财务数据和关键指标变化 - 第一季度销售额略有增长,调整后营业利润下降,但与上一季度相比有显著改善 [34] - 调整后每股收益近乎翻倍,反映了持续改善的经营业绩 [34] 各条业务线数据和关键指标变化 加工食品 - 收入持平,食品服务业务持续复苏带动了销量增长 [35] - 调整后营业利润与去年持平,原料成本下降和运营效率提升被品牌支持费用和新产能启动成本所抵消 [35] - 第一季度和上一季度相比,调整后营业利润和利润率大幅提升 [35] 鸡肉 - 销售额下降5.4%,主要受商品蛋白价格下降影响 [36] - 销量下降1.5%,部分被库存消化所抵消 [36] - 调整后营业利润超过翻倍,得益于战略举措和其他运营效率提升 [36] 牛肉 - 收入增长6.4%,销量下降但价格上涨 [37] - 调整后营业利润下降,主要反映利差压缩 [37] - 约一半亏损来自存货估值调整,主要由于牛只期货价格大幅下跌 [37] 猪肉 - 收入略有下降,销量增长被价格下降所抵消 [38] - 调整后营业利润同比和环比均有所改善,主要得益于猪只成本下降和执行力提升 [38] 各个市场数据和关键指标变化 - 国际业务调整后营业利润有所改善,部分抵消了销售额下降的影响 [39] 公司战略和发展方向及行业竞争 - 公司致力于提升财务实力和现金流,支持股息派发 [30] - 持续优化鸡肉业务竞争力,加强加工食品业务增长动能,多元化和发展食品服务业务 [31] - 应对牛肉业务当前周期的挑战,在猪肉业务中持续改善执行力 [31] 管理层对经营环境和未来前景的评论 - 第一季度业绩良好,反映了公司组合优势和持续改善的运营表现 [18][19] - 尽管宏观环境不确定,但公司专注于可控因素,提高敏捷性和纪律性 [19][20] - 对长期战略和未来前景保持乐观,将继续采取行动提升运营卓越和解决效率问题 [21] 问答环节重要的提问和回答 问题1 **Peter Galbo 提问** 对各业务线的现状和展望 [59][60][61][62][63][64][65] **Donnie King 和 Melanie Boulden 回答** - 各业务线的表现和未来展望 [60][61][62][63][64][65][66] 问题2 **Adam Samuelson 提问** 鸡肉业务的利润驱动因素和未来展望 [79][80][81][82][83][84][85] **John R. Tyson 和 Wes Morris 回答** - 鸡肉业务的利润驱动因素和未来展望 [79][80][81][82][83][84][85] 问题3 **Ken Goldman 提问** 加工食品业务的竞争格局和定价策略 [92][93][94][95] **Donnie King 和 Melanie Boulden 回答** - 加工食品业务的竞争格局和定价策略 [93][94][95][167][168][169]

Key TakeawaysTyson Foods beat profit and sales estimates as it cut costs.The company's revenue got a boost from higher prices for beef, which helped offset lower volumes.Tyson reduced expenses by moving to close several chicken processing plants last year.Tyson Foods (TSN) shares rose after the largest U.S. poultry producer’s cost-cutting measures helped it report better-than-expected results.Tyson posted first quarter fiscal 2024 profit of 69 cents per share, down 9% year-on-year, but beating estimates by ...

公司业绩 - Tyson Foods, Inc. (TSN)发布了2024财年第一季度的业绩报告，底线同比下降但超过了Zacks Consensus Estimate[1] - 营业利润下降9%，调整后的每股收益为69美分，超过了Zacks Consensus Estimate的42美分[3] - 总销售额为133.19亿美元，同比增长0.4%，但低于Zacks Consensus Estimate的134.57亿美元[4] - 毛利润为8.23亿美元，同比下降约15%[5] 产品部门表现 - 肉类部门销售额增加，但销量下降4.1%，平均价格上涨10.5%[7] - 鸡肉部门销售额下降，销量减少1.5%，平均价格下降3.9%[8] - 预制食品部门销售额增长，销量微增2.5%，平均价格下降2.3%[9] 财务状况 - 公司退出第一季度时，现金及现金等价物为14.84亿美元，长期债务为83.7亿美元[11] - 预计2024财年总公司销售额将与2023财年基本持平，调整后的营业利润预计在10亿至15亿美元之间[16]

