Hormel Foods Corporation
HRL
Jodie read · what matters now
Revenue increased 2.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to HRL, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-28 against the comparable filing from 2025-05-29.
What improved
- Revenue increased 2.5% versus the comparable filing period.
What weakened
- Operating margin fell 1.3 percentage points.
- Net margin fell 0.9 percentage points.
Filing receipts
“Segment profit increased for the second quarter and first six months of fiscal 2026, primarily driven by net sales performance, which benefited from market-based pricing actions and modest volume growth, despite a challenging operating environment.”
“Unallocated Income and Expense Quarter Ended Six Months Ended In thousands April 26, 2026 April 27, 2025 April 26, 2026 April 27, 2025 Net Unallocated Expense $ 127,400 $ 65,411 $ 168,698 $ 126,111 Noncontrolling Interest (96) (275) (127) (320) For the second quarter of fiscal 2026, net unallocated expense increased primarily due to the loss on the sale of the whole-bird turkey business.”
“The increase in inventory during fiscal 2025 was driven by intentional seasonal and promotional inventory build, as well as softer sales. – Accounts receivable decreased $64 million and $71 million during the first six months of fiscal 2026 and fiscal 2025, respectively, primarily due to lower sales compared to the fourth quarter of each respective prior year.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind HRL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
HRL is currently a Follower in the organic co-movement group Consumer & Industrial Automation. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for HRL; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.