Valued at a market cap of $23.1 billion, Tyson Foods, Inc. (TSN) is a leading multinational food company and one of the world’s largest producers of animal protein. The company was founded in 1935 and is headquartered in Springdale, Arkansas. It operates across four core segments: chicken, beef, pork, and prepared foods, producing fresh, frozen, and ready-to-eat products sold to retail, foodservice, and wholesale customers worldwide. This food giant has considerably underperformed the broader market over ...

The U.S. Department of Health and Human Services released updated dietary guidelines in January that emphasize whole foods and protein while shunning added sugars and highly processed foods. The new guidelines recommend 1.2 grams to 1.6 grams of protein per kilogram of body weight from both animal and plant sources daily, compared to the recommended dietary allowance of just 0.8 grams per kilogram. The updated guidelines are a sea change, and it's unequivocally good news for Tyson Foods (NYSE: TSN). Where ...

Core Viewpoint - Tyson Foods Inc. is a significant player in the food industry, particularly in meat products, and has recently received an "Overweight" rating from Barclays with a raised price target [1] Financial Performance - In Q1 2026, Tyson Foods reported total sales of $14.3 billion, reflecting a 6.2% increase from the previous year [2][5] - The company's segment operating income decreased by 12% to $811 million, with the Chicken segment generating $459 million in operating income [2][5] - The Prepared Foods segment saw an 8.1% increase in sales, with operating income rising to $338 million [2] Shareholder Value and Balance Sheet - Tyson Foods maintains a strong balance sheet, with net leverage reduced to 2.0x [3][5] - The company returned $22 million to shareholders, indicating a commitment to shareholder value [3] Earnings and Revenue Estimates - Tyson Foods reported quarterly earnings of $0.97 per share, missing the Zacks Consensus Estimate of $1.01 per share by 3.96% [3] - Despite the earnings miss, the company exceeded revenue estimates, reporting $14.31 billion for the quarter ending December 2025, surpassing the Zacks Consensus Estimate by 1.36% [4]

Key Takeaways TSN posted Q1 adjusted EPS of 97 cents, missing estimates and falling 15% Y/Y despite higher sales.TSN's sales rose 5.1% to $14.3B, driven by pricing gains, while total volumes slipped 0.3% from last year.TSN saw lower profits as gross profit, operating income and margins declined from the prior-year quarter.Tyson Foods, Inc. (TSN) reported solid first-quarter fiscal 2026 results, wherein the top line beat the Zacks Consensus Estimate and showed year-over-year growth, while the bottom line mis ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Tyson Foods (TSN) reported $14.31 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5.1%. EPS of $0.97 for the same period compares to $1.14 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $14.12 billion, representing a surprise of +1.36%. The company delivered an EPS surprise of -3.96%, with the consensus EPS estimate being $1.01.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

