Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
HF Foods Group, Inc. (HFFG)
NASDAQConsumer StaplesFood DistributionSnapshot 2026-11-04
$1.44-3.36%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesFood DistributionSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.41 → 0.41 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for HFFG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain stable and effective management team | A supporting condition in HF Foods Group, Inc.'s published investment case. The stated target is No further major director or executive departures in next 12 months. | Intact | Additional key management or board departures occur | 0 departures vs 0 allowed News and filings show no executive departures; recent events focus on capital allocation and acquisitions. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
HFFG is a growth-and-efficiency thesis with some acquisition-driven expansion, rather than a proven steady compounder. The thesis state is watch: the signal has improved to mildly favorable, but recent financial performance remains weak versus its industry cohort.
The valuation evidence points to HFFG being cheap versus peers, while the expectations gap is somewhat negative, meaning expectations appear more cautious than the model’s baseline. Pricing fragility is low, and the overall valuation signal is neutral, so the discount alone does not settle the long-term thesis.
Near term, revenue has grown year over year for six consecutive quarters, and management reports progress on operational efficiency, organic growth, and selective acquisitions. Adjusted EBITDA margin was about 4.2% in the second quarter, still short of management’s 4.5% to 5.0% or higher goal over three to five years. Weak recent performance and high business risk remain concerns, even though the near-term miss watch is quiet.
The multi-year view depends on continued revenue growth and whether margins expand toward management’s stated goal. A guidance cut or further weakening in jobs could weigh on the near-term business outlook, while continued strong results and higher guidance from sector peers would support sector momentum. Recent acquisition activity is mixed, with Searay completed and a separate material agreement terminated.
Over the next one to three years, HFFG has evidence of growth and operating progress, but weak recent performance, volatile management, and high risk leave execution as the central question. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| HF Foods Group is improving operational efficiency and growing revenue. |
| Intact |
| EPS falls below $0.06 in FY26 |
Diluted EPS: $0.05 per share FY2026-Q2; GAAP. Published target: EPS >= $0.06 in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 20260.05 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Document Exhibit 99.1 HF Foods Reports Second Quarter 2026 Financial Results Net Revenue increased 2.8% to $323.8 million GAAP Net Income increased 413.9% to $2.6 million Adjusted Net Income increased 0.8% to $6.4 million Adjusted EBITDA decreased 2.0% to $13.6 million Las Vegas, NV – August 10, 2026 – HF Foods Group Inc. (NASDAQ: HFFG) (“HF Foods” or the “Company”), a leading distributor of international foodservice solutions to Asian restaurants and other businesses across the United States, today announced results for the second quarter ended June 30, 2026.” Revenue was $323.781 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Sustain organic revenue growth above 3.5% annually | A primary condition in HF Foods Group, Inc.'s published investment case. The stated target is >=3.5% YoY revenue growth. | Under Pressure | YoY revenue growth falls below 3.5% next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Document Exhibit 99.1 HF Foods Reports Second Quarter 2026 Financial Results Net Revenue increased 2.8% to $323.8 million GAAP Net Income increased 413.9% to $2.6 million Adjusted Net Income increased 0.8% to $6.4 million Adjusted EBITDA decreased 2.0% to $13.6 million Las Vegas, NV – August 10, 2026 – HF Foods Group Inc. (NASDAQ: HFFG) (“HF Foods” or the “Company”), a leading distributor of international foodservice solutions to Asian restaurants and other businesses across the United States, today announced results for the second quarter ended June 30, 2026.” Revenue was $323.781 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.20 → $0.41 · observed estimates
$1.31B → $1.34B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.20 | $1,307,121,500 | 1 / 1 |
| 2026-07-25 | $0.20 | $1,307,121,500 | 1 / 1 |
| 2026-07-26 | $0.20 | $1,307,121,500 | 1 / 1 |
| 2026-07-27 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-07-28 | $0.60 | $1,307,121,500 | 1 / 2 |
| 2026-07-29 | $0.60 | $1,307,121,500 | 1 / 2 |
| 2026-07-30 | $0.60 | $1,307,121,500 | 1 / 2 |
| 2026-07-31 | $0.60 | $1,307,121,500 | 1 / 2 |
| 2026-08-01 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-02 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-03 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-04 | $0.60 | $1,307,121,500 | 1 / 2 |
| 2026-08-05 | $0.60 | $1,307,121,500 | 1 / 2 |
| 2026-08-06 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-07 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-08 | $0.60 | $1,307,121,500 | 1 / 2 |
| 2026-08-09 | $0.60 | $1,307,121,500 | 1 / 2 |
| 2026-08-10 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-12 | $0.60 | $1,330,753,950 | 1 / 2 |
| 2026-08-13 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-14 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-15 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-16 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-17 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-18 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-19 | $0.16 | $1,307,121,500 | 1 / 1 |
| 2026-08-20 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-21 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-22 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-23 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-24 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-25 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-26 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-27 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-28 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-29 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-30 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-08-31 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-01 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-02 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-03 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-04 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-05 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-06 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-07 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-08 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-09 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-10 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-11 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-12 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-13 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-14 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-15 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-16 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-17 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-18 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-19 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-20 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-21 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-22 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-23 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-24 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-25 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-26 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-27 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-28 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-29 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-09-30 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-01 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-02 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-03 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-04 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-05 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-06 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-07 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-08 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-09 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-10 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-11 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-12 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-13 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-14 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-15 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-16 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-17 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-18 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-19 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-20 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-21 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-22 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-23 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-24 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-25 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-26 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-27 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-28 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-29 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-30 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-10-31 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-11-01 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-11-02 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-11-03 | $0.41 | $1,340,848,950 | 1 / 1 |
| 2026-11-04 | $0.41 | $1,340,848,950 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.