Hormel Foods (HRL)
Market Price (12/27/2025): $24.26 | Market Cap: $13.4 BilSector: Consumer Staples | Industry: Packaged Foods & Meats
Hormel Foods (HRL)
Market Price (12/27/2025): $24.26Market Cap: $13.4 BilSector: Consumer StaplesIndustry: Packaged Foods & Meats
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.3%, Dividend Yield is 4.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.2% | Weak multi-year price returns2Y Excs Rtn is -63%, 3Y Excs Rtn is -122% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.9% |
| Low stock price volatilityVol 12M is 26% | Key risksHRL key risks include [1] losing market share to lower-cost private-label products as consumer preferences shift and [2] significant brand and financial damage from food contamination leading to product recalls. | |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, Nutritional Supplements, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.3%, Dividend Yield is 4.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.2% |
| Low stock price volatilityVol 12M is 26% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, Nutritional Supplements, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -63%, 3Y Excs Rtn is -122% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.9% |
| Key risksHRL key risks include [1] losing market share to lower-cost private-label products as consumer preferences shift and [2] significant brand and financial damage from food contamination leading to product recalls. |
Why The Stock Moved
Qualitative Assessment
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For Hormel Foods (HRL), we will look at the period leading up to December 27, 2025, to highlight key points for stock movement.
<br><br>
<b>1. Hormel Foods Q4 2025 Earnings Report and Outlook:</b> The stock may have reacted negatively to the company's fiscal fourth-quarter 2025 earnings report if it showed weaker-than-expected performance or a cautious outlook for the upcoming fiscal year. Factors such as declining sales volumes in key segments, higher input costs, or a less optimistic profit margin forecast could have contributed to the decline.<br><br>
<b>2. Analyst Downgrades or Price Target Reductions:</b> A series of downgrades from financial analysts or significant reductions in their price targets for HRL could have pressured the stock. Such adjustments often reflect concerns about future growth prospects, competitive landscape, or changes in company fundamentals.<br><br>
<b>3. Broader Market Downturn in the Consumer Staples Sector:</b> A general negative sentiment or downturn in the consumer staples sector, where Hormel Foods operates, could have dragged the stock down. Macroeconomic concerns, changes in consumer spending habits, or rising interest rates impacting defensive stocks can affect the entire sector.<br><br>
<b>4. Commodity Price Volatility and Input Costs:</b> Increases in the cost of key commodities such as pork, beef, or packaging materials could have squeezed Hormel Foods' profit margins. If the company indicated an inability to fully pass these costs onto consumers, it would negatively impact investor sentiment.<br><br>
<b>5. Increased Competition and Shifting Consumer Preferences:</b> Growing competition from private label brands or smaller, agile food companies, coupled with evolving consumer preferences towards healthier or plant-based alternatives, could have impacted Hormel Foods' market share and sales growth, leading to investor concerns.
Show moreStock Movement Drivers
Fundamental Drivers
The -0.6% change in HRL stock from 9/26/2025 to 12/26/2025 was primarily driven by a -36.9% change in the company's Net Income Margin (%).| 9262025 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 24.42 | 24.26 | -0.64% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 12058.59 | 12106.16 | 0.39% |
| Net Income Margin (%) | 6.26% | 3.95% | -36.87% |
| P/E Multiple | 17.81 | 27.93 | 56.81% |
| Shares Outstanding (Mil) | 550.41 | 550.51 | -0.02% |
| Cumulative Contribution | -0.64% |
Market Drivers
9/26/2025 to 12/26/2025| Return | Correlation | |
|---|---|---|
| HRL | -0.6% | |
| Market (SPY) | 4.3% | -2.7% |
| Sector (XLP) | 0.3% | 57.8% |
Fundamental Drivers
