Key Takeaways Hormel's Transform and Modernize initiative delivered 90 projects, boosting Q3 results.Hormel's T&M strategy spans supply-chain moves, facility changes and modernizing iconic brands.The program targets $100-$150M in 2025 gains, helping offset rising pork and beef costs.Hormel Foods Corporation ((HRL) is leaning heavily on the multi-year Transform and Modernize (T&M) initiative to reshape itself for long-term profitability. While commodity inflation dented margins in the third quarter of fiscal ...

August turned out to be a pretty swell month for the Dividend Aristocrats, with the ProShares S&P 500 Dividend Aristocrats ETF ( NOBL ) finishing the month with a gain of 3.01%. Meanwhile, the SPDRI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with th ...

The Dividend Kings posted a very nice gain of 3.26% in August, outpacing the SPDR S&P 500 ETF Trust ( SPY ) by a cool 1.21%. September, however, is not faring as well; SPY is up 2.9% throughI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with the Seeki ...

Key Takeaways HRL's Q3 organic sales rose 6%, but earnings lagged amid steep commodity cost inflation.Pricing actions boosted Jennie-O's share and margins, though recovery remains delayed in retail.Incremental pricing is set to aid results in Q4 and more significantly in fiscal Q1 2026.Hormel Foods Corporation ((HRL) posted strong top-line growth in its third quarter of fiscal 2025, with organic sales up 6%. Yet earnings failed to keep pace, weighed down by a sudden surge in commodity markets. Pork bellies ...

Austin, Minnesota-based Hormel Foods Corporation (HRL) develops, processes, and distributes a range of meat, nuts, and other food products to foodservice, convenience store, and commercial customers. Valued at $13.7 billion by market cap, the company markets its products around the world under a variety of branded names like HORMEL, ALWAYS TENDER, APPLEGATE, AUSTIN BLUES, BLACK LABEL, BURKE, CAFÉ H, CHI-CHI'S, and more. Companies worth $10 billion or more are typically classified as “large-cap stocks,” an ...

公司业务与品牌 - 公司为美国跨国食品加工企业 运营零售、餐饮服务和国际三大业务板块 [2] - 零售业务拥有Planters、SPAM、Skippy、Herdez、Jennie-O和Hormel等知名品牌 [2] - 餐饮服务部门向餐厅等供应披萨配料和培根等产品 国际业务涵盖全球销售与海外投资 [2] 财务表现与股息 - 年收入超过120亿美元 拥有40多个全球品牌 [3] - 连续59年提高股息支付 被列为"股息之王" [3] - 季度股息为每股0.29美元 股息收益率达4.67%（截至9月19日） [3] 投资定位 - 被列入13只极廉价股息股投资名单 [1] - 正从肉类为主的公司转型为全球品牌食品企业 [3]

新产品发布 - PLANTERS品牌推出两款全新混合坚果零食：白巧克力夏威夷果口味和巧克力焦糖山核桃脆片口味 旨在通过优质原料和令人渴望的组合提升零食体验 [1] - 新产品采用坚果主导配方 坚果含量超过50% 包含优质夏威夷果和山核桃等高级原料 [3] - 白巧克力夏威夷果混合装融合咸味坚果与白巧克力和饼干方块 巧克力焦糖山核桃脆片混合装则结合咸味坚果与浓郁巧克力块和焦糖风味片 [6] 产品定位与战略 - 新产品设计既满足消费者对坚果品质的期待 又提供放纵感 旨在吸引更年轻的零食消费者群体并扩大品类规模 [3] - 产品以5盎司立式包装在全国范围内销售 零售价格区间为3.49美元至3.99美元 [3] 行业背景 - 零食行业正蓬勃发展 坚果零食类别因提供酥脆口感、浓郁风味和全天候食用便利性而持续增长 [3] 公司背景 - PLANTERS品牌成立于1906年 拥有包括花生、混合坚果、种子在内的庞大产品组合 2021年起成为Hormel Foods Corporation旗下品牌 [4] - Hormel Foods为全球食品公司 年收入约120亿美元 业务遍及80多个国家 旗下拥有PLANTERS、SKIPPY、SPAM等30多个知名品牌 [5]

19th annual report highlights global impact progress through newly adopted framework AUSTIN, Minn. , Sept. 17, 2025 /PRNewswire/ --Â Hormel Foods Corporation, a Fortune 500 global branded food company, today shared its 19th annual Global Impact Report. ...

公司业绩表现 - 8月股价大幅下跌13% [2] - 第三季度调整后每股收益0.35美元及第四季度每股收益指引中值0.39美元均低于分析师预期的0.41美元和0.49美元 [2] 行业困境与挑战 - 美国牛肉行业动荡导致公司失去定价权 [2] - 食品行业整体面临增长困境 [2][3] 潜在战略方向 - 通过行业并购整合降低成本成为可能出路 [2][3] - 建议将荷美尔与百事等企业合并形成"三大巨头"格局 [3]

第三季度业绩表现 - 公司团队预期推动营收和利润双增长但实际仅实现部分目标[2] - 第三季度营收未达预期目标[2] - 长期增长使命仍是公司核心方向[2] 管理层会议参与 - 公司管理层时隔9年再次参与该投资会议[2] - 会议获得高度关注且参与度优异[2]