Seneca Foods (SENEA)
Market Price (9/11/2026): $188.22 | Market Cap: $1.3 BilSector: Consumer Staples | Industry: Packaged Foods & Meats
Seneca Foods (SENEA)
Market Price (9/11/2026): $188.22Market Cap: $1.3 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 9.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.2%, FCF Yield is 18% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 12% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% Low stock price volatilityVol 12M is 41% Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, and Vegan Products. | Key risksSENEA key risks include [1] a substantial sales concentration (~83%) in canned vegetables, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.2%, FCF Yield is 18% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 12% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Low stock price volatilityVol 12M is 41% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, and Vegan Products. |
| Key risksSENEA key risks include [1] a substantial sales concentration (~83%) in canned vegetables, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 9/10/2026
Seneca Foods (SENEA) stock has gained about 30% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2027 Earnings Performance with Significant Revenue Growth.
Seneca Foods (SENEA) reported robust financial results for its fiscal first quarter 2027, which ended on June 27, 2026. Net sales reached $405.2 million, marking a substantial 36.2% increase from $297.5 million in the prior-year period. This revenue figure exceeded analyst estimates by 24%. The growth was primarily driven by a $96.8 million increase from higher sales volumes and an additional $10.9 million from higher selling prices and a favorable product mix. Net earnings for the quarter also rose by 31.1% year-over-year to $19.5 million, with diluted earnings per share (EPS) increasing by 33.2% to $2.85 from $2.14.
2. Strategic Acquisition Boosting Sales Volume and Market Presence.
The acquisition of the U.S. Green Giant Frozen business from B&G Foods, completed in March 2026, significantly contributed to Seneca Foods' increased sales volumes in fiscal Q1 2027. CEO Paul Palmby explicitly attributed the quarter's sales growth to this acquisition, alongside continued private-label growth and timing in the co-pack business. This strategic move expanded Seneca Foods' footprint and scale within the frozen vegetable category, reuniting the iconic Green Giant brand with its canned and frozen operations.
Show more
Seneca Foods (SENEA) stock has gained about 30% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2027 Earnings Performance with Significant Revenue Growth.
Seneca Foods (SENEA) reported robust financial results for its fiscal first quarter 2027, which ended on June 27, 2026. Net sales reached $405.2 million, marking a substantial 36.2% increase from $297.5 million in the prior-year period. This revenue figure exceeded analyst estimates by 24%. The growth was primarily driven by a $96.8 million increase from higher sales volumes and an additional $10.9 million from higher selling prices and a favorable product mix. Net earnings for the quarter also rose by 31.1% year-over-year to $19.5 million, with diluted earnings per share (EPS) increasing by 33.2% to $2.85 from $2.14.
2. Strategic Acquisition Boosting Sales Volume and Market Presence.
The acquisition of the U.S. Green Giant Frozen business from B&G Foods, completed in March 2026, significantly contributed to Seneca Foods' increased sales volumes in fiscal Q1 2027. CEO Paul Palmby explicitly attributed the quarter's sales growth to this acquisition, alongside continued private-label growth and timing in the co-pack business. This strategic move expanded Seneca Foods' footprint and scale within the frozen vegetable category, reuniting the iconic Green Giant brand with its canned and frozen operations.
Show more
Updated on 9/10/2026
Seneca Foods (SENEA) stock has gained about 30% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2027 Earnings Performance with Significant Revenue Growth.
Seneca Foods (SENEA) reported robust financial results for its fiscal first quarter 2027, which ended on June 27, 2026. Net sales reached $405.2 million, marking a substantial 36.2% increase from $297.5 million in the prior-year period. This revenue figure exceeded analyst estimates by 24%. The growth was primarily driven by a $96.8 million increase from higher sales volumes and an additional $10.9 million from higher selling prices and a favorable product mix. Net earnings for the quarter also rose by 31.1% year-over-year to $19.5 million, with diluted earnings per share (EPS) increasing by 33.2% to $2.85 from $2.14.
2. Strategic Acquisition Boosting Sales Volume and Market Presence.
The acquisition of the U.S. Green Giant Frozen business from B&G Foods, completed in March 2026, significantly contributed to Seneca Foods' increased sales volumes in fiscal Q1 2027. CEO Paul Palmby explicitly attributed the quarter's sales growth to this acquisition, alongside continued private-label growth and timing in the co-pack business. This strategic move expanded Seneca Foods' footprint and scale within the frozen vegetable category, reuniting the iconic Green Giant brand with its canned and frozen operations.
