U.S. Releases Dietary Guidelines 2025-2030, Emphasizing Increased Protein Intake
U.S. Department of Health and Human Services Secretary Robert F. Kennedy, Jr. and U.S. Department of Agriculture Secretary Brooke Rollins released the Dietary Guidelines for Americans, 2025-2030, marking a significant reset of federal nutrition policy that urges Americans to eat more protein and less processed foods. "The new Guidelines deliver a clear, common-sense message to the American people: eat real food," the statement reads. The new guidelines emphasize: Prioritize protein at every meal; Consume full-fat dairy with no added sugars; Eat vegetables and fruits throughout the day, focusing on whole forms; Incorporate healthy fats from whole foods such as meats, seafood, eggs, nuts, seeds, olives, and avocados; Focus on whole grains, while sharply reducing refined carbohydrates; Limit highly processed foods, added sugars, and artificial additives; Eat the right amount for you, based on age, sex, size, and activity level; Choose water and unsweetened beverages to support hydration; Limit alcohol consumption for better overall health. "The Guidelines also provide tailored recommendations for infants and children, adolescents, pregnant and lactating women, older adults, individuals with chronic disease, and vegetarians and vegans, ensuring nutritional adequacy across every stage of life," the statement from HHS reads. Publicly traded companies in the food space include Sysco (SYY), US Foods (USFD), Hormel Foods (HRL), JBS (JBS), Pilgrim's Pride (PPC) and Tyson Foods (TSN).
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- Hormel Foods Dividend Performance: Hormel Foods boasts a 4.7% dividend yield, nearing its historical high, despite challenges from post-pandemic inflation and pricing difficulties, with the board reinstating the former CEO to drive recovery, likely attracting more dividend investors.
- Sustained Dividend Growth: Hormel has increased its dividend for 60 consecutive years, with a modest 1% hike indicating strong recovery potential on a solid foundation, capturing the attention of long-term dividend investors.
- Enterprise Products Partners' Stable Yield: Enterprise Products Partners offers a reliable 6.2% yield in the energy sector, with distributable cash flow covering distributions at a comfortable 1.7x, suggesting potential for further growth, appealing to investors seeking steady income.
- High-Yield Investment Options: Despite the S&P 500's overall yield of only 1.1%, high-yield stocks like Hormel and Enterprise Products Partners present excellent opportunities for investors looking to secure stable income in a volatile market.
- Portfolio Adjustment: In the second half of 2025, I increased my investment in Brookfield Renewable Partners due to its diversification in renewable energy, including hydro, solar, wind, and nuclear power, which is expected to drive future revenue growth.
- Attractive Yield: Brookfield Renewable Partners currently offers a high yield of 5%, and its partnerships with Microsoft and Google further enhance its market competitiveness, attracting more investor interest.
- Market Dynamics Response: Due to tightening consumer spending, I sold Hormel Foods and Clorox at the end of 2025 to offset gains elsewhere, but I reinvested in both stocks in early 2026, reflecting confidence in their long-term growth potential.
- Growth Potential: Hormel Foods and Clorox offer yields of 4.7% and 4.5%, respectively, and both companies have a history of dividend growth, with expectations that new leadership and the acquisition of Gojo will help them return to growth trajectories.
- Renewable Energy Investment: In the second half of 2025, I increased my investment in Brookfield Renewable Partners due to its presence in hydroelectric, solar, wind, and nuclear energy sectors, with partnerships with Microsoft and Google providing strong growth potential.
- Dividend Appeal: Brookfield Renewable offers a 5% dividend yield, making it an attractive option for investors, especially as global demand for renewable energy continues to rise, likely enhancing its market position.
- Consumer Goods Market Dynamics: With a shift towards healthier eating impacting the consumer staples sector negatively, I sold Hormel Foods and Clorox in late 2025 to realize losses, but I increased my positions in both stocks in early 2026, reflecting confidence in their growth potential.
- Growth Potential: Hormel Foods' new CEO and restructuring efforts are expected to drive a return to growth, while Clorox's planned acquisition of Gojo, a leading hand sanitizer company, is anticipated to strengthen its market competitiveness and enhance shareholder returns.
- CAGNY Conference Details: Hormel Foods will present at the 2026 CAGNY Conference in Orlando, Florida, on February 18 at 4 p.m. ET, which is expected to attract significant attention from investors and analysts, thereby enhancing the company's visibility in the market.
- Earnings Call Announcement: The company will release its fiscal 2026 first quarter earnings before the market opens on February 26, and will host a conference call at 7 a.m. CT, where CEO Jeff Ettinger and other executives will discuss financial results, likely boosting investor confidence.
- Investor Information Access: Live webcasts and replay information will be available on Hormel Foods' investor website, ensuring that all stakeholders can access timely information regarding the company's financial health and strategic direction, thus enhancing transparency and investor relations.
- Company Overview: Hormel Foods generates approximately $12 billion in annual revenue and boasts a portfolio of well-known brands such as PLANTERS® and SPAM®, being a member of the S&P 500 Index and recognized for corporate responsibility, showcasing its leadership in the food industry.
- CAGNY Conference Participation: Hormel Foods will present at the 2026 CAGNY Conference in Orlando, Florida, on February 18 at 4 p.m. ET, which is expected to attract significant attention from investors and analysts, thereby enhancing the company's brand image and market recognition.
- Earnings Call Schedule: The company plans to release its first-quarter earnings before the market opens on February 26, 2026, and will host a conference call at 7 a.m. CT (8 a.m. ET) featuring interim CEO Jeff Ettinger and other executives to discuss financial results, aiming to bolster investor confidence and provide transparency.
- Investor Information Access: All information related to the CAGNY Conference and earnings call, including live webcasts and replays, will be available on Hormel Foods' investor website, ensuring that investors can access critical information in a timely manner to facilitate better investment decisions.
- Company Background Overview: Hormel Foods generates approximately $12 billion in annual revenue and boasts a portfolio of well-known brands such as PLANTERS, SKIPPY, and SPAM, being a member of the S&P 500 Index and recognized for corporate responsibility and community service, showcasing its leadership position in the food industry.
- Business Leaders Unite: Over 60 CEOs from Minnesota-based companies signed a letter urging cooperation among state, local, and federal officials to address the tensions arising from immigration enforcement, highlighting the business community's urgent concern for social stability.
- Impact of Tragic Incident: The letter references the fatal shooting of Alex Pretti by federal immigration agents, which has resulted in 'widespread disruption and tragic loss of life,' reflecting the profound impact of the current situation on the community.
- Call for Leadership: The letter emphasizes ongoing communication with the Governor, the White House, and local mayors, indicating the proactive efforts of business leaders to push for solutions aimed at restoring normalcy in Minnesota.
- Political Tensions: While the letter does not mention President Trump, it notes the increased federal law enforcement presence has exacerbated tensions in Minnesota, with the business community seeking collaborative efforts to achieve a lasting resolution to foster economic recovery.











