文章核心观点 - 霍梅尔食品公司(Hormel Foods)第三季度销售额下滑,管理层相应调低了全年业绩指引 [1][2] - 尽管利润表现超预期,但投资者对管理层大幅下调指引感到担忧,导致股价下跌 [2] 公司业绩总结 - 第三季度销售额为29亿美元,同比下降2%,低于华尔街预期 [2] - 第三季度净利润为1.77亿美元,同比增长近9%,超出预期 [2] - 管理层原先预测全年销售额为122亿-125亿美元,现调整为118亿-121亿美元,下降1%-5% [2] 公司前景分析 - 公司股息收益率接近历史高位,表明投资者对公司前景有所担忧 [3] - 但公司是"股息贵族",连续50多年保持并提高股息,未来仍有望维持盈利和股息 [3] - 公司作为成熟企业,未来可能通过改善国际业务和零售业务协同来提升业绩 [3]

Hormel Foods (HRL) reported $2.9 billion in revenue for the quarter ended July 2024, representing a year-overyear decline of 2.2%. EPS of $0.37 for the same period compares to $0.40 a year ago. The reported revenue represents a surprise of -1.94% over the Zacks Consensus Estimate of $2.96 billion. With the consensus EPS estimate being $0.36, the EPS surprise was +2.78%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

Hormel Foods (HRL) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.40 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 2.78%. A quarter ago, it was expected that this maker of Spam canned ham, Dinty Moore stew and other foods would post earnings of $0.35 per share when it actually produced earnings of $0.38, delivering a surprise of 8 ...

Beginning Sept. 4, fans can declare their intention to take 'Pepperoni Time Off' on National Pepperoni Pizza Day to win the Ultimate HORMEL® Pepperoni Pizza Vacation AUSTIN, Minn., Sept. 4, 2024 /PRNewswire/ -- The makers of HORMEL® Pepperoni, America's No. 1 pepperoni brand*, are encouraging fans to lean into their desires and celebrate the most important day of the year — National Pepperoni Pizza Day on Friday, Sept. 20. Fans can enter for a chance to win the Ultimate HORMEL® Pepperoni Pizza Vacation to N ...

财务业绩 - 第三季度营业收入为29亿美元[2] - 第三季度调整后每股收益为0.37美元[2] - 预计2024财年净销售额将在118亿美元至121亿美元之间[3] - 预计2024财年调整后每股收益将在1.57美元至1.63美元之间[3] - 公司第四季度总销售额为28.98亿美元，同比下降2.2%[23] - 公司第四季度零售业务销售额为17.67亿美元，同比下降6.6%[23] - 公司第四季度食品服务业务销售额为9.54亿美元，同比增长7.1%[23] - 公司第四季度国际业务销售额为1.77亿美元，同比下降1.9%[23] - 公司前三季度总销售额为87.83亿美元，同比下降1.5%[23] - 公司前三季度零售业务销售额为54.67亿美元，同比下降5.2%[23] - 公司前三季度食品服务业务销售额为27.99亿美元，同比增长7.4%[23] - 公司前三季度国际业务销售额为5.17亿美元，同比下降4.2%[23] - 公司第四季度总利润为2.25亿美元，同比增长8.7%[23] - 公司前三季度总利润为7.55亿美元，同比下降1.6%[23] - 公司第三季度收入为28.02亿美元，同比增长3.1%[39] - 公司第三季度调整后营业利润为2.672亿美元，同比下降6.8%[40] - 公司第三季度调整后每股收益为0.37美元，同比下降7.5%[40] 业务表现 - 多个主要零售品牌实现销量和销售额增长,如Skippy花生酱、Jennie-O低脂绞肉火鸡、Applegate天然有机肉类等[4] - 食品服务业务继续实现行业以上的增长,主要得益于Hormel Bacon 1™熟培根、优质预制蛋白和Jennie-O火鸡产品[5] - 在中国市场推出新的休闲食品创新,支持零售业务的复苏[6] - 在韩国市场通过Skippy产品扩大了分销[6] - SPAM午餐肉在加拿大、东南亚和日本市场连续两个季度实现两位数的收入增长[6] 变革和现代化 - 在变革和现代化计划的各个支柱上取得进展,包括改善供应链规划、提高制造效率和降低成本[6] - 公司宣布启动为期多年的转型和现代化计划,主要涉及外部咨询费用和资产减值[33] - 公司第三季度营业利润受到变革和现代化计划、肉类工资诉讼和解等因素的影响为2.672亿美元[40] - 公司第三季度销售费用受到变革和现代化计划、肉类和家禽工资诉讼和解等因素的影响为2.304亿美元[40] - 公司2024财年调整后每股收益预计受到变革和现代化计划以及诉讼和解的影响约0.12美元[42] 诉讼和解 - 公司在第二和第三季度就某些反垄断诉讼达成和解,以及第三季度收到不利的仲裁裁决[34] - 公司第三季度营业利润受到变革和现代化计划、肉类工资诉讼和解等因素的影响为2.672亿美元[40] - 公司第三季度销售费用受到变革和现代化计划、肉类和家禽工资诉讼和解等因素的影响为2.304亿美元[40] - 公司2024财年调整后每股收益预计受到变革和现代化计划以及诉讼和解的影响约0.12美元[42] 非公认会计准则数据 - 公司调整后的非公认会计准则(non-GAAP)毛利润和成本数据[37] - 公司第三季度调整后销售费用占销售收入比重为7.9%，同比下降0.4个百分点[40] - 公司第三季度调整后营业利润率为9.2%，同比下降0.5个百分点[40] - 公司第三季度税前利润受到上述因素影响为2.562亿美元[40]

