year 2025. This compares to the earlier Q1 2025 guidance of approximately $70.0 million. The interest coverage ratio, based on year-end 2024 EBIT of $228.4M, was 4x, indicating interest payments were well covered by earnings before interest and taxes.

Dole plc (DOLE) - Canvas Business Model: Revenue Streams

You're looking at the core ways Dole plc brings in cash as of late 2025, focusing on the numbers from their continuing operations after the Fresh Vegetables division sale.

The overall top-line performance for the first nine months of the 2025 fiscal year, ending September 30, 2025, shows total sales reaching $6,807 million. This compares to $6,308 million for the same period in 2024. For the third quarter alone, revenue was $2.3 billion, a 10.5% increase year-over-year.

Dole plc has set a clear financial goal for the full year 2025. Full-year 2025 Adjusted EBITDA is targeted for the upper end of $380-$390 million. This guidance was raised following a strong Q3 performance, which saw segment results partially offsetting an anticipated temporary decline in the Fresh Fruit segment.

Here's a look at the segment-level financial data points we have, primarily drawing from the first quarter (Q1) 2025 results to illustrate the revenue generation components, as detailed segment revenue breakdowns for the nine-month period were not explicitly provided in the latest reports:

Revenue Stream Component	Financial Metric & Period	Amount / Rate
Total Group Revenue (Continuing Operations)	Nine Months Ended September 30, 2025	$6,807 million
Total Group Revenue (Continuing Operations)	Q3 2025 Reported	$2.3 billion
Diversified Fresh Produce - EMEA segment	Q1 2025 Adjusted EBITDA	$27.7 million
Diversified Fresh Produce - EMEA segment	Q1 2025 Adjusted EBITDA Growth (like-for-like)	9.4% increase
Diversified Fresh Produce - Americas & ROW segment	Q1 2025 Revenue Change (like-for-like)	6.8% decline
Fresh Fruit Segment	Q3 2025 Adjusted EBITDA	Implied less than $53.1 million (since total Q3 Adjusted EBITDA was $80.8 million and EMEA/ROW contributed significantly)

The company's revenue generation is clearly split between its core Fresh Fruit business and the Diversified Fresh Produce segments. The Diversified Fresh Produce - EMEA segment showed strong underlying growth in Q1 2025, driven by performance in the UK, Spain, and the Netherlands. The Americas & ROW segment, however, saw a like-for-like revenue decline in Q1 2025, partly due to lower export pricing and volumes in South America after an exceptional prior year.

You can see the impact of the core business focus in the Q3 2025 Adjusted EBITDA of $80.8 million, where the strong performance in the Diversified segments was key. The Fresh Fruit segment experienced an anticipated temporary decline in that same quarter.

• Sales of Fresh Fruit (e.g., bananas, pineapples) remain a primary revenue driver, though subject to commodity pricing and sourcing costs.
• Diversified Fresh Produce - EMEA segment shows consistent growth, evidenced by a 9.4% like-for-like Adjusted EBITDA increase in Q1 2025.
• Diversified Fresh Produce - Americas & ROW segment revenue saw a 6.8% like-for-like decline in Q1 2025, indicating regional variability in revenue streams.
• The full-year 2025 Adjusted EBITDA target is set at the upper end of $380-$390 million.

Finance: draft 13-week cash view by Friday.