Hormel Foods Corporation (HRL)
Hormel Foods International Sales: Still a Growth Engine?
HRL's International business highlights pockets of growth, with branded products gaining traction despite ongoing regional market challenges.
Consumer Staples Are Exploding Higher in 2026: Buy 5 High-Yielding Dividend Kings Now
Consumer staples underperformed in a big way in 2025 but may see a more favorable environment in 2026 with easing sector-specific pressures and fiscal stimulus potentially boosting demand.
Hormel Foods: Dividend King That's Too Cheap To Ignore At Decade Lows
Hormel Foods is rated a Buy, trading near decade lows with a ~5% dividend yield and strong fundamentals. HRL targets 2–3% organic net sales growth and 5–7% operating income growth long-term, supported by portfolio optimization and protein focus. Free cash flow is expected to normalize following elevated CAPEX and inventory build-up in 2025, with the valuation estimating their fair value above current levels.
MoneyShow's Best Investment Ideas For 2026: Part 5
MoneyShow presents top investment ideas for 2026 from their contributors. This year's edition presents a mix of metals plays, financial stocks, deep value names, high-octane growth and tech stocks, and beaten-down REITs that offer solid income and turnaround potential. Part 5 of this series includes Hormel Foods, IonQ, Kodiak AI, Lara Exploration and MannKind.
How HRL Is Evolving Its Portfolio to Meet Consumer Value Needs?
Hormel Foods is refining the portfolio with new convenient meal options designed to meet value-focused consumer demand for comfort and easy preparation.
Hormel Foods Foodservice Growth: Is This a Key Earnings Lever?
HRL's Foodservice unit delivered solid sales growth in Q4, powered by higher-value proteins, even as input costs pressured profits.
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.
