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    How Investors Are Reacting To Hormel Foods (HRL) Elevating Marketing And Expanding Dessert Collaboration

    Simply Wall St·12/24/2025 23:51:41
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    • In December 2025, Hormel Foods appointed veteran marketer Jason Levine as its first enterprise-wide chief marketing officer and completed a new partnership structure for the Justin’s brand, while SKIPPY and Milk Bar jointly revealed a co-branded Chocolate Peanut Butter Crunch Pie now available online and in Milk Bar bakeries.
    • Together, these moves signal Hormel’s push to sharpen its consumer focus, leverage data-driven brand building, and unlock more value from its snacking and nut-butter portfolio through dedicated leadership and collaborations.
    • We’ll now explore how Levine’s new CMO role could influence Hormel’s existing investment narrative around modernization, efficiency and long-term growth.

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    Hormel Foods Investment Narrative Recap

    To own Hormel Foods, you need to believe its protein and snacking brands can regain earnings power as modernization, pricing and efficiency efforts take hold after a tough profit year. The new enterprise CMO role looks supportive of brand and data capabilities, but does not materially change the near term catalyst around margin recovery or the key risk from ongoing commodity and pricing pressure into 2026.

    The new partnership structure for Justin’s, with Hormel retaining a 49% stake, ties directly into the snacking and nut butter focus highlighted by Jason Levine’s appointment. It keeps Hormel exposed to category growth upside while sharpening brand level execution, which could matter if its broader modernization and cost programs succeed in stabilizing margins.

    Yet investors should be aware that persistent, sometimes volatile input cost inflation could still undermine those modernization benefits and pricing moves...

    Read the full narrative on Hormel Foods (it's free!)

    Hormel Foods' narrative projects $13.0 billion revenue and $952.2 million earnings by 2028. This requires 2.5% yearly revenue growth and about a $197.7 million earnings increase from $754.5 million today.

    Uncover how Hormel Foods' forecasts yield a $27.25 fair value, a 12% upside to its current price.

    Exploring Other Perspectives

    HRL 1-Year Stock Price Chart
    HRL 1-Year Stock Price Chart

    Five Simply Wall St Community members currently value Hormel Foods between US$24.36 and US$47.20 per share, showing a wide spread of expectations. You can weigh these views against the risk that prolonged commodity inflation and slower pricing pass through continue to pressure margins and delay any earnings recovery.

    Explore 5 other fair value estimates on Hormel Foods - why the stock might be worth just $24.36!

    Build Your Own Hormel Foods Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.