Cluenex
Log inStart free
All stocks · Consumer Defensive · Packaged Foods & Meats

Pilgrim's Pride PPC

Pilgrim's Pride scores weak on business quality (3.9 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$28.65Oct 10, 2026
Business qualityWeak
Next earningsOct 28, 2026
Insiders, 90 daysQuiet

Why it matters

  1. What Pilgrim's Pride does

    Pilgrim's Pride produces fresh, prepared, and value-added poultry products, selling to food service, retail, and distributors globally. The company operates scale poultry processing facilities to supply branded and private label protein.

  2. What it does best

    Pilgrim's Pride operates at massive scale, generating $18.4 billion in revenue. This massive volume drives efficiencies, though its gross margin sits at 9.6%, trailing peer SJM's 39.2% due to commodity protein exposure.

  3. The main risk

    Commodity exposure leaves earnings vulnerable to feed cost spikes and live chicken pricing volatility. With a thin net margin of 3.0%, margin compression can quickly wipe out operating profits.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin is 5.1% and FCF margin is modest. Low margins indicate the business does not gain significant pricing power as it scales.

MoatFair

The moat is weak, sitting in the bottom quartile for gross margin at the 8th sector percentile. Scale offers little pricing protection against volatile feed and poultry markets.

GrowthSlow

Revenue grew at 3.5% to reach $18.4 billion. Growth remains modest and hovers near the middle of its sector at the 52nd percentile.

Financial healthFair

Total debt stands at $3.09 billion against $640 million in cash, supported by an interest coverage of 5.7x. Free cash flow dropped to $304 million, getting softer compared to prior years.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on PPC

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is PPC a good business?

Pilgrim's Pride scores weak on the Cluenex quality check (3.9 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.

Are insiders buying PPC?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does PPC report earnings?

Oct 28, 2026.

For members

See PPC today

  • Today's verdict on PPC, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
Open in Cluenex Free to start. First month of Core free.

Cite this page: Cluenex, “Pilgrim's Pride (PPC)”, https://cluenex.com/stocks/ppc/, data as of Oct 10, 2026.