Macroeconomic conditionspositive · 3 filings
“The E.U.”10-Q · Apr 30, 2026 ↗
Pilgrim's Pride Corporation
PPC
Market read
Pilgrim's Pride Corporation's move is being confirmed by its market group.
The latest filing evidence is available. 13 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
What changed
- Revenue increased 1.6% versus the comparable filing period.
- Operating margin fell 5.5 percentage points.
Company-1.1% todayVolume comparison unavailable
Market group13 of 35 activePackaged Foods & Beverages · inactive
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- At least 23 of 35 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as HELE begins moving with the group.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
The story so far
The latest filing evidence is available. 13 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Evidence that supports
- Revenue increased 1.6% versus the comparable filing period.
- Operating cash flow covered net income at 1.39x, improving versus the comparable period.
Evidence that challenges
- Operating margin fell 5.5 percentage points.
- Net income decreased 65.7% versus the comparable filing period.
- Gross margin fell 4.8 percentage points.
What would clarify the read
- At least 23 of 35 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as HELE begins moving with the group.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements122
Verified relationships0
Evidence supporting the case
- Macroeconomic conditions has repeated favorable evidence across 3 filings.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 10, 2026
29.946m-19.9%12m-31.4%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-26$14.8B+22.2%$0.13-0.8%
2022-12-25$17.5B+18.2%$3.10-1.5%
2023-12-31$17.4B-0.6%$1.36-1.3%
2024-12-29$17.9B+3.0%$4.57+0.2%
2025-12-28$18.5B+3.5%$4.54+0.3%
What management says matters
Persistent and emerging business drivers
Restructuring and cost reductionsmixed · 3 filings
“Based on these assessments, the Company determined that it was not necessary to perform quantitative impairment tests related to the carrying amount of its intangible assets not subject to amortization at that date.”10-K · Feb 12, 2026 ↗
Supply chain and availabilitymixed · 3 filings
“Adjustments resulting from translation of these financial records are reflected as a separate component of Accumulated other comprehensive loss in the Consolidated Balance Sheets.”10-K · Feb 12, 2026 ↗
Credit and interest ratesnegative · 2 filings
“The increase in net interest expense resulted primarily from a prior year gain recognized on early extinguishment of debt and a decrease in interest income earned on excess cash due to lower average cash balances in the nine months ended September 28, 2025 co…”10-Q · Oct 30, 2025 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
29.94-1.1% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for PPC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-04-30 against the comparable filing from 2025-05-01.
OperationscautiousEvidence score -1
liquidityconstructiveEvidence score +1
valuationdiscount
What improved
- Revenue increased 1.6% versus the comparable filing period.
- Operating cash flow covered net income at 1.39x, improving versus the comparable period.
What weakened
- Operating margin fell 5.5 percentage points.
- Net income decreased 65.7% versus the comparable filing period.
- Gross margin fell 4.8 percentage points.
Filing receipts
“In Mexico, inflation rose during the first quarter of 2026 primarily driven by increased food and services prices, with additional increases from higher energy prices and the impact of tariffs.”
“This change resulted from an increase in trade accounts receivable primarily due to an increase in sales from more favorable market pricing and a decrease in the use of our discounted accounts receivable program.”
“U.K. pork prices declined during the first quarter of 2026, reflecting continued supply pressure, while U.K. pig meat production increased by approximately 5.3% year-over-year, supported by higher slaughter numbers and sustained carcass weights, according to the U.K.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
The relationships behind PPC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PPC is currently a Participant in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.