Q4 2025 Pilgrims Pride Corp Earnings Call Transcript

Feb 12, 2026 / 02:00 PM GMT

Release Date Price: €35.6 (+10.56%)

Transcript 10-K8-K

Key Points

Positve

Pilgrims Pride Corp (PPC) achieved new financial milestones with net revenues reaching $18.5 billion and adjusted EBITDA rising to $2.3 billion for fiscal year 2025.
The company reported strong demand for chicken in the US, with significant growth in sales to key customers and a successful expansion of its Just Bare brand.
Operational excellence efforts improved efficiencies in processing operations, mitigating commodity cutout volatility and enhancing margins.
In Europe, several projects were completed to enhance efficiency, consolidate back office support, and optimize mix and innovation, leading to increased sales and volume.
Mexico saw growth in sales volumes of branded offerings despite commodity pricing volatility, with efforts to drive profitable growth and reduce business volatility.

Negative

Mexico faced challenging market circumstances due to increased imports of animal-based proteins, impacting market pricing and profitability.
The company experienced year-over-year commodity market pricing headwinds in the US, negatively impacting profitability.
In Europe, the Richmond brand faced challenges from low-cost private label offerings, affecting growth.
The company recorded $77 million in litigation-related settlement charges, impacting financial results.
Mexico's adjusted EBITDA margin fell from 11.8% last year to 8.8% this year, due to increased supply and lower market pricing.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PPC.OQ - Pilgrims Pride Corp
Q4 2025 Pilgrims Pride Corp Earnings Call
Feb 12, 2026 / 02:00PM GMT

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Presentation
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Pilgrim's ride, earnings conference call, and webcast.

Should you need assistance, please signal a conference by pressing the star key followed by 0.

At the company's request, this call is being recorded.

Please note that the slides referenced during today's call are available for download from the investor section of the company's website at www.pilgrims.com.

After today's presentation, there will be an opportunity to ask questions.

I would now like to turn the conference call over to Andrew Rojewski, head of strategy, investor relations, and sustainability for Pilgrim's ride.

Good morning.

Joining us today as we review our operating and financial results for the 4th

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