GREELEY, Colo., March 25, 2026 (GLOBE NEWSWIRE) -- JBS today announced financial results for the fourth quarter and full year ended December 31, 2025, which included record net revenue of US$ 86 billion, an increase of 12% compared to 2024. Net income for the full year 2025 grew 13%, reaching US$ 2 billion. The strong performance was driven primarily by Pilgrim’s Pride Corporation, JBS Australia and Seara, all of which delivered significant organic growth and value creation. The results underscore the resil ...

Core Insights - Minerva Foods reported record net revenue of R$ 54.8 billion for the year 2025, marking a 60.9% increase compared to 2024 [4] - The company achieved an EBITDA of R$ 4.8 billion in 2025, with a margin of 8.8%, and free cash flow generation reached R$ 1.5 billion [5][6] - The global beef market outlook for 2026 remains positive, driven by reduced supply from major producers and resilient demand [8] Financial Performance - Gross revenue for 2025 totaled R$ 58 billion, a 59.7% increase year-over-year, with exports contributing 60% of total revenue [3] - Consolidated net revenue for Q4 2025 was R$ 14.2 billion, reflecting a 32.6% growth compared to Q4 2024 [4] - Net income for 2025 reached R$ 848.3 million, the highest profit level recorded by the company [5] Cash Flow and Dividends - Free cash flow generation since 2020 amounts to R$ 8.9 billion, with R$ 1.5 billion generated in 2025 [6] - The company proposed additional dividends of R$ 30.8 million, totaling R$ 192.9 million for fiscal year 2025, reinforcing its commitment to shareholder value [7] Market Position and Operations - Minerva Foods is a leader in beef exports in South America, operating in over 100 countries and employing more than 30,000 people [9][10] - The company has a strategic presence in multiple countries, including Brazil, Argentina, and Australia, with 46 industrial units and 23 distribution centers [10]

A wave of uncertainty has hit the food supply chain as 3,800 workers at a major meatpacking facility — JBS USA’s Swift Beef Co. plant — officially walked off the job on March 16. Demanding higher wages and improved safety standards, the strikers have effectively halted production at several of the nation’s largest processing plants. More News from Barchart With nearly 20% of regional processing capacity now offline, consumers and ranchers alike are bracing for a volatile shift in the beef market as the ...

Tyson Foods, Inc. (TSN) is one of the world’s largest food companies and protein producers, specializing in the processing and distribution of chicken, beef, pork, and prepared foods. Headquartered in Springdale, Arkansas, the company plays a central role in the global food supply chain, serving retailers, restaurants, and foodservice providers. Companies worth $10 billion or more are generally described as “large-cap stocks,” and Tyson, with a market capitalization of around $21.8 billion, fits the crit ...

Core Insights - JBS is committed to sustainable agriculture and aims to reduce environmental impact while ensuring food supply for the global population [1] - The company is a significant player in the global food industry, with a market capitalization of $16 billion and leading positions in poultry, beef, and pork production [3] Company Overview - Founded in Brazil in 1953, JBS has its headquarters in Sao Paulo and Amsterdam, employing over 280,000 people and operating more than 250 production facilities globally [2] - JBS has sales relationships with customers in over 180 countries, highlighting its extensive global reach [2] Financial Performance - In Q3 2025, JBS reported net sales of $22.6 billion, reflecting a 13% year-over-year increase [8] - The company's earnings per share (EPS) for Q3 was 52 cents, down 16% from Q3 2024, but it exceeded forecasts by 5 cents [8] Analyst Insights - UBS analyst Matheus Enfeldt is optimistic about JBS, projecting a price target of $19.50, indicating a potential share price increase of 28% [9] - The consensus rating for JBS is a Strong Buy, based on 5 recent positive analyst reviews, with a current trading price of $15.21 and an average price target of $20.75, suggesting a 36% upside [10]

- Loud and proud, right. Texas. - [Restaurant Employees] Roadhouse.- You could spend a lot of money at Texas Roadhouse, but you can also be very value-oriented because everything comes with a protein and two side dishes and free bread and free peanuts. - [Heather] In 2024, Texas Roadhouse overtook Olive Garden in sales for the first time. Today, it's the largest casual dining chain in the US by sales, despite having fewer locations than some of its rivals.The key to Texas Roadhouse's recent success has been ...

