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u/Stevewilson1983
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+8.2%
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P&L
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Лонг
23 мая
$559.00
+8.2%
Hilton Foods has long-term cost-plus red meat contracts, but higher-margin seafood hit by inflation & listeria; guidance maintained for 2026 after shipping issues resolved. Disruptions caused stock price drops; with normalization of operations and analyst forecasts for EPS growth, multiple expansion from current 12x forward P/E is likely. Buy on temporary earnings dip; expect recovery as new Canada plant ramps and smoked salmon export restrictions lift in H2 2026. Further inflation in labor/fish, tariff exposure for Canadian plant, consumer shift away from red meat, delayed US export approval for Greece facility.
Hilton Foods has long-term cost-plus red meat contracts, but higher-margin seafood hit by inflation & listeria; guidance maintained for 2026 after shipping issues resolved. Disruptions caused stock price drops; with normalization of operations and analyst forecasts for EPS growth, multiple expansion from current 12x forward P/E is likely. Buy on temporary earnings dip; expect recovery as new Canada plant ramps and smoked salmon export restrictions lift in H2 2026. Further inflation in labor/fish, tariff exposure for Canadian plant, consumer shift away from red meat, delayed US export approval for Greece facility.
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У u/Stevewilson1983 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: HFG.L.
