Hormel Foods Corporation (NYSE:HRL ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 2:15 PM EDT Company Participants Jeffrey Ettinger - Interim CEO & Director Jacinth Smiley - Executive VP & CFO John Ghingo - President & Director Conference Call Participants Benjamin Theurer - Barclays Bank PLC, Research Division Presentation Benjamin Theurer Head of the Mexico Equity Research & Director All right. Well, welcome back.
HRL leans on Foodservice momentum and retail brand strength, but cost pressures are likely to weigh on results.
Evaluate the expected performance of Hormel (HRL) for the quarter ended July 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Blue-chip stocks are shares of large, well-established, financially stable companies with a history of consistent and reliable performance.
The S&P 500 (^GSPC -1.60%) is offering investors a tiny yield of just 1.2% today. If you think you are being starved of dividend income, well, that's because you are.
Six of the ten lowest-priced S&P 500 Dividend Aristocrats are currently attractive buys, offering high yields and fair pricing for income-focused investors. Analyst forecasts suggest the top ten Aristocrat 'dogs' could deliver average net gains of 19.49% by July 2026, with lower volatility than the market. Fifteen Aristocrats show negative free cash flow margins, making their dividends less safe; investors should prioritize those with positive cash flow coverage.
Hormel is undervalued, with a nearly 4% dividend yield at a decade high and a 59-year streak of dividend growth, making it a Dividend King. Despite recent challenges—reorganization, inflation, and operational issues—Hormel's strong brands, balance sheet, and dividend safety remain intact. Organic growth, brand innovation, and strategic acquisitions support long-term revenue and earnings growth.
Hormel is a defensive, dividend-growth stock with a 3.8% yield and 59 years of consecutive dividend increases, ideal for reliable, rising income. Its strong brands, global distribution, and resilient earnings—even during recessions—make Hormel a core holding for income-focused portfolios. Recent results show stable earnings and cost controls; free cash flow and a strong balance sheet support ongoing dividend growth and strategic flexibility.
Former Hormel Foods (HRL) CEO Jeffrey Ettinger is returning to the role in an interim capacity starting in July, the company said Monday.
In the stock market, there are always smart buys that can be made. Today's focus will be on a super-regional bank, a financial services company, and a consumer staple. The trio is priced anywhere from 10% to 30% below my fair value estimates.
Zacks spotlights TSN, HRL and PPC as meat producers navigating protein demand, plant-based trends and cost pressures.
Strong protein demand and plant-based trends are lifting TSN, HRL, and PPC despite rising production costs.