In the latest trading session, Tyson Foods (TSN - Free Report) closed at $52.34, marking a +1.24% move from the previous day. The stock's change was more than the S&P 500's daily loss of 0.47%. At the same time, the Dow added 0.1%, and the tech-heavy Nasdaq lost 1.25%.
Heading into today, shares of the meat producer had lost 0.08% over the past month, outpacing the Consumer Staples sector's loss of 4.53% and lagging the S&P 500's gain of 1.15%.
The upcoming earnings release of Tyson Foods will be of great interest to investors. The company's earnings report is expected on November 16, 2026. In that report, analysts expect Tyson Foods to post earnings of $0.65 per share. This would mark a year-over-year decline of 43.48%. Alongside, our most recent consensus estimate is anticipating revenue of $13.88 billion, indicating a 0.12% upward movement from the same quarter last year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $3.49 per share and a revenue of $56.29 billion, indicating changes of -15.29% and +3.39%, respectively, from the former year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Tyson Foods. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 8.84% downward. Right now, Tyson Foods possesses a Zacks Rank of #5 (Strong Sell).
In the context of valuation, Tyson Foods is at present trading with a Forward P/E ratio of 13.27. For comparison, its industry has an average Forward P/E of 12.89, which means Tyson Foods is trading at a premium to the group.
It's also important to note that TSN currently trades at a PEG ratio of 0.82. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Food - Meat Products industry had an average PEG ratio of 1.56 as trading concluded yesterday.
The Food - Meat Products industry is part of the Consumer Staples sector. This group has a Zacks Industry Rank of 247, putting it in the bottom 1% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Tyson Foods očekává roční ztrátu divize hovězího masa ve výši 500–650 mil. USD, kterou mají kompenzovat zisky divizí kuřecího masa a hotových potravin.
Tyson's beef business is hemorrhaging hundreds of millions of dollars, the stock is sliding, and yet analysts say the dividend check keeps arriving safely. The answer lies in a part of the business most investors overlook.
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Tyson Foods (NYSE:TSN | TSN Price Prediction) pays $2.04 per Class A share each year. At a share price of $51.88, that works out to a yield of about 3.9%. The beef business is losing money, and the stock is down 9.19% year to date. Even so, the dividend is safe, and the reason is the mix of businesses inside the company.
Why Tyson’s Profits Swing More Than Branded Food Makers’ Profits Tyson buys live cattle, pigs and chickens, processes them and sells the meat. It profits on the gap between what it pays for animals and what meat sells for at wholesale. Ranchers need years to rebuild herds. So when cattle are scarce, Tyson pays more per animal while beef prices lag.
Feed costs add another swing. A branded food maker buys ingredients at firmer prices and controls retail pricing. That is how Tyson’s net income fell from $3.238 billion in fiscal 2022 to a loss of $648 million in fiscal 2023.
Chicken and Prepared Foods Are Covering for Beef Tyson’s four meat businesses rarely rise and fall together. In the fiscal third quarter, Beef posted a $138 million operating loss as volume fell 15.9%. Chicken earned $488 million at an 11.2% margin, its seventh straight quarter of growth. Prepared Foods earned $321 million at a 12.6% margin. For the full year, Tyson expects Beef to lose $500 million to $650 million. It expects Chicken to earn $1.9 billion to $2.05 billion. Management says its earnings are becoming more predictable.
Why One Quarter’s Payout Ratio Misleads A payout ratio compares dividends to available cash or profit. For Tyson, quarterly checks can mislead. Cash flow swings with seasons and meat cycles, coloring the picture. In fiscal 2023, free cash flow was negative $187 million, yet Tyson paid $670 million in dividends. Full-year figures show firmer coverage. In fiscal 2025, free cash flow of $1.177 billion covered the $697 million dividend about 1.7 times. In the first nine months of fiscal 2026, free cash flow of $913 million covered $529 million in dividends about 1.7 times.
Total debt fell from $8.83 billion to $8.006 billion in June. Net leverage is 2.1 times, and fiscal 2025 operating income covered interest expense about 3.2 times.
How Pilgrim’s Pride and Hormel Compare Pilgrim’s Pride (NASDAQ:PPC) shows pure chicken exposure. Its second-quarter GAAP operating income fell 87.1% after commodity prices dropped more than 25%. Hormel Foods (NYSE:HRL) has raised its dividend for 60 consecutive years, to $1.17 annualized. Tyson’s quarterly payment rose from $0.42 in 2020 to $0.51 with no cuts.
Verdict: Safe, and Here’s the Number to Watch Tyson’s dividend is safe through this beef downturn. Chicken and Prepared Foods generate enough cash to absorb Beef losses, pay the dividend and reduce debt. The warning signs that typically come before a cut are the ones we cataloged in a free report on dividend traps. Tyson is not flashing them yet.
Watch for two things. Chicken operating income falling below $1.9 billion while Beef keeps losing money, or annual free cash flow dropping below the $697 million paid in fiscal 2025 dividends. Fourth-quarter results will show whether Tyson hit its guidance of $1.3 billion to $1.7 billion in free cash flow.
Contact [email protected] for any questions or corrections.
Tyson Foods uzavřel na 51,89 USD, což představovalo denní růst o 2,81 % a lepší výkon než S&P 500. Trh čeká hospodářské výsledky 16. listopadu 2026; odhad EPS je 0,69 USD.
Tyson Foods (TSN - Free Report) closed at $51.89 in the latest trading session, marking a +2.81% move from the prior day. This change outpaced the S&P 500's 0.73% gain on the day. Meanwhile, the Dow experienced a rise of 0.49%, and the technology-dominated Nasdaq saw an increase of 1.19%.
Prior to today's trading, shares of the meat producer had lost 2.49% was narrower than the Consumer Staples sector's loss of 6.84% and lagged the S&P 500's gain of 0.55%.
Analysts and investors alike will be keeping a close eye on the performance of Tyson Foods in its upcoming earnings disclosure. The company's earnings report is set to go public on November 16, 2026. The company's upcoming EPS is projected at $0.69, signifying a 40.00% drop compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $13.88 billion, indicating a 0.12% growth compared to the corresponding quarter of the prior year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $3.53 per share and a revenue of $55.78 billion, signifying shifts of -14.32% and +2.46%, respectively, from the last year.
