Core Viewpoint - The article emphasizes the resilience of consumer staples, particularly food companies like Pilgrim's Pride Corp., in the face of tariff-induced market volatility, highlighting their defensive stability and long-term growth potential [2]. Group 1: Pilgrim's Pride Corp. (PPC) - Pilgrim's Pride is experiencing growth due to rising consumer demand for chicken in both retail and foodservice sectors, with significant volume increases in the quick-service restaurant channel [3]. - The company is aligning its supply chain and production capabilities with foodservice needs, focusing on operational agility and high-quality poultry products, which has strengthened its market share in higher-margin channels [4]. - Strategic investments in product development, packaging innovation, and automation are expected to enhance efficiency and scalability, with a planned capital expenditure of $450-$500 million for 2025 aimed at expanding Prepared Foods production and optimizing operational efficiency [5][6]. - Shares of Pilgrim's Pride have gained 13.2% over the past three months, reflecting strong fundamentals and strategic positioning [6]. Group 2: Beyond Meat, Inc. (BYND) - Beyond Meat is focused on stabilizing revenue, improving margins, and reducing costs through enhanced operational efficiency and streamlined production [8]. - The Zacks Consensus Estimate for Beyond Meat's fiscal 2025 indicates a sales growth of 0.7% and earnings growth of 31.6% compared to the previous year, despite a 26.1% decline in shares over the past three months [9]. Group 3: Post Holdings, Inc. (POST) - Post Holdings is strengthening its market position by expanding its foodservice segment, leveraging pricing power, and pursuing targeted acquisitions to enhance operational efficiency [10]. - The Zacks Consensus Estimate for Post Holdings' fiscal 2025 suggests a sales growth of 0.3% and earnings growth of 2.2% from the prior year, with shares gaining 8.1% in the past three months [11]. Group 4: United Natural Foods, Inc. (UNFI) - United Natural Foods is enhancing its market position through a strategy focused on strengthening its natural and organic portfolio, optimizing its distribution network, and implementing lean management practices [12]. - The Zacks Consensus Estimate for United Natural's fiscal 2025 indicates a sales growth of 1.9% and a remarkable earnings growth of 485.7% compared to the previous year, although shares have fallen 14.3% in the past three months [13].

Core Insights - Pilgrim's Pride Corporation (PPC) shares have increased by 13.2% over the past three months, outperforming the industry and S&P 500 index, which declined by 8% and 6.9% respectively, indicating strong business strategies and market positioning [1] - The stock is currently trading at $51.53, which is 9.8% below its 52-week high of $57.16, suggesting a potential investment opportunity for long-term growth [3] - PPC's adjusted earnings for Q4 2024 reached $1.35 per share, a significant increase from 59 cents a year ago, driven by improved production efficiency and favorable market conditions [5] Performance and Market Position - The company's Big Bird segment saw profitability due to lower grain costs and operational improvements, while the Case Ready segment outperformed category growth [6] - PPC is expanding its foodservice distribution network to capture the growing demand for value-oriented dining experiences, particularly in quick-service restaurants (QSRs) [7] - The company is strategically aligning its supply chain and production capabilities to ensure efficient delivery of high-quality poultry products, enhancing its market share in the foodservice sector [8] Valuation and Growth Potential - PPC is trading at a forward 12-month price-to-earnings ratio of 10.14, lower than the industry average of 12.9, indicating potential undervaluation [11] - The company's current Value Score of A highlights its potential for long-term growth, supported by strong operational performance and strategic expansion [11] - With favorable consumer trends and disciplined cost management, PPC is well-positioned for continued growth in the Consumer-Staples sector [13]

GREELEY, Colo., April 10, 2025 (GLOBE NEWSWIRE) -- April 10 (GLOBE NEWSWIRE) – Pilgrim's Pride Corporation (NASDAQ:PPC) announced today that it will release its first quarter 2025 financial results after the U.S. market closes on Wednesday, April 30. The company's executives will review the results on a conference call and webcast on Thursday, May 1, 2025 at 7:00 a.m. MT (9:00 a.m. ET). Prepared remarks regarding the company's financial and operational results will be followed by a question and answer perio ...

GREELEY, Colo., April 10, 2025 (GLOBE NEWSWIRE) -- April 10 (GLOBE NEWSWIRE) – Pilgrim’s Pride Corporation (NASDAQ: PPC) announced today that it will release its first quarter 2025 financial results after the U.S. market closes on Wednesday, April 30. The company’s executives will review the results on a conference call and webcast on Thursday, May 1, 2025 at 7:00 a.m. MT (9:00 a.m. ET). Prepared remarks regarding the company’s financial and operational results will be followed by a question and answer peri ...