3. Improved Operational Efficiency and Enhanced Cash Generation.
Seneca Foods demonstrated improved operational performance and strong cash flow generation in the period. Operating income for fiscal Q1 2027 increased by 12.9% year-over-year, reaching $26.2 million. The company's cash position strengthened considerably, with net cash provided by operating activities surging to $109.1 million, up from $53.7 million in the comparable prior-year quarter. This led to an increase in cash and cash equivalents to $86.9 million, compared to $12.1 million a year earlier. Furthermore, long-term debt decreased from $259.5 million as of June 28, 2025, to $185.4 million. The company's fiscal 2026 also saw record full-year FIFO diluted EPS of $14.15, driven by more normalized pack costs in calendar 2025, indicating positive underlying momentum.
4. Favorable Analyst Sentiment and Attractive Valuation.
Despite the recent stock gains, analysts maintained a positive outlook for Seneca Foods, with some noting the stock's attractive valuation relative to peers. A report from August 23, 2026, highlighted that Seneca Foods traded at the lowest Price-to-Earnings (P/E) and Enterprise Value to EBITDA (EV/EBITDA) multiples among its competitors, suggesting potential for continued upside. Analysts covering the stock provided a median 12-month price target of $202. This positive sentiment, coupled with strong financial results, likely contributed to the sustained upward trend in the stock price.
Show less
Seneca Foods (SENEA) stock has gained about 30% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Q1 2027 Earnings Performance with Significant Revenue Growth.
Seneca Foods (SENEA) reported robust financial results for its fiscal first quarter 2027, which ended on June 27, 2026. Net sales reached $405.2 million, marking a substantial 36.2% increase from $297.5 million in the prior-year period. This revenue figure exceeded analyst estimates by 24%. The growth was primarily driven by a $96.8 million increase from higher sales volumes and an additional $10.9 million from higher selling prices and a favorable product mix. Net earnings for the quarter also rose by 31.1% year-over-year to $19.5 million, with diluted earnings per share (EPS) increasing by 33.2% to $2.85 from $2.14.
2. Strategic Acquisition Boosting Sales Volume and Market Presence.
The acquisition of the U.S. Green Giant Frozen business from B&G Foods, completed in March 2026, significantly contributed to Seneca Foods' increased sales volumes in fiscal Q1 2027. CEO Paul Palmby explicitly attributed the quarter's sales growth to this acquisition, alongside continued private-label growth and timing in the co-pack business. This strategic move expanded Seneca Foods' footprint and scale within the frozen vegetable category, reuniting the iconic Green Giant brand with its canned and frozen operations.
3. Improved Operational Efficiency and Enhanced Cash Generation.
Seneca Foods demonstrated improved operational performance and strong cash flow generation in the period. Operating income for fiscal Q1 2027 increased by 12.9% year-over-year, reaching $26.2 million. The company's cash position strengthened considerably, with net cash provided by operating activities surging to $109.1 million, up from $53.7 million in the comparable prior-year quarter. This led to an increase in cash and cash equivalents to $86.9 million, compared to $12.1 million a year earlier. Furthermore, long-term debt decreased from $259.5 million as of June 28, 2025, to $185.4 million. The company's fiscal 2026 also saw record full-year FIFO diluted EPS of $14.15, driven by more normalized pack costs in calendar 2025, indicating positive underlying momentum.
4. Favorable Analyst Sentiment and Attractive Valuation.
Despite the recent stock gains, analysts maintained a positive outlook for Seneca Foods, with some noting the stock's attractive valuation relative to peers. A report from August 23, 2026, highlighted that Seneca Foods traded at the lowest Price-to-Earnings (P/E) and Enterprise Value to EBITDA (EV/EBITDA) multiples among its competitors, suggesting potential for continued upside. Analysts covering the stock provided a median 12-month price target of $202. This positive sentiment, coupled with strong financial results, likely contributed to the sustained upward trend in the stock price.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 29.5% change in SENEA stock from 5/31/2026 to 9/10/2026 was primarily driven by a 20.9% change in the company's Net Income Margin (%).| (LTM values as of) | 5312026 | 9102026 | Change |
|---|---|---|---|
| Stock Price ($) | 143.79 | 186.19 | 29.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,612 | 1,767 | 9.7% |
| Net Income Margin (%) | 5.6% | 6.7% | 20.9% |
| P/E Multiple | 10.9 | 10.6 | -3.2% |
| Shares Outstanding (Mil) | 7 | 7 | 0.9% |
| Cumulative Contribution | 29.5% |
Market Drivers
5/31/2026 to 9/10/2026| Return | Correlation | |
|---|---|---|
| SENEA | 29.5% | |
| Market (SPY) | 0.2% | 5.1% |
| Sector (XLP) | 0.2% | 37.0% |
Fundamental Drivers