Investors should also note any recent changes to analyst estimates for Tyson Foods. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 13.3% lower within the past month. Right now, Tyson Foods possesses a Zacks Rank of #5 (Strong Sell).
Looking at valuation, Tyson Foods is presently trading at a Forward P/E ratio of 12.96. This valuation marks a premium compared to its industry average Forward P/E of 11.84.
Meanwhile, TSN's PEG ratio is currently 0.8. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. TSN's industry had an average PEG ratio of 1.57 as of yesterday's close.
The Food - Meat Products industry is part of the Consumer Staples sector. This industry, currently bearing a Zacks Industry Rank of 247, finds itself in the bottom 1% echelons of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Tyson Foods drží dividendu 0,51 USD na akcii už čtyři čtvrtletí po sobě. Volný cash flow ji pokrývá, i když hovězí letos hlásí ztrátu 500 až 650 milionů USD.
Beef is bleeding hundreds of millions in losses while Tyson's stock slides, yet the company keeps writing dividend checks without flinching. Whether that confidence is earned or reckless depends on what you look at first.
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Tyson Foods (NYSE:TSN | TSN Price Prediction) has paid $0.51 per Class A share for four straight quarters, most recently on September 15, 2026. The stock trades at $51.14, down 10.51% year to date. For a retiree depending on that check, the key question is whether cash flow covers it while beef keeps losing money.
Free Cash Flow Covers the Dividend With Room to Spare Tyson generated $1.177B of free cash flow in fiscal 2025 against a dividend bill of $697 million. Through the first nine months of fiscal 2026, free cash flow reached $913 million, and full-year guidance stands at $1.3 to $1.7 billion. Quarterly dividend payments run about $176 million.
Lower spending helps. Capex fell from $1.939 billion in fiscal 2023 to $978 million in fiscal 2025, with fiscal 2026 guided to $0.7B to $0.9B.
GAAP earnings look weaker. Trailing diluted EPS is $1.61, below the $2.04 annual dividend, dragged down by legal provisions of $248M this year and $738M in fiscal 2025. Cash coverage is solid. Earnings coverage is thin (we listed the seven warning signs that a big payout is about to be cut in a free dividend trap report).
Why Protein Margins Swing and What It Means for Income A meat processor buys live animals and sells cuts, so when cattle, hog or feed costs jump faster than wholesale prices, the spread collapses. Beef shows the damage: a Q3 segment loss of $138 million as volume fell 15.9% even with pricing up 12.1%. Full-year beef guidance is a loss of $650 to $500 million.
Chicken offsets it. The segment earned $488 million at an 11.2% margin, its seventh consecutive quarter of growth. Management said roughly three quarters of chicken operating income now runs on committed customer demand, which it called a “pull business”. Chief Executive Donnie King framed the mix this way:
“These results reflect the power of our differentiated multi-protein portfolio, strong customer partnerships and focus on operational excellence.”
How Tyson Stacks Up Against Pilgrim’s Pride and Hormel Pilgrim’s Pride (NASDAQ:PPC) is a pure-play chicken competitor riding the same poultry trend. It has no beef segment to absorb losses. Hormel Foods (NYSE:HRL) is a Dividend King that income investors treat as the benchmark for packaged-food payouts. Tyson sits between them: more branded exposure than a chicken pure-play, more commodity risk than Hormel. Prepared Foods, with a 12.6% margin, is the part that most resembles Hormel.
Falling Debt Protects the Payout Total debt dropped to $8.006 billion from $8.830 billion at fiscal year-end. Net leverage is 2.1 times with $4 billion of liquidity. Management said it is focused on:
“Maintaining balance-sheet strength and Tyson’s investment-grade credit profile.”
One caution: short-term debt rose to $1.427 billion while cash fell to $740 million.
Verdict: A Safe Dividend With Slow Raises The payout is safe. Free cash flow covers it easily, debt is shrinking, and chicken plus Prepared Foods carry the load while beef waits on the cattle cycle. Growth will stay low: the quarterly rate moved from $0.49 to $0.50 to $0.51 over the last two raises. At a forward P/E of 11, investors should watch fiscal 2027 guidance, beef losses and the Levi & Korsinsky securities investigation notices issued in September.
Contact [email protected] for any questions or corrections.
AlphaGrep UK Ltd ve 2. čtvrtletí nakoupila nový podíl v Tyson Foods: 16 394 akcií za zhruba 939 000 USD. Tyson Foods zároveň snížila výhled provozního zisku pro fiskální rok 2026 i očekávaný růst tržeb.
AlphaGrep UK Ltd purchased a new stake in shares of Tyson Foods, Inc. (NYSE:TSN – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 16,394 shares of the company’s stock, valued at approximately $939,000.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Cary Street Partners Investment Advisory LLC grew its position in Tyson Foods by 62.3% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 516 shares of the company’s stock valued at $30,000 after buying an additional 198 shares in the last quarter. Ascentis Independent Advisors bought a new position in shares of Tyson Foods in the first quarter valued at approximately $30,000. Basecamp Wealth Advisors LLC increased its stake in shares of Tyson Foods by 272.8% during the first quarter. Basecamp Wealth Advisors LLC now owns 466 shares of the company’s stock valued at $30,000 after acquiring an additional 341 shares during the period. Cedar Mountain Advisors LLC raised its holdings in Tyson Foods by 293.5% during the first quarter. Cedar Mountain Advisors LLC now owns 488 shares of the company’s stock worth $31,000 after purchasing an additional 364 shares in the last quarter. Finally, Archer Investment Corp acquired a new stake in Tyson Foods in the second quarter worth approximately $31,000. 67.00% of the stock is currently owned by institutional investors and hedge funds.
