TSN Tyson Foods Loading... : Bullish and Bearish Analyst Opinions
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00:00
Sep 04
Sep 04
Tyson Foods cut revenue guidance due to beef segment margin compression from cattle shortages.
Tyson Foods cut revenue guidance due to beef segment margin compression from cattle shortages, but the author reports the fact without stating a position.
23:58
Sep 03
Sep 03
Tyson cuts guidance on cattle margin squeeze
Tyson Foods cut revenue guidance intra-quarter due to beef segment margin compression and severe cattle shortages; the speaker reports the development without committing to a directional trade.
LOW
21:47
Sep 03
Sep 03
Beef shortage squeezes Tyson margins.
Tyson is under pressure from a shrinking U.S. cattle herd and beef shortage, causing margin compression and a reduced fiscal-year outlook.
MED
13:40
Sep 03
Sep 03
Tyson Foods again cuts its fiscal year outlook citing continued pressure from its beef segment.
Tyson Foods again cuts its fiscal year outlook citing continued pressure from its beef segment performance.
13:06
Sep 03
Sep 03
Tyson Foods updates its full-year revenue growth forecast to a range of 1.5 to 2 percent.
17:16
Aug 23
Aug 23
Beef processors losing money; Tyson struggling
US beef processors have been losing money on every head since early 2024 because cattle costs are so high; Tyson, JBS and Cargill have pulled back capacity, and Tyson has closed plants, missed earnings and cut guidance. Beef operations are weak even though company-level profits remain supported by other segments such as chicken.
HIGH
16:41
Aug 16
Aug 16
Tyson suffers from tight cattle supply
Tyson Foods is being squeezed by the same high cattle costs; it has reported significant beef segment operating losses since early 2024, just cut its profit outlook and deepened its beef loss estimate, and is closing an Illinois beef plant and selling a Washington plant to slim capacity.
MED
15:05
Aug 16
Aug 16
Tyson beef losses deepen; capacity cuts insufficient.
Tyson Foods is slimming beef-processing capacity because the US is short on cattle, forcing packers to pay very high livestock costs. Tyson has passed on some price increases to large retailers but has seen significant volume drops, and since early 2024 it has reported significant beef operating losses. After closing a Nebraska plant, the benefit was not enough: Tyson cut its profit outlook and deepened its expected beef segment operating losses, requiring more actions.
HIGH
11:54
Aug 14
Aug 14
Pre-market movers include Reddit joining the S&P 500.
Pre-market movers include Reddit joining the S&P 500, Applied Materials falling on high expectations despite strong results, and Wayfair and Sandisk upgraded by analysts.
03:30
Aug 14
Aug 14
Tyson Foods announces plans to close or sell three beef plant and packaging sites as a historic.
Tyson Foods announces plans to close or sell three beef plant and packaging sites as a historic US cattle shortage deepens losses for the largest US meatpacker.
23:40
Aug 13
Aug 13
Tyson Foods announces closure of several additional beef plants amid ongoing US cattle shortage.
Tyson Foods announces closure of several additional beef plants amid ongoing US cattle shortage and industry restructuring.
23:34
Aug 13
Aug 13
Tyson Foods exiting more beef plants
Reports Tyson Foods is exiting more beef plants due to a short supply of cattle.
LOW
20:14
Aug 13
Aug 13
Tyson Foods is closing plants in Illinois and Utah and seeking to sell its Washington facility.
Tyson Foods is closing plants in Illinois and Utah and seeking to sell its Washington facility as it exits more beef plants amid cattle supply shortages.
15:59
Aug 03
Aug 03
Seeking Alpha highlights Tyson Foods' mixed Q3 results with beef volume declines offset.
Seeking Alpha highlights Tyson Foods' mixed Q3 results with beef volume declines offset by chicken and prepared foods growth, supporting a Quant BUY rating based on dividend stability.
14:30
Aug 03
Aug 03
Tyson Foods cuts its annual profit outlook, signaling that relief for the US beef industry.
Tyson Foods cuts its annual profit outlook, signaling that relief for the US beef industry from a historic cattle shortage remains far off.
13:00
Aug 03
Aug 03
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.
HIGH
11:37
Aug 03
Aug 03
Tyson Foods beats adjusted EPS estimates but misses sales expectations while reaffirming fiscal.
Tyson Foods beats adjusted EPS estimates but misses sales expectations while reaffirming fiscal year guidance ranges for operating income and capital expenditures.
