Hormel: Experiencing Short-Term Headwinds, But It's Fairly Priced
Hormel offers a 4.95% forward yield and strong brands, but the current valuation appears fair with limited upside. Recent GAAP losses stem from conservative impairment charges on Garudafood and Planters, not operational weakness; adjusted margins better reflect core performance. HRL's 2026 guidance targets improved adjusted operating margin (8.8%) and modest revenue growth (1–4%), aided by potential relief from tariff headwinds.
Hormel Foods Corporation (HRL) Q4 2025 Earnings Call Transcript
Hormel Foods Corporation ( HRL ) Q4 2025 Earnings Call December 4, 2025 9:00 AM EST Company Participants Jess Blomberg - Director of Investor Relations Jeffrey Ettinger - Interim CEO & Director Paul Kuehneman - Interim Chief Financial Officer & Controller John Ghingo - President & Director Conference Call Participants Michael Lavery - Piper Sandler & Co., Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Benjamin Theurer - Barclays Bank PLC, Research Division Heather Jones - Heather Jones Research LLC Pooran Sharma - Stephens Inc., Research Division Leah Jordan - Goldman Sachs Group, Inc., Research Division Max Andrew Gumport - BNP Paribas, Research Division Erica Eiler - Oppenheimer & Co. Inc., Research Division Yasmine Deswandhy - BofA Securities, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Hormel Corporation's Fourth Quarter Earnings Call. [Operator Instructions] This call is being recorded on Thursday, December 4, 2025.
Hormel's Strong FY2026 EPS View: Is It Enough To Break The Downtrend?
Hormel Foods Corporation faces sector-wide headwinds from shifting consumer preferences and inflation, impacting more processed product segments. HRL's turkey segment aligns well with secular trends toward protein and healthier foods, providing a relative bright spot in the portfolio. Recent leadership changes could introduce elevated execution risk, as the unusual dual‑leadership model may be disruptive to focus.
Hormel Foods Q4 Earnings Beat Estimates, Sales Increase Y/Y
HRL posts a fourth-quarter earnings beat and modest sales growth, as segment results reveal mixed trends across retail, foodservice and international.
Hormel (HRL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Hormel (HRL) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Hormel Foods (HRL) Beats Q4 Earnings Estimates
Hormel Foods (HRL) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.42 per share a year ago.
Hormel Foods Readies for Q4 Earnings: Things to Watch for HRL Stock
HRL faces strong retail demand heading into results, but rising input costs and slow pricing recovery threaten near-term margins.
Unlocking Q4 Potential of Hormel (HRL): Exploring Wall Street Estimates for Key Metrics
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Hormel (HRL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2025.
Hormel Foods: Recent Dividend Raise, Yield At Decade Low - Bargain Or Value Trap?
Hormel Foods faces ongoing headwinds, with shares at decade lows and persistent margin pressures from inflation and changing consumer trends. Despite a 5% dividend yield and a strong Dividend King track record, HRL's earnings and guidance remain subdued, limiting near-term upside. Management expects continued challenges into 2026, with only modest growth anticipated and profit margins under pressure from economic and industry factors.
Analysts Estimate Hormel Foods (HRL) to Report a Decline in Earnings: What to Look Out for
Hormel (HRL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
2 Dividend Kings Worth Income-Focused Investors' Attention
Dividend kings are a select group of companies that have been able to raise their dividends consecutively for 50 or more years. This consistency provides reliability for income-focused investors who can depend on some growth to offset inflation and dividend cuts elsewhere. Today, we are looking at 2 names in the consumer staples space that look to be attractive bets for long-term investors, but one is a turnaround play.
Hormel Foods to Cut 250 Jobs in Restructuring
Hormel Foods is cutting 250 corporate and sales jobs as part of a restructuring. The owner of such brands as Planters, Skippy and Spam expects to incur restructuring charges of $20 million to $25 million.