Tyson Foods News Roundup Here are the key news stories impacting Tyson Foods this week:
Positive Sentiment: BMO Capital Markets maintained an “outperform” rating while lowering its price target from $75 to $65. The new target still represents approximately 26% potential upside from the reference price. Benzinga analyst update Positive Sentiment: Goldman Sachs reportedly reaffirmed its “buy” rating, suggesting some analysts believe Tyson’s longer-term recovery prospects remain intact despite near-term beef-market challenges. Goldman Sachs rating update Neutral Sentiment: Tyson’s shares recovered from earlier weakness as investors assessed the revised outlook, but trading remains focused on whether improvements in other protein categories can offset beef-related pressure. Tyson Foods stock trend report Negative Sentiment: Tyson reduced fiscal 2026 adjusted operating-income guidance to $1.85 billion–$2.05 billion, below its prior $2.1 billion–$2.4 billion range, citing cattle shortages, volatile cattle costs and intensified beef-segment pressure. Reuters outlook report Negative Sentiment: The company also lowered expected fiscal 2026 revenue growth to 1.5%–2% from 2.5%–3.5%, increasing concerns about slower growth and weaker earnings visibility. Wall Street Journal revenue guidance report Negative Sentiment: A law firm announced a potential investor investigation related to Tyson’s $1 billion senior-note offering and the subsequent guidance reductions, adding a legal-risk overhang. Investor investigation notice Wall Street Analyst Weigh In TSN has been the topic of several research analyst reports. Zacks Research cut Tyson Foods from a “hold” rating to a “strong sell” rating in a research report on Thursday, August 6th. Bank of America decreased their target price on Tyson Foods from $70.00 to $68.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. Piper Sandler reaffirmed an “overweight” rating and set a $78.00 target price (down from $80.00) on shares of Tyson Foods in a report on Thursday, June 18th. HSBC dropped their price target on shares of Tyson Foods from $74.00 to $69.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Finally, BMO Capital Markets cut their price target on shares of Tyson Foods from $75.00 to $65.00 and set an “outperform” rating for the company in a report on Friday. Four analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Tyson Foods currently has a consensus rating of “Hold” and an average target price of $69.44. View Our Latest Stock Analysis on Tyson Foods
Tyson Foods Stock Down 0.6% TSN stock opened at $51.47 on Friday. The stock has a market capitalization of $18.11 billion, a price-to-earnings ratio of 31.77, a price-to-earnings-growth ratio of 1.73 and a beta of 0.38. The company has a 50-day moving average of $57.61 and a two-hundred day moving average of $60.77. Tyson Foods, Inc. has a 52-week low of $50.56 and a 52-week high of $69.48. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.43 and a quick ratio of 0.55.
Tyson Foods (NYSE:TSN – Get Free Report) last posted its quarterly earnings data on Monday, August 3rd. The company reported $0.99 EPS for the quarter, hitting analysts’ consensus estimates of $0.99. Tyson Foods had a return on equity of 7.77% and a net margin of 1.03%.The business had revenue of $13.87 billion for the quarter, compared to analyst estimates of $14.07 billion. During the same period in the previous year, the company posted $0.91 earnings per share. The firm’s revenue for the quarter was down .1% on a year-over-year basis. As a group, equities research analysts anticipate that Tyson Foods, Inc. will post 3.95 EPS for the current year.
Tyson Foods Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be issued a $0.51 dividend. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $2.04 dividend on an annualized basis and a yield of 4.0%. Tyson Foods’s dividend payout ratio is 125.93%.
Tyson Foods Company Profile (Free Report)
Tyson Foods, Inc (NYSE: TSN) is a multinational food company primarily engaged in the production, processing and marketing of protein-based and prepared food products. Founded in 1935 and headquartered in Springdale, Arkansas, the company is one of the world’s largest processors of chicken, beef and pork. Its operations span live animal procurement and farming relationships through slaughter, further processing and distribution, supplying raw protein and value-added prepared foods to retail, foodservice and industrial customers.
The company’s product portfolio covers fresh and frozen meats, branded and private-label prepared foods, and a range of value-added items such as ready-to-eat and ready-to-cook meals, snack and sandwich meats.
See Also Five stocks we like better than Tyson Foods Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding TSN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tyson Foods, Inc. (NYSE:TSN – Free Report).
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Tyson Foods za poslední měsíc klesl o 6,3 % po výsledcích, které minuly odhady u tržeb i zisku. Firma zároveň snížila výhled upraveného provozního zisku pro fiskální rok 2026.
It has been about a month since the last earnings report for Tyson Foods (TSN - Free Report) . Shares have lost about 6.3% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Tyson due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.
Tyson Foods Q3 Earnings & Revenues Miss Estimates, Volumes Fall Y/YTyson Foods reported solid third-quarter fiscal 2026 results, with the top line remaining relatively flat compared with the prior year and the bottom line increasing year over year. However, both revenues and earnings miss the Zacks Consensus Estimate.
Tyson Foods posted adjusted earnings of 99 cents per share, which miss the Zacks Consensus Estimate of $1.03. The bottom line increased 9% from 91 cents in the year-ago quarter.
Total sales of $13,868 million were in line with the prior year quarter’s $13,884 million. Excluding a $98 million legal contingency accrual recorded as a reduction to sales in the current-year quarter, sales increased 0.6%. The top line missed the Zacks Consensus Estimate of $14,139 million. Average price changes had a 3.4% positive impact on the top line, while total volumes dipped 2.8% year over year.
The gross profit in the quarter was $921 million, down from $1,141 million reported in the year-ago period.
Adjusted operating income rose 8.3% year over year to $547 million. The adjusted operating margin expanded 30 basis points to 3.9%.
Decoding TSN’s Segmental DetailsBeef: Sales in the segment decreased to $5,391 million from $5,603 million reported in the year-ago quarter. Volumes fell 15.9% and the average price jumped 12.1% in the segment.
Pork: Sales in the segment increased to $1,580 million from $1,506 million reported in the year-ago quarter. Volumes grew 5.2% and the average price decreased 0.3%.
Chicken: Sales in the segment improved to $4,255 million from $4,220 million reported in the year-ago quarter. Volumes grew 1% and the average price was up 2.2%.
Prepared Foods: Sales in the segment came in at $2,557 million, up from $2,515 million reported in the year-ago quarter. Volumes grew 0.1% and the average price rose 1.6%.
International: Sales in the segment were $601 million compared with $557 million reported in the year-ago quarter. Volumes fell 3.5%, whereas the average sales price increased 11.4%.
