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Sign in to unlockHormel Foods protein brands (Spam, Skippy, Applegate); foodservice recovery; premium brands.
Volume elasticity post-price hikes; turkey/pork commodity cost volatility; private label competition.
Updated Apr 7
HRL Q1 FY2026: Foodservice pricing offset Retail collapse (-19.3% profit). Margin compression despite pricing signals cost inflation outpacing pass-through. Divestitures reduce portfolio. Conviction f...