Tyson Foods Balances Beef Losses with Chicken Strength

about 1 month ago

"U Tyson Foods, we'll go to TSN. Uh their shares have been up much as 15%. Um results in the next year, they expect it to be a little change. 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. Um, cattle shortage. Yeah. Driving up the prices. You remember President Trump? I I making more cattle. They're getting to it. They actually said that the US cattle herd is going to begin rebuilding next year. Okay. But they won't see the benefit before 2028. So, yes, you have to make them, but then they have to grow. They have to grow. Um what's helping offset the losses is chicken. Chicken their second largest revenue portion um higher demand. So more people asking for chicken. So that kind of offset um the issues that they're having."

The commentary on Tyson Foods (TSN) notes a 15% share increase even as the beef segment faces significant losses due to a cattle shortage, with anticipated operating losses and a long-term recovery horizon until 2028. The narrative adds that strong chicken sales are helping mitigate these challenges.

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