Tyson Foods’ Other Financial UpdatesThe company exited the quarter with cash and cash equivalents of $740 million, long-term debt of $6,579 million and total shareholders’ equity (including non-controlling interests) of $18,185 million.
For the first nine months of fiscal 2026, cash provided by operating activities totaled $1,469 million, while capital expenditures were $556 million. For fiscal 2026, Tyson Foods expects capital expenditures in the range of $700 million to $900 million, primarily indicating investments in profit improvement, as well as maintenance and repair projects. The company expects free cash flow of $1.3 billion to $1.7 billion for fiscal 2026.
What to Expect From TSN in FY26?For fiscal 2026, the United States Department of Agriculture (“USDA”) anticipates domestic protein production (beef, pork, chicken and turkey) to rise around 1% compared with the level of fiscal 2025.
For the Beef segment, the USDA projects domestic protein production to dip nearly 3% year over year. The company expects an adjusted operating loss of $500-$650 million in fiscal 2026, compared with its earlier guidance of a $350-$500 million loss.
For Pork, the USDA projects domestic production to rise nearly 2%. The company expects adjusted operating income of $250-$300 million.
For Chicken, the USDA anticipates domestic production to grow about 3% year over year. The company still expects adjusted operating income of $1.9-$2.05 billion.
For Prepared Foods, management projects adjusted operating income of $1.3-$1.35 billion for fiscal 2026, compared with its previous forecast of $1.25-$1.35 billion.
For International, management projects adjusted operating income of $150-$200 million for fiscal 2026.
The company’s total revenue growth is anticipated in the range of 2.5-3.5% in fiscal 2026 compared with the fiscal 2025 level. Adjusted operating income is envisioned in the $2.1-$2.3 billion band, compared with its earlier guidance of $2.2-$2.4 billion.
How Have Estimates Been Moving Since Then?It turns out, estimates review flatlined during the past month.
The consensus estimate has shifted -7.6% due to these changes.
VGM ScoresCurrently, Tyson has a average Growth Score of C, however its Momentum Score is doing a lot better with an A. Following the exact same course, the stock has a grade of A on the value side, putting it in the top quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Tyson has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.
Performance of an Industry PlayerTyson is part of the Zacks Food - Meat Products industry. Over the past month, Pilgrim's Pride (PPC - Free Report) , a stock from the same industry, has gained 15.3%. The company reported its results for the quarter ended June 2026 more than a month ago.
Pilgrim's Pride reported revenues of $4.63 billion in the last reported quarter, representing a year-over-year change of -2.8%. EPS of $0.64 for the same period compares with $1.70 a year ago.
For the current quarter, Pilgrim's Pride is expected to post earnings of $0.75 per share, indicating a change of -50.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -17.6% over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #5 (Strong Sell) for Pilgrim's Pride. Also, the stock has a VGM Score of B.
Trump na 90 dní pozastavuje cla na dovážené mleté hovězí, aby před volbami zlevnil ceny. Mleté hovězí v červenci stálo v průměru 6,89 USD za libru kvůli historicky nízké nabídce skotu.
Trump is picking a fight with the Big Four meat packers and pausing beef tariffs, but the forces actually pushing ground beef toward $7 a pound have nothing to do with corporate greed or trade policy.
Food prices remain a top voter concern heading into the 2026 midterms, with grocery inflation still pinching household budgets. Ground beef averaged $6.89 per pound in July, according to Bureau of Labor Statistics data — well above the elevated levels seen during the prior administration’s inflation peak.
President Trump’s broad tariffs have added pressure on imported foods and inputs, amplifying the pain at the meat counter. Yet the story runs deeper than trade policy alone.
The Supply Squeeze Behind the Sticker Shock The dominant driver is a historically tight cattle supply. USDA data show the U.S. herd at 86.2 million head early in 2026 — the smallest in 75 years — with beef cows near multi-decade lows around 28.5 million. A multi-year drought forced widespread liquidation as forage dried up. Input costs compounded the problem: cow-calf production expenses climbed nearly 30% since 2020, driven by higher feed, fertilizer, and interest rates. Strong consumer demand met this constrained supply, lifting retail prices even as live-cattle values rose.
Tariffs play a supporting role by raising costs for some imported lean trimmings and feed components, but they are secondary to the biological lag in the cattle cycle. Rebuilding a herd takes years of heifer retention under favorable conditions — conditions that have only recently begun to appear in limited fashion.
Trump’s Tariff Pause and Packer Push Trump has moved on two fronts. He is temporarily suspending his tariffs on imported ground beef for 90 days starting Sept. 1, to boost ground-beef supply and ease prices ahead of the elections. After the window closes, prices are widely expected to firm again as the temporary flow ends.
Just this morning, he turned his attention to the Big Four meat processors — Tyson Foods (NYSE:TSN | TSN Price Prediction), Cargill, JBS USA, and National Beef — which control roughly 80% to 85% of U.S. beef processing. In a Truth Social post, Trump wrote that ranchers and farmers “have had a tremendous problem with the Big Processors, who many say are a nasty Monopoly,” noting foreign ownership influence and authorizing legal documents “to allow Farmers and Ranchers to be given the right to PROCESS THEIR OWN FOOD.”
The intent is clearer competition and reduced reliance on the concentrated plants. Investigations into potential anti-competitive behavior have already been referenced by the administration.
Why Ranchers Won’t Rush to the Slaughterhouse Neither step is likely to deliver lasting near-term relief. The tariff pause is explicitly temporary. Expanded on-farm processing rights face the same practical barriers that have long limited small operators: capital costs for compliant facilities, sanitation standards, labor, and scale economics remain high. Most ranchers will continue selling live animals or using existing custom-exempt channels rather than building commercial plants.
Ironically, much of the concentration traces to federal policy. The Wholesome Meat Act of 1967 imposed federal inspection standards that proved costly for smaller plants. Slaughterhouses numbered nearly 10,000 in 1967 and fell below 3,000 in later decades, accelerating the shift to large-scale operations.
