Hormel Foods: No DCF. Below 200dma. PE=25.5x (expensive for a packaged foods company declining in volume). Price $22.7, prior target $25.50 (12% upside). Analyst target $27.6 (21% upside but from analysts who have been wrong for 2 years on this). HRL has been in secular decline — turkey volumes down, brand competition stiff, dividend under scrutiny. No DCF, below 200dma, declining fundamentals. Lean avoid.
Eagle will generate this view by the next trading session (~6h).
Eagle will generate this view by the next trading session (~6h).
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...