The chicken and pork producer posted a profit of $88 million as it faced some pressure from weaker commodity trends. ...

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 ...

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 ...

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 Viewpoint - Tyson Foods is a significant player in the food industry, with upcoming quarterly earnings expected to show a decrease in EPS but an increase in revenue [1][3]. Financial Performance - The company is projected to report an EPS of $1.01, which represents an 11.4% decrease from the same quarter last year [3]. - Revenue is anticipated to reach approximately $14.12 billion, reflecting a 3.66% increase from the previous year [3]. - Tyson Foods has a price-to-earnings (P/E) ratio of about 47.88, indicating the price investors are willing to pay for each dollar of earnings [4]. - The price-to-sales ratio stands at approximately 0.43, suggesting that investors are paying 43 cents for every dollar of sales [4]. - The company has a debt-to-equity ratio of about 0.49, indicating a balanced approach to financing its assets [4]. Stock Performance - Tyson Foods' stock closed at $64.60, marking a 1.75% decrease from the previous session, contrasting with the S&P 500's slight loss of 0.01% [2]. - Despite the recent dip, Tyson Foods' shares have risen by 11.1% over the past month, outperforming the Consumer Staples sector's gain of 4.93% and the S&P 500's increase of 0.78% [2]. Market Sentiment - Investors are closely monitoring the upcoming earnings report, as a positive surprise could drive the stock higher, while a miss might lead to a decline [5]. - The management's discussion during the earnings call will be crucial in determining the sustainability of any immediate price changes and future earnings expectations [5].

Group 1 - Lean hog futures are experiencing gains of 50 to 70 cents, with February futures up 7 cents [1] - The USDA's national base hog price was not reported due to no volume, while the CME Lean Hog Index increased by 55 cents to $83.62 on January 22 [1] - Monthly Cold Storage data indicates pork stocks on December 31 were at 390.55 million lbs, a decrease of 1.5% from the previous year, marking the lowest December level since 1997 [1] Group 2 - The USDA's pork carcass cutout value rose by $1.62 to $97.37 per cwt, with all primals reported higher, particularly the rib which increased by $6.52 [2] - Federally inspected hog slaughter for the previous week was estimated at 2.484 million head, which is 139,000 head lower than the prior week but 10,192 head higher than the same week last year [2] - February 26 hogs are priced at $88.275 (down $0.075), April 26 hogs at $96.850 (up $0.675), and May 26 hogs at $100.150 (up $0.600) [2]