SFD Smithfield Foods Inc.

$SFD Their bacon is some of the best. We used it all summer with the wife’s garden Beefsteak tomatoes and Romaine lettuce for BLT’s.

$SFD shorts are shorting almost every food stock and as soon as inflation cools these will all explode higher. Gas prices won’t stay elevated forever.

$SFD 13% of the float still short unless that gets updated. 13% will be paying almost a 7% dividend I doubt they will keep shorting.

$SFD 3 months of manipulating this down why not another day of it down to 52 week lows. Unbelievable this thing trades like it’s going bankrupt.

$SFD Can someone explain why this is so oversold to the point of ridiculous? I would appreciate any excuse thanks! The numbers don’t warrant this.

$SFD Reported today: EPS of $0.26 vs. $0.26 expected (+0.7%, beat). Revenue of $3.44B vs. $3.65B expected (−5.9%, missed). I used Stock Meadow’s earnings dashboard to review the results.

$SFD Q3 '26 Earnings Results & Recap Smithfield expects FY 2026 total sales to be down low-single-digits versus fiscal 2025 and adjusted operating profit of $900M to $1B, including Packaged Meats adjusted operating profit of $1.09B to $1.14B.

$SFD Is Smithfield's 27% cut to its 2026 profit outlook already in the stock? ✂️ Smithfield Foods, the US pork and packaged meats company worth about $7.21B at $18.31 at 16:00 ET on October 26, 2026, cut its FY2026 adjusted operating profit guide to $900M–$1,000M from $1,225M–$1,375M; the new guide includes about two months of Nathan's Famous, which closed October 26 and was excluded from the August guide 🔥 Fresh Pork now sees a loss of $50M to breakeven versus a $180M–$240M profit before, and Hog Production a $25M loss to a $25M profit versus $75M–$125M 📈 Packaged Meats, the core business, earned $230M in Q3 against $226M a year earlier and its full-year guide was narrowed to $1,090M–$1,140M from $1,075M–$1,150M, so the cut sits in the commodity units 📅 Next: Smithfield discusses the quarter on its call today, October 27, 2026, at 9:00 a.m. Eastern Time Source: GlobeNewswire release, Oct 27 + SEC 8-K, Aug 11

$SFD I thought we were getting closer to a bottom, but just saw an add for next week. Ribs at $1.79/lb. The lowest I saw last year was $1.99, so yeah that means we still have a good amount of pain ahead.

$SFD Too much bad press about low pork prices and higher input costs. This has farther to fall… probably another 6-8 weeks. Then it may stabilize… we will have to see how the holiday sales look

$SFD This is down day after day for a few reasons. 1. only 10% of the company is traded so the current market cap implies the business is worth over 70B. That is overvalued 2. This is currently traded for the value of the dividend yield. As the 10 year yield increases, this becomes relatively less attractive unless it follows suit. So the price continues to fall. 3. pork input prices going up, food, transport, slaughter etc. Margins hetting squeezed which potentially puts that dividend at risk. Eventually it will be a great buy, just not yet