Pilgrim's Pride (PPC)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
$30.48-0.10%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
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 2026-09-04.
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 0 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 50% of the time over the next year (vs 61% for the rest of the cohort, n=2767).
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.
Continue to grow sales across key customer partnerships and reduce volatility in the product portfolio through operational improvements and product mix enhancements.
Stated as a priority in 3 of last 3 quarters. Revenue grew modestly from $4.52B in 2025-Q4 to $4.63B in 2026-Q2. Management emphasized progress on growth and portfolio projects, including operational improvements and key customer partnerships, with U.S. Prepared Foods retail sales rising nearly 40% in 2026-Q1. The trajectory shows delivering on growth and portfolio resilience.
“U.S. Fresh business implemented projects to upgrade product mix and enhance operational efficiencies, growing Key Customer partnerships.”
“Significant progress on growth and portfolio projects, reinforcing foundation for more resilient earnings profile.”
“U.S. Fresh portfolio benefited from robust demand; volume from Key Customers grew higher than industry averages.”
Accelerate growth of U.S. Prepared Foods through new facilities and expanded branded offerings to increase diversification and margins.
Stated as a priority in 3 of last 3 quarters. Management reported accelerating growth in U.S. Prepared Foods with record retail volumes and nearly 40% retail sales increase for Just Bare in 2026-Q1. The new value-added facility construction remains on schedule. The trajectory is delivering consistent growth and portfolio expansion.
Grow branded portfolios and geographic presence in Mexico and Europe to diversify revenue streams and improve profitability.
Stated as a priority in 3 of last 3 quarters. Mexico branded volumes grew over 10% in 2026-Q1, while Europe maintained steady results despite some profit declines in 2026-Q2. Adjusted EBITDA margin in Europe was 5.0% in 2026-Q2. The trajectory shows mixed delivery with growth in Mexico but margin pressure in Europe.
Preserve financial strength by managing liquidity and maintaining net leverage ratio within targeted range to support growth opportunities.
Stated as a priority in 3 of last 3 quarters. Net leverage ratio was 1.25x Adjusted EBITDA in 2026-Q2 and below target range of 2x to 3x. In 2025-Q4, net leverage was less than 1.1x. Management has maintained strong liquidity and leverage discipline, delivering on this priority.
“Net leverage ratio is currently 1.25x Adjusted EBITDA, below target of 2x to 3x.”
Pursue growth in Europe via acquisitions to expand product offerings and geographic footprint.
Newly stated in 2026-Q3 with the announcement of the acquisition of Walker's Deli & Sausage Company to grow in Europe. This is a strategic move to expand product offerings and geographic presence. No prior quarters mention this priority, so delivery is at initial stage.
Over the trailing year it converted 1.16x of net income into operating cash flow. Historically, Consumer Staples names rated neutral grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=2083).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Staples names rated stable grew net income 51% of the time over the next year (vs 52% for the rest of the cohort, n=940).
Not investment advice. As of 2026-09-04.
“U.S. Prepared Foods growth continues to accelerate, with record retail volumes.”
“Just Bare retail sales rose nearly 40% compared to last year; new facility in Walker County remains on track.”
“U.S. Prepared Foods increased net sales 18% compared to prior year; Just Bare grew retail sales significantly.”
“Europe: YoY profit decline due to lower priced pork; Mexico: profitability declined due to supply increases and lower-priced competing proteins.”
“Mexico grew branded portfolio across Fresh and Prepared Foods, increasing volumes by more than 10% compared to last year.”
“Europe improved sales and Adjusted EBITDA; Mexico experienced challenging quarter with increased imports but branded sales rose nearly 10%.”
“Maintained strong liquidity position to support future growth opportunities; net leverage ratio 1.25x Adjusted EBITDA.”
“Maintained strong liquidity position; net leverage ratio less than 1.1x Adjusted EBITDA.”