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13:00
Aug 03 ◎

TSN FY2026 Q3 Watch

Tyson Foods, Inc. (TSN) FY2026 Q3 Earnings Call

ANDURIL TSN ▾

Donnie King

Extremely low confidence and likely a false positive; 'genetic AI' refers to generative AI for product testing, not a mention of Anduril Industries.

"We have done, we've done work with and tested a number of products using a genetic AI."

ANDURIL WATCH

Donnie King

Management expressed confidence in continued growth and momentum across its portfolio into fiscal 2027, despite challenges in the beef segment, signaling a positive outlook for the company.

"So all of that together gives me great confidence in our ability to not only do what we did in 26, but even beyond, and even Beth."

TSN WATCH

HIGH

13:00
May 04 ◎

TSN FY2026 Q2 Watch

Tyson Foods, Inc. (TSN) FY2026 Q2 Earnings Call

TSN ▾

Donnie King

Management raised FY2026 outlook citing strong execution, especially in chicken and prepared foods, and is confident in continued momentum.

"we think the back half will be as good as or better than the first half. We're trending on the upper end. Remember, we just raised guidance $200 million at midpoint."

TSN WATCH

HIGH

14:00
Feb 02 ◎

TSN FY2026 Q1 Watch

Tyson Foods, Inc. (TSN) FY2026 Q1 Earnings Call

PG TSN ▾

Donnie King

Tyson frames its growth as unique among food companies, citing P&G as a non-food consumer staple performing similarly in volume and dollar share.

"The only other one was P&G, which is not in the food space."

PG WATCH

Kirk Calloway

Management reiterates full-year guidance for sales and operating income despite a wider beef loss range, signaling confidence in the diversified multi-protein portfolio and continued strength in chicken, prepared foods, and pork.

"We still anticipate full year sales to be up 2 to 4% year over year. We expect the range for total company adjusted operating income to be between $2.1 to $2.3 billion."

TSN WATCH

HIGH

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