Cavalcanti, JBS CFO. Good morning, and thank you for joining us. >> Good morning Frank.>> All right. Talk to me about the quarter here in the quarter, even though you beat expectations, you talked about a challenging geopolitical environment. What's the challenge and what has changed from a quarter ago.A quarter ago, you guys said there was strong demand for protein. >> The demand for protein still strong. So and we show this quarter I think the challenging factor is more the beef segment in us given the si ...

Australia has lifted its last bans on beef from the US, more than 20 years after they were first imposed. This week's Bloomberg Australia Podcast asks if Trump's tariffs played a role, and what more American meat means for local producers https://t.co/RWaCQvmOkh ...

American beef lovers may face leaner plates and higher prices next year as US production shrinks to a decade low and tariffs limit imports, according to a US government projection https://t.co/arTbEO4c6c ...

Australia’s cattle herd is booming, but it's not enough to offset a global shortfall of beef https://t.co/Q0p1bVe1DM ...

South America's top beef exporter has built up inventories in the US ahead of President Trump’s 50% tariffs on Brazil, according to its top finance boss https://t.co/5vKPl2pG3L ...

China will extend a probe into beef imports, which was originally slated to be completed this month, until late November https://t.co/INBn2stLEn ...

Argentina is importing beef as President Javier Milei’s currency and trade policies make it more affordable to source supplies abroad while local prices remain high https://t.co/LKfqHJS0qq ...

Key Takeaways TSN posted Q3 sales of $13.88B and EPS of $0.91, beating estimates and rising year over year.A 3.7% average price increase offset a 0.1% volume decline to boost top-line growth.Strong multi-protein demand and operational gains drove higher profits despite margin pressure.Tyson Foods, Inc. ((TSN) reported third-quarter fiscal 2025 results, with the top and bottom lines increasing year over year and surpassing the Zacks Consensus Estimate.With consumer demand for protein remaining robust, TSN’s ...

Move over eggs. Beef is the new highly inflated grocery store item on the shelves. Prices have increased over 8% so far this year, hitting $926 per pound.What we saw was a drought two or three years ago. Low prices really hurt their performance in terms of their profitability. And today they're just short cattle and it's going to take two or three years to fix the problem.We used to be kind of a net neutral for exporting importing beef. Right now we're 8% of our supply is coming from overseas. That's not no ...

All right, let's get to Jim for stop trading. >> Trying to think keep things balanced here again. The consumer weaker, the enterprise stronger.Uh Shake Shack, which is a marvelous company, Rob Lynch, terrific operator, the stock is down 23 points. Now, why is that. One single line.Beef prices now up low teens. The herd is wrong. You're seeing anyone who's connecting the beef industry really struggling.It's worth it to point out there is a price point that people won't pay for beef. And it looks like the Sha ...