A ready legislative path already exists. KY Rep. Thomas Massie has repeatedly sponsored the PRIME Act to expand intrastate exemptions for state-inspected or custom-processed meat. Yet Trump’s public feud with Massie — culminating in the president’s endorsement of primary challenger Ed Gallrein, who defeated Massie in the May primary — makes cooperation improbable.
Key Takeaway For investors, the episode underscores persistent structural constraints in protein markets. Tyson Foods has guided for beef-segment adjusted operating losses of $500 million to $650 million in fiscal 2026 amid tight supplies and network adjustments. Scrutiny of packers may pressure margins further in the short run, but the herd cycle and input costs will dictate prices longer term.
Smart investors should treat near-term political fixes as temporary noise and focus instead on companies with diversified protein exposure or those positioned for eventual herd recovery. Food inflation remains a real consumer headwind; portfolio diversification beyond pure commodity plays offers the clearer path.
Contact [email protected] for any questions or corrections.
Tyson Foods oznámila cenu odkupu dluhopisů a zrušila 5,400% podřízený dluhopis splatný v roce 2029. K odkupu přijme dluhopisy za 1,2 miliardy USD; vypořádání se očekává 26. srpna 2026.
SPRINGDALE, Ark., Aug. 24, 2026 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (the “Company” or “we”) (NYSE: TSN) announced today the pricing terms of the previously announced offers by the Company to purchase for cash each series (each, a “Series”) of the notes listed in the table below (the “Notes”) (i) in accordance with, and in the order of, the corresponding Acceptance Priority Levels and (ii) subject to, among other things, the Maximum Tender Cap, the 2027 Tender Sub-Cap and pro rata allocation, upon the terms and subject to the conditions set forth in the Offer to Purchase (as defined below). The Company also announced that it had eliminated the 5.400% 2029 Tender Sub-Cap. The offers to purchase with respect to each Series of Notes are referred to herein as the “Offers” and each, an “Offer.” Each Offer is made upon the terms and subject to the conditions set forth in the offer to purchase, dated August 10, 2026 (as amended or supplemented from time to time, the “Offer to Purchase”). Except as described in this press release, the terms and conditions of the Offers set forth in the Offer to Purchase remain unchanged. Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase.
The applicable Total Consideration for each $1,000 in principal amount of Notes validly tendered and not validly withdrawn before 5:00 P.M., New York City time, on August 21, 2026 (the “Early Tender Deadline”) and accepted for purchase pursuant to the Offers was determined by reference to the applicable fixed spread for the Notes over the yield based on the bid price of the applicable reference security, as set forth in the table below. The Tender Offer Yield (as determined pursuant to the Offer to Purchase) listed in the table below was determined at 10:00 A.M., New York City time, today, August 24, 2026, by the Dealer Managers (as defined below). The Total Consideration for the Notes includes an early tender premium (the “Early Tender Premium”) of $30.00 per $1,000 principal amount of Notes accepted for purchase.
The following table sets forth the pricing terms for the Offers:
Title of
SecurityCUSIP / ISINTender Sub-Cap(1)Acceptance
Priority
LevelPrincipal Amount to be Accepted and CancelledProration Factor (rounded)Reference
SecurityFixed SpreadTender Offer YieldTotal Consideration(2)3.550% Senior Notes due 2027CUSIP: 902494 BC6
ISIN: US902494BC62$800,000,0001$571,260,000100.00%
3.875%
UST due 5/31/202720 bps4.231%
$994.875.400% Senior Notes due 2029CUSIP: 902494 BL6
ISIN: US902494BL61N/A2$389,974,000100.00%
4.125%
UST due 7/15/202925 bps4.545%
$1,019.774.350% Senior Notes due 2029CUSIP: 902494 BK8
ISIN: US902494BK88N/A3$235,342,00043.48%
4.125%
UST due 7/15/202930 bps4.595%
$994.24 (1) The 2027 Tender Sub-Cap represents the maximum aggregate purchase price of 3.550% Senior Notes due 2027 that will be purchased within the Offers. We reserve the right, but are under no obligation, to increase, decrease or eliminate the 2027 Tender Sub-Cap at any time, subject to compliance with applicable law.
(2) Per $1,000 principal amount of Notes validly tendered and not validly withdrawn and accepted for purchase in the applicable Offer at or prior to the Early Tender Deadline. Excludes Accrued Interest. Includes the Early Tender Premium.
As of the date of this press release, the Financing Condition has been satisfied. We expect settlement for the Notes validly tendered and not validly withdrawn at or prior to the Early Tender Deadline and accepted for purchase to occur on August 26, 2026. All payments for the Notes validly tendered and not validly withdrawn at or prior to the Early Tender Deadline and accepted for purchase will also include accrued and unpaid interest from the last interest payment date up to, but not including, the Early Settlement Date (the “Accrued Interest”). All Notes that have been accepted for purchase will be retired and canceled and will no longer remain outstanding obligations of the Company or any of the Company’s subsidiaries.
The Offers will expire at 5:00 P.M., New York City time, on September 8, 2026 (as the same may be extended with respect to any Offer, the “Expiration Date”). As a result of reaching the previously announced amount of $1,200,000,000 (the “Maximum Tender Cap”), by the Early Tender Deadline, no Notes tendered after the Early Tender Deadline will be accepted for purchase, regardless of their Acceptance Priority Level. Notes not accepted for purchase will be returned promptly to the tendering holders of the Notes (“Holders”) (or, in the case of Notes tendered by book-entry transfer, such Notes will be promptly credited to the account maintained at The Depository Trust Company from which such Notes were delivered) and otherwise returned in accordance with the Offer to Purchase.
BofA Securities, Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC and Rabo Securities USA, Inc. are serving as the Dealer Managers in connection with the Offers (collectively, the “Dealer Managers”). Questions regarding terms and conditions of the Offers should be directed to BofA Securities, Inc. by calling toll free at (888) 292-0070 or collect at (980) 388-0539, to J.P. Morgan Securities LLC by calling toll free at (866) 834-4666 or collect at (212) 834-4818, to Morgan Stanley & Co. LLC by calling toll free at (800) 624-1808 or collect at (212) 761-1057 or to Rabo Securities USA, Inc. by calling toll free at (866) 746-3850.
