Core Viewpoint - Tyson Foods (TSN) has experienced significant stock performance improvement recently, indicating a missed investment opportunity for some investors [1]. Group 1: Company Performance - Tyson Foods has shown a notable increase in stock value, suggesting a positive trend in its market performance [1]. Group 2: Analyst Background - The author has been contributing to investment analysis since 2011, focusing on value investing, and has a background in the financial industry since 1999 [1].

Core Viewpoint - Beyond Meat, Inc. (BYND) is facing a class action lawsuit due to allegations of issuing materially false and misleading statements regarding the valuation of its long-lived assets and its ability to file periodic reports with the SEC [1] Group 1: Class Action Details - The class period for the lawsuit is from February 27, 2025, to November 11, 2025 [1] - Allegations include that Beyond Meat's long-lived assets had a book value exceeding their fair value, likely necessitating a material, non-cash impairment charge [1] - The lawsuit claims that these issues could impair Beyond Meat's ability to file timely reports with the SEC, rendering public statements by the defendants materially false and misleading [1] Group 2: Next Steps for Shareholders - Shareholders who purchased BYND shares during the specified class period are encouraged to register for the class action by March 24, 2026 [1] - Registration allows shareholders to be enrolled in a portfolio monitoring software for updates throughout the case lifecycle [1] - Participation in the case incurs no cost or obligation for shareholders [1]

从2025年11月中旬开始，我们的新春订单已经进入了爆发期，到现在每天都在持续增长。和去年同期比，订单量足足提升了40%以上，像黄皮酥、黄皮鸡 仔饼、黄皮软糖这三大爆款，市民购买得比较多，现在日均发货量超千盒。工人们也在加班加点生产、打包，物流车也是每天好几趟发货，但还是有不少 客户在催单，真的是供不应求。 为抢抓新春消费旺季，企业精心设计推出了富有新春氛围的全家福大礼盒。礼盒采用国潮风格手绘插画，将多款产品艺术化呈现，融入满月元素，传递团 圆、美满的品牌理念，既提升了产品颜值，又赋予了手信浓厚的地方特色。为方便市民选购，企业采取线上线下融合的全渠道销售模式。 春节临近，我县作为"中国无核黄皮之乡"，以无核黄皮为原料制作的蜜饯、糕点、果脯等特色手信，凭借独特风味成为市民采购年货、走亲访友的热门伴 手礼，本地食品企业订单量大幅增长，呈现产销两旺的良好态势。 在郁南县张氏都满食品厂，工人正忙着将封装好的甘草黄皮蜜饯、黄皮鸡仔饼、椰茸酥等产品打包，准备发往全国各地。作为扎根本地的现代化食品企 业，该厂依托郁南"中国无核黄皮之乡"的产业基础和岭南果乡优势，在坚守传统配方与工艺的基础上，聚焦产品创新，围绕"保留原味、丰 ...

Core Insights - Pilgrim's Pride Corporation (PPC) reported fourth-quarter 2025 results that fell short of the Zacks Consensus Estimate for both revenue and earnings, despite a year-over-year increase in net sales [1][8] Financial Performance - Adjusted earnings were 64 cents per share, missing the Zacks Consensus Estimate of 78 cents, and decreased from $1.35 per share in the same quarter last year [2] - On a GAAP basis, earnings were 37 cents per share, down from 99 cents in the prior-year period [2] - Net sales reached $4,517.8 million, a 3.3% increase from the previous year, but missed the consensus mark of $4,600 million [3] - Cost of sales increased to $4,089.2 million from $3,818.8 million year-over-year, leading to a gross profit decline to $428.6 million from $553.3 million [3] - Adjusted EBITDA was $415.1 million, down from $525.7 million in the prior year, with an adjusted EBITDA margin of 9.2%, down from 12% [4] Segment Analysis - U.S. operations generated net sales of $2,598.5 million, slightly down from $2,613.2 million year-over-year, with strong demand in the Fresh portfolio and an 18% increase in U.S. Prepared Foods sales [5] - European operations saw net sales increase to $1,383.6 million from $1,259.2 million, supported by an improved product mix and branded diversification [6] - Mexico operations reported net sales of $535.7 million, up from $499.6 million, although profitability faced pressure from increased imports and weaker commodity fundamentals [7] Financial Health - The company ended the quarter with cash and cash equivalents of $640.2 million, long-term debt of $3,093.1 million, and total shareholders' equity of $3,693.7 million [8]

