FARM PRODUCTS

Nov 13, 2026

A $1,000 investment in Deere (DE) a decade ago, with dividends reinvested, is now worth $7,882, representing a 23% annualized return and outperforming the S&P 500 significantly. The stock has gained 46% this year, driven by strong construction equipment sales that offset a weak farm demand cycle, which management believes hit its bottom in 2026. Despite tariff costs, Deere's strategic focus on precision technology and diverse equipment sales has fueled its long-term growth.

Nov 13, 2026

With Democrats gaining control of the House and Senate, farm policy is shifting, particularly regarding how farm aid eligibility is defined. While food stamps comprise most of the farm bill, bipartisan support exists for provisions related to animal welfare, biofuels, and environmental practices. The change in leadership will likely lead to a re-evaluation of assistance criteria, moving beyond a per-acre basis towards agronomic and carbon efficiency measures.

Nov 13, 2026

ICICI Bank projects that food inflation will persist at high levels for the coming months, prompting the Reserve Bank of India (RBI) to likely increase interest rates by 25 basis points in December. The report attributes rising inflation to a shortfall in the kharif season, lower reservoir levels, and poor soil moisture impacting the rabi crop. India's retail inflation breached the RBI's tolerance band in October, driven largely by food prices and an unfavorable base effect.

Nov 12, 2026

Two explosions occurred at Archer Daniels Midland's Decatur plant in 2023, one in April and another in September, which left eight workers severely injured. Newly public OSHA records indicate that the September explosion was caused by flammable hexane gas escaping during a shutdown and encountering a spark, though the exact cause of the spark remains unknown. Investigate Midwest reporter Sky Chadde discusses these findings, ADM's lack of transparency, and the challenges OSHA faces due to limited resources.

Nov 12, 2026

Adecoagro (NYSE: AGRO) reported a record nine-month adjusted EBITDA of $472 million, driven by operational efficiencies and strategic acquisitions like the Carapó mill. The company anticipates mid-teens growth in crushing volumes and is committed to deleveraging, targeting a net leverage ratio of 2.5 times by year-end 2026. Management expressed optimism for future ethanol and sugar markets, driven by favorable conditions and expansion opportunities in fertilizers.

Nov 12, 2026

Shares of Tyson Foods Inc. Cl A (TSN) fell 1.02% to $59.26 on Thursday, underperforming the broader market. The S&P 500 Index declined 0.35% and the Dow Jones Industrial Average fell 0.36%. This marks the second consecutive day of losses for the stock.

Nov 11, 2026

Beacon Securities analyst Doug Cooper maintains a "Buy" rating and US$8.00 target for Village Farms International, citing strong third-quarter results and plans for cannabis production expansion in British Columbia and potentially Texas. Cooper believes the company's existing production capacity and potential expansion are not fully reflected in its share price. He estimates annual revenue could reach US$558-million and Adjusted EBITDA US$150.7-million in an optimistic scenario, suggesting the stock could trade at $8.50 per share.

Nov 11, 2026

FutureFuel Corp. (NYSE: FF) reported an in-line Q3 2026 with diluted EPS of -$0.19 and revenue of $104.7M, marking a significant 361.3% increase year-over-year driven largely by its Biofuels segment. Despite the dramatic revenue rebound and narrowing loss per share, the stock plummeted 41.0% to $2.99, reflecting market skepticism about the company's path to profitability. Analysts, however, maintain a bullish stance with 5 buy ratings.

Nov 10, 2026

General Mills is reorganizing into three new segments: Cereal, Snacks & International; Meals & Baking Solutions; and Pet, effective in 2027. This restructuring aims to enable faster decision-making and resource prioritization, along with establishing a new commercial function combining marketing, sales, and consumer insights. The company has also named new presidents for these segments, continuing a leadership refresh that began with a new CEO in October.

Nov 10, 2026

The Daily Coffee Report for November 10, 2026, details a decline in Arabica prices, with the December contract settling lower, and significant selling pressure observed in the Z/H spread. Robusta prices also fell across the curve, though the front spread maintained its position. The report highlights trading volumes and open interest changes for both coffee types.

Nov 10, 2026

Edible Garden AG Incorporated (Nasdaq: EDBL, EDBLW) announced it will host a conference call on Monday, November 16, 2026, at 8:00 AM Eastern Time to discuss its financial results for the quarter ended September 30, 2026, and provide a business update. The call will be accessible via telephone and webcast, with replays available afterward. The company, a leader in controlled environment agriculture, will also highlight its Zero-Waste Inspired® farming model and expansion into higher-margin nutrition categories.

Nov 10, 2026

CoreCivic's Executive Vice President and Chief Development Officer, Anthony L. Grande, sold 25,000 shares of company common stock on November 10, 2026, at a weighted average price of $31.49 per share. This transaction, detailed in a Form 4 filing, leaves Grande with 119,782 directly held shares. The individual sale prices for the shares ranged from $31.26 to $31.61.

Nov 10, 2026

Archer Daniels Midland (NYSE:ADM) Director David Mcatee II recently purchased 2,800 shares of the company's stock for $196,756.00. This transaction significantly increased his holdings, occurring shortly after the company reported strong quarterly earnings that beat analyst expectations, though revenue slightly missed estimates. ADM also declared a quarterly dividend of $0.52 per share, and analysts currently maintain a "Hold" rating on the stock with an average price target of $80.25.

Nov 9, 2026

Dole plc reported a 3.8% revenue increase to $2.4 billion for Q3 2026, driven by diversified segments. The company strengthened its balance sheet by reducing net leverage to 1.3x following the sale of its Ecuadorian port facility for $126.7 million. Despite improved performance in Fresh Fruit and Diversified Americas, higher fuel costs in Europe and adverse weather impacting fruit availability led to a revised full-year adjusted EBITDA guidance of $380 million to $390 million.

Nov 9, 2026

This morning commentary for November 9, 2026, details how stock futures rose as value buyers re-entered the market, anticipating key inflation data and peace talks for major conflicts affecting commodity logistics. The report highlights the upcoming USDA WASDE crop report as pivotal for agricultural and energy commodity prices, noting political shifts after recent elections and their potential impact on future policies.

Nov 9, 2026

Village Farms International Inc. reported Q3 2026 sales of US$66.9 million and net income of $10 million, with net cannabis sales increasing by 3% to a record $55 million. The company saw a significant 75% jump in international cannabis sales, primarily driven by export volumes to Germany. Village Farms is also preparing to commence cannabis production at its Monahans, Texas greenhouse and continues to expand its Delta 2 greenhouse facility in British Columbia.

Nov 9, 2026

Dole (NYSE:DOLE) reported a 3.8% increase in third-quarter 2026 revenue, reaching US$2.4 billion, with net income rising to US$48.3 million. The company's adjusted EBITDA grew 4.1% to US$84.1 million, and its net leverage decreased to 1.3 times following the sale of its Ecuador port. Dole also continued integrating Greenfood Fresh Produce and repurchased US$10 million in shares during the quarter.

Nov 9, 2026

CenterBook Partners LP has acquired a new stake in Dole PLC, purchasing 180,387 shares valued at approximately $2.293 million during the third quarter. Several other institutional investors also adjusted their positions in Dole. Analysts have provided varied ratings, with a consensus of "Moderate Buy" and a price target of $14.00 for the stock.