Pilgrim's Pride (PPC)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
QuarterlyIQ Insights · PPC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer staples on a research-validated quality screen. As of 2026-11-04.
The screen ranks PPC against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 29.8% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“We remain focused on our investments and strategies to drive profitable growth and adapt our portfolio to changing conditions.”
Stated in 2 of 4 supplied quarters. Management reported: ““We remain focused on our investments and strategies to drive profitable growth and adapt our portfolio to changing conditions.”” “Approval process for the acquisition of Walkers Deli & Sausage continues to progress with an anticipated close in early 2027.” Revenue was $4.653 billion in 2026-Q3.
““We remain focused on our investments and strategies to drive profitable growth and adapt our portfolio to changing conditions.””
“▪ U.S.: Growth with Key Customers in Retail and Foodservice and operational efficiencies were more than offset by year-over-year (YoY) declines in commodity market pricing negatively impacting our Bi…”
“We continue to improve the efficiency of our operations and given recent investments, we’ve created a more balanced portfolio better equipped to mitigate impacts of volatile commodity values.”
Stated in 2 of 4 supplied quarters. Management reported: ““We continue to improve the efficiency of our operations and given recent investments, we’ve created a more balanced portfolio better equipped to mitigate impacts of volatile commodity values.”” “▪ U.S.: Year-over-year (YoY) decrease in commodity market pricing negatively impacted our Big Bird business; operations negatively impacted by winter storms and downtime associated with installation of multiple large CapEx projects during the first quarter 2026; however, US Prepared Foods volumes continue to increase share.” Operating income was $191.503 million in 2026-Q3.
Construction of the new prepared foods facility in Walker County, Ga., remains on track with commission expected in the second half of 2027.
Stated in 2 of 4 supplied quarters. Management reported: “Construction of the new prepared foods facility in Walker County, Ga., remains on track with commission expected in the second half of 2027.” “"Innovation remains a key pillar of growth within Prepared Foods, and the recent Pilgrim’s® launch of Flamin’ Hot® demonstrates our ability to generate meaningful consumer excitement with industry leading partners," Sandri said.”
• Maintained strong liquidity position to support future growth opportunities as the company’s net leverage ratio is currently 1.76x Adjusted EBITDA, below the target of 2x to 3x.
Stated in 1 of 4 supplied quarters. Management reported: “• Maintained strong liquidity position to support future growth opportunities as the company’s net leverage ratio is currently 1.76x Adjusted EBITDA, below the target of 2x to 3x.” “Approval process for the acquisition of Walkers Deli & Sausage continues to progress with an anticipated close in early 2027.”
Continue to grow sales while reducing volatility in the product portfolio through operational improvements and key customer partnerships.
Over the trailing year it converted 1.16x of net income into operating cash flow. Historically, Consumer Staples names rated neutral grew net income 50% of the time over the next year (vs 58% for the rest of the cohort, n=2069).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Staples names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=2613).
Not investment advice. As of 2026-11-04.
““We continue to improve the efficiency of our operations and given recent investments, we’ve created a more balanced portfolio better equipped to mitigate impacts of volatile commodity values.””
“▪ U.S.: Year-over-year (YoY) decrease in commodity market pricing negatively impacted our Big Bird business; operations negatively impacted by winter storms and downtime associated with installation…”
“Construction of the new prepared foods facility in Walker County, Ga., remains on track with commission expected in the second half of 2027.”
“▪ U.S.: Year-over-year (YoY) decrease in commodity market pricing negatively impacted our Big Bird business; operations negatively impacted by winter storms and downtime associated with installation…”
“• Maintained strong liquidity position to support future growth opportunities as the company’s net leverage ratio is currently 1.76x Adjusted EBITDA, below the target of 2x to 3x.”