Hormel Foods Corporation HRL is set to release earnings results for its third quarter, after the closing bell on Wednesday, Sept. 4. Some investors may be eyeing potential gains from the company's dividends too. As of now, Hormel Foods offers an annual dividend yield of 3.47%. That's a quarterly dividend amount of 28.25 cents per share ($1.13 a year). So, how can investors exploit its dividend yield to pocket a regular $500 monthly? To earn $500 per month or $6,000 annually from dividends alone, you would n ...

Starting on Sept. 16, fans can purchase this 'baconic' collaboration at select retailers nationwide AUSTIN, Minn., Sept. 3, 2024 /PRNewswire/ -- The makers of HORMEL® BLACK LABEL® Bacon are introducing the category's first-ever co-branded bacon in partnership with CINNAMON TOAST CRUNCH™ cereal, and the combination of sweet and salty never tasted better. The limited-edition product delivers a crisp, sugary crust with a delicious balance of cinnamon, sugar, salt and savory bacon taste. CINNADUST™ seasoning bl ...

Hormel Foods Corporation (HRL) is likely to register a top and bottom-line decline when it reports thirdquarter fiscal 2024 earnings on Sep. 4. The Zacks Consensus Estimate for revenues is pegged at $2.96 billion, which suggests a decrease of 0.3% from the prior-year quarter's reported figure. The consensus mark for quarterly earnings has remained unchanged in the past 30 days at 36 cents per share. This indicates a decline of 10% from the year-ago quarter's reported figure. HRL has a trailing four-quarter ...

The upcoming report from Hormel Foods (HRL) is expected to reveal quarterly earnings of $0.36 per share, indicating a decline of 10% compared to the year-ago period. Analysts forecast revenues of $2.96 billion, representing a decrease of 0.3% year over year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Before a company reveals its earnings, it is v ...

ac_bnphotos/E+ via Getty Images Introduction Hormel Foods Corporation (NYSE:HRL), with deep roots in the field of fresh meat processing (the company has been in existence since 1891), has, in recent decades, been building a name for itself in the manufacturing and distribution of packaged, consumer food products across the globe. Besides its core competence in supplying branded foods to both the retail and food service segments, it has also developed ample credibility on Wall Street for its relentless fidel ...