We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Foodservice volumes outperformed the industry, though weak convenience-store traffic remains a concern.
Pork and beef inflation continues to hurt margins despite savings from the Transform and Modernize effort.
Hormel Foods Corporation (HRL - Free Report) is likely to register an increase in the top line when it reports fourth-quarter fiscal 2025 earnings on Dec. 4. The Zacks Consensus Estimate for revenues is pegged at $3.2 billion, implying a 2.1% rise from the prior-year quarter’s reported figure.
The consensus mark for earnings has declined by 11.8% in the past 30 days to 30 cents per share, which indicates a drop of 28.6% from the figure reported in the year-ago quarter. HRL delivered a trailing four-quarter negative earnings surprise of 5.6%, on average.
Hormel Foods Corporation Price, Consensus and EPS Surprise
Hormel Foods’ sales momentum has been supported by solid consumer demand across its protein-focused retail brands. Products such as SPAM, Hormel pepperoni, Jennie-O ground turkey and Wholly Guacamole continued to show healthy volume gains in the third quarter, with the Planters brand regaining distribution and household penetration. These trends position HRL’s Retail segment to remain a positive revenue driver in the upcoming results.
The Zacks Consensus Estimate for the Retail segment’s sales is pegged at $1,945 million for the fourth quarter, indicating an increase from $1,907 million reported in the year-ago period.
Foodservice volumes continue to outperform the broader industry, but soft traffic — especially in convenience stores — is a concern.
Input-cost inflation remains a major challenge. Pork and beef markets surged far more than Hormel Foods expected, creating a significant drag on margins in the last reported quarter. Management noted that these elevated costs have persisted into the early fourth quarter.
While the company has announced targeted pricing actions, retail pricing carries a lag, with more meaningful recovery expected only in fiscal 2026. HRL’s Transform and Modernize initiative continues to deliver savings, though not enough to fully counter inflation in the near term. This raises concerns for profitability.
Earnings Whispers for HRL
Our proven model does not conclusively predict 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 odds of an earnings beat. However, that’s not the case here.
Hormel Foods has a Zacks Rank #4 (Sell) and an Earnings ESP of 0.00% at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable Combination
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
American Eagle Outfitters (AEO - Free Report) currently has an Earnings ESP of +1.55% and a Zacks Rank of 2. The consensus mark for quarterly revenues is pegged at $1.32 billion, which indicates growth of 2.3% from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for American Eagle’s quarterly earnings per share (EPS) is pegged at 43 cents, which implies a 10.4% decrease year over year. AEO delivered a trailing four-quarter earnings surprise of 30.3%, on average.
Ulta Beauty (ULTA - Free Report) currently has an Earnings ESP of +0.56% and a Zacks Rank of 3. The consensus estimate for Ulta Beauty’s quarterly revenues is pegged at $2.71 billion, which indicates 7.3% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for Ulta Beauty’s upcoming quarter’s EPS is pegged at $4.51, which implies a 12.3% decrease year over year. ULTA delivered a trailing four-quarter earnings surprise of 16.3%, on average.
Victoria's Secret (VSCO - Free Report) currently has an Earnings ESP of +1.84% and a Zacks Rank of 2. The consensus estimate for quarterly revenues is pegged at $1.41 billion, which indicates 4.5% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for Victoria's Secret’s upcoming quarter’s bottom line is pegged at a loss of 60 cents per share compared with a loss of 50 cents recorded in the year-ago period. VSCO delivered a trailing four-quarter earnings surprise of 47.2%, on average.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Hormel Foods Readies for Q4 Earnings: Things to Watch for HRL Stock
Key Takeaways
Hormel Foods Corporation (HRL - Free Report) is likely to register an increase in the top line when it reports fourth-quarter fiscal 2025 earnings on Dec. 4. The Zacks Consensus Estimate for revenues is pegged at $3.2 billion, implying a 2.1% rise from the prior-year quarter’s reported figure.
The consensus mark for earnings has declined by 11.8% in the past 30 days to 30 cents per share, which indicates a drop of 28.6% from the figure reported in the year-ago quarter. HRL delivered a trailing four-quarter negative earnings surprise of 5.6%, on average.
Hormel Foods Corporation Price, Consensus and EPS Surprise
Hormel Foods Corporation price-consensus-eps-surprise-chart | Hormel Foods Corporation Quote
Things to Know Ahead of HRL’s Upcoming Results
Hormel Foods’ sales momentum has been supported by solid consumer demand across its protein-focused retail brands. Products such as SPAM, Hormel pepperoni, Jennie-O ground turkey and Wholly Guacamole continued to show healthy volume gains in the third quarter, with the Planters brand regaining distribution and household penetration. These trends position HRL’s Retail segment to remain a positive revenue driver in the upcoming results.
The Zacks Consensus Estimate for the Retail segment’s sales is pegged at $1,945 million for the fourth quarter, indicating an increase from $1,907 million reported in the year-ago period.
Foodservice volumes continue to outperform the broader industry, but soft traffic — especially in convenience stores — is a concern.
Input-cost inflation remains a major challenge. Pork and beef markets surged far more than Hormel Foods expected, creating a significant drag on margins in the last reported quarter. Management noted that these elevated costs have persisted into the early fourth quarter.
While the company has announced targeted pricing actions, retail pricing carries a lag, with more meaningful recovery expected only in fiscal 2026. HRL’s Transform and Modernize initiative continues to deliver savings, though not enough to fully counter inflation in the near term. This raises concerns for profitability.
Earnings Whispers for HRL
Our proven model does not conclusively predict 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 odds of an earnings beat. However, that’s not the case here.
Hormel Foods has a Zacks Rank #4 (Sell) and an Earnings ESP of 0.00% at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable Combination
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
American Eagle Outfitters (AEO - Free Report) currently has an Earnings ESP of +1.55% and a Zacks Rank of 2. The consensus mark for quarterly revenues is pegged at $1.32 billion, which indicates growth of 2.3% from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for American Eagle’s quarterly earnings per share (EPS) is pegged at 43 cents, which implies a 10.4% decrease year over year. AEO delivered a trailing four-quarter earnings surprise of 30.3%, on average.
Ulta Beauty (ULTA - Free Report) currently has an Earnings ESP of +0.56% and a Zacks Rank of 3. The consensus estimate for Ulta Beauty’s quarterly revenues is pegged at $2.71 billion, which indicates 7.3% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for Ulta Beauty’s upcoming quarter’s EPS is pegged at $4.51, which implies a 12.3% decrease year over year. ULTA delivered a trailing four-quarter earnings surprise of 16.3%, on average.
Victoria's Secret (VSCO - Free Report) currently has an Earnings ESP of +1.84% and a Zacks Rank of 2. The consensus estimate for quarterly revenues is pegged at $1.41 billion, which indicates 4.5% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for Victoria's Secret’s upcoming quarter’s bottom line is pegged at a loss of 60 cents per share compared with a loss of 50 cents recorded in the year-ago period. VSCO delivered a trailing four-quarter earnings surprise of 47.2%, on average.