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Thesis: Pilgrim's Pride: the story is balanced — Corn and soybean meal futures prices - every $0.10/bushel move in corn impacts annual costs by approximately $35-40…
★ Analysts see FY2027 revenue reaching $19.1B — +1.5% growth in a single year.
What Moves the Stock
1Corn and soybean meal futures prices - every $0.10/bushel move in corn impacts annual costs by approximately $35-40 million given 1.1-1.2 billion bushels consumed annually
2Wholesale chicken pricing (Georgia Dock benchmark) - reflects industry supply/demand balance and directly impacts revenue per pound
3Quick-service restaurant traffic and menu promotions - major customers like Chick-fil-A, McDonald's, and KFC drive 25-30% of volume
5Mexican peso exchange rate - impacts competitiveness of Mexico operations which represent 15-20% of revenue
6Fresh chicken products (approximately 55-60% of revenue) - whole birds, parts, and tray-pack products sold to retail grocers and foodservice distributors
7Prepared foods (approximately 30-35% of revenue) - breaded, marinated, and fully-cooked chicken products for quick-service restaurants and retail brands
8Export markets (approximately 10-15% of revenue) - dark meat and by-products to Mexico, Asia, and other international markets
value - The stock trades at 0.6x sales and 6.2x EV/EBITDA, below historical averages of 0.7-0.9x sales…
Rising rates increase financing costs on the company's $2.3-2.5 billion debt load (approximately $20-25 million annual impact per 100bps…
Watch on earnings: CBOT corn futures (ZC) and soybean meal prices - direct input cost drivers representing 60-65% of production expenses, USDA weekly chicken production and cold storage inventory reports - supply indicators that drive wholesale pricing, Georgia Dock wholesale chicken price index - industry benchmark for fresh chicken pricing power.
One Sentence Summary:
Pilgrim's Pride: the story is balanced — corn and soybean meal futures prices - every $0.10/bushel move in corn impacts annual costs by approximately $35-40 million given 1.1-1.2.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.