Hormel Foods Corporation Announces First Quarter Earnings Call and Participation in 2026 CAGNY Conference
Rhea-AI Summary
Hormel Foods (NYSE: HRL) will present at the 2026 CAGNY Conference in Orlando on Feb. 18, 2026 at 4:00 p.m. ET and will provide a live webcast and replay on its investor website.
The company will release fiscal 2026 first quarter results before markets open on Feb. 26, 2026 and host a conference call at 7:00 a.m. CT / 8:00 a.m. ET with interim CEO Jeff Ettinger, president John Ghingo, and interim CFO Paul Kuehneman; the webcast and replay will be available on investor.hormelfoods.com.
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News Market Reaction – HRL
On the day this news was published, HRL gained 0.65%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
HRL is up 0.7% while key packaged food peers show mixed moves: PPC is positive, but GIS, MKC, and SJM are down, suggesting today’s action is more name-specific than sector-driven.
Previous Earnings Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Aug 28 | Q3 2025 earnings | Negative | -13.1% | Strong sales but profitability challenges and cost pressures weighed on sentiment. |
| May 29 | Q2 2025 earnings | Positive | +1.1% | Solid earnings, narrowed guidance, and Transform & Modernize benefits highlighted. |
| Feb 27 | Q1 2025 earnings | Positive | -1.2% | Modest growth and reaffirmed outlook but shares slipped despite constructive details. |
| Jan 14 | CEO retirement news | Negative | -0.8% | Announcement of long-tenured CEO’s planned retirement and succession process. |
| Dec 4 | FY 2024 results | Positive | +0.5% | Full-year results with record cash flow and continued dividend growth support. |
Recent earnings and related announcements often resulted in modest single-digit price moves, with one notable double-digit decline on weaker profitability, suggesting investors focus closely on margin trends and outlook commentary.
Over the last five earnings-related events since Dec 4, 2024, Hormel has reported steady net sales around the $3 billion quarterly level, but with profitability pressure emerging in fiscal 2025. Q1–Q3 2025 results showed modest organic growth and detailed guidance ranges, while the FY2024 release highlighted record operating cash flow and continued dividend growth. A CEO retirement announcement and subsequent quarterly updates drew mixed share reactions, underlining that leadership changes and margin trajectory both influenced prior trading ahead of new earnings.
Historical Comparison
Past earnings and related updates for HRL produced average moves of 3.36%, with reactions driven by margins, guidance, and leadership signals. The newly scheduled Q1 2026 call fits into this pattern of closely watched earnings events.
Earnings updates from FY2024 through FY2025 showed steady revenue near $3 billion per quarter, with FY2024 emphasizing cash generation and dividends, then FY2025 highlighting organic growth, cost pressures, and guidance ranges. The upcoming Q1 2026 call continues this cadence of detailed quarterly scrutiny.
Regulatory & Risk Context
Hormel has an effective universal shelf registration on Form S-3ASR filed on Dec 5, 2025, allowing it to issue senior unsecured debt securities from time to time. The shelf had 0 recorded usages so far, and any future issuance could fund general corporate purposes such as working capital, acquisitions, capital expenditures, or refinancing.
Market Pulse Summary
This announcement sets clear timing for Hormel’s fiscal 2026 first-quarter earnings release on Feb. 26, 2026 and its CAGNY presentation on Feb. 18, 2026. Historically, earnings updates have driven average moves of about 3.36%, often tied to margin trends and guidance. Investors may watch how Q1 2026 results compare with prior quarters’ organic growth, profitability pressures, and capital allocation, while also noting the company’s unused senior debt shelf as part of its funding flexibility.
AI-generated analysis. Not financial advice.
CAGNY Conference
Hormel Foods will deliver its presentation at the 2026 CAGNY Conference in
Fiscal 2026 First Quarter Earnings Conference Call
The company also invites interested parties to participate in a webcast and conference call with Jeff Ettinger, interim chief executive officer; John Ghingo, president; and Paul Kuehneman, interim chief financial officer and controller, to discuss the Company's first quarter financial results. The Company will issue its earnings release before the markets open on Thursday, Feb. 26, 2026, and will host a conference call at 7 a.m. CT (8 a.m. ET).
The live webcast, replay, and other information related to the fiscal 2026 first quarter earnings conference call will be available on the Hormel Foods investor website, investor.hormelfoods.com.
ABOUT HORMEL FOODS — Inspired People. Inspired Food.™
Hormel Foods Corporation (NYSE: HRL), based in
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SOURCE Hormel Foods Corporation