The -18.6% change in HRL stock from 6/27/2025 to 12/26/2025 was primarily driven by a -37.0% change in the company's Net Income Margin (%).| 6272025 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 29.81 | 24.26 | -18.61% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 11924.16 | 12106.16 | 1.53% |
| Net Income Margin (%) | 6.27% | 3.95% | -36.99% |
| P/E Multiple | 21.94 | 27.93 | 27.27% |
| Shares Outstanding (Mil) | 550.28 | 550.51 | -0.04% |
| Cumulative Contribution | -18.61% |
Market Drivers
6/27/2025 to 12/26/2025| Return | Correlation | |
|---|---|---|
| HRL | -18.6% | |
| Market (SPY) | 12.6% | -0.8% |
| Sector (XLP) | -2.2% | 48.5% |
Fundamental Drivers
The -20.2% change in HRL stock from 12/26/2024 to 12/26/2025 was primarily driven by a -41.5% change in the company's Net Income Margin (%).| 12262024 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 30.40 | 24.26 | -20.20% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 11920.80 | 12106.16 | 1.55% |
| Net Income Margin (%) | 6.75% | 3.95% | -41.51% |
| P/E Multiple | 20.73 | 27.93 | 34.73% |
| Shares Outstanding (Mil) | 548.94 | 550.51 | -0.29% |
| Cumulative Contribution | -20.20% |
Market Drivers
12/26/2024 to 12/26/2025| Return | Correlation | |
|---|---|---|
| HRL | -20.2% | |
| Market (SPY) | 15.8% | 5.8% |
| Sector (XLP) | 0.0% | 55.5% |
Fundamental Drivers
The -41.2% change in HRL stock from 12/27/2022 to 12/26/2025 was primarily driven by a -50.8% change in the company's Net Income Margin (%).| 12272022 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 41.28 | 24.26 | -41.23% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 12458.81 | 12106.16 | -2.83% |
| Net Income Margin (%) | 8.03% | 3.95% | -50.79% |
| P/E Multiple | 22.55 | 27.93 | 23.86% |
| Shares Outstanding (Mil) | 546.21 | 550.51 | -0.79% |
| Cumulative Contribution | -41.24% |
Market Drivers
12/27/2023 to 12/26/2025| Return | Correlation | |
|---|---|---|
| HRL | -17.7% | |
| Market (SPY) | 48.0% | 5.2% |
| Sector (XLP) | 14.1% | 45.5% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HRL Return | 5% | 7% | -5% | -27% | 1% | -19% | -36% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 150% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 114% |
Monthly Win Rates [3] | |||||||
| HRL Win Rate | 58% | 42% | 58% | 42% | 42% | 33% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| HRL Max Drawdown | -11% | -11% | -8% | -31% | -10% | -29% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See HRL Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)
How Low Can It Go
| Event | HRL | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -44.4% | -25.4% |
| % Gain to Breakeven | 79.9% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -17.5% | -33.9% |
| % Gain to Breakeven | 21.2% | 51.3% |
| Time to Breakeven | 34 days | 148 days |
| 2018 Correction | ||
| % Loss | -20.4% | -19.8% |
| % Gain to Breakeven | 25.6% | 24.7% |
| Time to Breakeven | 291 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -41.1% | -56.8% |
| % Gain to Breakeven | 69.8% | 131.3% |
| Time to Breakeven | 563 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
Hormel Foods's stock fell -44.4% during the 2022 Inflation Shock from a high on 4/21/2022. A -44.4% loss requires a 79.9% gain to breakeven.
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AI Analysis | Feedback
Here are 1-3 brief analogies to describe Hormel Foods:
- Like Kraft Heinz, but with a heavier emphasis on packaged meats and iconic brands like Spam and Skippy.
- Tyson Foods for the processed and packaged meat aisle.
- Like Conagra Brands, but with a historical cornerstone in pork products and uniquely iconic brands like Spam and Skippy.
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- SPAM® products: A line of canned, cooked pork products, most famously luncheon meat.
- Skippy® Peanut Butter: A leading brand of peanut butter and other nut butter spreads.
- Jennie-O® Turkey: A diverse range of turkey products, including ground turkey, deli meats, and whole birds.
- Hormel® branded foods: Includes a variety of products such as canned chili, pepperoni, bacon (Black Label®), and party trays (Hormel Gatherings®).
- Applegate® Naturals: Organic and natural meat products like sausages, bacon, and deli meats.