The 34.0% change in SENEA stock from 2/28/2026 to 9/10/2026 was primarily driven by a 20.9% change in the company's Net Income Margin (%).| (LTM values as of) | 2282026 | 9102026 | Change |
|---|---|---|---|
| Stock Price ($) | 138.98 | 186.19 | 34.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,612 | 1,767 | 9.7% |
| Net Income Margin (%) | 5.6% | 6.7% | 20.9% |
| P/E Multiple | 10.6 | 10.6 | 0.1% |
| Shares Outstanding (Mil) | 7 | 7 | 0.9% |
| Cumulative Contribution | 34.0% |
Market Drivers
2/28/2026 to 9/10/2026| Return | Correlation | |
|---|---|---|
| SENEA | 34.0% | |
| Market (SPY) | 10.8% | 2.0% |
| Sector (XLP) | -7.2% | 24.5% |
Fundamental Drivers
The 64.5% change in SENEA stock from 8/31/2025 to 9/10/2026 was primarily driven by a 144.2% change in the company's Net Income Margin (%).| (LTM values as of) | 8312025 | 9102026 | Change |
|---|---|---|---|
| Stock Price ($) | 113.20 | 186.19 | 64.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,572 | 1,767 | 12.5% |
| Net Income Margin (%) | 2.8% | 6.7% | 144.2% |
| P/E Multiple | 17.9 | 10.6 | -41.0% |
| Shares Outstanding (Mil) | 7 | 7 | 1.6% |
| Cumulative Contribution | 64.5% |
Market Drivers
8/31/2025 to 9/10/2026| Return | Correlation | |
|---|---|---|
| SENEA | 64.5% | |
| Market (SPY) | 18.5% | 1.4% |
| Sector (XLP) | 5.0% | 26.5% |
Fundamental Drivers
The 285.8% change in SENEA stock from 8/31/2023 to 9/10/2026 was primarily driven by a 282.3% change in the company's Net Income Margin (%).| (LTM values as of) | 8312023 | 9102026 | Change |
|---|---|---|---|
| Stock Price ($) | 48.26 | 186.19 | 285.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,543 | 1,767 | 14.6% |
| Net Income Margin (%) | 1.8% | 6.7% | 282.3% |
| P/E Multiple | 13.5 | 10.6 | -21.5% |
| Shares Outstanding (Mil) | 8 | 7 | 12.2% |
| Cumulative Contribution | 285.8% |
Market Drivers
8/31/2023 to 9/10/2026| Return | Correlation | |
|---|---|---|
| SENEA | 285.8% | |
| Market (SPY) | 74.2% | 9.1% |
| Sector (XLP) | 23.0% | 24.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SENEA Return | 20% | 27% | -14% | 51% | 40% | 73% | 380% |
| Peers Return | -0% | 11% | -5% | -15% | -29% | -4% | -40% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| SENEA Win Rate | 50% | 58% | 50% | 67% | 67% | 67% | |
| Peers Win Rate | 47% | 65% | 45% | 48% | 42% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| SENEA Max Drawdown | -30% | -22% | -50% | -20% | -17% | -21% | |
| Peers Max Drawdown | -28% | -29% | -34% | -31% | -35% | -29% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: BGS, CAG, LW, CPB, KHC.
[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] 2026 data is for the year up to 9/10/2026 (YTD)
How Low Can It Go
| Event | SENEA | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -43.5% | -6.7% |
| % Gain to Breakeven | 76.9% | 7.1% |
| Time to Breakeven | 294 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -29.7% | -33.7% |
| % Gain to Breakeven | 42.3% | 50.9% |
| Time to Breakeven | 119 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -17.9% | -19.2% |
| % Gain to Breakeven | 21.8% | 23.8% |
| Time to Breakeven | 287 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -10.5% | -12.2% |
| % Gain to Breakeven | 11.7% | 13.9% |
| Time to Breakeven | 15 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -15.8% | -6.8% |
| % Gain to Breakeven | 18.7% | 7.3% |
| Time to Breakeven | 107 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -26.7% | -17.9% |
| % Gain to Breakeven | 36.4% | 21.8% |
| Time to Breakeven | 78 days | 123 days |
In The Past
Seneca Foods's stock fell -0.7% during the 2025 US Tariff Shock. Such a loss loss requires a 0.8% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | SENEA | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -43.5% | -6.7% |
| % Gain to Breakeven | 76.9% | 7.1% |
| Time to Breakeven | 294 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -29.7% | -33.7% |
| % Gain to Breakeven | 42.3% | 50.9% |
| Time to Breakeven | 119 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -26.7% | -17.9% |
| % Gain to Breakeven | 36.4% | 21.8% |
| Time to Breakeven | 78 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -34.3% | -53.4% |
| % Gain to Breakeven | 52.2% | 114.4% |
| Time to Breakeven | 113 days | 1085 days |
In The Past
Seneca Foods's stock fell -0.7% during the 2025 US Tariff Shock. Such a loss loss requires a 0.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Seneca Foods (SENEA)
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Seneca Foods Corporation (SENEA) is a major player in the food industry, primarily specializing in the production and distribution of packaged fruits and vegetables. The company's product portfolio spans a wide range, including canned, frozen, and bottled produce, as well as snack chips and other food items. These products are offered under Seneca's own national and regional brands, such as Seneca, Libby's, Aunt Nellie's, READ, Green Valley, and CherryMan, and it also performs contract packing for popular brands like Green Giant and Del Monte.
