NYSEConsumer StaplesPackaged FoodsSnapshot 2026-08-31
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Create your account →Warn: Primary pillar under pressure — Adjusted EPS between $1.43 and $1.51 in fiscal 2026: FY26 EPS guidance $1.28-$1.37 vs $1.43 target.
Hormel Foods keeps growing sales about 2% a year. Profit margins stay near 10%. The company earns about $1.43 to $1.51 per share in 2026. It has a strong brand and steady cash flow.
Margin pressures could reduce profits below guidance. Revenue growth is slow and may stall. Management changes and cost issues could hurt execution.
The market expects about 1.6% revenue growth and values the stock with a price-to-earnings ratio above peers. Our view is cautious on margin risks and growth sustainability.
Breaks if: Adjusted EPS falls below $1.43 in fiscal 2026
Breaks if: Operating income falls below $960 million in fiscal 2026
Breaks if: Revenue falls below $12.2 billion in fiscal 2026
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This is a durable compounder with a focus on steady revenue and earnings growth. The current thesis state is intact, although recent earnings misses have raised some caution.
The market appears to have priced in a neutral valuation, with expectations slightly above average compared to peers. The current premium indicates that investors expect stable performance, but not significant growth.
Fundamentals are likely to show mixed results in the near term, as management has reaffirmed revenue and earnings guidance despite recent declines. The recent earnings miss adds some pressure, but overall company quality remains robust.
The thesis hinges on management's ability to maintain guidance and navigate potential economic challenges. Key factors include the impact of inflation and the overall consumer environment, as well as the company's performance in upcoming earnings reports.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. The reaffirmed adjusted EPS guidance of $1.43 to $1.51 supports the thesis. However, falling sales could hinder achieving the reaffirmed revenue guidance of $12.2 billion to $12.5 billion. Additionally, a sharp drop in the stock price may indicate a repricing of the thesis.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Overall, HRL's outlook for the next 1 to 3 years is shaped by its ability to manage near-term pressures while maintaining guidance. Not investment advice.
