HRL Hormel Foods Corp.

$HRL Love watching Wall Street hyperventilate over 90-day noise while ignoring a 130+ year-old American staple. Over 40 brands sitting at #1 or #2 in their categories... from SPAM and Skippy to Planters and Jennie-O... stocked in practically every pantry in the country and sold in 80+ nations worldwide. Guidance resets are where real value entries are born, not avoided. You rarely get a premier staple handed to you at multiple-year valuation troughs with washed-out sentiment. Desk memo: HRL officially upgraded from "Accumulate" to "Back Up the Truck." Loading the wagon down here.

$HRL So blue. The balance sheet is pure azul. Shorts attacking high-yield, low-debt, cash flow aristocrats. Is it because they're not from Maaaaaars. Well doc, here's the score. Take it lower and I'll buy some more.

$HRL Trimmed this one into the summer push above $26, and this technical pullback just delivered the exact reload entry I was looking for. Price closed today at $23.78, right above the 200-day SMA ($23.45) with the 100-day right below at $23.25. Momentum indicators are oversold across the board (Slow Stochastics down at ~11.5, RSI cooled to 38). IMO, even with the recovery off earlier generational lows, the consumer staples complex remains historically oversold. As broader sector rotation gathers steam, the macro mean reversion back to reality is just getting started. Grabbed the Jan 2028 LEAPs today to capture the recovery with plenty of duration on our side. Looking to add some common as well. Stay tuned! Also bullish $GIS $CPB $CAG $KHC

$HRL looks like I got sucked in..trapped if you will. Already down 28 cents from my purchase price of $21.70...I can't do anything right

$HRL bargain hunters are emerging. Now shorts will begin to buy to cover to book profits.

$HRL shares are exhibiting high relative strength today along with all other food stocks

$HRL John better have learned a lot from Jeff. Going into holiday season expect a boom after Christmas.

$HRL I am looking at where a good entry point would be for this stock. Although it looks cheap the dividend coverage is in question at this point and the stock has not fallen to similar price to book levels of peers in industry. I feel like this has more to fall...although I do see upside potential...I am willing to miss an opportunity on this one. I am thinking under 14 dollars per share would be the idea entry point because of the current macro conditions.

I looked at the business behind $HRL (HORMEL FOODS CORP /DE/) for you. Based on financial data and reported results. #HRL

$HRL | HORMEL FOODS CORPORATION Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $0.37 vs. $0.35 est. ✅ ◆ Revenue: $2.96B vs. $3.03B est. ❌ ◆ Net Income: $59.6M (-67.6% YoY) ◆ Operating Income: $110.9M (-53.7% YoY) ◆ Operating Expenses: $323.5M (+25.0% YoY) ◆ Operating Cash Flow: $240.6M (+53.5% YoY) Segment Performance: ◆ Retail: $1.78B (-4.3% YoY) ◆ Foodservice: $1.00B (+1.6% YoY) ◆ International: $0.18B (-4.7% YoY) Key Metrics: ◆ Foodservice achieved its 12th consecutive quarter of organic net sales growth, up 2% organically in Q3 2026. ◆ Three discrete pre-tax charges hit Q3: $56M Brazil divestiture loss, $48M Indonesia impairment, $38M litigation settlement. ◆ Capital expenditures were $68M in Q3 2026, down from $72M in the prior-year quarter. Forward Guidance: ◆ FY2026 net sales: $12.1B to $12.2B; organic net sales growth of 1% to 2% ◆ FY2026 GAAP operating income: $0.83B to $0.87B (updated, includes Brazil divestiture loss, Indonesia impairment, litigation settlement) ◆ FY2026 adjusted operating income (non-GAAP): $1.08B to $1.12B, reflecting growth of 6% to 10% (raised) ◆ FY2026 GAAP diluted EPS: $1.06 to $1.12 (updated)

$HRL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.37 up 5.71% YoY • Reported revenue of $2.96B down -2.36% YoY • For fiscal 2026, Hormel Foods expects net sales of $12.1B to $12.2B, updates diluted earnings per share guidance to $1.06 to $1.12, and raises adjusted diluted earnings per share to $1.45 to $1.51.

$HRL I feel like #MichaelBurry no one noticing a win in plain sight. Earnings are promising. . * .