Beyond its core food products, Seneca Foods diversifies its operations by selling cans and ends, and by engaging in trucking and aircraft services. The company serves a broad customer base, including various grocery outlets like supermarkets, mass merchandisers, and club stores. It also supplies food service distributors, industrial markets, and other food packagers. With a global reach, Seneca Foods exports its products to customers in 90 countries and provides food for federal, state, and local government programs.
```AI Analysis | Feedback
Here are 1-3 brief analogies to describe Seneca Foods (SENEA):
- Like the Conagra Brands of canned and frozen fruits and vegetables.
- Imagine a company similar to TreeHouse Foods, known for making store-brand and contract-packed foods, but also owning well-known produce brands like Libby's and Seneca.
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- Packaged Food Products: Offers a variety of canned, frozen, and bottled fruits, vegetables, snack chips, and other food items under private labels and owned/licensed brands.
- Contract Packing Services: Produces and sells vegetable products for other major brands like Green Giant and Del Monte under contract.
- Cans and Ends Sales: Sells packaging components, specifically cans and ends.
- Trucking Services: Provides transportation services.
- Aircraft Operations: Engages in operations related to aircraft.
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Seneca Foods (SENEA) primarily sells to other companies and organizations rather than directly to individuals. Based on the company description, its major customers include:
- B&G Foods, Inc. (NYSE: BGS): Seneca Foods produces and sells Green Giant vegetable products under contract packing agreements. B&G Foods owns the Green Giant brand.
- Del Monte Foods (private company): Seneca Foods produces and sells Del Monte vegetable products under contract packing agreements.
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Major Retail Chains (Grocery Outlets): Seneca Foods supplies products to grocery outlets, including supermarkets, mass merchandisers, club stores, and dollar stores. While specific names are not provided in the background, this category encompasses major retail companies such as:
- Walmart Inc. (NYSE: WMT)
- The Kroger Co. (NYSE: KR)
- Target Corporation (NYSE: TGT)
- Costco Wholesale Corporation (NASDAQ: COST)
- Dollar General Corporation (NYSE: DG)
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Food Service Distributors: Seneca Foods sells to food service distributors. These are companies that supply food to restaurants, institutions, and other commercial clients. Major companies in this category include:
- Sysco Corporation (NYSE: SYY)
- US Foods Holding Corp. (NYSE: USFD)
- Government Entities: Seneca Foods supplies federal, state, and local governments for school and other feeding programs.
- Industrial Markets and Other Food Packagers: Seneca Foods also sells to industrial markets and other food packagers, though specific company names are not mentioned in the description.
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Paul L. Palmby, President and Chief Executive Officer
Mr. Palmby has served as the President and Chief Executive Officer of Seneca Foods since October 2020. Prior to this role, he was the Executive Vice President and Chief Operating Officer from 2006 to 2020. He also held positions as President of the Vegetable Division from 2005 to 2006 and Vice President of Operations from 1999 to 2004. Mr. Palmby joined the company in February 1987. He has been appointed twice by the Governor of Wisconsin and has served on the Board of the Department of Agriculture, Trade and Consumer Protection for the state since 2015.
Michael Wolcott, Chief Financial Officer, Treasurer, and Senior Vice President
Mr. Wolcott joined Seneca Foods in 2017. He currently serves as the Chief Financial Officer, Treasurer, and Senior Vice President. His previous roles at the company included Vice President of Finance and General Manager of Seneca Snack. Before joining Seneca Foods, Mr. Wolcott worked at Barclays Investment Bank in New York City. He holds a B.S. in Finance from Cornell's Dyson School of Applied Economics & Management (2015) and an MBA from Stanford's Graduate School of Business (2022).
Kraig H. Kayser, Non-executive Chairman of the Board
Mr. Kayser was named non-executive Chairman of the Board in November 2021. He previously served as President and Chief Executive Officer of the company from June 1993 until October 2020. From 1991 to 1993, he was the Vice President and Chief Financial Officer. Before his time as CFO at Seneca Foods, he was a Vice President of J. P. Morgan Investment Management, Inc. from 1989 to 1991. Mr. Kayser holds a B.A. in Economics from Hamilton College (1982) and an MBA in Finance from Cornell University (1984).