- Columbus® Craft Meats: Premium deli meats, salamis, and charcuterie items.
- Planters® Nuts: A wide assortment of nuts, seeds, and snack mixes.
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Hormel Foods (HRL) primarily operates as a business-to-business (B2B) company, selling its wide range of branded food products to other companies. These customers then distribute or sell Hormel's products to individual consumers or use them in their own operations.
While Hormel Foods does not disclose any single customer accounting for 10% or more of its consolidated net sales in its recent filings, its major customers include large retailers and foodservice distributors.
Here are some of Hormel Foods' major customer companies:
- Walmart Inc. (WMT) - As the largest retailer in the United States, Walmart (including Sam's Club) is a significant customer for Hormel's retail products.
- The Kroger Co. (KR) - One of the largest supermarket chains in the U.S., Kroger and its banners are major purchasers of Hormel's consumer packaged goods.
- Costco Wholesale Corporation (COST) - A leading club store operator, Costco sells a variety of Hormel products in bulk to its members.
- Sysco Corporation (SYY) - The world's largest foodservice distributor, Sysco supplies Hormel's foodservice products to restaurants, schools, hospitals, and other institutions.
- US Foods Holding Corp. (USFD) - Another major foodservice distributor in the United States, providing Hormel products to various foodservice operators.
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Here is the information about the management team members of Hormel Foods.Jeffrey M. Ettinger, Interim Chief Executive Officer
Jeffrey M. Ettinger served as president and CEO of Hormel Foods from 2005 to 2016. He is also the current chairman of The Hormel Foundation, a nonprofit organization. He has been with Hormel Foods for nearly 30 years.
John Ghingo, President
John Ghingo joined Hormel Foods on September 2, 2024, assuming leadership of the Retail segment on October 28, 2024, before being promoted to President effective July 14, 2025. He previously served as president of Applegate Farms, LLC from 2018 through 2022. Following his tenure at Applegate, he was the chief executive officer of a "better-for-you snacking company" that was owned by the private equity firm Kainos Capital. Before Applegate, Ghingo was president of plant-based foods and beverages at The WhiteWave Foods Company, where he led the Silk and So Delicious Dairy Free brands.
Jacinth Smiley, Executive Vice President and Chief Financial Officer
Jacinth Smiley joined Hormel Foods in April 2021 as group vice president of corporate strategy and assumed her current role as Executive Vice President and Chief Financial Officer in October 2021. She leads all financial areas of Hormel Foods, including accounting, information technology, internal audit, investor relations, and treasury. Prior to Hormel Foods, Ms. Smiley was vice president and chief accounting officer for LyondellBasell. She also spent two decades with General Electric (GE) in various senior finance roles across multiple industries within GE Capital and GE's industrial businesses, including chief financial officer, global controller, integration leader, director of financial planning & analysis, and transformation leader. She began her career at Arthur Andersen in the audit function and later worked at United Technologies.
Jeff Baker, Group Vice President, Retail
Jeff Baker is a 35-year veteran of Hormel Foods, having joined the company in 1990. He has held various positions in sales, product management, and marketing. He became vice president of marketing for Foodservice in 2012 and was promoted to group vice president of Foodservice in 2015. In 2018, he was named group vice president of Deli and assumed his current role (Group Vice President, Retail) in 2022. Following the retirement of Scott Aakre, Baker will oversee the evolution of the company's brand portfolio.
Swen Neufeldt, Group Vice President, International
Swen Neufeldt is the Group Vice President, International at Hormel Foods. His background includes serving as president of Hormel Foods International prior to his current role. He has held various leadership positions within the company's international division, focusing on expanding its global presence and driving growth.
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The key risks to Hormel Foods (HRL) are:
- Competition from Private-Label Products and Changing Consumer Preferences: Hormel Foods faces a significant risk from consumers opting for lower-cost private-label products, particularly as the company has increased its prices. Grocery stores are expanding their offerings of niche private-label items, which can draw sales away from branded products like Hormel's. This risk is compounded by the challenge of responding to evolving consumer preferences, diets, and eating patterns, requiring continuous innovation and marketing investments to maintain demand.
