Chiquita - ausgerechnet Bananen ..

Hallo zäme
Bin ja nun auch zum Kolonialherr geworden.
Leider finde ich keine vernünftigen Angaben zur Veröffentlichung der Q1 Zahlen....Hab mal den 22. Feb. ins Auge gefasst. Stimmt das???
Finde auf der Bananenwebsite nichts....
Merci

Q4 2005 Chiquita Brands International, Inc. Earnings Release:

Bei Ameritrade.com wird der 02/22/2006 angegeben, erwartet werden

Mean Estimate:
This Quater: -0.01
Next Quater: 0.74
This Fiscal 3.08
Next Fiscal: 1.58


Bei Yahoo finde ich die nicht....
https://biz.yahoo.com/research/earncal/today.html

...ein Durcheinander.

Ist aber eh egal....habe mir Teile vom Conference Call vom 11.Sept. 05 angehört: Ein riesen Gejammer wegen Logistik Problemen. Die Vertriebsnetzte (für Frischwaren) wurden wegen den vielen Unwettern übelst durchgewirbelt.....

Warten wir mal auf Überraschungen 8)

Feb 22, 2006 /PRNewswire-FirstCall via COMTEX/ -- Chiquita Brands International, Inc. (CQB) today reported a fourth quarter 2005 net loss of $19 million, or ($0.45) per diluted share. The quarterly result includes $23 million ($0.55 per share) of costs from previously announced flooding in Honduras caused by Tropical Storm Gamma in November and the consolidation of fresh-cut fruit facilities in the Midwestern United States. The company reported net income of $25 million, or $0.61 per diluted share, in the same period a year ago.

Net income for the full-year 2005 was $131 million, or $2.92 per diluted share, including the items mentioned above. The company reported net income of $55 million, or $1.33 per diluted share, for the full-year 2004, which included expenses of $19 million ($0.47 per share) that primarily represented the premium to refinance the company's 10.56% senior notes and $9 million ($0.22 per share) relating to restructuring at Atlanta AG and to severance.

"We had a terrific year in 2005," said Fernando Aguirre, chairman and chief executive officer. "In fact, we realized the best annual financial results in more than a decade in spite of fourth quarter challenges of flooding in Honduras, the impact of a lower year-over-year euro-dollar exchange rate and continuing high costs for fuel and ship charters."

Aguirre continued, "The European Commission's decision to more than double its tariff on Latin American banana imports on Jan. 1, 2006, will result in higher costs and market uncertainty. However, we are committed to overcoming these challenges and winning in the European market in the long-term with our clear brand leadership and excellent customer relationships. During the fourth quarter, we invested an additional $20 million in consumer marketing and innovation spending in Europe to reinforce Chiquita's brand premium in advance of the tariff change. Consumers can continue to expect Chiquita to offer better bananas, and our retail partners can continue to count on us to deliver consistently high quality products, superior service and innovation."

(All comparisons below are to the fourth quarter 2004, unless otherwise specified.)

Bananas

In the company's Banana segment, which includes the sourcing (purchase and production), transportation, marketing and distribution of bananas, net sales were $448 million, down 2 percent from $456 million, and operating income was $5 million, compared to $44 million.

In the company's Fresh Select segment, which includes the sourcing, marketing and distribution of whole fresh fruits and vegetables other than bananas, net sales were $281 million, down 5 percent from $296 million. This segment incurred an operating loss of $1 million, compared to an operating loss of $7 million in the year ago period. This $6 million year-over-year improvement was primarily due to restructuring of the melon program and other improvements in North America, and continued operational improvement at Atlanta AG.

Fresh Cut

Substantially all of the 2005 revenue in the company's Fresh Cut segment, which includes packaged salads and fresh-cut fruit, was due to the acquisition of Fresh Express. Fourth quarter 2005 net sales were $256 million, up from $3 million in 2004, and operating results after plant shut-down costs were a loss of $5 million compared to a loss of $3 million in 2004.

