Hormel (HRL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Hormel Foods reported revenue of $3.19 billion for the quarter ended October 2025, reflecting a 1.5% increase year-over-year, but a slight miss of 0.55% against the Zacks Consensus Estimate of $3.2 billion [1] - The company's EPS was $0.32, down from $0.42 in the same quarter last year, but exceeded the consensus estimate of $0.30 by 6.67% [1] Revenue Breakdown - Retail net sales were $1.92 billion, slightly below the estimated $1.95 billion, marking a year-over-year increase of 0.8% [4] - International net sales totaled $174.65 million, falling short of the $188.17 million estimate, representing a year-over-year decline of 5.6% [4] - Foodservice net sales reached $1.09 billion, surpassing the $1.07 billion estimate, with a year-over-year growth of 4% [4] Segment Performance - Foodservice segment profit was $134.4 million, exceeding the average estimate of $123.02 million [4] - International segment profit reported a loss of $138.61 million, significantly below the estimated profit of $21.78 million [4] - Retail segment profit was $46.4 million, which was also below the average estimate of $103.48 million [4] Stock Performance - Hormel's shares have returned +8% over the past month, outperforming the Zacks S&P 500 composite's +0.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]