Core Insights - Darling Ingredients, Inc. (DAR) reported strong fourth-quarter 2025 results, with earnings per share (EPS) of 64 cents, exceeding the Zacks Consensus Estimate of 43 cents and increasing 1.6% year over year [1][9] - Net sales reached $1,709.8 million, a 20.6% increase from the previous year, surpassing the Zacks Consensus Estimate of $1,534 million [2][9] Financial Performance - Gross profit rose 28.6% year over year to $429.2 million, with gross margin improving by 160 basis points to 25.1% [3] - Adjusted EBITDA grew 16.1% year over year to $336.1 million, including DGD's adjusted EBITDA of $57.9 million [3][9] - Net income was reported at $56.9 million, reflecting a decline of 44.2% year over year [3] Segment Performance - **Feed Segment**: Total net sales reached $1,128.1 million, exceeding the Zacks Consensus Estimate of $984 million. Adjusted EBITDA increased 28.9% to $193.4 million, surpassing the consensus estimate of $165 million [4] - **Food Segment**: Net sales were $429.07 million, ahead of the Zacks Consensus Estimate of $384 million. Adjusted EBITDA rose 28.8% to $82.4 million, exceeding the consensus estimate of $72 million [5] - **Fuel Segment**: Net sales totaled $152.6 million, slightly below the Zacks Consensus Estimate of $155 million. Adjusted EBITDA rose 0.9% to $27.2 million, exceeding the Zacks Consensus Estimate of $23.5 million [6] Financial Health - As of January 3, 2026, the company reported cash and cash equivalents of $89 million and total debt of $3,937 million, resulting in net debt of $3,849 million. The preliminary leverage ratio was 2.90x [7] Future Outlook - The company anticipates modestly lower performance in the first quarter of 2026, with expectations of improved fat prices as RVO clarity emerges. Fuel volumes are estimated at approximately 260 million gallons for the first quarter of 2026 [10] - Positive demand trends in the food segment support a constructive outlook for 2026 [10]

Core Viewpoint - Hormel Foods (HRL) is expected to report quarterly earnings of $0.33 per share, reflecting a 5.7% decline year-over-year, while revenues are forecasted to increase by 2.4% to $3.06 billion [1] Group 1: Earnings and Revenue Estimates - Analysts project quarterly earnings of $0.33 per share for Hormel Foods, indicating a decline of 5.7% compared to the same period last year [1] - Revenue estimates for Hormel Foods are set at $3.06 billion, which represents a year-over-year increase of 2.4% [1] - There has been no revision in the consensus EPS estimate over the past 30 days, indicating stability in analysts' projections [1] Group 2: Segment Sales Projections - 'Net Sales- Retail' is projected to reach $1.94 billion, reflecting a year-over-year increase of 2.5% [4] - 'Net Sales- International' is estimated at $179.20 million, indicating a 6.4% increase from the previous year [4] - 'Net Sales- Foodservice' is forecasted to be $981.56 million, showing a year-over-year change of 5.5% [4] Group 3: Segment Profit Estimates - The estimated 'Segment Profit- Foodservice' is $137.30 million, down from $138.83 million in the same quarter last year [5] - 'Segment Profit- International' is projected at $21.72 million, an increase from $20.85 million reported in the previous year [5] - Analysts forecast 'Segment Profit- Retail' to be $106.80 million, a decrease from $119.15 million in the same quarter last year [5] Group 4: Stock Performance - Over the past month, shares of Hormel Foods have returned -2.2%, compared to a -0.3% change in the Zacks S&P 500 composite [6] - Hormel Foods currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]