- Food Contamination, Product Recalls, and Associated Liabilities: As a food products manufacturer, Hormel Foods is inherently exposed to risks such as food contamination by pathogens (e.g., Listeria, Salmonella), mislabeling (including allergens), food spoilage, and product liability claims. Such incidents can lead to significant costs, loss of sales, regulatory actions, litigation, and severe damage to the company's brand and business reputation. For instance, in fiscal 2024, Hormel voluntarily recalled a limited number of Planters products due to potential Listeria contamination.
- IT System Risks and Cybersecurity Threats: Hormel Foods faces considerable risks related to its IT systems, encompassing cybersecurity threats and operational challenges. The company's reliance on technology and internet access means that failures in implementing IT changes effectively, or succumbing to cyberattacks, could negatively impact its reputation, operations, and financial stability.
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Hormel Foods Corporation (HRL) operates in several key addressable markets for its main products and services. The estimated market sizes for these categories are as follows:
-
Processed Meats:
- Global: The global processed meat market was valued at approximately USD 698.10 billion in 2024. This market is projected to reach around USD 1,260.84 billion by 2034, growing at a compound annual growth rate (CAGR) of 6.09% from 2025 to 2034.
- U.S.: The U.S. processed meat market size was exhibited at USD 128.28 billion in 2024. It is projected to be worth around USD 235.60 billion by 2034, with a CAGR of 6.25% from 2025 to 2034.
-
Nut Butters:
- Global: The global nut butters market was valued at USD 3.70 billion in 2024. It is projected to grow to USD 6.01 billion by 2035, exhibiting a CAGR of 4.50% from 2025 to 2035.
-
Plant-Based Proteins:
- Global: The global plant-based protein market is projected to grow from USD 20.3 billion in 2025 to USD 46 billion by 2035, registering a CAGR of 8.5%.
- U.S.: The U.S. plant-based protein market was valued at over USD 1.170 billion in 2025.
- Chili and Stews: null
-
Snacks and Appetizers:
- Global: The global snacks market size was estimated at USD 719.18 billion in 2024. This market is projected to reach USD 922.08 billion by 2030, growing at a CAGR of 4.3% from 2025 to 2030.
- U.S.: null
-
Foodservice Products:
- Global: The global foodservice market was valued at USD 3 trillion in 2024. It is expected to grow at a CAGR of 3.4% from 2025 to 2030, reaching USD 3.67 trillion by 2030.
- U.S.: The U.S. food service market size was valued at USD 1,202.65 billion in 2024. The market is projected to grow to USD 2,066.21 billion by 2032, exhibiting a CAGR of 7.0% during the forecast period.
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Hormel Foods (HRL) is focusing on several key drivers to fuel revenue growth over the next two to three years:
- Strategic Initiatives and Operational Modernization: The company's "Transform and Modernize" (T&M) initiative is a significant driver, aiming for substantial benefits through improved efficiency, automation, and digital transformation. While primarily focused on cost savings and operational improvements, it indirectly supports revenue growth by strengthening capabilities and enabling reinvestment in the business. The initiative is projected to deliver incremental benefits of $100 million to $150 million in fiscal 2025.
- Growth in Key Retail Brands and Categories: Hormel plans to drive growth in its retail segment by maintaining a robust portfolio, investing in marketing, and innovation. Specific focus areas include fueling growth for the Planters snack nuts business, the SPAM family of products, and its value-added turkey portfolio. The retail segment demonstrated strong performance in Q3 2025, with volume and net sales increasing by 5% year-over-year in these key areas.
- Expansion of Foodservice Leadership: Hormel is committed to expanding its leadership in the Foodservice business. Strategies include establishing digital leadership, growing key categories such as bacon, pizza toppings, turkey, and premium prepared proteins, and increasing its presence in convenience stores. The Foodservice segment has consistently outperformed the broader industry, achieving organic volume and net sales growth.
- International Market Expansion: The international segment, particularly the China market, is a strong contributor to top-line growth. Hormel is focusing on customer and distribution expansions, along with innovative product offerings in China. Robust exports of brands like SPAM luncheon meat are also contributing significantly to international sales growth.
