Pilgrim's Pride 4Q Profit Slides, Hurt by Challenging Commodity Trends

Dow Jones02-12

By Kelly Cloonan

 

Pilgrim's Pride logged lower profit in its latest quarter as it contended with a challenging commodity environment in some regions.

The chicken and pork producer on Wednesday posted a profit of $88 million, or 37 cents a share, compared with $235.9 million, or 99 cents a share, a year earlier.

Adjusted earnings per share were 68 cents, compared with estimates of 75 cents a share according to analysts polled by FactSet.

Revenue rose 3.3% to $4.52 billion, compared with analyst estimates of $4.38 billion.

In the U.S., the company's fresh foods segments benefited from continued consumer demand as volumes rose, and demand was solid across retail, quick-service restaurants and foodservice companies. Its prepared foods unit in the U.S., meanwhile, recorded higher sales, boosted by growth in retail sales and foodservice volume.

However, the company faced some pressure from weaker commodity trends in the fourth quarter, Chief Executive Fabio Sandri said.

In Mexico, profitability was limited given weaker commodity market fundamentals and increased imports of animal protein. In the U.S., the company mitigated softer commodity fundamentals with strong demand from key customers in its case ready, small bird and prepared foods segments, Sandri said.

"Even with volatility in commodity cut-out values, the U.S. business delivered strong results," Sandri said.

Over the course of 2025, market conditions remained attractive, with input costs relatively stable, Sandri said. The affordability of chicken also continued to resonate among consumers, he said.

 

Write to Kelly Cloonan at kelly.cloonan@wsj.com

 

(END) Dow Jones Newswires

February 11, 2026 17:22 ET (22:22 GMT)

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