Tyson Foods (TSN) reported $13.32 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 0.4%. EPS of $0.69 for the same period compares to $0.85 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $13.46 billion, representing a surprise of -1.02%. The company delivered an EPS surprise of +64.29%, with the consensus EPS estimate being $0.42.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

— Q1 Fiscal 2024 Supplemental Information Certain information in this presentation constitutes forward-looking statements as contemplated by the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, current views and estimates of our outlook for fiscal 2023, other future economic circumstances, industry conditions in domestic and international markets, our performance and financial results (e.g., debt levels, return on invested capital, value-adde ...

Tyson Foods Inc.’s stock TSN, -0.48% rose 3.8% early Monday, after the parent of food brands Tyson, Hillshire Farm, Jimmy Dean and Ball Park beat profit estimates for its fiscal first quarter. The Springdale, Ark.-based company posted net income of $107 million, or 30 cents a share, for the quarter to Dec. 30, down from $316 million, or 88 cents a share, in the year-earlier period. Adjusted per-share earnings came to 69 cents, ahead of the 41 cent FactSet consensus. Sales rose to $13.319 billion from $13.2 ...

SPRINGDALE, Ark., Feb. 05, 2024 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (NYSE:TSN), one of the world's largest food companies and a recognized leader in protein with leading brands including Tyson, Jimmy Dean, Hillshire Farm, Ball Park, Wright, Aidells, ibp and State Fair, reported the following results: (in millions, except per share data)First Quarter  2024  2023Sales$13,319 $13,260    Operating Income$231 $467Adjusted1 Operating Income (non-GAAP)$411 $453    Net Income Per Share Attributable to Tyson$0.30  ...

股票走势 - Tyson股票在过去两年中一直处于低迷状态，但随着基本情况的变化，它可能会突然成为一个买入的机会[1] - 基本趋势表明推动股价上涨的明确路径，市场已经注意到了[1] - 分析师的预测和市场对该股票的定价表明，可能正在出现新一轮的鸡肉股上涨[1] 影响因素 - Tyson股票因鸡肉成本激增而开始大幅下跌，包括鸡饲料和供应链限制，这是由COVID-19大流行的高峰月份引起的[5]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended December 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to 001-14704 (Commission File Number) ______________________________________________ TYSON FOODS, INC. (Exact name of registrant as specified in its charter) ________ ...

预期表现 - 预计泰森食品(TSN)的季度每股收益为0.42美元，较去年同期下降了50.6%[1] - 分析师预测营收为134.6亿美元，同比增长1.5%[1] - 分析师对本季度的每股收益预期在过去30天内上调了1.5%[2] - 在公司公布财报之前，重要考虑对收益预期的任何变化，这有助于预测投资者对股票的潜在反应[3] - 投资者通常依赖于共识收益和营收预期来评估公司在季度内的表现，但分析师对一些关键指标的预测也能提供更深入的洞察[4] 销售预测 - 分析师平均预测'Tyson'的'销售-鸡肉'将达到42.6亿美元，与去年同期相比变化为0%[6] - 分析师平均预测'Tyson'的'销售-牛肉'将达到50.5亿美元，同比增长6.8%[7] - 分析师预计'Tyson'的'销售-国际/其他'将达到6.5025亿美元，同比增长6.3%[8] - 分析师评估显示'Tyson'的'销售-预制食品'将达到24.6亿美元，同比下降3.3%[9] - 共识预测'Tyson'的'销售-猪肉'为14.5亿美元，同比下降5.2%[10]