Smithfield Foods, Inc. (SFD) Q2 2025 Earnings Call Transcript


Smithfield Foods, Inc. (NASDAQ:SFD) Q2 2025 Earnings Conference Call August 12, 2025 9:00 AM ET

Company Participants

C. Shane Smith – President, CEO & Director
Julie MacMedan – Vice President of Investor Relations
Mark L. Hall – Chief Financial Officer
Steven J. France – President of Packaged Meats

Conference Call Participants

Benjamin M. Theurer – Barclays Bank PLC, Research Division
Heather Lynn Jones – Heather Jones Research LLC
Leah Dianne Jordan – Goldman Sachs Group, Inc., Research Division
Manav Gupta – UBS Investment Bank, Research Division
Megan Christine Alexander – Morgan Stanley, Research Division
Peter Thomas Galbo – BofA Securities, Research Division

Operator

Good day, everyone, and welcome to the Smithfield Foods’ Second Quarter 2025 Results Conference Call. [Operator Instructions] Please also note, today’s event is being recorded.

At this time, I’d like to turn the floor over to Julie MacMedan, Vice President of Investor Relations. Ma’am, please go ahead.

Julie MacMedan

Thank you, operator, and good morning, everyone. Welcome to Smithfield’s Second Quarter 2025 Earnings Call. Earlier this morning, we announced our results. A copy of the release, as well as today’s presentation, are available on our IR website, investors.smithfieldfoods.com.

Today’s presentation contains projections and other forward-looking statements that are being provided pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all comments reflecting our expectations, assumptions, or beliefs about future events, or performance that do not relate solely to historical periods. These statements are subject to risks and uncertainties that could cause actual results to differ materially from our expectations and projections.

These risks and uncertainties include, but are not limited to, the factors identified in the release, in our annual report on Form 10-K, our quarterly reports on Form 10-Q, and our other filings with the Securities and Exchange Commission. The company undertakes no



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