扬子晚报网12月22日讯(记者刘丽媛)冬季牛羊肉消费进入旺季，和去年冬季牛羊肉价格逆势走低不同，今年牛羊肉价格回暖，目前南京市场上零售牛羊肉 的价格每斤比去年同期涨了3-5元，牛肉价格重回"4字头"。 记者了解到，这轮上涨是多重因素叠加的结果。首先是生产周期调整，养殖户在去年价格低点时淘汰了部分存量，导致现阶段出栏量相对收紧；其次是饲 料、运输等成本持续高位运行支撑了价格上涨。 冬季消费旺季来临，牛羊肉消费需求本就会增加，和去年的逆势下跌相比，如今的价格增长比较符合季节规律，业内人士预计，随着元旦、春节临近，牛 羊肉价格可能维持高位波动。 校对陶善工 在盒马鲜生，300g每盒的鲜切国产谷饲黄牛嫩肉卖29.9元，相当于49.8元一斤，不过临近打烊，剩余的几盒打7折出售，价格相当划算，很快被刚下班的顾 客买光。而羔羊去骨腿肉、冰鲜羊排、鲜切羊肉片等售价也都在每斤45元以上，依然比较受欢迎，现场一名购买羊肉片的市民表示，天冷了吃羊肉比较 多，自己在家涮火锅这个价格还算实惠。 这和一年前形成鲜明对比。2024年12月，同样应该是牛羊肉销售旺季，但受进口牛羊肉冲击和供应增加影响，牛羊肉价格一度跌入低谷。牛肋排、牛里脊 ...

American beef plants are under threat as the number of cattle destined for their facilities stays far below historical levels https://t.co/pkzK3N3vyc ...

Beef prices show no sign of cooling, even as the Trump administration tries to rein in costs by boosting imports and support for domestic ranchers https://t.co/ss0zme47o9 ...

Core Insights - Tyson Foods, Inc. (TSN) has experienced a relatively flat stock price performance in 2023, with a year-to-date increase of 1.31% [1] Segment Analysis - The beef segment of Tyson Foods is currently facing margin compression, indicating potential challenges in profitability within this core area [1]

JBS N.V. (NYSE:JBS) is one of the Undervalued Stocks with Biggest Upside Potential. JBS N.V. (NYSE:JBS) has gained more than 9.59% since its fiscal Q3 2025 earnings were released on November 13. Wall Street remains bullish on the stock, with analysts’ 12 month price target reflecting 38.89% upside from the current level. ​Recently, on December 11, Guilherme Palhares from Banco Santander upgraded the stock from Hold to Buy with a price target of $17. Earlier on December 8, Benjamin Theurer from Barclays al ...

JBS N.V. (NYSE:JBS) is among the consumer defensive stocks to buy according to analysts. On December 11, Guilherme Palhares from Grupo Santander upgraded JBS N.V. (NYSE:JBS) to ‘Outperform’ from ‘Neutral,’ with a price target of $17, according to TheFly. This reflects potential upside of nearly 18% from the current price. Later on December 12, Reuters reported the permanent closure of JBS N.V. (NYSE:JBS)’s facility outside Los Angeles. The facility, which prepares beef to sell at U.S. grocery stores, wil ...

Meat giant JBS is closing a case-ready production plant in the US, impacting more than 300 jobs. According to a WARN notice filed with California’s Employment Development Department, the Swift Beef Company facility in Riverside will shut down on 2 February. Some 374 jobs will be affected, the filing noted. In a statement to Just Food, JBS USA, the US unit of the Brazilian meat giant, said the move is part of a strategy to “optimise its value-added and case-ready business” and “simplify” operations. Pro ...

Tyson Foods, Inc. (TSN), based in Springdale, Arkansas, operates a global protein empire through its Beef, Pork, Chicken, and Prepared Foods segments. It processes cattle, hogs, and chickens into fresh, frozen, and value-added products, managing iconic brands like Tyson, Jimmy Dean, Hillshire Farm, and Ball Park. The company holds a market capitalization of around $20.4 billion, which firmly places it in the “large-cap” category, as companies valued above $10 billion earn that distinction. This scale und ...

JBS has experienced a significant stock price increase of approximately 5.85% over the past month, reflecting strong investor confidence.The company's stock presents a substantial growth potential with a projected increase of 37.35%.With a Piotroski Score of 8, JBS showcases robust financial health and fundamentals.JBS (NYSE:JBS) is a leading global food company, primarily engaged in the production and processing of beef, chicken, and pork. As one of the largest meat processing companies in the world, JBS o ...

Core Insights - Hormel Foods is implementing a multiyear Transform and Modernization initiative to mitigate margin pressures in fiscal 2025, which ended on October 26 [3][4] - The initiative aims to transform the supply chain and reduce portfolio complexity, resulting in increased distribution capacity and optimized manufacturing footprint [3] - Hormel anticipates that the initiative will continue to alleviate inflationary pressures and support margin expansion in fiscal 2026, although specific savings from the program will no longer be reported separately [4] Financial Performance - In fiscal 2025, Hormel faced elevated pork and beef prices, with cost inflation for pork bellies, pork cutout, and pork trim rising by 25%, 10%, and 20% respectively [8] - Beef prices also saw significant increases throughout the year, impacting the company's margins despite pricing actions taken at various times [8] Supply Chain Challenges - Beef costs are expected to remain high and pose challenges throughout fiscal 2026, while pork input costs are projected to decline but remain above the five-year average [5] - Turkey supplies are anticipated to remain constrained through the first half of 2026 due to avian flu [5][8] - Tyson Foods is also experiencing supply challenges, relying on value-added products and operational efficiencies to navigate reduced hog and cattle supplies [6]