On a pro forma basis as if the company had completed its acquisition of Fresh Express on Sept. 30, 2004, Fresh Cut segment revenue in the fourth quarter 2005 was $256 million, up 8 percent from $237 million in 2004, and operating income in the fourth quarter 2005 was $1 million before plant shut- down costs, compared to an operating loss of $1 million in 2004. The pro forma segment results for the quarter ended Dec. 31, 2004, do not purport to be indicative of what the actual results would have been had the acquisition been completed on the date assumed or the results that may be achieved in the future.

(All comparisons below are to the full-year 2004, unless otherwise specified.)

Bananas

Net sales for the company's Banana segment were $1.9 billion, up 14 percent from $1.7 billion. Operating income for the segment was $182 million, compared to $123 million.

Full-year 2005 net sales for the company's Fresh Select segment were $1.4 billion, up 5 percent from $1.3 billion in 2004.

Full-year 2005 operating income was $10 million, compared to breakeven results in 2004. The improvement resulted primarily from a restructured melon program and other improvements in North America, and continued operational improvement at Atlanta AG, partially offset by a weather- and currency-related decline in the company's Chilean operations.

Fresh Cut

Substantially all of the 2005 revenue in the company's Fresh Cut segment was due to the acquisition of Fresh Express on June 28, 2005. Net sales in 2005 were $539 million, up from $10 million in 2004. The segment incurred an operating loss of $3 million compared to an operating loss of $13 million in 2004.

On a pro forma basis as if the company had completed its acquisition of Fresh Express on June 30, 2004, Fresh Cut segment revenue for the six months ended Dec. 31, 2005, was $515 million, up 6 percent from $484 million in the same period in 2004, and operating income for the six months ended Dec. 31, 2005, was $8 million before plant shut-down costs, compared to $3 million in the same period in 2004. The pro forma segment results for the second half of 2004, do not purport to be indicative of what the actual results would have been had the acquisition been completed on the date assumed or the results that may be achieved in the future.

CHANGE IN EU BANANA TARIFF REGIME

In January 2006, the European Commission implemented a new regulation for the importation of bananas into the European Union. It eliminates the quota that was previously applicable and imposes a higher tariff on bananas imported from Latin America, while imports from certain African, Caribbean and Pacific (ACP) sources are assessed zero tariff on 775,000 metric tons. The new tariff, which increased to euro 176 from euro 75 per metric ton, equates to an increase in cost of approximately euro 1.84 ($2.20) per box for bananas imported by the company into the European Union from Latin America, Chiquita's primary source of bananas.

Based on its 2005 volumes, the company will incur incremental tariff costs of approximately $110 million. However, the company will no longer incur costs, which totaled approximately $40 million in 2005, to purchase licenses to import bananas into the European Union. It is too early to determine the impact of this new regime on industry volumes and prices, including the extent to which the company may be able to pass on increased tariffs and other industry costs to its customers. However, the overall negative impact of the new regime on the company is expected to be substantial, notwithstanding the company's intent to maintain its price premium in the European market.

Certain Latin American-producing countries have taken steps to challenge this regime as noncompliant with the EU's World Trade Organization obligations. The company fully supports these legal challenges.

Conference Call

A conference call to discuss fourth quarter 2005 results will begin at 4:30 p.m. EST today and will be available via webcast at https://www.chiquita.com. Toll-free telephone access will be available by dialing 1-800-289-0572 in the United States and +913-981-5543 from other locations. An audio replay of the call will also be available until March 1, 2006. To access, dial 1-888-203-1112 from the United States and +719-457-0820 from international locations and enter the access code 5436345. An audio webcast of the call will be available at https://www.chiquita.com until March 8, 2006; after that date, a transcript of the call will be available on the website for 12 months.

Chiquita Brands International, Inc. (https://www.chiquita.com) is a leading international marketer and distributor of high-quality fresh and value-added produce, which is sold under the Chiquita(R) premium brand, Fresh Express(R) and other related trademarks. The company is one of the largest banana producers in the world and a major supplier of bananas in Europe and North America. In June 2005, Chiquita acquired Fresh Express, the U.S. market leader in value-added salads, a fast-growing food category for grocery retailers, foodservice providers and quick-service restaurants.