D.F. King & Co., Inc. has been appointed as information agent and tender agent in connection with the Offers. Questions or requests for assistance in connection with the Offers or the delivery of tender instructions, or for additional copies of the Offer to Purchase, may be directed to D.F. King & Co., Inc. by calling collect at (212) 257-2075 (for banks and brokers) or toll free at (800) 967-5074 (for all others) or via e-mail at [email protected]. You may also contact your broker, dealer, commercial bank, trust company or other nominee for assistance concerning the Offers.
None of the Company, the Dealer Managers, D.F. King & Co., Inc., the trustee under the indenture governing the Notes or any of their respective affiliates is making any recommendation as to whether Holders should tender any Notes in response to the Offers. Holders must make their own decision as to whether to tender any of their Notes and, if so, the principal amounts of Notes to tender.
This press release is for informational purposes only and is not an offer to purchase or sell or a solicitation of an offer to purchase or sell with respect to any securities. Neither this press release nor the Offer to Purchase, or the electronic transmission thereof, constitutes an offer to purchase or sell or a solicitation of an offer to purchase or sell with respect to any securities, as applicable, in any jurisdiction in which, or to or from any person to or from whom, it is unlawful to make such offer or solicitation under applicable securities laws or otherwise. The distribution of this press release in certain jurisdictions may be restricted by law. In those jurisdictions where the securities, blue sky or other laws require the Offers to be made by a licensed broker or dealer and the Dealer Managers or any of their respective affiliates is such a licensed broker or dealer in any such jurisdiction, the Offers shall be deemed to be made by the Dealer Managers or such affiliate, as the case may be, on behalf of the Company in such jurisdiction.
About Tyson Foods, Inc.
Tyson Foods, Inc. (NYSE: TSN) is a world-class food company and recognized leader in protein. Founded in 1935 by John W. Tyson, it has grown under four generations of family leadership. The Company is unified by this purpose: Tyson Foods. We Feed the World Like Family™ and has a broad portfolio of iconic products and brands including Tyson®, Jimmy Dean®, Hillshire Farm®, Ball Park®, Wright®, State Fair®, aidells® and ibp®. Tyson Foods is dedicated to bringing high-quality food to every table in the world, safely and affordably, now and for future generations. Headquartered in Springdale, Arkansas, the Company is a member of the S&P 500 and Russell 1000 large capitalization indices. It had approximately 133,000 team members on September 27, 2025.
Note Regarding Forward-Looking Statements
Certain information in this release constitutes forward-looking statements as contemplated by the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, current views and estimates of our outlook for fiscal 2026, other future economic circumstances, industry conditions in domestic and international markets, our performance and financial results (e.g., debt levels, return on invested capital, value-added product growth, capital expenditures, tax rates, access to foreign markets and dividend policy). These forward-looking statements are subject to a number of factors and uncertainties that could cause our actual results and experiences to differ materially from anticipated results and expectations expressed in such forward-looking statements. The Company cautions readers not to place undue reliance on any forward-looking statements, which are expressly qualified in their entirety by this cautionary statement and speak only as of the date made. Other important factors are discussed in detail in the company’s filings with the Securities and Exchange Commission, including in Part I, Item 1A. “Risk Factors” included in our most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. The Company undertakes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.
SPRINGDALE, Ark., Aug. 10, 2026 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (the “Company” or “we”) (NYSE: TSN) announced today that it is offering to purchase for cash each series (each, a “Series”) of the notes issued by the Company listed in the following table (the “Notes”) (i) in accordance with, and in the order of, the corresponding Acceptance Priority Levels (as defined below) and (ii) subject to the Maximum Tender Cap (as defined below), the 2027 Tender Sub-Cap (as defined below), the 5.400% 2029 Tender Sub-Cap (as defined below) and possible pro rata allocation, upon the terms and subject to the conditions set forth in the Offer to Purchase (as defined below), including the Financing Condition (as defined below). The offers to purchase with respect to each Series of Notes are referred to herein as the “Offers” and each, an “Offer.” Each Offer is made upon the terms and subject to the conditions set forth in the offer to purchase, dated August 10, 2026 (as may be amended or supplemented from time to time, the “Offer to Purchase”). Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase.
Tyson Foods za 12 týdnů klesl o 12,2 %, protože ztráty v segmentu Beef dál rostou. Firma nyní čeká za fiskální rok 2026 upravenou provozní ztrátu v segmentu Beef ve výši 500 až 650 mil. USD.
Key Takeaways Tyson shares fell 12.2% in 12 weeks as Beef losses widened and fiscal 2026 outlook deteriorated.TSN now sees adjusted Beef operating loss of $500M-$650M as cattle costs and tight supplies weigh.Tyson's Chicken profit rose to $488M, while nine-month free cash flow reached $913M. Shares of Tyson Foods, Inc. (TSN - Free Report) have fallen 12.2% over the past 12 weeks, putting the durability of its earnings recovery under scrutiny. The key issue is whether strength in Chicken and Prepared Foods can offset worsening Beef economics enough to steady investor sentiment.
Tyson’s diversified portfolio is still producing meaningful cash flow, but the widening Beef loss and weaker estimate trends keep the near-term setup challenging.
Tyson’s Beef Losses Keep DeepeningBeef sales fell to $5.39 billion in the fiscal third quarter as volume declined 15.9%, while average price increased 12.1%. Adjusted segment operating loss widened to $138 million from $116 million a year earlier.
For the first nine months of fiscal 2026, adjusted Beef operating loss reached $483 million, compared with $223 million a year earlier. Tyson said network optimization benefits were more than offset by USDA margin compression and higher cattle costs.
TSN Faces a Tougher Beef OutlookTyson now expects a fiscal 2026 adjusted Beef operating loss of $500 million to $650 million, worse than its prior outlook of $350 million to $500 million. Tight cattle supplies and elevated cattle costs remain the main constraints on throughput and profitability.
Management said the phased reopening of the Mexican border could improve cattle availability over time, but it is not expected to materially benefit fiscal 2026. The company also cautioned that the reopening will not fully close the Beef profitability gap even in fiscal 2027.
