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Is Tyson Foods Stock Underperforming the Dow?
Yahoo Finance· 2025-09-18 11:34
Core Insights - Tyson Foods, Inc. (TSN) has a market capitalization of $19.3 billion, making it one of the largest food companies globally and a leader in protein production [1] - The company offers a diverse portfolio of well-known brands, including Tyson, Jimmy Dean, Hillshire Farm, and Ball Park, catering to grocery retailers, foodservice operators, and international markets [2] Stock Performance - TSN shares have declined 17.9% from their 52-week high of $65.95, and over the past three months, the stock has fallen 1.1%, underperforming the Dow Jones Industrials Average, which gained over 9% during the same period [3][4] - Year-to-date, TSN stock has decreased by 5.8%, lagging behind the Dow's 8.2% increase, and over the past 52 weeks, TSN shares have dipped 12.4%, compared to the Dow's 10.6% return [4][6] Recent Financial Performance - On August 4, TSN shares rose 2.4% after reporting adjusted EPS of $0.91 and net sales of $13.9 billion, exceeding Wall Street expectations [5] - The company raised its fiscal 2025 revenue forecast to a growth of 2% - 3% and increased its annual chicken income projection to $1.3 billion - $1.4 billion, driven by strong chicken performance with 3.5% sales growth and a 2.4% volume increase [5] Competitive Landscape - Rival Bunge Global SA (BG) has outperformed TSN on a year-to-date basis with a 3.4% increase, although BG has seen a more significant decline of 17.7% over the past 52 weeks compared to TSN [6] - Analysts remain cautious about TSN's prospects, with a consensus rating of "Hold" from 10 analysts and a mean price target of $61.80, representing a 14.2% premium to current levels [6]
Will Tyson Foods' Protein Leadership and Innovation Fuel Growth?
ZACKS· 2025-09-02 16:45
Core Insights - Tyson Foods, Inc. (TSN) benefits from a diversified protein portfolio, strong consumer demand, and an expanding global presence [1][10] - The company's focus on operational excellence, brand leadership, and digital advancements strengthens its growth trajectory [1][5] Company Strategy - Tyson Foods employs a multi-channel, multi-protein strategy that enhances long-term resilience and growth, allowing the company to capitalize on various market opportunities [2] - The management emphasizes that consumers are prioritizing protein, which is favorable for Tyson [2] - Ownership of iconic brands such as Tyson, Jimmy Dean, Hillshire Farm, and Ball Park reinforces the company's leadership in the protein sector [2][10] Innovation and Product Development - The company prioritizes innovation, marketing, and expanded distribution to meet consumer preferences and drive long-term brand loyalty [3] - Recent innovations include Tyson Simple ingredient nuggets, catering to customers seeking high protein with basic ingredients [3] Financial Performance and Estimates - The Zacks Consensus Estimate for TSN's fiscal 2025 and fiscal 2026 earnings per share (EPS) indicates year-over-year growth of 25.8% and 3.7%, respectively [11] - The EPS estimate for fiscal 2025 has increased, while that for fiscal 2026 has decreased in the past 30 days [11] - TSN's shares have lost 2% year to date, compared to the industry's 15.3% decline [6] Valuation Metrics - TSN trades at a forward price-to-earnings ratio of 14.08X, higher than the industry's average of 12.24X [7]
Tyson Foods Announces Quarterly Dividend and Increase in Authorization Under Share Repurchase Program
Globenewswire· 2025-08-07 20:05
Group 1 - Tyson Foods, Inc. declared a quarterly dividend of $0.50 per share on Class A common stock and $0.45 per share on Class B common stock, payable on December 15, 2025 [1] - The board approved an increase of 43 million shares authorized for repurchase, bringing the total to approximately 50 million shares [1] Group 2 - Tyson Foods, Inc. is a leading food company recognized for its protein products, founded in 1935 and headquartered in Springdale, Arkansas [2] - The company has a diverse portfolio of brands including Tyson, Jimmy Dean, and Hillshire Farm, and is committed to providing high-quality food safely and affordably [2] - As of September 28, 2024, Tyson Foods employed approximately 138,000 team members [2]
Tyson Foods Reports Second Quarter 2025 Results
GlobeNewswire News Room· 2025-05-05 11:30
Core Insights - Tyson Foods, Inc. reported a slight increase in sales for the second quarter of 2025, reaching $13,074 million, compared to $13,072 million in the same period of 2024, marking a growth of 0.01% [4] - The company experienced a significant decline in GAAP operating income, which fell to $100 million, down 68% from $312 million in the previous year, while adjusted operating income rose to $515 million, up 27% from $406 million [4][6] - Net income attributable to Tyson decreased to $7 million, a drop of 95% from $145 million in the prior year, with adjusted net income per share increasing to $0.92, up 48% from $0.62 [4][6] Financial Performance - Total sales for the first six months of 2025 were $26,697 million, up 1.2% from $26,391 million in 2024 [4] - The company reported a GAAP operating margin of 0.8% for the second quarter, down from 2.4% in the previous year, while the adjusted operating margin improved to 3.8% from 3.1% [4][6] - Cash provided by operating activities was $846 million, a decrease of $331 million from the prior year, and free cash flow was $382 million, down $174 million [4][6] Segment Performance - Beef segment sales were $5,196 million, a decrease of 1.4% year-over-year, while pork sales fell by 3.8% to $1,244 million [5] - Chicken sales increased by 3.0% to $4,141 million, and prepared foods sales were $2,396 million, down 2.6% [5] - Adjusted operating income for the chicken segment was $312 million, up 7.5% from the previous year, while the pork segment reported an adjusted operating income of $55 million, up 3.7% [7] Outlook - For fiscal 2025, the USDA projects a 1% increase in domestic protein production compared to fiscal 2024 [8] - Tyson anticipates total company adjusted operating income between $1.9 billion and $2.3 billion for fiscal 2025 [15] - The company expects sales to remain flat to up 1% in fiscal 2025, factoring in a $343 million reduction due to legal contingency accruals [16]