- Targeted Pricing Actions: To counter inflationary pressures and improve profitability, Hormel is implementing targeted pricing actions. These strategic price adjustments are expected to contribute positively to top-line revenue growth in the coming quarters.
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Share Repurchases
- Share repurchases have been relatively small in recent fiscal years, with quarterly amounts such as $10.31 million in October 2021 and $12.30 million in April 2023.
- Hormel Foods' capital allocation strategy has historically prioritized dividends over significant share buybacks, partly due to the Hormel Foundation's 46% ownership.
- As of the first six months of fiscal 2025, the company did not repurchase any shares, though a share repurchase authorization remains active with no expiration date.
Share Issuance
- Hormel Foods has issued small amounts of stock annually, contributing to a slight headwind for earnings per share growth.
Outbound Investments
- In February 2020, Hormel Foods acquired Sadler's Smokehouse for $270 million.
- The company acquired the Planters snacking portfolio from Kraft Heinz Company in June 2021 for $3.35 billion in cash, with an effective purchase price of $2.79 billion after tax benefits, significantly expanding its presence in the snacking category.
- During the fourth quarter of fiscal 2022, Hormel Foods purchased a 30% minority interest in PT Garudafood Putra Putri Jaya Tbk, an Indonesian food and beverage company, to expand its presence in Southeast Asia.
Capital Expenditures
- Capital expenditures were $368 million in fiscal 2020, $232 million in fiscal 2021, $279 million in fiscal 2022, $270 million in fiscal 2023, and $256 million in fiscal 2024.
- Estimated capital expenditures for fiscal 2025 are approximately $300 million.
- The primary focus of recent capital expenditures includes capacity expansions for products such as retail and foodservice pepperoni, SPAM products, Hormel® Fire Braised™ products, and Applegate® products, alongside investments in data and technology and supply chain efficiency initiatives.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to HRL. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BF-B | Brown-Forman | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -8.9% | -8.9% | -8.9% |
| 11302025 | CPB | Campbell's | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -7.6% | -7.6% | -9.2% |
| 11212025 | ENR | Energizer | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 13.1% | 13.1% | -5.3% |
| 11212025 | FLO | Flowers Foods | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 5.4% | 5.4% | -1.6% |
| 11142025 | CLX | Clorox | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -5.0% | -5.0% | -6.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Hormel Foods
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 51.32 |
| Mkt Cap | 158.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.2% |
| Rev Chg 3Y Avg | 2.2% |
| Rev Chg Q | 8.3% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Mgn LTM | 12.5% |
| Op Mgn 3Y Avg | 12.3% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 14.6% |
| CFO/Rev 3Y Avg | 17.1% |
| FCF/Rev LTM | 11.6% |
| FCF/Rev 3Y Avg | 12.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 158.8 |
| P/S | 2.7 |
| P/EBIT | 21.2 |
| P/E | 33.0 |
| P/CFO | 18.5 |
| Total Yield | 5.2% |
| Dividend Yield | 2.1% |
| FCF Yield 3Y Avg | 5.7% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 1.7% |
| 3M Rtn | 4.9% |
| 6M Rtn | 10.9% |
| 12M Rtn | 10.1% |
| 3Y Rtn | 73.6% |
| 1M Excs Rtn | -1.1% |
| 3M Excs Rtn | 0.6% |
| 6M Excs Rtn | -1.3% |
| 12M Excs Rtn | -4.6% |
| 3Y Excs Rtn | -6.2% |
Comparison Analyses
