Tyson Foods Gains Fueled by Chicken Demand
"it's up 3% ticker is TSN. It's based on chicken. Higher demand for chicken has been uh boosting the company. It's the second largest source of revenue and we've seen that in a few quarters in a row and this happened in the fourth quarter as well. It has offset the losses from the beef part of the business. The company also forecast total sales growth of about two to 4% and that implies revenue that is topping analyst expectations. The beef loss we were talking about is about 400 million to 600 million next year which is not far from what they had this year."
The commentary highlights TSN's positive performance driven by rising chicken demand which has helped offset beef-related losses. The forecast of 2-4% total sales growth is noted as exceeding analyst expectations despite continuing challenges in the beef segment.
Tyson Foods Outlook: Potential 15% Upside Amid Mixed Segment Dynamics
"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.
Tyson Foods Balances Beef Losses with Chicken Strength
"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.