The Wendy’s Company (NASDAQ:WEN) is included in our list of the best restaurant stocks to buy now. Analysts Cautious on The Wendy’s Company (WEN) Amid Cost and Margin Pressures Jonathan Weiss/Shutterstock.com The Wendy’s Company (NASDAQ:WEN) saw analyst pressure rising at the end of December, with RBC Capital reducing its price target from $9.00 to $8.50 on December 22, 2025, while reiterating a “Sector Perform” rating. The firm’s reduction in its price target reflects cost and margin risks heading into ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Cincinnati-based restaurant chain Taste of Belgium has filed for Chapter 11 bankruptcy in the U.S. Bankruptcy Court for the Southern District of Ohio. Taste of Belgium was founded in 2007 by Jean-François Flechet in Cincinnati. It started as a small waffle stand at a local farmers' market and grew to more than 10 locations across Southern Ohio and Northern Kentucky. Most of its locations, however, have closed in the pa ...

We recently published 10 Stocks on Jim Cramer’s Radar.  Tyson Foods Inc. (NYSE:TSN) is one of the stocks on Jim Cramer's radar. Tyson Foods Inc. (NYSE:TSN) is one of the largest packaged food companies in America. Its shares are flat year-to-date, with media reports pinning the blame on several factors. These include a demand by President Trump that the firm be investigated for price fixing and the firm paying $85 million in October to consumers after a lawsuit involving similar allegations. On a more pos ...

In this piece, we will look at the stocks Jim Cramer recently discussed.In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the latest inflation report. The CPI figures for November were released last week, and they were the first to hit the wires after the government shutdown prevented earlier releases. These inflation figures were a welcome surprise, as while estimates had expected prices to rise by 3.1% in November, the data showed they rose by 2.7% instead.Within the data, anothe ...

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 ...

Market Position - KFC ranks fourth in US chicken restaurant sales and has experienced consecutive quarters of sales declines [1] - Bone-in fried chicken menu listings in US fast food restaurants have dropped by 72% in the past 4 years [2] - Boneless chicken items in US fast food restaurants are up by 29% in the past 4 years [2] Competitive Landscape - Competitors like Raising Canes and Chick-fil-A focus on tenders and fried chicken sandwiches [2] - Fast food giants like McDonald's and Taco Bell have expanded their chicken options [3] KFC's Response - KFC is bringing back old favorites like its original honey barbecue sandwich and potato wedges [3] - KFC is testing Saucy by KFC, a new concept focused on tenders and featuring nearly a dozen sauces [3]

Core Insights - Tyson Foods Inc. has announced the closure of its beef plant in Lexington, Nebraska, to position itself for long-term success amid historic cattle lows [1][2] - The decision to close the plant is driven by the lowest U.S. cattle supplies in nearly 75 years, leading to a scaling back of operations at the Amarillo, Texas facility [2] - Tyson Foods plans to increase production at other facilities to meet customer demand despite the impact of these closures on team members and local communities [3] Industry Context - The U.S. beef industry is facing significant challenges, including a shortage of cattle and rising prices, attributed to various factors including alleged price manipulation by major meatpacking companies [4] - The "Big Four" meat packers, including Tyson Foods, dominate 85% of the U.S. beef processing market, which has drawn scrutiny from the government [5] - The Trump Administration's decision to eliminate tariffs on certain Brazilian exports aims to address rising grocery prices, including beef, amid ongoing trade negotiations with Brazil [6] Company Performance - Despite challenges in the beef sector, Tyson Foods maintains financial stability through its chicken business, with projected sales growth of 2%–4% by 2026, outpacing analyst expectations [7] - Tyson Foods is ranked in the 16th percentile for quality and the 44th percentile for growth, indicating average performance, with a year-to-date stock decline of 7.7% [8]

Core Points - President Trump's new executive order exempts over 100 food and grocery items from reciprocal tariffs, which is seen as a common-sense approach given the U.S. does not produce many of these items domestically [1][2] - The focus on inflation is highlighted, with a specific mention of the inflation rates under Biden compared to Trump, indicating a significant increase in grocery prices and overall inflation during Biden's administration [4][8] - The discussion includes the complexities of beef pricing compared to chicken, emphasizing the longer supply chain for beef and its susceptibility to factors like drought [5][6] Inflation and Economic Growth - Cumulative inflation under Biden is reported at 21.3%, while under Trump it was about 3% [8] - Grocery prices have increased nearly 24% under Biden compared to 2.7% under Trump [8] - Wage growth is noted to be outpacing inflation this year, with a 4.2% rise in wages versus approximately 3% inflation [8][9] - Concerns are raised about the potential impact of the Schumer shutdown on GDP growth, estimating a reduction of 1 to 1.5 percentage points [10] Policy and Messaging - The importance of addressing inflation and affordability is emphasized, with a commitment to explain sector-specific improvements [10][11] - The healthcare sector is critiqued for benefiting middlemen rather than directly aiding consumers, indicating a need for reform [12]

Core Viewpoint - Tyson Foods, Inc. reported a decline in operating cash flow and free cash flow for the fourth quarter and fiscal year 2025, but analysts remain optimistic about the company's diversified protein model and future sales growth [1][3]. Financial Performance - Operating cash flow for Tyson Foods was $2.16 billion, down $435 million from the previous year, while free cash flow decreased by $281 million to $1.18 billion [1]. - Prepared Foods Adjusted Operating Income (AOI) fell 7.8% year over year to $189 million, reversing a previous quarter's growth of 21% [4]. Analyst Insights - Goldman Sachs analyst Leah Jordan maintained a Buy rating on Tyson Foods, raising the price target from $63 to $65, citing confidence in the company's diversified protein model [2]. - The analyst expects fiscal 2026 sales to increase between 2% and 4%, projecting sales between $55.53 billion and $56.62 billion, exceeding analyst estimates of $54.73 billion [3]. Market Trends - Continued strong demand for chicken is anticipated to offset challenges in the beef segment, with operational execution showing improvement [3][4]. - The company is experiencing a mix shift toward value-added products and incremental efficiency improvements, while feed costs are expected to remain stable, supporting margins [4]. Earnings Estimates - Following the fourth-quarter results and fiscal year 2026 guidance, earnings per share estimates for fiscal years 2026 and 2027 were revised down to $3.85 and $4.47, respectively, due to a weaker beef outlook and higher interest expenses [6]. - A new earnings per share estimate of $5.53 for fiscal year 2028 was introduced [6].