Financial Data and Key Metrics Changes - For fiscal year 2025, net revenues reached $18.5 billion, a 3.5% increase from $17.9 billion in fiscal 2024, while Adjusted EBITDA rose to $2.27 billion, up 2.5% from $2.211 billion in the previous year [24][26]. - In Q4 2025, net revenues were $4.52 billion compared to $4.37 billion a year ago, with Adjusted EBITDA of $415.1 million and a margin of 9.2%, down from $525.7 million and a 12% margin in Q4 2024 [24][25]. Business Line Data and Key Metrics Changes - The U.S. business reported net revenues of $11 billion for the fiscal year, up from $10.6 billion in fiscal 2024, with Adjusted EBITDA of $1.63 billion and a margin of 14.8% [26]. - In Europe, Q4 Adjusted EBITDA was $131.4 million, an increase from $117.1 million in 2024, while full-year Adjusted EBITDA improved 11.4% to $453.1 million [27]. - Mexico's Q4 Adjusted EBITDA was $9.5 million, down from $36.9 million last year, with a full-year margin of 8.8%, down from 11.8% [28]. Market Data and Key Metrics Changes - The USDA indicated that ready-to-cook production for the U.S. rose 2.1% year-over-year in 2025, driven by increased headcount and improved live performance [8]. - Consumer sentiment remains low due to economic uncertainty, but chicken's affordability is appealing across channels [9][10]. Company Strategy and Development Direction - The company is focusing on diversifying its portfolio, with significant growth in branded offerings, particularly the Just BARE brand, which exceeded $1 billion in retail sales [4][6]. - Investments are being made in both fresh and prepared foods to drive profitable growth and reduce volatility [6][20]. - The company plans to convert a Big Bird plant to a case-ready plant and expand its prepared foods facility in Georgia to support growth [22][31]. Management's Comments on Operating Environment and Future Outlook - Management noted that while there are challenges in the market, particularly in Mexico due to increased imports, the long-term growth potential remains strong [20][21]. - The company anticipates moderate production growth of 1% in 2026, with overall protein availability projected to grow by 1.5% [9]. - Management expressed confidence in the demand for chicken, driven by affordability and consumer preferences [49][66]. Other Important Information - The company reported a strong balance sheet with net debt of approximately $2.45 billion and over $1.8 billion in total cash and available credit [30]. - Capital expenditures for 2026 are forecasted to be between $900 million and $950 million, reflecting ongoing growth projects [31]. Q&A Session Summary Question: Current growing conditions and market dynamics - Management indicated that the breeding flock is down 1.9% year-over-year, impacting supply growth, which is projected at only 1% for the year [36]. Question: Capital allocation and future projects - The company is investing in new facilities and expanding its presence in Mexico, with some projects expected to carry into 2027 [42]. Question: Commodity prices and sustainability - Management noted that chicken demand is supported by macroeconomic trends, with consumers shifting to retail due to inflation concerns [48]. Question: Mexico's supply-demand situation - The company is evolving its portfolio to mitigate volatility and is seeing a more stable supply-demand balance in Mexico [58]. Question: European market performance - Management acknowledged seasonality in the U.K. but emphasized the long-term growth of chicken, driven by affordability and consumer preferences [60]. Question: Disease pressure in Europe - The ASF situation in Spain has impacted the pork market, but management expects the Richmond brand to recover from recent challenges [68].

Austin, Minnesota-based Hormel Foods Corporation (HRL) develops, processes, and distributes various meat, nuts, and other food products to foodservice, convenience store, and commercial customers. Valued at $13.2 billion by market cap, the company markets its products around the world under a variety of branded names like HORMEL, ALWAYS TENDER, APPLEGATE, AUSTIN BLUES, BLACK LABEL, BURKE, CAFÉ H, CHI-CHI'S, and more. Shares of this diversified food giant have underperformed the broader market over the pa ...

Core Insights - Darling Ingredients reported $1.71 billion in revenue for Q4 2025, a year-over-year increase of 20.6%, and an EPS of $0.64, slightly up from $0.63 a year ago, with revenue exceeding Zacks Consensus Estimate by 11.44% [1] Financial Performance - Revenue from Feed Ingredients was $1.13 billion, surpassing the estimated $983.58 million, reflecting a 22.1% increase year-over-year [4] - Revenue from Fuel Ingredients was $152.57 million, slightly below the estimated $154.77 million, but still showing a 15.7% increase year-over-year [4] - Revenue from Food Ingredients reached $429.07 million, exceeding the average estimate of $384.12 million, marking an 18.6% year-over-year increase [4] EBITDA Analysis - Segment Adjusted EBITDA for Food Ingredients was $82.41 million, above the average estimate of $72.22 million [4] - Segment Adjusted EBITDA for Feed Ingredients was $193.37 million, exceeding the average estimate of $164.92 million [4] - Segment Adjusted EBITDA for Fuel Ingredients was $27.17 million, surpassing the average estimate of $23.47 million [4] - Corporate Segment Adjusted EBITDA was reported at -$24.73 million, worse than the estimated -$19.11 million [4] - Combined Adjusted EBITDA for Fuel Ingredients was $85.08 million, significantly higher than the average estimate of $62.1 million [4] Stock Performance - Darling's shares have returned +21.6% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

NEW YORK, Feb. 11, 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=183427&from=3 CLASS PERIOD: February ...