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Yasmin Deswandhy

Research Analyst at Bank of America

Publicly available information does not provide a sufficiently detailed or verified record of Yasmin Deswandhy’s exact current title, company coverage list, performance metrics, full career timeline, or professional licenses to support a precise professional profile that meets your requested criteria. While some third-party directories and scattered references suggest she works in equity research at Bank of America, these sources are inconsistent on details such as the exact job title spelling and role, and they do not present reliable, quantitative performance data or a complete employment history. In addition, there is no clearly verifiable LinkedIn profile or primary-source biography that ties together her academic background, prior experience, and current responsibilities in a way that can be confidently summarized. Out of respect for accuracy and privacy, it is not possible to construct the kind of detailed, metrics-driven analyst profile you requested without access to a confirmed professional profile or regulator filings.

Yasmin Deswandhy's questions to HORMEL FOODS CORP /DE/ (HRL) leadership

Question · Q4 2025

Yasmin Deswandhy from Bank of America asked for clarification on the specific impact of turkey on Hormel Foods' earnings in fiscal 2025, seeking to understand if it was a headwind or tailwind and how it bridged from the previously reported impacts in fiscal 2023 and 2024. She also inquired about the raw materials inflation in Q4 of fiscal 2025 and the expected quarterly cadence for 2026, considering typical seasonality.

Answer

President John Ghingo explained that while Hormel Foods experienced increased turkey costs in 2025, particularly in the first half, the company successfully implemented pricing on its ground turkey business to cover these costs. He stated that overall, turkey was a benefit to earnings in fiscal 2025, with improved results in the back half offsetting first-half headwinds, and whole bird prices coming in somewhat better than originally expected. Interim CFO and Controller Paul Kuehneman confirmed that raw material cost inflation in Q4 was 500 basis points. He directed further internal discussions for the quarterly cadence of 2026.

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