Price Behavior
| Market Price | $24.26 | |
| Market Cap ($ Bil) | 13.4 | |
| First Trading Date | 01/02/1990 | |
| Distance from 52W High | -21.4% | |
| 50 Days | 200 Days | |
| DMA Price | $23.14 | $26.85 |
| DMA Trend | down | down |
| Distance from DMA | 4.8% | -9.6% |
| 3M | 1YR | |
| Volatility | 25.6% | 26.1% |
| Downside Capture | -8.04 | 14.18 |
| Upside Capture | -9.43 | -10.20 |
| Correlation (SPY) | -1.9% | 5.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.05 | -0.04 | -0.00 | 0.06 | 0.08 | 0.16 |
| Up Beta | 0.23 | 1.08 | 1.13 | 0.98 | 0.25 | 0.21 |
| Down Beta | -0.98 | 0.00 | -0.00 | -0.03 | 0.02 | 0.02 |
| Up Capture | 92% | -48% | -43% | -39% | -11% | 1% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 12 | 19 | 29 | 62 | 119 | 362 |
| Down Capture | -30% | -26% | -20% | 15% | 12% | 60% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 7 | 22 | 33 | 62 | 128 | 376 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of HRL With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| HRL | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -20.2% | 0.5% | 17.8% | 72.1% | 8.6% | 4.4% | -8.3% |
| Annualized Volatility | 25.9% | 13.9% | 19.4% | 19.3% | 15.2% | 17.0% | 35.0% |
| Sharpe Ratio | -0.90 | -0.20 | 0.72 | 2.70 | 0.34 | 0.09 | -0.08 |
| Correlation With Other Assets | 55.5% | 5.8% | -1.8% | -10.7% | 39.5% | 0.1% | |
ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of HRL With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| HRL | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -10.1% | 5.7% | 14.7% | 18.7% | 11.5% | 4.6% | 30.8% |
| Annualized Volatility | 23.3% | 13.0% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | -0.48 | 0.23 | 0.70 | 0.97 | 0.50 | 0.16 | 0.57 |
| Correlation With Other Assets | 48.5% | 12.2% | 4.6% | -0.1% | 27.9% | -1.5% | |
ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 10-Year Data
| Comparison of HRL With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| HRL | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -2.5% | 7.3% | 14.8% | 15.3% | 7.0% | 5.3% | 69.2% |
| Annualized Volatility | 23.1% | 14.7% | 18.0% | 14.7% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | -0.11 | 0.37 | 0.71 | 0.86 | 0.32 | 0.22 | 0.90 |
| Correlation With Other Assets | 54.9% | 26.1% | 5.7% | 1.8% | 33.0% | 2.7% | |
ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 12/4/2025 | 0.7% | -1.9% | |
| 8/28/2025 | 0.9% | 1.7% | -2.3% |
| 5/29/2025 | 1.0% | 1.1% | -0.4% |
| 2/27/2025 | 0.9% | 2.2% | 7.0% |
| 12/4/2024 | 2.7% | 3.6% | -4.1% |
| 9/4/2024 | 3.5% | 1.1% | 0.3% |
| 5/30/2024 | 0.6% | 0.3% | -1.2% |
| 2/29/2024 | -5.5% | -3.8% | -1.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 11 | 9 |
| # Negative | 11 | 13 | 15 |
| Median Positive | 1.1% | 3.6% | 5.2% |
| Median Negative | -4.6% | -5.0% | -4.1% |
| Max Positive | 7.4% | 13.6% | 16.5% |
| Max Negative | -6.6% | -9.3% | -10.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 10312025 | 12052025 | 10-K 10/26/2025 |
| 7312025 | 8282025 | 10-Q 7/27/2025 |
| 4302025 | 5292025 | 10-Q 4/27/2025 |
| 1312025 | 2272025 | 10-Q 1/26/2025 |
| 10312024 | 12052024 | 10-K 10/27/2024 |
| 7312024 | 9042024 | 10-Q 7/28/2024 |
| 4302024 | 5302024 | 10-Q 4/28/2024 |
| 1312024 | 2292024 | 10-Q 1/28/2024 |
| 10312023 | 12062023 | 10-K 10/29/2023 |
| 7312023 | 8312023 | 10-Q 7/30/2023 |
| 4302023 | 6012023 | 10-Q 4/30/2023 |
| 1312023 | 3022023 | 10-Q 1/29/2023 |
| 10312022 | 12062022 | 10-K 10/30/2022 |
| 7312022 | 9012022 | 10-Q 7/31/2022 |
| 4302022 | 6022022 | 10-Q 5/1/2022 |
| 1312022 | 3082022 | 10-Q 1/30/2022 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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