Hormel Foods (HRL)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-30
$21.28+1.82%
Close 2026-10-30 · 1-day change
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-30
Research Workspace
Put HRL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Adjusted EPS between $1.43 and $1.51 in fiscal 2026: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHRL’s case rests on robust cash-backed earnings and growth from the Brakebush acquisition. Recent revenue growth has been uneven, with the latest reported quarter down 2% year over year. Earlier FY2026 quarters grew 2% and 2.5%, and reported results beat in both. HRL trades at 14.9× earnings versus a 12.7× peer median; expectations look modest versus our view. The next-quarter miss probability is 21%, and credit downgrades after the acquisition signal potential pressure. HRL’s fiscal 2026 adjusted EPS pillar needs verified mapping, so its status remains uncertain. Peer multiples imply a price roughly in line with where it trades (about fair); the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. HRL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering HRL (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for HRL in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| HRL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put HRL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Acquisition aligns with growth strategy and revenue guidance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $21.28
The last 12 months of price, then the range of analyst 12-month targets from today’s $21.28.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Downgrade indicates potential revenue and income pressure.
Acquisition supports revenue growth and operational efficiency.
High leverage concerns could impact future growth.
Advances: Update operating income guidance to $0.96B to $1.02B for fiscal 2026
Improved margins support operating income guidance.
Threatens: Reaffirm revenue guidance of $12.2B to $12.5B for fiscal 2026
Falling sales could hinder revenue guidance achievement.
Threatens: Reaffirm revenue guidance of $12.2B to $12.5B for fiscal 2026
Falling sales may hinder revenue guidance achievement.
Narrowing EPS guidance supports existing growth targets.
