Lumida
/TSN
⌘K
Tyson Foods Inc

Tyson Foods Inc

TSN
$57.77USD↓-0.10%-0.06 today

MARKET CAP

19.9B

P/E (TTM)

14.8x

FWD P/E

12.4x

DAY RANGE

$57 – $59

52W RANGE

$51
$69

AI Summary

Stalk
Sell NowMedium

TSN remains in a Stage 4 decline with a bearish medium-term bias, range-bound below declining EMAs, repeatedly rejected at the 9/21 EMA resistance. Short-term conditions favor bearish execution, so Sell Now at rebounds into EMA resistance.

  • ↑Q2 revenue reached $13.7B (+4.4% YoY), evidencing steady top-line growth
  • ↑Prepared Foods operating income grew over 21% to $352M at a 14% margin
  • ↓Beef segment losses of $350–500M projected due to tight cattle supplies
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Tyson Foods, Inc. (NYSE: TSN) is a leading player in the global protein production industry, specializing in chicken, beef, pork, and an expanding portfolio of prepared foods. The company is strategically positioned to cater to the rising consumer demand for high-quality protein, leveraging its substantial market share within the protein supply chain. Tyson's operations emphasize quality, innovation, and efficiency, especially in the Prepared Foods segment, which has become a focal point for long-term growth.

Bull says

  • ↑Q2 revenue reached $13.7B (+4.4% YoY), evidencing steady top-line growth
  • ↑Prepared Foods operating income grew over 21% to $352M at a 14% margin
  • ↑Chicken segment income rose to $523M with a 12.2% margin on favorable mix
  • ↑Generated $432M free cash flow in H1 FY26, enabling $445M in dividends/repurchases
  • ↑Automation and value-added innovation improved fill rates and operational efficiency
  • ↑Strong earnings yield and high dividend yield underscore value and income stability

Bear says

  • ↓Beef segment losses of $350–500M projected due to tight cattle supplies
  • ↓Rising input costs eroded Prepared Foods margins despite 14% operating margin
  • ↓Negative growth and profitability metrics signal potential earnings pressure
  • ↓Class-action beef pricing lawsuit poses legal and financial risks
  • ↓Balance sheet quality concerns reflect elevated leverage risk
  • ↓Delayed beef supply normalization or shifting preferences could strain results

Investment themes with TSN

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM
Food Products↑ +1.00%

ADM · CTVA · KR

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 06-15-2026bullish

Transcript signals

Bull points

  • Our strong results underscore the consistent execution of our strategic priorities. Our teams remain focused on execution and proactively navigating an evolving environment. This marks our fourth consecutive quarter of year over year growth across sales, adjusted operating income, and adjusted earnings per share.
  • Second quarter adjusted operating income is better by more than $100 million, or 27% versus last year, and our margin expanded by 70 basis points.
  • We achieved 48% growth in adjusted earnings per share, reflecting improved operating performance and strategic execution.

Bear points

  • In beef, we're navigating a challenging environment with discipline. We're managing costs and enhancing mix toward more value added offerings. While limited cattle availability is pressuring spreads, consumer demand has remained resilient.
  • we delivered our best second quarter adjusted operating income in three years. This reflects the strength of the improvements we have made in building a fundamentally better pork business. Operational advancements and momentum in value-added mix contributed to our results, offsetting tighter spreads.
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