Hormel Foods delivered solid organic top-line growth and met expectations despite higher commodity costs and a challenging macro environment. Key brand performances and international growth were notable positives, while interest income and Turkey supply challenges were concerns.

Company Guidance -

Q3 2025

During Hormel Foods Corporation's second quarter earnings call for fiscal 2025, they provided guidance and insights into their performance and expectations for the remainder of the year. Hormel reported solid organic top-line growth with net sales of $2.9 billion, a 1% organic increase from the previous year. The company expects strong second-half growth, forecasting net sales growth of 2% to 3% for the full year and adjusted diluted earnings per share between $1.58 and $1.68. Key drivers include the Planters brand recovery, the Turkey portfolio, and the Transform and Modernize (T&M) initiative, targeting $100 million to $150 million in incremental benefits. Hormel anticipates low single-digit net sales growth in Retail, mid-single-digit growth in Foodservice, and high single-digit growth in its International segment. Additionally, they are poised to overcome challenges such as tariff impacts and higher commodity input costs, with the company focusing on delivering long-term value through strategic execution and enhancing operational efficiencies.

Solid Organic Top-Line Growth

Hormel Foods reported a 1% organic increase in net sales for the quarter, reaching $2.9 billion, driven by flagship and rising brands maintaining leadership positions in the marketplace.

Successful Retail Innovations

The Applegate brand experienced incredible sales growth, and the launch of the Convenience Breakfast platform and new chicken products expanded its market reach, reinforcing growth potential.

International Business Growth

The International segment delivered strong top-line growth with impressive double-digit volume and net sales growth in exports and robust growth in China.

Planters and SPAM Brand Performance

Planters snack nuts exceeded second quarter expectations, and SPAM continues to show global momentum, with strategic efforts expanding beyond the Center-Store.

Transform and Modernize Initiative Progress

Hormel Foods is on track with its Transform and Modernize initiative, achieving milestones like the opening of a new distribution center and advancing operational excellence.

Hormel Foods (HRL) Earnings, Revenues Date & History

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HRL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 28, 2025	2025 (Q3)	0.40 / -	0.37	―	―	―
May 30, 2025	2025 (Q2)	0.34 / 0.35	0.38	-7.89% (-0.03)
Feb 27, 2025	2025 (Q1)	0.38 / 0.35	0.41	-14.63% (-0.06)
Dec 04, 2024	2024 (Q4)	0.42 / 0.42	0.42	0.00% (0.00)
Sep 04, 2024	2024 (Q3)	0.36 / 0.37	0.4	-7.50% (-0.03)
May 30, 2024	2024 (Q2)	0.36 / 0.38	0.4	-5.00% (-0.02)
Feb 29, 2024	2024 (Q1)	0.34 / 0.41	0.4	2.50% (<+0.01)
Nov 29, 2023	2023 (Q4)	0.44 / 0.42	0.51	-17.65% (-0.09)
Aug 31, 2023	2023 (Q3)	0.41 / 0.40	0.4	0.00% (0.00)
Jun 01, 2023	2023 (Q2)	0.39 / 0.40	0.48	-16.67% (-0.08)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HRL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 30, 2025	$30.09	$30.39	+1.00%
Feb 27, 2025	$28.18	$27.84	-1.21%
Dec 04, 2024	$30.91	$31.08	+0.55%
Sep 04, 2024	$31.90	$29.86	-6.39%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.