We also want to bring in NBC senior investigative reporter Laura Strickler, chief strategist for the Romney 2012 campaign, and senior adviser for the Lincoln Project, Stuart Stevens, and of course, NBC News senior homeland security correspondent, Julia Aninsley. Uh, she's behind that reporting and joins us here now on set. Laura, I want to start with you.One Omaha local station, uh, sorry, one Omaha local told our station there that quote, "There's a lot of fear. Definitely a lot of people not coming to wor ...

Industry Overview - The Zacks Food – Meat Products industry is experiencing strong growth due to increasing consumer demand for high-protein foods and a focus on health and wellness [2][3] - Companies are diversifying product portfolios, boosting production capacity, and investing in innovative plant-based meat alternatives to remain competitive [2][3] Major Trends - There is a significant increase in demand for high-protein diets, driven by health consciousness among consumers, particularly fitness enthusiasts [6] - The popularity of plant-based meat alternatives is rising as consumers seek healthier options with minimal artificial ingredients [7] - Meat companies are implementing strategic expansions through mergers, acquisitions, and capacity enhancements to improve market presence [8][9] Cost Challenges - Rising input costs, including feed, raw materials, transportation, and labor, are straining operations and increasing production expenses [10][11] - Persistent inflation is affecting consumer behavior, leading to more frequent store visits but lower purchase volumes, which may impact sales and profitability [11] Industry Performance - The Zacks Food – Meat Products industry has underperformed the broader Zacks Consumer Staples sector and the S&P 500 over the past year, declining by 7.8% compared to the sector's growth of 3% and the S&P 500's rise of 11.6% [15] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 12.50X, significantly lower than the S&P 500's 21.83X and the sector's 17.80X [16] Company Highlights - **Tyson Foods**: A leading player in the protein industry with a diversified multi-protein strategy, strong brand recognition, and a focus on digital transformation [17][18] - **Hormel Foods**: Growth driven by a strong Foodservice segment and innovation in product offerings, with a focus on operational efficiency through its Transform and Modernize initiative [21][22] - **Pilgrim's Pride**: A major producer of chicken and pork products, focusing on sustainable growth through product diversification and strategic investments in capacity and technology [24][25]

据报道，美国牛肉或将自2003年以来首次进入澳洲，艾博年准备与特朗普展开关税谈判。 艾博年和特朗普预计将于本月在加拿大的G7峰会或美国进行会面。 特朗普及其政府高层多次对澳洲禁止进口美国牛肉进行公开评论，并将其作为关税谈判的重点问题之一。 特朗普在4月曾表示："他们（澳洲）不接受我们的牛肉。他们不愿意要，是因为不想影响他们自己的农民。我不怪他们，但我们现在也在做同样的事情， 从今晚午夜开始。" 值得注意的是，2024年澳大利亚向美国出口了价值41.6亿澳元的牛肉。 由于疯牛病的风险，自2003年起澳大利亚便禁止进口美国牛肉，但随着艾博年准备与特朗普展开关税谈判，这项生物安全法规可能会被放宽。 据报道，这可能是谈判的一部分内容。 澳洲政府正致力于推动美国取消对澳大利亚钢铁和铝材征收的50%关税，以及对所有其他商品征收的10%关税。 贸易部长Don Farrell本周在接受ABC采访时表示，他已请求美国方面"取消对所有澳大利亚产品的关税"。 他说："澳美之间的贸易关系对美国来说是极具利益的。" "这一盒牛肉是50人民币，大约是7美元（约合10.82澳元）。" "所以回答那个问题：中国没有受伤。相反我觉得我们过得更 ...

Industry Overview - The Zacks Food – Meat Products industry is experiencing strong growth due to increasing consumer demand for high-protein foods and a focus on health and wellness [1] - The industry includes companies that manufacture, process, market, and distribute a wide range of meat products, including chicken, pork, beef, and plant-based meats [3] - Major trends include increased protein demand and the rise of plant-based alternatives, driven by health consciousness and dietary preferences [4] Company Performance - Leading companies like Tyson Foods, Hormel Foods, and Pilgrim's Pride are well-positioned for long-term growth despite challenges such as rising input costs and operational expenses [2] - Tyson Foods has a diversified multi-protein strategy and is leveraging digital transformation to optimize supply chain efficiency [16] - Hormel Foods is focusing on innovation and operational efficiency through its Transform and Modernize initiative [20] - Pilgrim's Pride is enhancing profitability through strategic investments and effective cost management strategies [24] Market Trends and Challenges - The industry is facing significant cost-related challenges, including rising prices for feed, raw materials, and labor, which are impacting profit margins [6] - Consumer behavior is shifting, with shoppers making more frequent store visits but purchasing less per trip due to tighter household budgets [6] - The industry's performance has underperformed the broader Zacks Consumer Staples sector and the S&P 500 over the past year, declining 7.8% compared to the sector's growth of 3% and the S&P 500's rise of 11.6% [10] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 12.50X, compared to the S&P 500's 21.83X and the sector's 17.80X [13] - Over the past five years, the industry's P/E ratio has ranged from a high of 21.76X to a low of 12.24X, with a median of 16.55X [13] Future Outlook - The Zacks Industry Rank for the Food – Meat Products industry is 93, placing it in the top 38% of over 250 Zacks industries, indicating encouraging near-term prospects [7][8] - Analysts are gaining confidence in the earnings growth potential of the industry, as evidenced by positive earnings estimate revisions [9]

A month has gone by since the last earnings report for Tyson Foods (TSN) . Shares have added about 0.1% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Tyson due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, est ...

