June 30, 2025
The fundamental backdrop has improved for Smithfield’s consolidated business and we have raised our full-year 2025 and 2026 estimates accordingly. The primary driver of our more bullish outlook is the improved setup for hog production….
June 30, 2025
We have updated our Q4’25 and 2026 estimates. Our Q4 goes to $6.25 ($5.72) and 2026 to $9.71 ($10.34). Our PT goes to $101. Although moderated somewhat given pullback in wholesale egg pricing, there has…
June 30, 2025
We are reducing our Q2, 2025 and 2026 estimates for DAR driven by weaker-than-expected DGD margins, as well as less robust assumptions for the Food business. Core Feed should show nice improvement from Q1 given…
June 24, 2025
The recent RVO proposal laid out far more bullish targets than we had anticipated, and also put forward potential modifications to RIN values for imported fuels/feedstocks. That, combined with potential changes to 45Z rules, results…
June 9, 2025
With the exception of Q1’24, Hormel’s EBIT has declined on a yr/yr basis for the past 10 quarters, while the consolidated drop in volumes goes back even further. Q2’25 volumes fell ~4% on an organic…
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Heather L. Jones founded Heather Jones Research, LLC in May 2019. She has worked in equity research for over 20 years including stints on both the buy- and sell-side. She has worked at Bear Stearns, BB&T and most recently, Candlestick Capital, LLC. In StarMine’s 2013 Analyst Awards for Excellence, she was ranked #1 stock picker in the Food Products category. She was also named top stock picker for 2012 in the Food and Tobacco industry in The Wall Street Journal’s annual “Best on the Street” analyst survey. In 2007, Jones placed third in her industry. She was also ranked #1 in the food industry by Forbes.com in its 2009 “Blue Chip Analyst” awards survey.
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