Julie A. Roloson, Senior Vice President Human Resources and Chief Administrative Officer
Ms. Roloson joined Seneca Foods in October 2023, serving as Senior Vice President Human Resources and Chief Administrative Officer. Prior to joining Seneca Foods, she held positions as Senior Human Resources Director for various manufacturing companies on the East Coast.
Carl A. Cichetti, Senior Vice President Technology and Planning, Chief Information Officer
Mr. Cichetti has been the Senior Vice President Technology and Planning since 2009 and Chief Information Officer of Seneca Foods since 2006. His previous experience includes serving as a Senior Consultant of Navint (Technology Consulting) from 2004 to 2005 and Senior Vice President of Technology at Citigroup from 2001 to 2004.
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Key Business Risks for Seneca Foods (SENEA)
Seneca Foods Corporation, a prominent provider of packaged fruits and vegetables, faces several key business risks, primarily stemming from its reliance on agricultural commodities, evolving consumer preferences, and fluctuating operational costs.
- Agricultural Volatility and Climate Change Impact: Seneca Foods is heavily dependent on the availability and cost of raw produce. Adverse weather conditions, such as the rainy growing season noted in fiscal year 2025, can significantly impact crop yields, leading to increased raw material costs and lower gross margins. This susceptibility to agricultural volatility directly affects the company's financial performance.
- Shifting Consumer Preferences and Intense Market Competition: The food processing industry is highly competitive, and Seneca Foods operates largely as a private-label manufacturer. There is a recognized long-term trend of consumers moving away from traditional canned goods toward fresh or frozen alternatives, which directly challenges Seneca's core market. The company also faces competition from retailers' private label products and larger branded food companies.
- Rising Input Costs and Supply Chain Volatility: Seneca Foods is exposed to significant material cost increases for essential inputs, including raw produce, steel for cans, packaging materials, labor, fuel, utilities, and transportation. Additionally, fluctuating tariffs, particularly on steel and aluminum, can inflate packaging costs and pressure profit margins for canned goods. Competitive pressures often limit the company's ability to fully pass these increased costs on to its customers.
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Seneca Foods Corporation operates in several key addressable markets, primarily within the packaged fruits and vegetables sector and the snack chips segment. The estimated market sizes for these main product categories are as follows:
Packaged Fruits and Vegetables
- Canned Fruits and Vegetables:
- In the U.S., the Canned Fruit & Vegetable Processing market was valued at $49.1 billion in 2024 and is projected to reach $50.1 billion in 2025.
- Globally, the Canned Fruits and Vegetables Market was valued at approximately USD 109.4 billion in 2025 and is expected to grow to USD 131.8 billion by 2032.
- Frozen Fruits and Vegetables:
- The U.S. Frozen Fruits and Vegetables market size was valued at USD 7,604 million (approximately $7.6 billion) in 2025 and is projected to reach USD 9,100.6 million by 2034.
- The Global Frozen Fruit and Vegetable Market was valued at USD 55.293 billion in 2024 and is expected to reach USD 95.411 billion by 2032.
Snack Chips
- Potato Chips:
- The U.S. potato chips market size was valued at USD 24.97 billion in 2024 and is expected to reach USD 35.62 billion by 2032.
- The global potato chips market is estimated at USD 45.8 billion in 2025 and is projected to attain a market size of USD 55.1 billion by 2030.
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For Seneca Foods (SENEA), the following are expected drivers of future revenue growth over the next 2-3 years:
- Strategic Acquisitions: Seneca Foods has demonstrated a strategy of growth through strategic acquisitions. A significant example is the November 2023 acquisition of the Green Giant U.S. shelf-stable business, which is noted as a key expansion initiative. The company has also made other acquisitions in the food and beverage sector, including Paradise, Burnettefoods, and Truitt Bros., aiming to expand its market share and enhance sales.
- Higher Sales Volumes and Sustained Demand: The company has consistently reported revenue growth driven by higher sales volumes across recent fiscal periods. Management commentary indicates sustained demand for its products, and the company anticipates delivering more normalized costs and inventory levels to support customer demand, which is expected to further contribute to increased unit volumes.
- Pricing Strategies and Favorable Product Mix: Seneca Foods has benefited from higher selling prices and a favorable product mix, which have contributed to its revenue increases. This suggests an ongoing strategy to optimize pricing and product offerings to drive top-line growth.
- International Market Expansion: Seneca Foods is actively pursuing expansion into new international markets, currently distributing its products to approximately 55 countries. This geographical diversification is a strategic approach to broaden its customer base and generate additional revenue streams.