Tyson’s Chicken Business Provides a CounterweightChicken sales increased to $4.26 billion in the fiscal third quarter, while adjusted segment operating income rose to $488 million from $448 million. Adjusted margin expanded 60 basis points to 11.2%, and retail and foodservice volume increased 3.8%.
Tyson maintained fiscal 2026 adjusted Chicken operating income guidance of $1.9 billion to $2.05 billion. Pilgrim’s Pride Corporation (PPC - Free Report) , another major protein processor, operates chicken processing and prepared-foods facilities across the United States and international markets, making it a relevant industry reference for Tyson’s poultry exposure.
TSN Still Has Financial BuffersOperating cash flow totaled $1.47 billion through the first nine months of fiscal 2026, while capital expenditures of $556 million left free cash flow at $913 million. Tyson ended the quarter with $4 billion of liquidity and net leverage of 2.1 times.
Total debt declined by $824 million from fiscal 2025, and management expects fiscal 2026 free cash flow of $1.3 billion to $1.7 billion. Hormel Foods Corporation (HRL - Free Report) , a global branded food company with a portfolio spanning meat and snacking categories, provides another useful reference point for Tyson’s branded Prepared Foods exposure.
Image Source: Zacks Investment Research
Tyson’s Signals Still Call for CautionThe balance of evidence remains mixed. Chicken, Prepared Foods and cash generation offer support, but Beef losses are still widening and the company’s fiscal 2026 Beef outlook has deteriorated.
TSN currently carries a Zacks Rank #5 (Strong Sell), despite a VGM Score of A, Value Score of B, Growth Score of B and Momentum Score of C. The favorable Value, Growth and VGM Scores point to attractive underlying style characteristics, but Style Scores are designed to complement the Zacks Rank rather than override it.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for fiscal 2026 earnings is $3.95 per share and has moved 2.6% lower over the past four weeks. That negative revision trend, together with the #5 Rank, supports a cautious near-term view even after the recent share-price decline.
Tyson Foods oznámila výsledky za 3. čtvrtletí 2026 prostřednictvím tiskové zprávy na svém investorském webu. Management dnes uspořádá konferenční hovor a webcast.
August 03, 2026 07:35 ET | Source: Tyson Foods, Inc.
SPRINGDALE, Ark., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (NYSE: TSN) today announced its third quarter 2026 financial results through an earnings release available on the company’s Investor Relations website at https://ir.tyson.com. Management will host a conference call and webcast beginning at 9:00 a.m. Eastern Time (8:00 a.m. Central Time). The earnings release will be furnished with the Securities and Exchange Commission (SEC) on a Form 8-K.
Webcast
A link for the webcast of the conference call will be available at: https://ir.tyson.com. A replay of the live webcast and accompanying slides will be available until Thursday, September 3, 2026. A telephone replay will also be available, by calling:
US Toll Free: 1-855-669-9658
International Toll: 1-412-317-0088
Canada Toll Free: 1-855-669-9658
Replay Access Code: 7882726
Audio Only
Participants may join the audio-only version of the conference call by calling:
Dial In (Toll Free): 1-844-890-1795
International Dial In: 1-412-717-9589
Please note: All dial-in participants should ask to join the Tyson Foods call.
About Tyson Foods, Inc.
Tyson Foods, Inc. (NYSE: TSN) is a world-class food company and recognized leader in protein. Founded in 1935 by John W. Tyson, it has grown under four generations of family leadership. The Company is unified by this purpose: Tyson Foods. We Feed the World Like Family™ and has a broad portfolio of iconic products and brands including Tyson®, Jimmy Dean®, Hillshire Farm®, Ball Park®, Wright®, State Fair®, aidells® and ibp®. Tyson Foods is dedicated to bringing high-quality food to every table in the world, safely and affordably, now and for future generations. Headquartered in Springdale, Arkansas, the Company is a member of the S&P 500 and Russell 1000 large capitalization indices. It had approximately 133,000 team members on September 27, 2025. Visit www.tysonfoods.com.
Tyson Foods snížil celoroční výhled upraveného provozního zisku na 2,1 až 2,3 miliardy USD, protože těsná nabídka dobytka dál zvyšuje ztrátu v hovězí divizi.
Packets of Tyson Chicken Nuggets, a brand owned by Tyson Foods, Inc., are seen in a store in Manhattan, New York, U.S., November 15, 2021. REUTERS/Andrew Kelly/File Photo Purchase Licensing Rights, opens new tab
Aug 3 (Reuters) - Tyson Foods (TSN.N), opens new tab lowered its annual profit forecast on Monday, warning that losses in its beef business would widen as tight U.S. cattle supplies keep livestock costs elevated.
U.S. meatpackers have bled money in their beef businesses because increased costs for cattle have outpaced gains from soaring selling prices for steaks and hamburger meat.
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The cut to Tyson's forecast signals more financial pain for the sector after the company this year closed a massive beef plant in Nebraska and slashed operations at a plant in Texas, laying off thousands of workers.
Shares of the Springdale, Arkansas-based company were down about 3% in premarket trading.
Board member Jeff Schomburger must confront the challenge in beef in October when he takes over as CEO for veteran leader Donnie King.
U.S. ranchers reduced the nation's cattle herd to its lowest level in 75 years after a prolonged drought burned up pastures and raised feed costs, driving up beef prices and squeezing meatpackers' profit margins. Higher beef prices have also weighed on demand as inflation-conscious consumers curb spending.
Tyson now expects fiscal 2026 adjusted operating income of $2.1 billion to $2.3 billion, compared with its previous forecast of $2.2 billion to $2.4 billion.
For its beef business, the company forecast an adjusted operating loss of $500 million to $650 million, compared with its prior expectation of a loss of $350 million to $500 million.
Beef sales volumes fell 15.9% in the quarter that ended on June 27 while prices jumped 12.1%.
U.S. cattle supplies were further constrained after Washington suspended imports of livestock from Mexico more than a year ago in an attempt to keep out the flesh-eating pest New World screwworm. The agency plans to start lifting its ban this month, though the move will take time to benefit beef processors, analysts said.
As beef prices rise, some consumers have turned to chicken as a cheaper source of protein, helping Tyson offset part of the weakness in its larger beef segment.
Chicken sales volumes rose 1% during the quarter, while adjusted operating margin in the segment increased 11.2%.