Financial Data and Key Metrics Changes - Total company sales grew 6.2% to $14.3 billion compared to the prior year, led by Beef with contributions from Prepared Foods, Chicken, and Pork [29][30] - First quarter segment operating income was $811 million, down 12% compared to the prior year, primarily due to the decline in the beef segment [30] - Adjusted earnings per share for the quarter were $0.97, down 15% compared to last year, influenced by a higher tax rate [31] Business Line Data and Key Metrics Changes - Prepared Foods segment sales increased by 8.1% year-over-year, with segment operating income reaching $338 million, up $16 million from the prior year [21][10] - Chicken segment operating income was $459 million, with a margin of 10.9%, driven by efficient marketing and promotional expenses [11][25] - Beef segment sales increased, but segment operating income declined due to higher cattle costs, reflecting ongoing challenges in the market [26] - Pork segment operating income margin increased by 220 basis points to 6.7%, supported by network optimization and operational efficiencies [27] Market Data and Key Metrics Changes - Retail branded products grew by 2.5% in volume and 3.6% in dollars, outperforming the broader food and beverage retail category [18] - The chicken segment saw a 3.6% year-over-year sales growth driven entirely by volume and strong consumer demand [24] - The international segment continued its momentum, contributing positively to overall performance [14] Company Strategy and Development Direction - The company is focused on becoming a diversified, protein-centric entity to capture growing demand for high-quality protein [8] - Strategic decisions include closing the Lexington, Nebraska facility and scaling back operations at the Amarillo, Texas plant to improve efficiency and align with long-term market outlook [12] - The company emphasizes operational excellence, brand investments, and innovation to capture market share [8][19] Management's Comments on Operating Environment and Future Outlook - Management expects tight cattle supplies to persist through 2026 and 2027, with chicken likely benefiting from changing consumer preferences [13] - The updated U.S. dietary guidelines validate the company's mission to provide high-quality protein, aligning public health priorities with consumer demand [14][16] - Management expresses confidence in the company's ability to navigate a dynamic market landscape and achieve growth [38] Other Important Information - The company has reduced gross debt by $1.4 billion over the last 12 months, improving its balance sheet and financial strength [33] - Free cash flow for the first quarter was approximately $700 million, significantly ahead of dividends for the quarter [33] Q&A Session Questions and Answers Question: Rationale behind the change in segment reporting - Management explained that the change to segment operating income was intentional to provide better visibility into business performance and to empower leaders to pursue volume growth without the burden of corporate overhead [42][43][46] Question: Prepared Foods pricing and input cost inflation - Management indicated that the 8% sales increase in Prepared Foods was due to a combination of channel mix and formula-based pass-through pricing, with pricing catching up to raw material costs [52][53] Question: Trends in the beef segment and capacity closures - Management acknowledged the dynamic situation in the beef segment, highlighting higher cattle costs and the impact of recent capacity closures on future profitability [63][64][66] Question: Updated views on the chicken industry - Management expressed confidence in the chicken market, expecting manageable production growth and strong demand, with Tyson well-positioned to capitalize on these trends [72][75]

Tyson Foods (NYSE:TSN) Q1 2026 Earnings call February 02, 2026 09:00 AM ET Company ParticipantsCurt Calaway - CFODevin Cole - COODonnie King - CEOJon Kathol - VP of Investor RelationsKristina Lambert - Chief Growth OfficerPeter Galbo - Director in Equity ResearchPooran Sharma - Managing Director of Equity ResearchConference Call ParticipantsAlexia Howard - Senior AnalystAndrew Strelzik - Senior AnalystBen Theurer - Mananging Director and Equity Research AnalystLeah Jordan - Equity Research AnalystMichael La ...

Q1 Fiscal 2026 Supplemental Information February 2, 2026 Forward-Looking Statements Certain information in this presentation 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 leve ...

Core Insights - Tyson Foods reported larger-than-expected quarterly earnings driven by strong demand for chicken products, despite significant losses in its beef business [1][3] - The U.S. cattle herd has reached a 75-year low, impacting beef supply and prices, while shifting demand towards more affordable chicken options [2] Financial Performance - Tyson's net sales increased by 5.1% to $14.31 billion in the first quarter, surpassing analyst expectations of $14.09 billion [3] - Adjusted earnings per share were reported at 97 cents, exceeding the forecast of 94 cents [3] Sales and Segment Performance - Chicken unit sales rose by 3.7% for the quarter, while beef sales volumes declined by 7.3% as beef prices surged by 17.2% [2] - The company anticipates a sales increase of 2% to 4% in fiscal 2026, with the midpoint exceeding analysts' estimates of 2.8% [3] Outlook and Adjustments - Tyson raised its adjusted income outlook for chicken, pork, and prepared foods for fiscal 2026, while reducing the projected loss for beef [4] - The company expects chicken segment operating income to range from $1.65 billion to $1.90 billion on an adjusted basis for fiscal 2026, an increase from the previous expectation of $1.25 billion to $1.5 billion [4] Operational Changes - Tyson initiated mass layoffs in January at a major beef plant in Lexington, Nebraska, which previously employed around 3,200 people, and plans to reduce operations at a beef plant in Amarillo, Texas [5]