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Capital Allocation Decisions for Seneca Foods (SENEA)
Share Repurchases
- On August 9, 2023, the Board approved an amendment to the Company's stock repurchase program, increasing the maximum number of shares authorized for repurchase up to 2,500,000 shares of common stock, with no expiration date.
- During fiscal year 2024, the company repurchased 634,231 shares at an average price of $52.23 per share, representing 8.3% of its outstanding shares.
- In fiscal year 2022, Seneca Foods purchased 768,018 common shares at an average price of $49.56 per share, which represented 8.5% of its outstanding common shares.
Share Issuance
- On August 7, 2025, an award of 243 restricted shares of Class A common stock was granted at no cost, with these shares vesting 25% per year over four years under the company's 2007 Equity Incentive Plan.
Outbound Investments
- On March 2, 2026, Seneca Foods announced the acquisition of the Green Giant U.S. frozen business from B&G Foods, which included the Green Giant brand, related intellectual property, U.S. frozen inventory, and the Yuma, Arizona frozen vegetable manufacturing operations.
- On November 8, 2023, the company announced the purchase of assets related to the Green Giant U.S. Shelf-Stable Business.
- Beyond the Green Giant shelf-stable transaction, the company noted limited acquisition opportunities of interest during fiscal year 2024.
Capital Expenditures
- For the nine months ended December 27, 2025, cash from operations supported $27.0 million of capital spending.
- As of March 31, 2024, the company had $18.7 million in deposits paid to vendors for a new can manufacturing line at one of its plant facilities.
- In Q3 2026, Seneca Foods Corp invested $8.2 million in capital expenditures, focusing on funding long-term assets and infrastructure.
Peer Outperformance in Packaged Foods & Meats
SENEA has outperformed 96% of its 46 Packaged Foods & Meats peers over 5Y. Packaged Foods & Meats ranks 10th of 12 industries in Consumer Staples by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Packaged Foods & Meats constituents that SENEA has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
100%
of 52 industry peers · 69.0% return
3Y
98%
of 50 industry peers · 259.9% return
5Y
96%
of 46 industry peers · 282.5% return
No Packaged Foods & Meats peer with a comparable growth profile has beaten SENEA by more than 20pp over 5Y.
Median price return by industry across the Consumer Staples sector, ranked by 5Y. Packaged Foods & Meats is SENEA's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Consumer Staples Merchandise Retail | 12 | 12.3% | 37.9% | 47.0% | NGVC 206% · VLGEA 139% · WMT 131% |
| Tobacco | 6 | -34.2% | 16.1% | 41.0% | PM 131% · MO 100% · TPB 57% |
| Food Retail | 6 | -13.1% | 57.7% | 34.8% | CASY 239% · SFM 212% · KR 49% |
| Food Distributors | 9 | 5.6% | 47.4% | 22.7% | CHEF 300% · USFD 197% · ANDE 165% |
| Soft Drinks & Non-alcoholic Beverages | 12 | -6.7% | -14.9% | 3.2% | COKE 407% · BRFH 199% · CCHGY 123% |
| Brewers | 3 | -18.1% | -33.9% | -0.5% | BUD 45% · TAP 0% · SAM -69% |
| Agricultural Products & Services | 11 | 2.8% | 0.5% | -7.2% | BG 87% · ADM 67% · INGR 35% |
| Household Products | 19 | 0.1% | -8.6% | -22.5% | IPAR 76% · ACU 67% · CL 29% |
| Personal Care Products | 4 | -6.5% | -29.3% | -27.6% | ELF 216% · PG 13% · COTY -68% |
| Packaged Foods & Meats ← | 47 | -23.6% | -32.6% | -40.9% | MAMA 450% · LWAY 379% · SENEA 282% |
| Distillers & Vintners | 5 | -43.6% | -59.4% | -75.1% | STZ -36% · BF-B -58% · MGPI -75% |
