From StructContinue beyond “Input Costs Are Turning Up in More Earnings Filings”Back to the brief ↗Feed / SFD

Smithfield Foods, Inc.

SFD

Consumer Defensive · 22.76 +1.2% today

You’ve read what changed. Here’s whether the market is confirming it.

Partial group confirmationMarket checked 14 Aug, 15:55 GMT-4

Jodie situation report

Smithfield Foods, Inc.'s move is being confirmed by its market group.

SFD accounts for 17.8% of the group's measured movement across 3.6 effective names. all 4 measured members are rising in raw terms, but 4 of 4 SPY-adjusted paths align to the upside. Capital-flow agreement is 16%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#4 of 4 by movement share
Group movement share17.8%Absolute path energy—not portfolio weight
Relative path+0.24%aligned
Effective breadth3.6 / 4balanced
Relative alignment4/4upside path · 0 counter-moving
Capital-flow agreement16%not yet clean
SEQUENCE READ

PEP moved materially before SFD. SFD crossed its material path threshold at 10:25 ET. KO, MDLZ followed.

What changed
  • Revenue increased 0.8% versus the comparable filing period.
  • Operating cash flow covered only -0.26x net income.
EVIDENCE COVERAGE

4 of 4 members in Consumer Staples are active. 0 of 2 disclosed connections are confirming.

What would change this read
  • At least 3 of 4 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as MKC begins moving with the group.

Invalidation: The live read weakens if participation falls to 1 of 4 members or fewer.

Watch this read

Who this business touches

The relationships behind SFD

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

DCDakota Gold Corp.investeeMar 24, 2026 ▾

“If approved by our board of directors and completed on the expected schedule, we estimate that our investment in a new fresh pork and packaged meats processing facility in Sioux Falls, South Dakota will be up to $1.3 billion over the next three years.”

WMTWalmart Inc.distributorMar 24, 2026 ▾

“Sales to Walmart were included in our Packaged Meats and Fresh Pork segments.”

Filing peers

BYNDTSN

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SFD is currently a Early Follower in the organic co-movement group Consumer Staples. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.