MOS

The Mosaic Co. (MOS) stock experienced a 26.16% decline over the past six months (April 2026 - October 2026) due to several events. These included the Q1 2026 earnings release on May 11, 2026, followed by an announcement on the same day that Mosaic was scaling back phosphate fertilizer production and withdrawing its 2026 guidance due to sharply rising raw material costs and supply chain disruptions, leading to temporary output reductions and facility idling. Earlier, on April 8, 2026, Mosaic announced the idling of its Araxá and Patrocínio facilities and the pursuit of selling its Araxá assets. The Q2 2026 earnings were released on August 4, 2026. Executive leadership changes occurred on September 23, 2026, with Karen Swager's retirement and Walt Precourt's succession as Executive Vice President of Operations. On October 9, 2026, RBC Capital downgraded Mosaic, citing a slower-than-expected recovery in phosphates and minimal cash generation. Additionally, concerns arose on September 21, 2026, and October 9, 2026, regarding a potential U.S. potash import deal with Belarus at lower prices, which could pressure margins for North American producers.