Tyson reported quarterly sales of $13.87 billion, below analysts' estimates of $14.12 billion.
It expects annual revenue growth of 2.5% to 3.5%, compared with analysts' expectations of a growth of 4.3%, according to data compiled by LSEG. The company had previously forecast growth of 2% to 4%.
Reporting by Tom Polansek and Neil J Kanatt in Bengaluru; Editing by Vijay Kishore
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Tyson Foods klesá před otevřením trhu o 3 % poté, co čtvrtletní tržby zaostaly za odhady a objem prodeje spadl o 2,8 %. Upravený zisk na akcii 0,99 USD ale odhady naplnil.
Shares in Tyson Foods Inc (NYSE:TSN) fell 3% ahead of the opening bell in New York after the meat processor reported sales that came in below Wall Street forecasts and a sharper-than-expected drop in the volume of product it shifted.
Revenue for the three months to the end of June was flat year on year at $13.87 billion, against analyst expectations of $14.01 billion.
Sales volumes fell 2.8%, a marked deterioration from the 0.1% decline recorded in the same quarter last year.
Adjusted earnings of $0.99 a share, which strip out one-off items, matched consensus.
Operating margin held at 2.6% and free cash flow margin at 3.5%, both broadly in line with a year earlier, though gross margin came in below expectations.
Volumes matter more than headline revenue for companies selling everyday staples, because shoppers can trade down to cheaper own-label alternatives rather than absorb higher prices indefinitely.
The Arkansas-based company, which began life as a trucking business and is now among the world's largest producers of chicken, beef and pork, has grown revenue at a compound annual rate of just 1.5% over the past three years.
Sales over the past 12 months totalled $55.69 billion.
Analysts expect revenue growth of 2.6% over the coming year, a rate that lags the wider consumer staples sector.
Tyson carries a market value of roughly $20.4 billion.
The scale that gives the company leverage over supermarket buyers also limits its room for expansion, since there are only so many large retail chains to sell into.
Further growth is likely to depend on pricing, new products or a bigger push into overseas markets.
Tyson Foods ve 2. čtvrtletí zvýšil tržby divize Prepared Foods o 4,8 % na 2,51 mld. USD a upravený provozní zisk o 7 % na 352 mil. USD. Firma potvrdila výhled upraveného provozního zisku 1,25 až 1,35 mld. USD pro fiskální rok 2026.
Key Takeaways Tyson Foods' Prepared Foods sales rose 4.8% to $2.51B in Q2, with adjusted operating income up 7%.Tyson Foods gained share across bacon, lunchmeat, dinner sausage and snacking categories.AI-driven insights and Jimmy Dean higher-protein products are helping attract younger consumers. Tyson Foods, Inc.’s (TSN - Free Report) Prepared Foods business continued to stand out in the second quarter of fiscal 2026 as steady execution, brand strength and consumer-focused innovation continued to support its long-term growth.
The segment delivered sales of $2.51 billion, up 4.8% year over year, while volume increased 0.4%. Adjusted segment operating income rose 7% to $352 million, and the adjusted operating margin expanded to 14% from 13.7% a year ago. Notably, the improvement came despite roughly $50 million of higher commodity costs in the quarter.
The performance reflected strong consumer demand, disciplined execution and continued market share gains. In the quarter, Tyson Foods gained share in volume, dollars and units. Volume share increased 70 basis points and dollar share rose 50 basis points. Distribution gains, product innovation, improved promotional efficiency and targeted marketing and promotion investments supported the results. The company also recorded share gains across bacon, lunchmeat, dinner sausage and snacking categories.
Innovation remained another important driver. Tyson Foods is using AI-driven consumer insights to identify emerging preferences and accelerate product development. The company recently launched its Jimmy Dean higher-protein breakfast platform, including protein sandwiches, bowls and high-protein waffles. These products are delivering stronger consumer takeaway, attracting younger consumers and already capturing meaningful retail share.
Operational discipline has also helped offset inflationary pressures. While commodity inputs for Prepared Foods increased during the quarter and packaging costs moved higher, disciplined pricing, value engineering and supplier programs helped mitigate these cost increases.
Tyson Foods reaffirmed its fiscal 2026 adjusted operating income outlook of $1.25 billion to $1.35 billion for the Prepared Foods segment. The combination of resilient demand, value-added offerings and operational discipline continues to position the business as an important driver of the company’s long-term growth.
Tyson Foods’ Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 3.1% in the past month compared with the broader Consumer Staples sector and the S&P 500 index’s growth of 4.8% and 0.7%, respectively. TSN has outperformed the industry’s decline of 1.3% during the same period.
TSN Stock's Past Month Performance
Image Source: Zacks Investment Research
Is Tyson Foods a Value Play Stock?Tyson Foods currently trades at a forward 12-month P/E ratio of 13, which is up from the industry average of 12.36. This valuation places the stock at a premium relative to peers, indicating broader market expectations around its business stability and ability to navigate current cost and demand dynamics.
TSN P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to ConsiderUnited Natural Foods, Inc. (UNFI - Free Report) distributes natural, organic, specialty, produce and conventional grocery and non-food products in the United States and Canada. At present, United Natural sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for United Natural’s current fiscal-year earnings implies growth of 254.9% from the year-ago figures. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.
Mama's Creations, Inc. (MAMA - Free Report) manufactures and markets fresh deli-prepared foods in the United States. At present, MAMA holds a Zacks Rank of 2 (Buy). Mama's Creations delivered a trailing four-quarter earnings surprise of 129.2%, on average.
The consensus estimate for Mama's Creations’ current fiscal-year sales and earnings implies growth of 30% and 73.3%, respectively, from the year-ago figures.
Hormel Foods Corporation (HRL - Free Report) develops, processes and distributes various meat, nuts and other food products to foodservice, convenience store and commercial customers in the United States and internationally. It carries a Zacks Rank of 2 at present. HRL delivered a trailing four-quarter earnings surprise of 3.2%, on average.
The Zacks Consensus Estimate for Hormel Foods’ current fiscal-year sales and earnings indicates growth of 1.5% and 9.5%, respectively, from the prior-year reported levels.
