Hormel Foods

HRL

Market cap $11.4B

TSN and HRL navigate a dynamic meat market, leveraging scale, branding and portfolio strategies to drive growth.

Hormel Foods is executing a strategic turnaround, exiting low-margin businesses to focus on core brands like Planters and Jennie-O. HRL anticipates 6.6% forward EPS growth, a significant improvement over its 10-year 0.4% CAGR, with consensus for 8% EPS growth in FY 2026. Shares trade at a 19% discount to fair value (P/E 14.5 vs. 18), offering a 5.3% yield and potential for a 33% total return by April 2027.

Consumer staples lagged in 2025 and into this year, creating rare entry points for long-term income investors. Dividend durability remains strong in these four tickers despite short-term earnings pressure across major brands.

Conagra Brands, Inc. and Hormel Foods Corporation maintain Buy ratings, supported by protein-rich, health-oriented portfolios and resilient dividend policies amid industry headwinds. CAG offers a compelling ~9% dividend yield, strong cash flow, and a diversified product mix, though high leverage warrants close monitoring. HRL boasts a rock-solid balance sheet, 59 years of dividend increases, and steady growth, but faces greater cyclicality due to meat input costs.

Hormel Foods Corporation remains a Buy, supported by a robust financial position, attractive 5.45% dividend yield, and adaptable protein-centric portfolio. HRL's FY26 guidance targets $12.2–$12.5 billion in net sales, 1–4% organic growth, and $1.43–$1.51 in adjusted EPS, with CAPEX moderation boosting free cash flow. Competitive threats from private labels and broader macroeconomic risks - including inflationary pressures and consumer trade-downs - are significant, but HRL's international and foodservice expansion provides resilience.

Market volatility has rattled portfolios in 2026, with broad indexes pulling back as slowing growth weigh on sentiment.

Depending on who you ask, there is a chance we will get no interest rate cuts in 2026, or if we do, it'll be just one.

United Postal Service is generating higher profits on each package it delivers. Hormel's organic growth has been trending higher for more than a year.

Companies that have raised dividends for shareholders for 50 years or more are the kinds of investments passive income investors need to own.

Jeremiah Johnson, director of food safety management, named successor AUSTIN, Minn., March 26, 2026 /PRNewswire/ -- Hormel Foods Corporation (NYSE: HRL), a Fortune 500 global branded food company, today announced that Richard Carlson, vice president of global food safety and quality management, will be retiring after a 35-year career with the company.