ALCO · CIK 3545
What Alico, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for ALCO. More may follow as additional filings are processed.
In its own words
What could break it.
Commodity & input dependence
- Citrus crop and citrus greening diseasehigh
Alico's citrus business has been hit so hard by citrus greening disease and environmental factors that it decided to wind down substantially all primary citrus operations after the 2024-2025 harvest, underscoring deep crop/disease and commodity exposure.
“Due to increasing financial challenges from citrus greening disease and environmental factors for many seasons, we decided to not spend further material capital on our citrus operations and to wind down substantially all of our Citrus' primary operations after completion of the 2024-2025 harvest in April 2025.”
SEC filing →As of 2025
Geographic concentration
- Groves concentrated in central/south Florida (hurricane-prone)high
Properties are concentrated in close proximity across eight central/south Florida counties, so hurricanes, floods, and severe weather have had and may continue to have a material impact on results.
“Our properties are concentrated in central and south Florida, with our groves located in parcels in DeSoto, Polk, Collier, Hendry, Charlotte, Highlands, and Hardee Counties. Because our properties are located in close proximity to each other, the impact of adverse weather conditions has been and may continue to be material to our results of operations, financial position and cash flows.”
SEC filing →As of 2025
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
Tropicana (Tropicana Brands Group)
“Revenue from Tropicana represented 87.2% and 86.8%, of our consolidated revenue for the years ended September 30, 2025 and 2024, respectively.”
Cited →
Its suppliers
Helena Agri-Enterprises
“Our key suppliers for fertilizer, herbicides and insecticides include Howard Fertilizer, Wedgeworth's, Nutrien AG Solutions and Helena Agri-Enterprises.”
Cited →Nutrien Ag Solutions (Nutrien Ltd.)
“Our key suppliers for fertilizer, herbicides and insecticides include Howard Fertilizer, Wedgeworth's, Nutrien AG Solutions and Helena Agri-Enterprises.”
Cited →
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