Jan 30, 2022

Hormel Q1 2022 Earnings Report

Hormel Foods reported record first-quarter sales and reaffirmed full-year sales and earnings guidance, delivering sales and earnings growth despite challenging operating conditions.

Key Takeaways

Hormel Foods reported a strong first quarter with record net sales of $3.0 billion, a 24% increase from the previous year. The company reaffirmed its full-year sales and earnings guidance, demonstrating the strength of its balanced business model and exceptional execution in navigating difficult operating conditions.

Record net sales of $3.0 billion, up 24%; organic net sales up 13%.

Operating income of $320 million, up 19%.

Diluted earnings per share of $0.44, up 7% compared to last year.

Cash flow from operations of $384 million, up 87%.

Total Revenue
$3.04B
Previous year: $2.46B
+23.7%
EPS
$0.44
Previous year: $0.41
+7.3%
Gross Profit
$539M
Previous year: $450M
+19.7%
Cash and Equivalents
$824M
Previous year: $1.75B
-52.9%
Free Cash Flow
$334M
Previous year: $165M
+102.0%
Total Assets
$12.8B
Previous year: $9.96B
+28.8%

Hormel

Hormel

Hormel Revenue by Segment

Forward Guidance

The company reaffirmed its sales and earnings guidance. Expects a favorable demand environment, pricing actions to combat inflationary pressures, and continued growth from specific products.

Positive Outlook

  • Favorable demand environment expected.
  • Pricing actions to combat inflationary pressures.
  • Continued growth from products such as Columbus® charcuterie.
  • Continued growth from products such as Applegate® natural and organic meats.
  • Continued growth from products such as Planters® snack nuts.

Challenges Ahead

  • The operating environment is expected to remain volatile.
  • Supply chain will continue to show improvement as labor pressures ease.
  • New capacity comes online to support key growth platforms, such as dry sausage.
  • New capacity comes online to support key growth platforms, such as pizza toppings.
  • New capacity comes online to support key growth platforms, such as bacon.

Revenue & Expenses

Visualization of income flow from segment revenue to net income