| Drug Retail | 3 | -37.7% | -84.6% | -93.2% | HITI -66% · PETS -93% · SCNX -99% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Why Seneca Foods Looks Ripe for a Takeover | 08/12/2026 | |
| Seneca Foods Stock Falls 15% In A Single Day, Should You Buy The Stock? | 04/17/2026 | |
| Seneca Foods Earnings Notes | 12/16/2025 | |
| Would You Still Hold Seneca Foods Stock If It Fell Another 30%? | 10/17/2025 | |
| Seneca Foods (SENEA) Operating Cash Flow Comparison | 02/17/2025 | |
| Seneca Foods (SENEA) Net Income Comparison | 02/16/2025 | |
| Seneca Foods (SENEA) Operating Income Comparison | 02/15/2025 | |
| Seneca Foods (SENEA) Revenue Comparison | 02/13/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 22.66 |
| Mkt Cap | 6.4 |
| Rev LTM | 8,270 |
| Op Inc LTM | 923 |
| FCF LTM | 606 |
| FCF 3Y Avg | 444 |
| CFO LTM | 1,020 |
| CFO 3Y Avg | 998 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -2.2% |
| Rev Chg 3Y Avg | -0.2% |
| Rev Chg Q | 1.1% |
| QoQ Delta Rev Chg LTM | 0.3% |
| Op Inc Chg LTM | -10.8% |
| Op Inc Chg 3Y Avg | -4.8% |
| Op Mgn LTM | 10.8% |
| Op Mgn 3Y Avg | 12.7% |
| QoQ Delta Op Mgn LTM | -0.5% |
| CFO/Rev LTM | 13.3% |
| CFO/Rev 3Y Avg | 12.4% |
| FCF/Rev LTM | 8.4% |
| FCF/Rev 3Y Avg | 7.8% |
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Vegetable | 1,518 | 1,439 | 1,326 | 1,374 | 1,260 |
| Fruit and Snack | 108 | 107 | 101 | 104 | 97 |
| Other | 33 | 32 | 32 | 31 | 28 |
| Last-in, first-out (LIFO) Impact | 0 | 0 | 0 | 0 | 0 |
| Total | 1,660 | 1,579 | 1,459 | 1,509 | 1,385 |
| $ Mil | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Fruit and Vegetable | 51 | 67 | 176 | 66 | -34 |
| Others | 3 | 4 | 3 | -0 | -1 |
| Prepared Foods | 0 | 2 | 4 | -3 | |
| Snack Products | -1 | 0 | 1 | 1 | -0 |
| Total | 53 | 70 | 181 | 71 | -38 |
| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Vegetable | 1,473 | 1,434 | 1,604 | 1,416 | 1,026 |
| Fruit and Snack | 108 | 105 | 101 | 96 | 84 |
| Other | 3 | 2 | 4 | 4 | 3 |
| Last-in, first-out (LIFO) Impact | -337 | -359 | -325 | -302 | -171 |
| Total | 1,248 | 1,181 | 1,384 | 1,213 | 942 |
Price Behavior
Price Behavior
| Market Price | $186.19 | |
| Market Cap ($ Bil) | 1.3 | |
| First Trading Date | 06/03/1998 | |
| Distance from 52W High | -10.2% | |
| 50 Days | 200 Days | |
| DMA Price | $179.83 | $145.78 |
| DMA Trend | up | up |
| Distance from DMA | 3.5% | 27.7% |
| 3M | 1YR | |
| Volatility | 51.3% | 40.8% |
| Downside Capture | 37.55 | -48.51 |
| Upside Capture | 143.72 | 22.19 |
| Correlation (SPY) | 10.9% | 1.3% |
SENEA Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.57 | 0.50 | 0.15 | 0.05 | 0.04 | 0.20 |
| Up Beta | 1.22 | 0.22 | -0.31 | 0.38 | 0.71 | 0.16 |
| Down Beta | -1.43 | -0.42 | -0.33 | -0.18 | -0.13 | 0.22 |
| Up Capture | 325% | 110% | 125% | 30% | 15% | 19% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 14 | 24 | 40 | 76 | 145 | 414 |
| Down Capture | 34% | 54% | -36% | -66% | -94% | -13% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 7 | 18 | 24 | 51 | 105 | 330 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SENEA | |
|---|---|---|---|---|
| SENEA | 69.3% | 40.7% | 1.39 | - |
| Sector ETF (XLP) | 5.1% | 14.5% | 0.12 | 26.7% |
| Equity (SPY) | 17.6% | 12.8% | 0.99 | 1.4% |
| Gold (GLD) | 18.7% | 29.2% | 0.59 | -4.7% |
| Commodities (DBC) | 47.9% | 20.4% | 1.81 | -14.8% |
| Real Estate (VNQ) | 6.6% | 13.6% | 0.22 | 22.0% |
| Bitcoin (BTCUSD) | -29.9% | 43.8% | -0.68 | -4.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SENEA | |
|---|---|---|---|---|
| SENEA | 30.9% | 36.3% | 0.82 | - |
| Sector ETF (XLP) | 5.3% | 13.7% | 0.17 | 28.6% |
