Smithfield Foods (SFD)

Smithfield posted strong Q1 results ahead of both HJR and consensus estimates (16%/6% ahead of HJR EPS/EBITDA). It demonstrated very strong improvement in its relative performance in its Fresh Pork and Hog Production segments. The…

Following more than a decade’s absence from the public markets, Smithfield Foods was IPO’d by its Chinese parent, WH Group, early this year. We followed Smithfield for many years prior to the acquisition by WH…