Group 1 - The company held its 63rd Annual Meeting of Shareholders on February 5, reflecting on its progress and future outlook [2] - The company recognizes the contributions of over 130,000 team members globally, emphasizing their role in upholding community standards and values [3] - The company has a rich history, celebrating 90 years since its inception, highlighting its growth and development over the decades [4]

Financial Data and Key Metrics Changes - Sales for fiscal 2025 reached $54.4 billion, reflecting a 2.1% increase compared to the previous year [30] - Operating cash flows totaled $2.2 billion, significantly exceeding capital expenditures of $978 million and dividends of $697 million [31] - The company ended the year with $3.7 billion in liquidity and a net leverage ratio of 2.1 times, improving by half a turn from the previous year [31] Business Line Data and Key Metrics Changes - Tyson Foods is a leader in protein production, accounting for one in every five pounds of chicken, beef, and pork in the U.S. [33] - The company has three of the top ten protein brands in the U.S., including Tyson, Jimmy Dean, and Hillshire Farm, which continue to gain market share [34] Market Data and Key Metrics Changes - Demand for protein products is increasing as consumers prioritize protein in their diets, supported by new U.S. dietary guidelines [33] - Tyson's branded products are outperforming the broader food category in both retail and food service markets [34] Company Strategy and Development Direction - The company is focused on improving operational execution and driving better financial performance through disciplined capital management [30][31] - Tyson Foods aims to continue providing nutritious, affordable, and convenient food while enhancing its brand strength and market position [33][34] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on future opportunities and maintain financial strength [36] - The leadership emphasized the importance of team member development and operational expertise for long-term success [35] Other Important Information - The annual dividend per Class A share is expected to increase to $2.04 in fiscal 2026, marking the 14th consecutive year of dividend increases [32] - The company has returned $893 million to shareholders through dividends and share repurchases [31] Q&A Session Summary Question: Shareholder proposal for voting results disclosure by class of shares - Management stated that the board's disclosures comply with all requirements and provide necessary information about the company's structure and ownership, resulting in a majority vote against the proposal [17][23] Question: Shareholder proposal regarding environmental and human health impacts from waste lagoons - Management reiterated their commitment to core values and responsible practices, leading to a majority vote against the proposal [22][23] Question: Shareholder proposal on the impact of U.S. immigration practices on finances and operations - Management emphasized the company's commitment to creating a safe and supportive work environment, resulting in a majority vote against the proposal [27][28]

Financial Data and Key Metrics Changes - Sales for fiscal year 2025 were reported at $54.4 billion, reflecting a 2.1% increase compared to the previous year [33] - Operating cash flows for the full year reached $2.2 billion, significantly exceeding capital expenditures of $978 million and dividends of $697 million [34] - The company ended the year with $3.7 billion in liquidity and a net leverage ratio of 2.1 times, which is an improvement of half a turn compared to the previous year [34] Business Line Data and Key Metrics Changes - Tyson Foods continues to be a leader in protein production, producing one in every five pounds of chicken, beef, and pork in the United States [37] - The company has three of the top ten protein brands in the U.S., including Tyson, Jimmy Dean, and Hillshire Farm, which are gaining market share in both volume and dollars [38] Market Data and Key Metrics Changes - Demand for protein products is increasing as consumers prioritize protein in their diets, supported by new U.S. dietary guidelines [37] - Tyson's branded products are outperforming the broader food category in both retail and food service, indicating a strong competitive advantage [38] Company Strategy and Development Direction - The company is focused on improving operational execution and driving better financial performance through disciplined capital management and investment [33][39] - Tyson Foods aims to continue defining the protein industry and capitalize on future opportunities while maintaining financial strength [40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's cash flows and the ability to return value to shareholders through dividends and share repurchases [34][35] - The leadership emphasized the importance of team member development and operational expertise as central to the company's culture and long-term success [39] Other Important Information - The annual dividend per Class A share is expected to increase to $2.04, marking the 14th consecutive year of dividend increases [35] - The company is committed to transparency and ethical standards in its operations, particularly regarding community and environmental responsibilities [25][30] Q&A Session Summary Question: Shareholder proposal on voting results disclosure - The proposal requesting the board to adopt a policy for disclosing voting results by class of shares received a minority of votes and was defeated [19] Question: Shareholder proposal on environmental impacts from waste lagoons - The proposal seeking disclosure on environmental and human health impacts from waste lagoons also received a minority of votes and was defeated [26] Question: Shareholder proposal on immigration practices impact - The proposal assessing the impact of U.S. immigration law changes on the company's finances and operations received a minority of votes and was defeated [31]