Core Insights - Beef.com is launching a digital infrastructure network aimed at transforming the global beef industry by connecting ranchers directly to market prices, payments, and settlements for the first time at scale [1] - The platform is designed to create a transparent layer for product movement, price verification, and faster payments to ranchers, addressing the opaque pricing and slow payment issues that have historically plagued the industry [1] Group 1: Infrastructure Development - Beef.com is building the first digital infrastructure network dedicated to the global beef industry, which will include a provenance system, a strategic beef reserve, a digital settlement layer, and a real-time beef index [1] - The platform aims to modernize agricultural compensation by reducing delays and friction between counterparties, thereby enhancing the stability of working capital for ranchers [1] Group 2: Capital Formation - The company has initiated discussions for a Phase I infrastructure securitization of $25 million to finance the implementation of its routing and settlement architecture [1] - Phase I capital will support operational integration, scalability, and compliance alignment, as well as the development of direct routing with ranchers [1] Group 3: Market Positioning - Beef.com is positioned as a fundamental coordination layer within a $500 billion industry, focusing on price infrastructure, routing, settlement, and reserves rather than as a consumer food brand [1] - The company is being developed as an exchange-like infrastructure, comparable to financial compensation platforms, emphasizing the ownership of essential infrastructure in the beef industry [1]

Core Insights - The U.S. agricultural trade deficit is projected to decrease significantly from $43.7 billion in FY2025 to $29 billion in FY2026, marking a 43% reduction in one year [1][3] - The USDA aims to return to a trade surplus by securing strong trade agreements, building buyer-seller relationships, and holding trading partners accountable [6] - The optimism surrounding the trade forecast is attributed to historic trade deals secured during President Trump's administration, which are believed to level the playing field for U.S. farmers and ranchers [7][8] Trade Deficit and Forecast - The agricultural trade deficit was forecasted to be $50 billion at the end of President Biden's term, but it has now been reduced to $29 billion [3] - The USDA's forecast indicates an improvement from the previously projected $37 billion deficit in December 2025 [1] Actions and Strategies - The USDA's three-step process includes securing trade agreements, building relationships in new markets, and ensuring accountability from trading partners [6] - The opening of new markets, such as Malaysia, is seen as a significant opportunity for U.S. farmers and ranchers to increase exports [8][9] Domestic Impact - The narrowing trade gap is expected to lead to changes in grocery store prices, with a projected decline in agricultural imports and increased domestic production [12] - The focus on local production aims to reduce reliance on foreign suppliers and lower transit costs, aligning with the administration's goal of reducing grocery prices [12]

Australia, one of the biggest foreign suppliers of beef to the US, will keep its exemptions from President Trump’s tariff regime https://t.co/Xhx1Z5dZcY ...

Trade Agreement Overview - The trade agreement between the US and Indonesia is expected to lower US tariffs and facilitate the purchase of approximately $33 billion in American goods by Indonesia [1][2] - Indonesia will avoid a threatened 32% tariff and instead face a 19% rate for most goods, enhancing trade relations [2][8] Economic Impact on Indonesia - Indonesia will eliminate levies on over 99% of US goods and remove non-tariff barriers, which is anticipated to narrow its $16 billion trade surplus with the US [4][8] - The agreement includes significant imports from the US, such as $15 billion in energy, $13.5 billion in commercial aircraft, and $4.5 billion in agricultural commodities [5] Benefits for the US - The pact aims to expand access to Indonesia's consumer market of over 280 million people, providing American companies with a more level playing field [3][9] - The agreement also addresses critical minerals, allowing US companies to extract them under favorable terms, which aligns with US efforts to reduce supply-chain dependence on China [7] Regulatory and Investment Changes - Indonesia will reform its pre-shipment inspection processes and eliminate tariffs on digital services, facilitating smoother trade [6] - The country has committed to facilitating $10 billion in outbound direct investment to the US, including in engineering, construction, and energy projects [6] Context and Challenges - The agreement comes amid market headwinds for Indonesia, including concerns over governance and credit outlook, which could impact investor confidence [11] - Lower duties may support foreign-exchange inflows as the Indonesian rupiah trades near an all-time low against the dollar [12]