Cramer's Stop Trading: Tyson Foods

Core Insights - The cattle herd size has been declining since 1951, impacting profitability for companies like Tyson Foods despite strong sales performance [1][2][4] - The beef industry is facing significant pressure due to rising commodity inflation, affecting restaurants and food service companies [5][6] Industry Overview - The beef supply squeeze is severe, with implications for various stakeholders, including cattle herders and food companies [2][4] - There is a call for government intervention to address the declining cattle herd and potential imports from countries like Argentina [2][3] Company Performance - Tyson Foods is struggling to maintain profitability despite a strong sales quarter, attributed to the reduced cattle herd [1][3] - Texas Roadhouse is experiencing commodity inflation of 8%, but is not passing these costs onto consumers, indicating a focus on customer loyalty [5][6] - McDonald's reported a strong quarter, contrasting with other beef-selling companies that are facing challenges [6]