Core Viewpoint - Ingredion Incorporated reported record performance for the year 2025, driven by strong results in the Texture & Healthful Solutions segment and solid performance in the Latin America Food & Industrial Ingredients segment, although operations in the U.S./Canada segment faced challenges [1] Financial Performance - For Q4 2025, reported diluted EPS was $2.56, up from $1.43 in Q4 2024, while adjusted diluted EPS was $2.53 compared to $2.63 in Q4 2024 [2][4] - Full-year 2025 reported and adjusted EPS were $11.18 and $11.13, respectively, compared to $9.71 and $10.65 in 2024 [4] - Operating income for Q4 2025 was $220 million, a 36% increase from $162 million in Q4 2024, while full-year operating income rose 15% to $1,016 million [6][41] Segment Performance - The Texture & Healthful Solutions segment reported Q4 2025 net sales of $591 million, a 2% increase from Q4 2024, while full-year sales were $2,397 million, up 1% [9][41] - Latin America Food & Industrial Ingredients segment achieved Q4 2025 net sales of $587 million, a 1% increase, but full-year sales decreased by 4% to $2,341 million [12][41] - U.S./Canada Food & Industrial Ingredients segment saw Q4 2025 net sales drop to $463 million, a 9% decline, with full-year sales down 7% to $2,013 million [14][41] Cash Flow and Capital Management - Operating cash flow for 2025 was $944 million, down from $1,436 million in 2024, reflecting increased working capital investments [19][39] - The company returned $435 million to shareholders through dividends and share repurchases in 2025 [20] 2026 Outlook - For 2026, the company expects reported and adjusted EPS to range between $11.00 and $11.80, with net sales anticipated to grow in the low single digits to mid-single digits [21][22] - The company forecasts operating income to see low single-digit increases, driven by volume growth but partially offset by pricing mix factors [21]

Core Insights - Lamb Weston has appointed Jan Craps as executive chair and Jim Gray as CFO to enhance company performance and strategy execution [1][2][5] - The company has faced profit pressures due to declining restaurant traffic and criticism from activist investor Jana Partners [2][3] - Lamb Weston aims to achieve significant cost savings and has set financial forecasts for the upcoming fiscal year [4][6] Leadership Changes - Jan Craps, with over 20 years of experience at AB InBev, will focus on board leadership, M&A, governance, and long-term strategy [1][2] - Jim Gray, a former PepsiCo executive, has been appointed as the new CFO to support financial management [2][5] Financial Performance - For the fiscal year ending May 25, net income was reported at $357.2 million, a 51% decrease from the previous year, while adjusted net income fell 35% to $478.6 million [5] - In the first half of the new financial year, net sales increased by 1% to $3.27 billion, with reported profits rising 38% to $126.4 million, but adjusted profits declined by 8% to $199.7 million [6] - The company forecasts net sales for fiscal 2026 to be between $6.35 billion and $6.55 billion, with adjusted EBITDA projected at $1.00 billion to $1.20 billion [6] Strategic Initiatives - Lamb Weston has initiated a "Focus to Win" strategy aimed at achieving at least $250 million in savings to enhance profits and cash flow [4] - The company is prioritizing market execution, customer partnerships, and innovation to drive shareholder returns [5][7]

New York, New York--(Newsfile Corp. - February 4, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Beyond Meat, Inc. (NASDAQ: BYND) between February 27, 2025 and November 11, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than March 24, 2026.SO WHAT: If you purchased Beyond Meat securities during th ...

NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Beyond Meat, Inc. (NASDAQ: BYND). Shareholders who purchased shares of BYND during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/beyond-meat-inc-loss-submission-form-2/?id=183331&from=3 CLASS PERIOD: February ...

Core Insights - PepsiCo, Inc. reported strong fourth-quarter 2025 results with revenues and earnings per share (EPS) exceeding expectations and showing year-over-year improvement [1][3] - The company experienced accelerated net revenue growth, demonstrating its ability to adapt in a challenging environment [1] Financial Performance - PepsiCo's fourth-quarter core EPS was $2.26, surpassing the Zacks Consensus Estimate of $2.24 and reflecting a 15.3% year-over-year increase [3] - Reported EPS was $1.85, marking a 68% year-over-year surge in the fourth quarter [3] - Net revenues reached $29.34 billion, a 5.6% increase year over year, slightly above the Zacks Consensus Estimate of $29 billion [7] - Organic revenue growth was 2.1% year over year, driven by a 4.5% increase in effective net pricing, despite a 2% decline in organic volume [7] Segment Performance - Revenue growth was observed across all segments, with notable increases in EMEA (12%), LatAm Foods (11%), and PBNA (4%) [12] - Organic revenues improved in most segments, except for PFNA, which saw a 1% decline [13] Operational Efficiency - Reported operating income rose 58% year over year to $3.6 billion, while core operating income increased 17.7% to $4.1 billion [10] - The operating margin expanded significantly to 12.1% from 8.1% in the previous year [10] Future Outlook - For 2026, PepsiCo anticipates organic revenue growth of 2-4%, with a focus on innovation and productivity to enhance competitiveness [20] - The company expects core constant-currency EPS to increase by 4-6%, with core EPS growth projected at 5-7% [21] - Capital spending is expected to remain below 5% of net revenues, with a target free cash flow conversion ratio of at least 80% [22] Shareholder Returns - PepsiCo announced a 4% increase in its annualized dividend to $5.92 per share, marking the 54th consecutive year of dividend growth [15] - The company plans to return a total of $8.9 billion to shareholders in 2026, including $7.9 billion in dividends and $1 billion in share repurchases [23]

Core Viewpoint - JPMorgan has raised the price target for Tyson Foods (TSN) to $67 from $63 while maintaining a Neutral rating on the shares following the earnings report [1] Group 1: Company Performance - Tyson Foods continues to face challenges in the beef segment, indicating ongoing difficulties in this area [1] - There are encouraging signs in other segments of the business, suggesting potential for improvement outside of beef [1]

Core Viewpoint - A shareholder class action lawsuit has been filed against Beyond Meat, alleging false and misleading statements regarding the company's business and operations, particularly concerning the valuation of long-lived assets and the potential for non-cash impairment charges [1]. Group 1: Lawsuit Details - The lawsuit claims that Beyond Meat's long-lived assets have a book value that exceeds their fair value, indicating a likely need for a material, non-cash impairment charge [1]. - It is also alleged that these issues may hinder Beyond Meat's ability to file periodic reports with the SEC in a timely manner [1]. Group 2: Legal Representation - Shareholders who purchased Beyond Meat shares between February 27, 2025, and November 11, 2025, and suffered significant losses are encouraged to discuss their legal rights with Holzer & Holzer, LLC [2]. - The deadline for shareholders to request to be appointed as lead plaintiff in the case is March 24, 2026 [3]. Group 3: Law Firm Background - Holzer & Holzer, LLC is recognized as a top-rated securities litigation law firm and has a history of recovering hundreds of millions of dollars for shareholders affected by corporate misconduct [3].