Pilgrim's Pride Corporation (PPC) continues to strengthen its market position through strategic investments, operational efficiencies and a commitment to innovation. By capitalizing on strong consumer demand and optimizing its supply chain, PPC remains well-positioned for long-term success. PPC is also investing heavily in automation and packaging innovations to improve efficiency and drive long- term growth. The company's European brands, Fridge Raiders and Rollover, have outpaced category trends, driven b ...

Fed chair Jerome Powell helped reassure markets yesterday, stating the current path of monetary policy shouldn’t be affected despite rising tariff concerns.That said, Powell acknowledged that President Trump's tariff policies are contributing to inflation and could delay progress in reducing it. Keeping this in mind, investors may still be eying defensive positions in the portfolio, with the consumer staples sector starting to stand out.Notably, several consumer food and beverage stocks have made their way ...

Pilgrim's Pride (PPC) closed the most recent trading day at $50.47, moving +1.61% from the previous trading session. The stock outperformed the S&P 500, which registered a daily gain of 1.08%. At the same time, the Dow added 0.92%, and the tech-heavy Nasdaq gained 1.41%.Coming into today, shares of the poultry producer had lost 4.76% in the past month. In that same time, the Consumer Staples sector gained 3.42%, while the S&P 500 lost 8.26%.The upcoming earnings release of Pilgrim's Pride will be of great i ...

Core Viewpoint - Pilgrim's Pride Corporation (PPC) has experienced a significant 47% increase in its stock price over the past year, outperforming the Zacks Food - Meat Products industry, which saw an 11.2% decline, and the broader Consumer Staples sector and S&P 500, which gained 1.3% and 10% respectively [1][3]. Group 1: Market Performance - PPC stock closed at $49.62, which is 13.2% below its 52-week high of $57.16 reached on February 14, attributed to geopolitical tensions and profit booking [4]. - The stock continues to trade above its 200-day moving average, indicating a bullish trend despite recent volatility [4][5]. Group 2: Competitive Positioning - PPC has outperformed key competitors such as Tyson Foods, which gained 6.8%, while Hormel Foods and Beyond Meat saw declines of 14% and 59.2% respectively [3]. - The company is capitalizing on the growing consumer demand for chicken, expanding its foodservice distribution network and experiencing increased volumes in quick-service restaurants (QSR) [7]. Group 3: Innovation and Product Development - PPC is committed to innovation and product differentiation, with its Prepared Foods segment seeing steady growth, particularly from the Just BARE brand, which gained 200 basis points in market share in Q4 2024 [8]. - The company is investing between $450 million and $500 million in capital expenditures for 2025 to enhance production and operational efficiencies [9]. Group 4: Financial Outlook - The Zacks Consensus Estimate for PPC's earnings per share has been revised upward by 2.9% to $5.28 for the current fiscal year [10]. - PPC is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 9.67X, below its median level of 9.98X and the industry's multiple of 12.72X, indicating potential undervaluation [13]. Group 5: Investment Opportunity - Despite recent stock price corrections, PPC demonstrates strong operational execution and market adaptability, suggesting potential for sustained performance [14]. - The favorable valuation and positive earnings outlook position PPC as an attractive investment opportunity for value-focused investors [14].

Core Insights - Pilgrim's Pride Corporation (PPC) has announced a $1.5 billion special cash dividend, equating to $6.30 per share, to be paid on April 17, 2025, reflecting the company's strong balance sheet and growth confidence [1] - The company is focused on diversifying its portfolio, expanding market presence, and optimizing capital structure through investments in prepared foods and enhancing production capabilities [2][3] Financial Strategy - Over the past five years, PPC has invested $950 million in acquisitions, $1.8 billion in share repurchases and dividends, and $2.2 billion in capital expenditures, demonstrating a commitment to innovation and operational efficiency [3] - The special dividend highlights PPC's dedication to returning capital to shareholders while benefiting from leadership in the protein market and rising consumer demand [10] Market Positioning - PPC is capitalizing on increasing consumer demand for chicken in both retail and foodservice sectors, with a strengthened distribution network and a notable rise in quick-service restaurant volumes [6][7] - The company is aligning its supply chain with foodservice trends, focusing on higher-margin offerings to capture a greater market share [7] Innovation and Brand Strategy - PPC prioritizes innovation and brand differentiation, with its Prepared Foods segment growing due to strong performance from premium brands and the relaunch of the Pilgrim's brand [8]

Core Insights - Pilgrim's Pride shares have decreased by approximately 3.4% since the last earnings report, although this performance has been better than the S&P 500 [1] - There is uncertainty regarding whether the negative trend will persist until the next earnings release or if the company is poised for a breakout [1] Earnings Estimates - Analysts have not made any revisions to earnings estimates in the past two months, indicating a period of stability in expectations [2]