NASDAQ$PPC

Pilgrim's Pride · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Pilgrim's Pride experienced significant growth in Q1 2022, driven by strong performance in the US and Mexico, despite challenges in Europe.

Pilgrim's Pride reported a strong first quarter in 2022, with net sales up nearly 30% year-over-year and adjusted EBITDA almost doubled. The company's US business led the way, with retail demand remaining stable and foodservice recovering to pre-COVID levels. Mexico also performed well, while the European business faced challenges due to market conditions and cost escalation.

  • Net sales increased by almost 30% year-over-year, reaching $4.24 billion.
  • Adjusted EBITDA nearly doubled compared to the prior year, with a margin of 11.8%.
  • The US business performed strongly, with retail demand remaining stable and foodservice recovering to pre-COVID levels.
  • Mexico rebounded from the previous quarter, experiencing better than expected demand.

Headline financials

Total Revenue

$4.24B

Previous: $3.27B+29.5%
EPS (adj)

$1.18

Previous: $0.41+187.8%
Adjusted EBITDA

$502M

Previous: $254M+97.7%
Adjusted EBITDA Margin

11.8%

Previous: 7.8%+51.3%
Capital Expenditures

-$81.6M

Previous: -$102M+20.2%
Free Cash Flow

$199M

Previous: -$1.96M+10251.1%
Net Income

$280M

Previous: $100M+179.9%
Operating Income

$402M

Previous: $158M+153.7%
Gross Profit

$542M

Previous: $261M+107.5%
Cash & Equivalents

$726M

Previous: $367M+97.7%
Total Assets

$9.32B

Previous: $7.48B+24.6%
Stock-Based Comp

$1.96M

Previous: $2.04M-3.9%

Revenue & EPS history

Pilgrim's Pride · Revenue · Quarterly

$4.24B

Q1 2022+29.5%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Forward guidance

Pilgrim's Pride anticipates significant inflationary headwinds challenging the entire business, with increased costs in commodities, labor, logistics, and other operational inputs. The company plans to mitigate these impacts through operational efficiencies and growing with key customers, while continuing to monitor and adjust its business accordingly.

Tailwinds

  • Synergies and scale in the U.S., Mexico and the United Kingdom.
  • Commitment to being the best and most respected company in the industry.
  • Superior service levels to Key Customers.
  • Improving overall mix.
  • Combating inflation throughout the supply chain.

Headwinds

  • Significant inflationary headwinds challenging the entire business.
  • Costs have dramatically increased in commodities.
  • Costs have dramatically increased labor.
  • Costs have dramatically increased logistics.
  • Costs have dramatically increased in other operational inputs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.0%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+2.8%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+23.2%

Q3 2012

Best reaction

-14.3%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.8%+0.5%-9.1%
Q4 2025-3.6%+0.7%-16.1%
Q3 2025-0.1%-2.3%-0.2%
Q1 2025-14.3%-14.5%-9.9%
Q4 2024+3.4%+3.6%-1.4%
Q3 2024+0.7%+6.6%+7.3%
Q2 2024+1.8%+4.5%+12.3%
Q1 2024-0.2%+1.7%-0.2%
Q4 2023+11.6%+11.2%+19.8%
Q3 2023+4.1%+8.2%+11.4%
Q2 2023+1.8%+2.5%+3.2%
Q1 2023+1.1%+2.2%+3.8%
Q4 2022+6.8%+4.0%+0.7%
Q3 2022+3.6%+2.7%+16.2%
Q2 2022-1.3%-6.7%-11.3%
Q1 2022+10.6%+10.5%+26.9%
Q4 2021-3.0%-2.6%-20.3%
Q3 2021-2.6%-1.5%-2.4%
Q2 2021+1.3%-0.3%+26.7%
Q1 2021-1.1%-1.7%-1.8%
Q4 2020-5.5%-5.0%+10.7%
Q3 2020+0.4%+6.8%+19.9%
Q2 2020-4.9%-5.9%+1.7%
Q1 2020+3.2%-5.4%-3.0%
Q4 2019-4.8%-10.6%-30.7%
Q3 2019+3.2%+4.2%+7.1%
Q2 2019+7.3%+5.2%+14.1%
Q1 2019+1.8%+6.8%-5.0%
Q4 2018-6.1%-3.2%+0.9%
Q3 2018+5.6%+7.2%+10.5%
Q2 2018-1.6%+1.2%+3.8%
Q1 2018+2.4%-2.2%-4.5%
Q4 2017+5.4%+3.1%-0.6%
Q3 2017+8.6%+13.1%+22.1%
Q2 2017+4.5%+7.6%+22.1%
Q1 2017-1.9%-2.1%-8.9%
Q4 2016+10.3%+9.9%+15.2%
Q3 2016+0.7%+4.4%-13.1%
Q2 2016-5.7%-7.7%-9.3%
Q1 2016+11.9%
Q4 2015-5.0%
Q3 2015-3.9%
Q2 2015+7.6%
Q1 2015+1.8%
Q4 2014+3.4%
Q3 2014+0.2%
Q2 2014-8.6%
Q1 2014+2.6%
Q4 2013-0.2%
Q3 2013-1.5%
Q2 2013+9.0%
Q1 2013+6.0%
Q4 2012-7.2%
Q3 2012+23.2%
Q4 2011-2.8%
Q2 2012-2.8%
Q1 2011+2.0%
Q1 2012+2.0%
Q4 2009+3.1%
Q1 2010+3.1%
Q3 2011-3.8%
Q3 2010-3.8%
Q4 2010-6.9%
Q2 2010-6.9%
Q2 2011-6.9%

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