Hormel Foods vs Conagra Brands

This page compares Hormel Foods and Conagra Brands to illuminate different business models, financial performance indicators, and market context. It outlines factors shaping strategy, operations, and competitive positioning in the consumer foods landscape, and provides neutral context to aid understanding. Educational content, not financial advice.

This page compares Hormel Foods and Conagra Brands to illuminate different business models, financial performance indicators, and market context. It outlines factors shaping strategy, operations, and ...

About The Companies

Hormel Foods (HRL)

Hormel Foods Corporation (HRL) is a US-based packaged foods company known for branded and value-added meat and grocery products. Its portfolio includes legacy brands and newer premium lines, with sales split across retail, foodservice and international markets. Investors often look to Hormel for relatively predictable demand, steady cash generation and a long history of shareholder distributions, supported by branded products and scale. Key growth drivers include product innovation, premiumisation, acquisition-led expansion and gradual internationalisation. Major risks are commodity-price swings (especially pork and turkey), labour and supply-chain pressures, and intense competition from other food manufacturers and private labels. Hormel’s market cap sits around $13.2bn, placing it in the mid-cap range. This information is educational only and not personal financial advice; suitability depends on individual circumstances and investors should research fundamentals, valuation and risks before acting. Past performance is not a guide to future results and stock values can fall as well as rise.

Conagra Brands (CAG)

ConAgra Foods, Inc. (ticker: CAG) is a US-based packaged-foods company that produces and markets a broad portfolio of branded and private-label products across frozen, refrigerated and shelf-stable categories. Known for well-established consumer brands, the business generates revenue through retail grocery, foodservice and international channels. Key investor considerations include steady cash flows from everyday consumer demand, sensitivity to commodity and input costs, and the importance of category management and marketing to support brand pricing power. ConAgra has pursued portfolio optimisation and cost savings while navigating retail consolidation and changing shopper habits. Currency, supply-chain dynamics and inflation can affect margins and growth. For long-term investors, valuation, dividend policy and the company’s ability to sustain margins through cost cycles are central. This summary is for general educational purposes only and is not personal financial advice; suitability depends on an investor’s circumstances and goals.

Comparison Snapshot

Key Financial Metrics

HRL

Metric

CAG

$13.23B

Market Cap

$8.49B

15.38%

Potential Profit

12.96%

Hold

Analyst Rating

Hold

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Investment Analysis

Hormel Foods

HRL

Pros

Hormel Foods has a strong dividend yield of about 5.34%, with a track record of 55 consecutive years of dividend payments.
The company expects sales growth at the high end of its 2-3% target range despite operational challenges.
Hormel Foods is undergoing a corporate restructuring aimed at improving efficiency and future profitability.

Considerations

Fiscal 2025 earnings per share guidance was lowered by $0.08-$0.09 due to multiple operational issues including avian influenza and product recalls.
The company faces ongoing commodity cost pressures and one-time restructuring costs expected to impact near-term earnings.
Recent stock performance is weak, trading near its 52-week low with lowered price targets from analysts reflecting cautious sentiment.

Conagra Brands

CAG

Pros

Conagra Brands benefits from diverse packaged food product offerings with a substantial market presence.
The company exhibits a higher risk-adjusted return metric compared to Hormel, indicating relatively better historical stock performance volatility management.
Conagra’s larger market capitalization compared to Hormel reflects a bigger scale and potentially greater resource access.

Considerations

Conagra faces challenges from cyclical market demand and commodity cost fluctuations affecting profitability.
Recent performance metrics show higher volatility and sharper drawdowns compared to Hormel, suggesting greater market risk exposure.
Valuation pressure and economic headwinds in the packaged foods sector could constrain growth prospects in the near term.

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About The Companies

Comparison Snapshot

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