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Apr 28, 2024

Hormel Q2 2024 Earnings Report

Hormel Foods reported better-than-expected first-half earnings and advanced transform and modernize initiative.

Key Takeaways

Hormel Foods Corporation reported second quarter fiscal 2024 results, with net sales of $2.89 billion and diluted net earnings per share of $0.34. The company is updating its full-year earnings outlook, reaffirming its net sales growth outlook of 1% to 3% and updating its expectations for diluted net earnings per share to $1.45 to $1.55.

Delivered a strong first half with better-than-expected earnings.

Made further progress on strategic initiatives.

Updating full-year earnings outlook due to solid first-half performance.

Team remains focused on growing operating income and driving savings.

Total Revenue
$2.89B
Previous year: $2.98B
-3.0%
EPS
$0.38
Previous year: $0.4
-5.0%
Gross Profit
$504M
Previous year: $491M
+2.5%
Cash and Equivalents
$1.49B
Previous year: $580M
+156.1%
Free Cash Flow
$176M
Previous year: $155M
+14.0%
Total Assets
$14.1B
Previous year: $13.3B
+6.2%

Hormel

Hormel

Forward Guidance

Hormel Foods is reaffirming its net sales growth outlook of 1% to 3%. Updating its expectations for diluted net earnings per share to $1.45 to $1.55 and its expectations for adjusted diluted net earnings per share to $1.55 to $1.65.

Positive Outlook

  • Reaffirming net sales growth outlook of 1% to 3%.
  • Updating diluted net earnings per share expectations to $1.45 to $1.55.
  • Updating adjusted diluted net earnings per share expectations to $1.55 to $1.65.
  • Assuming continued benefits to net earnings from its transform and modernize initiative.
  • The Company expects full-year advertising expense to increase compared to the prior year.

Challenges Ahead

  • Including net sales and earnings pressure from a significant year-over-year decline in whole bird turkey markets.
  • Including the estimated impact of an unplanned production interruption at its Suffolk, Virginia, facility.
  • Effective tax rate of 22.0 - 23.0%.
  • The Company's target for capital expenditures in fiscal 2024 is $280 million.
  • The full-year expense for fiscal 2024 is expected to be approximately $250 million.