As the second-largest poultry producer in the US, Pilgrim's Pride benefits from consumer health trends favoring chicken over beef and pork. The company operates in three geographic segments (US 59%, UK/Europe 29%, Mexico 12%) and maintains a diversified portfolio of brands including Pilgrim's, Just BARE, Moy Park, and others, positioning it well in both commodity and value-added segments.
Cyborg Score Rationale
Strong revenue base ($18.5B in 2025) and reasonable margins (6.7% profit margin) reflect operational competence. However, commodity exposure creates margin pressure, evidenced by recent EBITDA margin compression and lower profitability despite sales growth. JBS ownership structure and analyst Hold consensus reflect a stable but not exceptional investment outlook.
Top Insights
Q4 2025 showed 3.3% sales growth with geographic diversification offsetting US commodity weakness, signaling emerging market strength
European margin improved to 3.3% YoY indicating operational efficiency gains despite higher feed costs in the region
Pricing strength evident in poultry market with leg quarter prices up 25.9% YoY and wing prices up 37.5%, suggesting favorable demand dynamics
JBS subsidiary structure with >80% ownership provides capital backing but limits independence, while minority stake attempts failed in 2021
Named Competitors
Tyson Foods — Largest US poultry and protein producer
Smithfield Foods — Major pork and processed meat producer