Consumer Staples Flat in August as Hormel, Tyson Fall; Estée Lauder Leads Gainers

Earnings
โดย Seeking Alpha·US·Read original
Summary · why it matters

The Consumer Staples Select Sector SPDR Fund ended August roughly flat, slipping about 0.08% for the month, a muted headline number that obscured double-digit swings in individual names. Hormel Foods and Tyson Foods led the sector's losses after cutting sales outlooks even as they posted profit beats, while Estée Lauder, General Mills, and Bunge Global posted double-digit gains on improving results and upgraded forecasts. Hormel fell about 12% after reporting fiscal third-quarter adjusted earnings of 37 cents per share, beating estimates by 2 cents, but organic net sales fell 2% as commodity turkey and bacon and a strategic exit from certain private-label snack-nut items weighed on the top line; the company raised its adjusted EPS outlook for fiscal 2026 to $1.45-$1.51 from $1.43-$1.51, while cutting its net sales forecast to $12.1 billion-$12.2 billion from $12.2 billion-$12.5 billion. Tyson dropped about 8% after its fiscal third-quarter adjusted EPS rose 9% to 99 cents, with sales roughly flat at $13.87 billion, as its beef segment posted an operating loss of $138 million on constrained cattle supplies and higher input costs, prompting the company to widen its full-year beef loss forecast. Estée Lauder rose about 17% after reporting fiscal fourth-quarter net sales up 6% to $3.63 billion and adjusted EPS of 39 cents, and raising its fiscal 2027 adjusted operating-margin outlook to 12.7%-13.5% from 12.5%-13.0%. General Mills gained about 14% on a fiscal 2027 outlook centered on improved organic net sales growth and at least $750 million in cost savings, while Bunge rose about 13% after raising its full-year adjusted EPS outlook to $9.25-$9.75 from $9.00-$9.50.

Impact on stocks 6

Consumer Staples± Mixed · 5 stocks
Estee Lauder Companies Inc
EL
▲ PositiveCapitalrelevance

Estée Lauder reported strong Q4 results and raised its fiscal 2027 adjusted operating-margin outlook.

General Mills Inc
GIS
▲ PositiveCapitalrelevance

General Mills provided a fiscal 2027 outlook with improved organic net sales growth and cost savings.

Hormel Foods Corporation
HRL
▼ NegativeDemandrelevance

Hormel cut its net sales forecast due to weak organic sales and strategic exit from private-label snack-nuts.

Tyson Foods Inc
TSN
▼ NegativeSupplyrelevance

Tyson's beef segment posted an operating loss on constrained cattle supplies and higher input costs, widening its full-year beef loss forecast.

Synthetic Biology (non-pharma)▲ · 1 stocks
Bunge Global SA
BG
▲ PositiveCapitalrelevance

Bunge raised its full-year adjusted EPS outlook to $9.25-$9.75 from $9.00-$9.50.

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