This press release contains certain statements that are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are subject to a number of assumptions, risks and uncertainties, many of which are beyond the control of Chiquita, including the impact of the conversion to a tariff-only banana import regime in the European Union in 2006; the company's ability to successfully operate Fresh Express; unusual weather conditions; industry and competitive conditions; access to capital; the customary risks experienced by global food companies, such as the impact of product and commodity prices, currency exchange rate fluctuations, government regulations, labor relations, taxes, crop risks, political instability and terrorism; and the outcome of pending governmental investigations and claims involving the company.

Any forward-looking statements made in this press release speak as of the date made and are not guarantees of future performance. Actual results or developments may differ materially from the expectations expressed or implied in the forward-looking statements, and the company undertakes no obligation to update any such statements. Additional information on factors that could influence Chiquita's financial results is included in its SEC filings, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.

SOURCE Chiquita Brands International, Inc.

Könnte mir vorstellen, dass nun der Boden langsam aber sicher erreicht ist. Bin z.Zt 2% rot.
Hoffe auf stabilisierung und langfristiges, stetiges Wachstum. Dividende soll $0.10 betragen, vierteljährlich.

Werde im Keller lagern, und Schlaftablette nehmen.

Gruss

Nächster Termin um Analysten aus ihren Löchern zu bekommen:

Chiquita To Hold Investor Day on March 2
Feb 24, 2006 /PRNewswire-FirstCall via COMTEX/

Chiquita Brands International, Inc. (NYSE: CQB) will hold its annual analyst and investor day on Thursday, March 2, 2006. The meeting will begin at 8:30 a.m. in the Grand Paris meeting room of The Sofitel, 45 West 44th Street, New York.

En Guete

aabig

Ich bin mal so frei zu behaupten, dass hier die Tiefststände gesehen wurden.
Auf der Web-Site von Chiquita unter "Investor":
Eine Menge Infos! Dazu eine grosse Powerpoint-Datei zum runterladen....Habe es nur überflogen, sonst hätte ich einen Tag frei nehmen müssen :shock:

https://www.chiquita.com/bottomline/bottomlinemenu.asp

Werde zwar nicht zukaufen (bin nämlich fast auf EP), aber der Bauch sagt: Daumen HOCH :lol:

Zitat von Marktinsider

Möglichkeiten für sinkende Kurse gibts genug:
- Unwetter und Stürme
- Vernichtung der Bananen-Stauden durch Ungeziefer und Parasiten
- Klagen von und Entschädigungen für Pestizid-Opfer
- Hohe Transportkosten durch steigende Ölpreise
- Wenn die Bauern mal streiken und höhere Löhne verlangen, kann es auch Probleme geben

Chiquita ist eine ziemlich unsichere Anlage mit vielen Risiken.
Trotzdem allen Investoren viel Erfolg.

Gruss
Marktinsider

Ich bleib bei meiner Meinung: Tiefststände mehr oder weniger gesehen. Bin z.Zt. fast 7% minus, muss also auf Optimismus machen:

-Unwetter und Stürme gilt nicht nur für Bananen, ....dann musst du schon Versicherer, Ölplattformen, Luftverkehr, und überhaupt den Rest der Welt aufzählen, inkl. CH-Hochwasser

-Ungeziefer und Parasiten? Gibts auch überall. Speziell bei Microsoft und in der Politik. Bei Bananen kann etwas gesprüht werden. . .

-Klagen durch Pestizid-Opfer ? Lass ich mal knapp gelten. ...

-Hohe Transportkosten, Ölpreis ? Belastet die ganze Weltwirtschaft.

-Streiks durch die Bauern? Wenn es stimmt, dann ist Chiquita ein (für diese Branche) vorbildlicher Arbeitgeber, laut dem Wirtschaftsmagazin "Brandeins". Deshalb lasse ich das mit den Pestizid-Opfern nur knapp gelten... 8)


So viel zu meiner pers. Beruhigung. Chiquita könnte auch zum Übernahme-Kandidat werden. Wieso nicht? Altlasten scheinen beseitigt.

:?:

Ja, die Bananen gefallen mir auch, ist irgendwie zum Thema geworden

Hier noch der abgetippte Bericht von brandeins nachgereicht, ...ist mittlerweilev online.
https://www.brandeins.de/home/inhalt_detail.asp?id=1876&MenuID=130&MagID=69&sid= s u62203210347237330

Gruss

PS: Heft ist sehr zu empfehlen.