Dec 31, 2025 • MarketBeat
NEUTRAL
Hormel Foods (NYSE:HRL) Raised to Hold at Zacks Research
Zacks Research upgraded Hormel Foods (NYSE:HRL) from a "strong sell" to a "hold" rating, aligning with the current consensus among analysts. The company's stock is trading near its 12-month low despite beating EPS estimates in the last quarter, though it missed on revenue and provided conservative FY2026 guidance. Institutional ownership remains significant at approximately 41%.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Hormel Foods Is Rebuilding the Center of the Plate for a Post-Pandemic Grocery Aisle
Hormel Foods is undergoing a significant transformation, evolving from a legacy pantry brand known for SPAM and Skippy into a data-driven, diversified protein platform. The company is strategically repositioning its portfolio to offer convenient, affordable, and values-aligned protein options, addressing modern consumer demands and retail needs. This involves curating an ecosystem of brands, innovations, and ready-to-eat platforms to create a resilient engine for the protein market.
Dec 30, 2025 • Insider Monkey
NEUTRAL
Barclays Trims Hormel (HRL) Target as Agriculture Outlook Turns Uneven
Barclays lowered its price target for Hormel Foods Corporation (NYSE: HRL) to $30 from $31, maintaining an Overweight rating, as the firm anticipates uneven results in agriculture markets for 2026. This adjustment is part of Barclays' broader outlook for the Americas agribusiness group, which favors seeds over crude protein. Separately, Hormel completed a transaction with Forward Consumer Partners for its JUSTIN’S brand, resulting in a joint ownership structure aimed at brand growth.
Dec 30, 2025 • Yahoo Finance
SOMEWHAT-BULLISH
Revenue Opportunities and Competition in the UK Meat Snacks Market, 2025-2033, Featuring Nestle, Hormel Foods, Conagra Brands, Bridgford Foods, Hershey and More
The UK meat snacks market is projected to grow from US$335.18 million in 2024 to US$557.69 million by 2033, driven by consumer demand for protein-rich, convenient snacks and product innovation. Key factors include the popularity of high-protein diets, new flavor profiles, and expanded retail distribution, despite challenges posed by concerns over red meat consumption and sustainability. The market is competitive, with both established and new brands vying for share through R&D and strategic partnerships.
Dec 29, 2025 • Supermarket Perimeter
SOMEWHAT-BULLISH
Hormel names new chief marketing officer
Hormel Foods Corp. has appointed Jason Levine as its new enterprise-wide chief marketing officer, a newly created role. Levine brings over 20 years of experience in consumer-packaged goods, including leadership positions at Mondelēz International and PIM Brands. His focus will be on advancing marketing capabilities, brand strategy, and digital engagement to drive growth across Hormel's businesses.
Dec 25, 2025 • TradingView — Track All Markets
SOMEWHAT-BULLISH
Shelf-Stable Food Stocks Q3 Teardown: Hershey (NYSE:HSY) Vs The Rest
This article provides a Q3 earnings teardown of shelf-stable food stocks, highlighting the performance of Hershey (HSY) and its peers. It analyzes the revenues, EBITDA, and stock performance of companies like J&J Snack Foods (JJSF), TreeHouse Foods (THS), Hormel Foods (HRL), and BellRing Brands (BRBR), noting their individual strengths and weaknesses in the recent quarter. Overall, the sector showed mixed results with some companies exceeding expectations and others falling short, yet collectively experiencing a slight decline in stock prices.