Tyson Foods Outlook: Potential 15% Upside Amid Mixed Segment Dynamics

about 1 month ago

"But that's okay Tyson Foods will go to TLC and ticker to send their shares as much as 15% results for the next year. They expect it to be little changed. So if you want the breakdown, so the beef segment, that's going to see an adjusted operating loss of 400 million to 600 million next year. This year, to give you an idea, it was about 426 million. That was a loss. Cattle shortage, yet driving up the prices. You remember President Trump, I think is making more cattle. They're getting to it. They actually said that the U.S. cattle herd is going to begin rebuilding next year. Okay. All right. But they want to see the benefit before 2028. So, yes, you have to make them, but then they have to have to grow. They have to grow. What's helping offset the losses is chicken, chicken, their second largest revenue portion, higher demand. So more people asking for chicken. So that kind of offset the big issues that they're having."

The commentary on Tyson Foods highlights an expected potential upside of up to 15% in share price next year, despite projected operating losses in its beef segment. The speaker details that while the beef segment may witness losses between $400M and $600M, stronger demand for chicken—its second largest revenue contributor—could help balance the overall performance, though challenges in the cattle segment remain.

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