Back to top

Image: Bigstock

Hormel Foods Readies for Q3 Earnings: What's in the Offing?

Read MoreHide Full Article

Key Takeaways

  • Hormel Foods sees Foodservice growth from strong customer ties and innovative offerings.
  • Management expects mid-single-digit sales growth in Foodservice for Q3
  • Higher costs and tough comparisons pressure near-term performance.

Hormel Foods Corporation ((HRL - Free Report) ) is likely to register top-line growth when it reports third-quarter fiscal 2025 earnings on Aug. 28, before market open. The Zacks Consensus Estimate for quarterly revenues is pegged at $2.98 billion, which indicates a 2.7% rise from the year-ago quarter.

The consensus mark for earnings has remained unchanged in the past 30 days at 41 cents per share, which implies a 10.8% increase from the figure reported in the year-ago quarter. HRL delivered a negative trailing four-quarter earnings surprise of 1.2%, on average.

Things to Know About HRL’s Upcoming Results

Hormel Foods has been benefiting from demand in its Foodservice segment, driven by strong customer relationships, a differentiated product portfolio and innovative, solution-based offerings. The company’s unique product mix and direct-to-customer approach have been encouraging. For the third quarter of fiscal 2025, management expects mid-single-digit growth in net sales within the Foodservice business.

Management remains confident in the team’s ability to build on the momentum, particularly with the flagship and rising brands in the Retail segment. Expansion in the value-added portfolio and progress under its Transform and Modernize initiative are likely to contribute to the to-be-reported quarter results.

On the last earnings call, management had anticipated each of the company’s segments to deliver solid top-line growth in the second half. For Retail, it had expected low single-digit net sales growth. For Foodservice, Hormel Foods had forecast mid-single-digit growth in organic net sales. And for the International segment, it had expected continued strong top-line performance.

However, higher spending on talent, technology, data infrastructure and brand support is a hurdle on the way. The company is likely to have faced a difficult year-over-year comparison in the fiscal third quarter, given the strong brand performance in the prior year. HRL has been closely monitoring ongoing pressure in the turkey supply chain, due to bird illness impacting poultry availability.

Earnings Whispers for HRL

Our proven model predicts an earnings beat for Hormel Foods this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chance of an earnings beat.

Hormel Foods has an Earnings ESP of +0.61% and a Zacks Rank of 3. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Hormel Foods Corporation Price and EPS Surprise

Hormel Foods Corporation Price and EPS Surprise

Hormel Foods Corporation price-eps-surprise | Hormel Foods Corporation Quote

Other Stocks With the Favorable Combination

Here are some more companies worth considering, as our model shows that these have the right combination of elements to beat on earnings.

Celsius Holdings, Inc. ((CELH - Free Report) ) currently has an Earnings ESP of +2.26% and a Zacks Rank of 1. The Zacks Consensus Estimate for third-quarter 2025 EPS is pegged at 27 cents, which implies an increase from break-even earnings in the year-ago quarter. The consensus mark has moved up 35% in the past 30 days. You can see the complete list of today’s Zacks #1 Rank stocks here.

The consensus mark for Celsius Holdings’ quarterly revenues is pegged at $685 million, which indicates growth of 157.8% from the figure reported in the prior-year quarter. CELH delivered a trailing four-quarter earnings surprise of 5.4%, on average.

Coca-Cola ((KO - Free Report) ) currently has an Earnings ESP of +0.03% and a Zacks Rank of 3. The company is likely to register an increase in the top and bottom lines when it reports third-quarter 2025 numbers. The consensus mark for revenues is pegged at $12.51 billion, which indicates a jump of 5.6% from the figure reported in the year-ago quarter.

The Zacks Consensus Estimate for KO’s quarterly earnings per share of 79 cents implies a rise of 2.6% from the year-ago quarter. The consensus mark has been stable in the past 30 days. KO has a trailing four-quarter earnings surprise of 4.9%, on average.

Keurig Dr Pepper ((KDP - Free Report) ) currently has an Earnings ESP of +0.09% and a Zacks Rank of 3. The company is likely to register an increase in the top line when it reports third-quarter 2025 numbers. The consensus mark for revenues is pegged at $4.16 billion, which indicates a rise of 6.9% from the figure reported in the year-ago quarter.

The Zacks Consensus Estimate for KDP’s quarterly earnings per share of 54 cents implies a rise of 5.9% from the year-ago quarter. The consensus mark has been stable in the past 30 days. HRL has a negative trailing four-quarter earnings surprise of 3.1%, on average.

Published in