| Equity (SPY) | 12.4% | 17.2% | 0.55 | 17.7% |
| Gold (GLD) | 18.5% | 18.8% | 0.80 | 3.2% |
| Commodities (DBC) | 11.5% | 19.5% | 0.46 | 1.4% |
| Real Estate (VNQ) | 0.7% | 18.9% | -0.07 | 25.6% |
| Bitcoin (BTCUSD) | 9.9% | 52.6% | 0.37 | 11.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SENEA | |
|---|---|---|---|---|
| SENEA | 20.3% | 41.0% | 0.59 | - |
| Sector ETF (XLP) | 7.1% | 14.9% | 0.34 | 31.5% |
| Equity (SPY) | 15.1% | 17.9% | 0.71 | 31.4% |
| Gold (GLD) | 12.2% | 16.3% | 0.61 | 1.0% |
| Commodities (DBC) | 8.4% | 18.1% | 0.38 | 9.7% |
| Real Estate (VNQ) | 4.6% | 20.7% | 0.19 | 31.0% |
| Bitcoin (BTCUSD) | 63.4% | 66.2% | 1.03 | 13.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 8/11/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/9/2023 | 8.4% | 20.3% | 27.1% |
| 6/13/2023 | -10.9% | -11.0% | -24.6% |
| 2/8/2023 | 1.4% | -11.2% | -14.1% |
| 11/9/2022 | 5.8% | 0.3% | 1.4% |
| 8/11/2022 | -9.2% | -11.5% | -17.8% |
| 6/10/2022 | -19.3% | -11.9% | -2.3% |
| 2/10/2022 | 4.6% | 9.8% | 11.0% |
| 11/12/2021 | -8.3% | -12.3% | -13.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 5 | 6 |
| # Negative | 5 | 7 | 6 |
| Median Positive | 4.6% | 9.8% | 10.6% |
| Median Negative | -9.2% | -11.2% | -13.8% |
| Max Positive | 12.2% | 28.5% | 49.7% |
| Max Negative | -19.3% | -12.3% | -24.6% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/9/2023 | 8.4% | 20.3% | 27.1% |
| 6/13/2023 | -10.9% | -11.0% | -24.6% |
| 2/8/2023 | 1.4% | -11.2% | -14.1% |
| 11/9/2022 | 5.8% | 0.3% | 1.4% |
| 8/11/2022 | -9.2% | -11.5% | -17.8% |
| 6/10/2022 | -19.3% | -11.9% | -2.3% |
| 2/10/2022 | 4.6% | 9.8% | 11.0% |
| 11/12/2021 | -8.3% | -12.3% | -13.4% |
| 8/11/2021 | -5.7% | -7.1% | -8.8% |
| 6/11/2021 | 2.0% | -5.0% | 8.6% |
| 2/3/2021 | 12.2% | 28.5% | 49.7% |
| 8/5/2020 | 3.0% | 4.4% | 10.2% |
| SUMMARY STATS | |||
| # Positive | 7 | 5 | 6 |
| # Negative | 5 | 7 | 6 |
| Median Positive | 4.6% | 9.8% | 10.6% |
| Median Negative | -9.2% | -11.2% | -13.8% |
| Max Positive | 12.2% | 28.5% | 49.7% |
| Max Negative | -19.3% | -12.3% | -24.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 06/11/2026 | 10-K |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 06/12/2025 | 10-K |
| 12/31/2024 | 02/06/2025 | 10-Q |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 06/13/2024 | 10-K |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 06/13/2023 | 10-K |
| 12/31/2022 | 02/08/2023 | 10-Q |
| 09/30/2022 | 11/09/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 06/11/2026 | 10-K |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 06/12/2025 | 10-K |
| 12/31/2024 | 02/06/2025 | 10-Q |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 06/13/2024 | 10-K |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 06/13/2023 | 10-K |
| 12/31/2022 | 02/08/2023 | 10-Q |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/11/2022 | 10-Q |
| 03/31/2022 | 06/10/2022 | 10-K |
| 12/31/2021 | 02/10/2022 | 10-Q |
| 09/30/2021 | 11/12/2021 | 10-Q |
| 06/30/2021 | 08/11/2021 | 10-Q |
| 03/31/2021 | 06/11/2021 | 10-K |
| 12/31/2020 | 02/03/2021 | 10-Q |
| 09/30/2020 | 11/04/2020 | 10-Q |
| 06/30/2020 | 08/05/2020 | 10-Q |
| 03/31/2020 | 07/02/2020 | 10-K |
| 12/31/2019 | 02/05/2020 | 10-Q |
| 09/30/2019 | 11/06/2019 | 10-Q |
Industry Resources
| Consumer Staples Resources |
| FoodNavigator |
| Consumer Goods Technology (CGT) |
| Beverage Digest |
| Packaged Foods & Meats Resources |
| USDA Data |
| Food Processing |
| Meat+Poultry |
| Just Food |
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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Core Cache Last Updated: 9/10/2026