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Hormel Foods reported first-quarter fiscal 2026 net sales of $3.03 billion, with organic net sales up 1.6%. Operating income was $244 million, and diluted EPS was $0.33, up from $0.31, while adjusted diluted EPS was $0.34 versus $0.35 a year earlier.
Performance was mixed by segment: Retail net sales fell 2% and segment profit declined 19%, while Foodservice net sales rose 7% and profit increased 13%. International net sales grew 8% with segment profit up 10%. Cash flow from operations reached $349 million, and the company returned about $160 million to shareholders through dividends.
For full-year 2026, Hormel reaffirmed net sales guidance of $12.2–$12.5 billion and adjusted EPS of $1.43–$1.51, implying 4–10% growth. GAAP EPS guidance was raised to $1.37–$1.46. The outlook incorporates the completed sale of the Justin’s® business and excludes the pending sale of the whole-bird turkey business, which is expected to reduce 2026 net sales by about $50 million with minimal impact on adjusted EPS.
Hormel Foods Corporation reported preliminary first quarter fiscal 2026 results, expecting net sales of approximately $3 billion, driven by 2% organic net sales growth compared to the prior-year quarter. The company anticipates diluted EPS of $0.33 and adjusted diluted EPS of $0.34.
Hormel reaffirmed its fiscal 2026 guidance for organic net sales and adjusted diluted EPS and highlighted initiatives to return to profitable growth. It also entered a definitive agreement to sell its whole-bird turkey business to Life-Science Innovations, and currently estimates minimal impact on its 2026 net sales and adjusted EPS guidance.
Hormel Foods Corporation filed an amended report to detail the separation arrangements for former Executive Vice President and Chief Financial Officer Jacinth Smiley, whose last day with the company was November 30, 2025. Under a Separation Agreement effective February 11, 2026, and conditioned on her signing and not revoking a general release of claims, she will receive three cash payments: $941,667 shortly after the Release revocation period ends, $916,667 on or close to January 15, 2027, and $916,666 on or close to January 14, 2028. She also remains eligible for a payout under a cash-based long-term incentive performance award granted on November 20, 2023, as if she had stayed employed through October 25, 2026. The agreement reinforces existing non-competition, non-solicitation, and confidentiality obligations and adds further confidentiality, non-disparagement, cooperation, and a 36-month non-solicitation commitment.
State Street Corporation has reported a significant ownership position in Hormel Foods Corp common stock. As of 12/31/2025, it beneficially owned 27,318,643 shares, representing 5% of the outstanding common stock.
State Street reports shared voting power over 21,835,498 shares and shared dispositive power over 27,317,546 shares, with no sole voting or dispositive power. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Hormel Foods.
Hormel Foods president and director John F. Ghingo reported equity awards under the company’s 2026 Equity and Incentive Compensation Plan. On February 2, 2026, he received 32,707 shares of common stock as restricted stock units at no cost, bringing his directly held common stock to 64,000.822 shares. These restricted stock units vest three years after the grant date.
He was also granted stock options on 201,000 shares of common stock with a $24.46 exercise price, granted at no cost. The option award vests in four equal annual installments starting on February 2, 2027 and will expire on February 2, 2036, if not exercised earlier.
Hormel Foods Corporation director Gary C. Bhojwani reported an award of 6,541 shares of common stock on February 2, 2026. The shares were granted as restricted stock under the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan for non-employee directors.
The restricted shares are subject to a holding period that lasts until the company’s next annual meeting of stockholders. Following this grant, Bhojwani beneficially owns 74,505.5 shares of common stock directly, which includes phantom stock units accumulated from dividend equivalents, and 4,328 shares indirectly through an entity identified as GRAT 4.
Hormel Foods Corporation director Aakre D. Scott received an equity award of 6,541 shares of common stock on February 2, 2026. The shares were granted at a price of $0.00 as restricted stock under the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan.
The restricted shares are subject to a restricted period that will expire on the date of Hormel’s next annual meeting of stockholders. Following this award, Scott beneficially owns 49,598.4199 Hormel common shares directly and 4,620.5226 shares indirectly through a 401(k) plan.
Hormel Foods Corporation director equity grant: Non-employee director Stephen M. Lacy received an award of 6,541 shares of Hormel Foods common stock on 02/02/2026 under the company’s 2026 Equity and Incentive Compensation Plan. The grant is in the form of restricted shares that will remain subject to restrictions until the date of the issuer’s next annual meeting of stockholders. Following this award, Lacy beneficially owns 94,011 shares of Hormel Foods common stock directly.
Hormel Foods Corporation director Elsa A. Murano received an equity award of 6,541 shares of common stock on February 2, 2026. The shares were granted at $0 under the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan.
These are restricted shares for a non-employee director, and the restriction period lasts until the date of the company’s next annual meeting of stockholders. Following this grant, Murano beneficially owns 88,629 shares of Hormel Foods common stock in direct ownership.
Hormel Foods Corporation director William A. Newlands, who serves as Chairman of the Board, received an award of 6,541 shares of common stock on February 2, 2026. These are restricted shares granted under the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan.
The restricted shares are subject to a holding period that lasts until the company’s next annual meeting of stockholders. After this grant, Newlands beneficially owns 51,216.71 common shares, a figure that includes phantom stock units credited from dividend equivalents under a deferred stock subplan.