Strong consumer demand continues to support companies in the Zacks Food – Meat Products industry, with protein remaining a staple in diets and shoppers increasingly gravitating toward leaner cuts, premium offerings and cleaner-label options. Innovation is also helping leading players stay relevant, as companies introduce convenient, value-added formats and expand into specialty and hybrid protein products that align with evolving health and lifestyle trends.However, the industry still faces headwinds from t ...

Company Overview - Tyson Foods, Inc. (NYSE:TSN) produces a variety of meat and prepared food products, including beef, pork, chicken, and ready-to-eat meals [2]. Investment Perspective - Jim Cramer expressed a favorable view on Tyson Foods, highlighting that the stock has performed better than Hormel despite trading sideways for years. Tyson has managed its challenges more effectively and has shown steady earnings growth since a significant reset in 2022 [1].

Market Trends - More than half of Americans prefer a protein other than turkey for Thanksgiving, according to the Tyson Foods Holiday Survey [1] - Chicken, pork, and beef are the top alternative protein choices [1]

Food Price Inflation Drivers - Food prices have been accelerating in recent months due to supply chain issues [1] - Tariffs, especially on Brazil, have impacted coffee prices [2] - Bird flu is raising wholesale turkey prices [3] - US cattle herd being at a multi-year low is driving up beef prices, with beef up about 15% year-over-year and ground beef up about 13% [5][6] - Disease in hog herds has led to increased pork prices [11][12] Retail Strategies - Retailers like Kroger and Albertson's are trying to keep prices lower through promotions and cost-cutting to attract consumers [4] - Retailers are promoting more private label products and deals to keep prices steady for consumers [15] Protein Market Dynamics - Protein demand is robust among American consumers, driving up meat prices [12] - Chicken prices have remained relatively stable due to restaurant promotions [10] Future Outlook - Pork prices could turn around faster than beef prices [14] - Beef price relief is not expected in the near future due to the two-year biological clock for cattle herd rebuilding and Tyson Foods reducing beef production [7][8][14] - Egg prices could spike in December and January if bird flu affects egg-laying flocks [14]

RT Ilena (@ilenapeng)Record beef prices are putting America's love of protein to the test — & the verdict is that demand is largely holding up. Shoppers are still buying beef, though there are shifts in where & what they eat (more at home, cheaper cuts).🥩🔗: https://t.co/OPM61DiSW1 via @business ...

President Donald Trump is on a campaign to bring down beef prices. But demand is making that goal difficult https://t.co/ttcmRfb9Xk ...

Today, we've wiped out over half of all the beef cattle operations in business just over a generation ago. We've lost 52% of them. And the four largest packers controlled today about 80% of the marketplace.And consumers in 2024 paid about $823 per pound for beef. And so what we see today is a dysfunctional marketplace. As I described before, since 2017, we saw beef prices going up.that consumers were paying in the retail store. We saw cattle prices going down. The latest census shows that just in the 5-year ...

Market Trends - More than half of Americans prefer a protein other than turkey for Thanksgiving, according to the Tyson Foods Holiday Survey [1] - Chicken, pork, and beef are the top alternative protein choices [1]

The real reason beef is so expensive right now. https://t.co/3Kw2txZ6fn ...

To combat higher food prices, President Trump recently announced his administration is rolling back specific tariffs on grocery items ranging from coffee, beef, and bananas. Brazil, which provides 30% of the US coffee supply and is the largest beef exported to the US, has seen tariff roll back on both commodities from 50% to 40%. Analysts say this is not enough to lower prices.Economists warn prices are unlikely to fall anytime soon on the other products and that reason is inventories. Food on store shelves ...