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Oct 25, 2020

Hormel Q4 2020 Earnings Report

Hormel Foods reported Q4 2020 earnings, achieving growth in the International segment and managing incremental supply chain costs related to the pandemic.

Key Takeaways

Hormel Foods Corporation reported results for the fourth quarter of fiscal 2020. Net sales were $2.4 billion, down 3%; diluted earnings per share of $0.43, down 9% from $0.47. The company highlighted strong growth in its International segment, particularly in China, and continued growth for many retail and deli brands.

Sales grew in all four segments, indicating strategic balance.

Strong demand for several domestic businesses' products exceeded available supply.

International segment experienced significant growth, especially in China, with balanced retail and foodservice growth.

Retail and deli brands like Applegate, Columbus, Jennie-O, Hormel Black Label, Herdez, and SKIPPY saw high growth levels.

Total Revenue
$2.42B
Previous year: $2.5B
-3.3%
EPS
$0.43
Previous year: $0.47
-8.5%
Gross Profit
$458M
Previous year: $494M
-7.3%
Cash and Equivalents
$1.71B
Previous year: $673M
+154.8%
Free Cash Flow
$109M
Previous year: $210M
-48.1%
Total Assets
$9.91B
Previous year: $8.11B
+22.2%

Hormel

Hormel

Hormel Revenue by Segment

Forward Guidance

Hormel Foods is optimistic about generating sales and earnings growth in fiscal 2021, with structurally higher production capacity for key product lines. The balance across retail, deli, foodservice, and international channels gives confidence in the ability to perform well in different economic scenarios. The company is adjusting to the surge of COVID-19 cases and will continue to invest to meet the needs of team members, customers, consumers, and operators.

Positive Outlook

  • Steady production improvements throughout the quarter.
  • Structurally higher production capacity for key product lines moving into next year.
  • Balance across retail, deli, foodservice, and international channels.
  • Company has adjusted to COVID-19 conditions.
  • Continued investment to meet the needs of team members, customers, consumers, and operators.

Challenges Ahead

  • Another dramatic increase in COVID-19 cases across the nation.
  • Uncertainty in labor availability.
  • Uncertainty in customer demand.
  • Uncertainty in raw material markets.

Revenue & Expenses

Visualization of income flow from segment revenue to net income