11:36
Aug 03
Aug 03
Tyson Foods reports mixed third quarter results with adjusted EPS beating estimates but sales.
Tyson Foods reports mixed third quarter results with adjusted EPS beating estimates but sales missing expectations while reaffirming full year guidance.
12:00
Jul 29
Jul 29
A potential super El Nino would create supply chain challenges globally, but Bunge's diversified footprint would allow it to benefit from the disruption, particularly with its strong Argentina processing assets. — A weather event could be a positive catalyst for Bunge, which can shift flows and optimize its global network, while harming the broader meat and ag production chain.
MED
18:10
Jul 27
Jul 27
The US decision to resume cattle shipments from Mexico caused shares of meatpackers Tyson.
The US decision to resume cattle shipments from Mexico caused shares of meatpackers Tyson and JBS to surge amid easing domestic supply shortages.
12:50
Jul 17
Jul 17
Rotate into TSN as a non-AI, accumulation-phase compounder.
Rotate into TSN as a non-AI, accumulation-phase compounder; author recommends trimming AI-heavy winners and redeploying into laggard food manufacturers entering a new cycle setup.
MED
00:55
Jul 05
Jul 05
BofA trimmed TSN; consumer spending rotation from goods to experiences cited as headwind.
MED
23:54
Jun 17
Jun 17
ADM and Tyson now have upside potential.
Cramer now likes Archer Daniels Midland and Tyson Foods, two stocks he previously hated. He advises investors to stop focusing on where a stock has been and start thinking about where it is going, implying significant potential gains ahead for both.
LOW
23:49
Jun 17
Jun 17
ADM and Tyson now worth buying
Cramer now likes both Archer Daniels Midland and Tyson Foods for the first time after having hated them for a very long time. The thesis is that sometimes you have to stop thinking about where a stock has been and start thinking about where it is going, otherwise you could miss out on big gains. He explicitly recommends both stocks.
LOW
12:30
May 05
May 05
US soybean crush rates in March jumped 6% month-over-month and are running about 10% higher than last year, indicating a rapid supply response to the improved margin environment post-RVO rule. — A surge in US crush rates increases supply of soybean meal for livestock feed and soybean oil for renewable diesel, potentially affecting prices and margins for downstream customers like Tyson Foods and biofuel producers.
MED
23:56
May 04
May 04
Tyson Foods continues to face margin pressure from persistently high cattle costs.
Tyson Foods continues to face margin pressure from persistently high cattle costs, with no explicit forward-looking trade call from the author.
HIGH
13:00
May 04
May 04
Management raised FY2026 outlook citing strong execution, especially in chicken and prepared foods, and is confident in continued momentum.
HIGH
05:05
Apr 29
Apr 29
The tweet references a potential turning point for Tyson Foods but provides no explicit.
The tweet references a potential turning point for Tyson Foods but provides no explicit directional view or analysis.
HIGH
13:11
Mar 16
Mar 16
"China is showing some signs of goodwill, saying that they are open to buying more agricultural products beyond soybeans, including things like poultry, beef... and they are still pledging to fulfill their commitment that 25 million tons of soybeans per year." State-mandated agricultural purchases by China act as a guaranteed demand shock for US agribusiness. Large grain originators and processors (Archer-Daniels-Midland, Bunge) will benefit from the massive soybean export volumes, while major meat producers (Tyson Foods) will capture the upside of the new poultry and beef export agreements. LONG. Guaranteed export volumes to the world's largest consumer market will drive revenue growth and margin expansion for US agricultural and protein suppliers. The broader geopolitical conflict (Iran/Hormuz) or a collapse of the Trump-Xi summit could cause China to instantly revoke these goodwill agricultural purchases.
13:09
Mar 06
Mar 06
The introduction of legislation aimed at breaking up major meatpackers creates a significant.
The introduction of legislation aimed at breaking up major meatpackers creates a significant regulatory overhang and fundamental risk to the business model of companies like Tyson Foods.
MED
About TSN Analyst Coverage
Buzzberg tracks TSN (Tyson Foods) across 14 sources. 4 bullish vs 0 bearish calls from 20 analysts. Sentiment: predominantly bullish (12%). 32 total trade ideas tracked. Past 7 days: 5 watch. Latest voices: BarbarianCap, Matthew Griffin, Bloomberg.