Expectations trend
FY2027 · fiscal year ending 2027-12-28 · fmp
Pilgrim's Pride (PPC)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-05
$28.62-1.34%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-05
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
2.83 → 2.54 EPS · FY ending Dec 28, 2027 · 4 analysts
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 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; 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 PPC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Increase cash flow from operations to support financial health | Pilgrim's Pride is improving cash flow, up from $127M to $141M. | Under Pressure | Cash from operations falls below $140.8M after 2026-Q1 | Cash from operations: $212.341M FY2026-Q3; GAAP. Published target: Cash from operations at least $140.8M in 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 29, 2026212,341,000 USD · source valueLast status assessment Nov 5, 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 2027-12-28 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed 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.
This is a cyclical food company with a growth element from Prepared Foods and branded products. The thesis is in a watch state: recent performance has improved relative to its industry, but management’s delivery is mixed and the evidence gives only medium confidence.
PPC is described as cheap versus peers, and the valuation evidence indicates a modest expectations gap. The market appears to recognize weak execution, but the evidence does not point to broad valuation fragility. Valuation has risen recently even as company momentum weakened.
In the near term, the latest reported quarter showed strong growth in U.S. Prepared Foods volume and Just Bare retail sales, but consolidated sales, operating income, and adjusted EBITDA margin were lower year over year. A recent earnings beat and improving performance relative to the industry support a recovery case, while past misses and the risk of a guidance cut remain concerns.
Over the next few quarters, the thesis depends on whether growth in Prepared Foods and brands can translate into stronger consolidated results and better operating efficiency. A guidance cut or further weakening in jobs data would add pressure; continued earnings strength and higher guidance from sector peers would support the sector backdrop.
The 1-to-3-year view is a mixed recovery story: branded and Prepared Foods growth is promising, but broad results still need to show more consistent execution. 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.
Improve net income margins to boost profitability | A primary condition in Pilgrim's Pride's published investment case. The stated target is Net income stays above $101.4M in 2026-Q1. | Broken | Net income falls below $101.4M after 2026-Q1 | Net income: $117.606M FY2026-Q3; GAAP. Published target: Net income stays above $101.4M in 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 29, 2026117,606,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Improve operational efficiency to support profit growth | A primary condition in Pilgrim's Pride's published investment case. The stated target is Gross profit recovers to at least $345.5M by 2026-Q1. | Broken | Gross profit falls below $345.5M in any quarter after 2026-Q1 | Gross profit: $333.672M FY2026-Q3; GAAP. Published target: Gross profit recovers to at least $345.5M by 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 29, 2026333,672,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Grow revenue steadily to support earnings recovery | These steps can help fix profit margins and grow earnings. | Broken | Revenue growth falls below 1.6% YoY in any quarter | Revenue growth: -2.23% FY2026-Q3; GAAP. Published target: Revenue growth at least 1.6% YoY over next 12 months. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Oct 29, 2026-2.230056 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
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.
$3.16 → $2.54 · observed estimates
$18.88B → $18.90B · 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 | $3.16 | $18,881,600,238 | 5 / 5 |
| 2026-07-25 | $3.16 | $18,881,600,238 | 5 / 5 |
| 2026-07-26 | $3.16 | $18,881,600,238 | 5 / 5 |
| 2026-07-27 | $3.16 | $18,881,600,238 | 5 / 5 |
| 2026-07-28 | $3.16 | $18,881,600,238 | 5 / 5 |
| 2026-07-29 | $3.16 | $18,881,600,238 | 5 / 5 |
| 2026-07-30 | $3.16 | $18,881,171,667 | 5 / 5 |
| 2026-07-31 | $3.14 | $18,874,024,579 | 5 / 5 |
| 2026-08-01 | $3.14 | $18,874,024,579 | 5 / 5 |
| 2026-08-02 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-03 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-04 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-05 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-06 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-07 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-08 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-09 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-10 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-12 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-13 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-14 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-15 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-16 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-17 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-18 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-19 | $3.07 | $18,890,519,550 | 5 / 5 |
| 2026-08-20 | $2.93 | $18,866,967,081 | 5 / 5 |
| 2026-08-21 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-22 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-23 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-24 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-25 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-26 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-27 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-28 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-29 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-30 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-08-31 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-01 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-02 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-03 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-04 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-05 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-06 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-07 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-08 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-09 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-10 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-11 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-12 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-13 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-14 | $2.94 | $18,866,967,081 | 5 / 5 |
| 2026-09-15 | $2.84 | $18,964,967,081 | 5 / 5 |
| 2026-09-16 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-17 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-18 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-19 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-20 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-21 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-22 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-23 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-24 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-25 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-26 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-27 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-28 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-29 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-09-30 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-10-01 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-10-02 | $2.84 | $18,964,967,081 | 4 / 5 |
| 2026-10-03 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-04 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-05 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-06 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-07 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-08 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-09 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-10 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-11 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-12 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-13 | $2.83 | $18,970,295,932 | 4 / 5 |
| 2026-10-14 | $2.74 | $18,976,117,932 | 4 / 5 |
| 2026-10-15 | $2.74 | $18,976,117,932 | 4 / 5 |
| 2026-10-16 | $2.74 | $18,976,117,932 | 4 / 5 |
| 2026-10-17 | $2.74 | $18,976,117,932 | 4 / 5 |
| 2026-10-18 | $2.74 | $18,976,117,932 | 4 / 5 |
| 2026-10-19 | $2.74 | $18,976,117,932 | 4 / 5 |
| 2026-10-20 | $2.72 | $18,926,917,932 | 4 / 5 |
| 2026-10-21 | $2.72 | $18,926,917,932 | 4 / 5 |
| 2026-10-22 | $2.72 | $18,926,917,932 | 4 / 5 |
| 2026-10-23 | $2.63 | $18,926,917,932 | 4 / 5 |
| 2026-10-24 | $2.63 | $18,926,917,932 | 4 / 5 |
| 2026-10-25 | $2.63 | $18,926,917,932 | 4 / 5 |
| 2026-10-26 | $2.63 | $18,926,917,932 | 4 / 5 |
| 2026-10-27 | $2.63 | $18,926,917,932 | 4 / 5 |
| 2026-10-28 | $2.63 | $18,926,917,932 | 4 / 5 |
| 2026-10-29 | $2.63 | $18,926,717,932 | 4 / 5 |
| 2026-10-30 | $2.63 | $18,922,053,931 | 5 / 5 |
| 2026-10-31 | $2.54 | $18,895,471,502 | 5 / 5 |
| 2026-11-01 | $2.54 | $18,895,471,502 | 5 / 5 |
| 2026-11-02 | $2.54 | $18,895,471,502 | 5 / 5 |
| 2026-11-03 | $2.54 | $18,895,471,502 | 5 / 5 |
| 2026-11-04 | $2.54 | $18,895,471,502 | 4 / 5 |
| 2026-11-05 | $2.54 | $18,895,471,502 | 4 / 5 |
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 · 6 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 1 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 7, 2026–Nov 5, 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.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 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.