Financial Performance - Hormel Foods reported quarterly earnings of $0.35 per share, matching the Zacks Consensus Estimate, but down from $0.38 per share a year ago [1] - The company posted revenues of $2.9 billion for the quarter ended April 2025, slightly missing the Zacks Consensus Estimate by 0.20%, compared to $2.89 billion in the same quarter last year [2] - Over the last four quarters, Hormel has surpassed consensus EPS estimates only once and has topped revenue estimates just once [2] Stock Performance - Hormel shares have declined approximately 4.2% since the beginning of the year, while the S&P 500 has gained 0.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $2.99 billion, and for the current fiscal year, it is $1.61 on revenues of $12.13 billion [7] - The outlook for the Food - Meat Products industry, where Hormel operates, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable environment for performance [8]

Company Overview - Farmland, founded in 1959, is dedicated to delivering high-quality, flavorful meats and has a strong commitment to quality and craftsmanship [5] - The brand is part of Smithfield Foods, a leading American food company known for its packaged meats and fresh pork products [6] New Product Launch - Farmland has introduced a new Premium Ground Pork line with two flavor varieties: Original and Taco Style, designed for versatility in various dishes [2] - The company also launched Julienne Turkey, which is fully cooked and sliced, aimed at enhancing salads, wraps, and casseroles [3] Brand Commitment - The new campaign emphasizes the brand's mission of providing the best quality food, reaffirmed by the slogan "Our Best for Your Best" [4] - Farmland's products are now available at select retailers, reflecting the brand's ongoing commitment to quality since its inception [4]

Core Insights - Pluri Inc. aims to lead a global biotech revolution in healthcare, food, and agriculture through its innovative cell expansion platform, which allows for the production of pharmaceuticals, food products, and agricultural goods to address multi-billion dollar markets [1][10] Business Developments - The company anticipates a significant turning point in the upcoming fiscal year by unlocking the potential of its cell expansion technology, particularly in the cocoa and coffee industries, which are facing shortages due to climate change and rising demand [2][9] - Pluri has strengthened its position in the cultivated cacao space by partnering with an Israeli AgFoodTech company that is developing cell-based cacao technology, addressing challenges in the global cacao industry [3][10] - The company has secured additional investment from a new strategic partner with expertise in healthcare, enhancing its financial position and ability to expand into key geographies [4][10] Financial Performance - In the first nine months of fiscal year 2025, Pluri recorded a fourfold increase in revenue, rising from $230,000 in the same period of fiscal year 2024 to $938,000, driven by its CDMO and AgTech businesses [7][8] - The company is advancing new food tech partnerships and licensing opportunities, contributing to its revenue growth [8][10] Strategic Initiatives - Pluri holds a 69% stake in Ever After Foods Ltd., which utilizes its cell expansion technology for cultivated meat production, with significant funding rounds supporting this initiative [5][10] - The company is actively discussing commercial implementation opportunities with leading players in the cocoa and coffee industries, including potential out-licensing to strategic partners [9][10] Research and Development - Pluri has received $2.2 million in funding from the U.S. National Institutes of Health and the Department of Defense for the development of PLX-R18 for treating Acute Radiation Syndrome, although this funding has been discontinued due to federal budget cuts [6][10]

Tyson Foods (TSN) FY Conference May 14, 2025 08:00 AM ET Speaker0 All right. Good morning, everyone. I'm Andrew Strelzik, BMO's Agribusiness, Beverages and Restaurants Analyst, and I'm delighted to welcome everyone to our twentieth Annual Farm to Market Conference. Twenty years is an incredible milestone. And this year, we have the pleasure of hosting over 100 companies and nearly 1,000 total attendees over the course of today and tomorrow. Our goal today remains the same as it's been over the last two deca ...

Smithfield Foods (NASDAQ: SFD ) is a producer and processor of pork, and is the largest producer of pork-based products in the world . Domestically, SFD has a top market share in several prepared food categories, such asBuildingBenjamins is a free stock picking and market commentary investment newsletter. Building Benjamins is the DBA (doing businesses as) publishing entity for Tradition Investment Management, LLC, a registered investment adviser. Benjamin Halliburton, our founder, also founded Tradition Ca ...