Core Insights - Hormel Foods Corporation (HRL) enters fiscal 2026 with improved earnings visibility after a challenging fiscal 2025, expecting transitional headwinds early in the year but anticipating better performance as cost actions and pricing benefits take effect [1][5] Earnings Outlook - Near-term visibility is limited, with management forecasting a year-over-year decline in first-quarter earnings due to delayed pricing actions, ongoing supply constraints from avian influenza, and timing issues with administrative cost savings [2] - Beyond the first quarter, earnings visibility is expected to improve significantly, with guidance for adjusted earnings per share of $1.43 to $1.51 for fiscal 2026, indicating a growth of 4% to 10% [3][8] - The earnings framework is supported by the full-year benefits of pricing actions from fiscal 2025, productivity gains from the Transform and Modernize initiative, and savings from a corporate restructuring program aimed at reducing administrative expenses [4] Market Conditions - The company anticipates a pressured consumer environment and elevated input costs, particularly for beef, but expects the impact of pricing realization, cost control measures, and operational efficiency initiatives to support fiscal 2026 earnings [5] - Hormel Foods' shares have decreased by 1.8% over the past month, underperforming the broader Consumer Staples sector, which grew by 9.8%, while still outperforming the S&P 500 index's decline of 1.9% [6] Valuation - Hormel Foods currently trades at a forward 12-month P/E ratio of 15.94, which is higher than the industry average of 13.18, indicating market expectations regarding its business stability and ability to manage current cost and demand dynamics [10]

Group 1 - TimesSquare Capital Management's "U.S. Small Cap Growth Strategy" reported a gross return of 11.28% and a net return of 11.02% for Q2 2025, compared to the Russell 2000 Growth Index's return of 11.97% [1] - The fund's performance was attributed to double-digit returns in equities driven by positive global economic activity [1] - Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) was highlighted as a key stock, with a one-month return of -1.65% and a 52-week gain of 32.16%, closing at $129.73 per share with a market capitalization of $7.954 billion on September 10, 2025 [2] Group 2 - Ollie's Bargain Outlet Holdings, Inc. reported better-than-expected results, with favorable same-store sales comparisons and successful acquisitions of former Big Lots locations [3] - The number of hedge funds holding Ollie's increased from 25 to 32 in the second quarter, indicating growing interest, although it is not among the 30 most popular stocks among hedge funds [4] - Despite the potential of Ollie's as an investment, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4]

HARRISBURG, Pa., May 20, 2025 (GLOBE NEWSWIRE) -- Ollie's Bargain Outlet Holdings, Inc. (NASDAQ: OLLI) (the "Company") today announced that it will report its financial results for the first quarter fiscal 2025 before the market opens on Tuesday, June 3, 2025. Eric van der Valk, President and Chief Executive Officer, and Robert Helm, Executive Vice President and Chief Financial Officer, will host a conference call with the investment community to discuss the financial results and answer questions at 8:30 a. ...