泰森食品(TSN)
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Here's Why Tyson Foods (TSN) is a Strong Value Stock
zacks.com· 2024-05-28 22:40
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? ...
Tyson Foods, Inc. (TSN) Is a Trending Stock: Facts to Know Before Betting on It
zacks.com· 2024-05-23 22:06
Tyson Foods (TSN) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this meat producer have returned -1.7% over the past month versus the Zacks S&P 500 composite's +6.1% change. The Zacks Food - Meat Products industry, to which Tyson belongs, has gained 0.5% over this period. Now the key question is: Where could the stock be headed in the near term?Although media reports ...
Tyson Foods: Vulnerable To Changing Consumer Spend
seekingalpha.com· 2024-05-23 11:45
RiverNorthPhotography Overview The possibility of investing into a company that I have been a consumer of for large portions of my life has always been very cool to me. Furthermore, collecting a growing dividend from a company that I, personally, consume from is an added bonus that makes the concept even more attractive to me. However, it would be highly irresponsible to invest in a company just because you are familiar with their products, so I aim to give a fair analysis here by reviewing their financials ...
Tyson Foods (TSN) Up More Than 25% in 6 Months: Here's Why
zacks.com· 2024-05-20 23:41
Tyson Foods Inc. (TSN) appears well-positioned on the back of a growing brand portfolio. The renowned meat products company is leveraging the strength of its key growth drivers to its advantage. The company is implementing various operational and supply chain efficiency programs to enhance its long-term prospects.The company sustained its positive momentum in the second quarter of fiscal 2024 while advancing its key initiatives. The strategies in place are yielding tangible results, as reflected in year ove ...
Florida Says No to Lab-Grown Meat: 3 Stocks That Could Take a Hit
InvestorPlace· 2024-05-19 20:00
Lab-grown meat has been a growing part of social and political debate for several years now. Given the ethical concerns around factory farming and the reservations some people have toward eating meat, there has been a proliferation of start-ups researching and developing lab-grown meat products. However, not everyone has been enthusiastic about this trend. Despite lab-grown meat not even hitting the shelves of grocery stores yet, vocal opponents have already emerged. In the state of Florida, Governor Ron De ...
Tyson Foods, Inc. (TSN) Annual Global Farm to Market Conference (Transcript)
2024-05-16 03:24
业绩总结 - Tyson Foods, Inc. 在过去一季度实现了3.25亿美元的改善[8] - Tyson 鸡肉业务的运营改善推动了公司的业绩[20] - 公司长期目标是实现低两位数的销售回报率,通过运营效率和增长实现[56] 用户数据 - 预制食品业务拥有3个食品中排名前10的蛋白品牌[9] 未来展望 - 公司对长期利润率范围保持谨慎态度,未来将根据行业动态进行调整[50] - 公司将通过运营效率和供应链调整以及现有业务增长实现资本配置目标[58] 新产品和新技术研发 - 公司将重点投资在准备食品业务、增值鸡肉业务和海外增长机会上[62] 市场扩张和并购 - 国际业务在过去2-3年中投资了7个资产,销售额达到25亿美元[13] 负面信息 - 牛肉市场存在不确定性,牛肉供应紧缩,但牛肉需求强劲[36]
Why Tyson Foods (TSN) is a Top Value Stock for the Long-Term
Zacks Investment Research· 2024-05-09 22:40
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Style Sc ...
Tyson Foods' shares tumble more than 9% as inflation crimps demand for meat
New York Post· 2024-05-07 02:37
Shares of meatpacking giant Tyson plunged more than 9% — the stock’s worst day since August — after the company said persistent inflation weakened consumer appetites for beef, pork and chicken purchases, biting into profits in the second quarter.At grocery stores, shoppers are prioritizing essential kitchen staples over discretionary categories thanks to persistent inflation that’s kept interest rates at their highest level in more than two decades, said Melanie Bouldin, who heads Tyson’s prepared foods bus ...
Tyson Stock Slips as CEO Warns of Macroeconomic Headwinds
Investopedia· 2024-05-07 01:35
Key TakeawaysTyson Foods shares slumped in intraday trading Monday as "macro environment" concerns raised by its chief executive in its earnings call offset higher-than-forecast quarterly profit.Tyson's shuttering of some chicken-processing plants to cut costs helped buoy profits.The company, however, is forecasting adjusted operating losses of between $100 million and $400 million for its beef unit this year. Tyson Foods (TSN) shares slumped in intraday trading Monday as "macro environment" concerns raised ...
Tyson Foods(TSN) - 2024 Q2 - Earnings Call Transcript
2024-05-07 00:32
财务数据和关键指标变化 - 销售额基本持平,调整后营业利润增加约60% [33] - 经营现金流增加超过50%,资本支出减少超过40% [13] - 调整后每股收益增加约60% [13] 各条业务线数据和关键指标变化 - 准备食品业务营业利润略有下降,但全年利润率仍维持在低个位数 [34] - 鸡肉业务营业利润大幅增加,超过3.25亿美元 [35][36] - 牛肉业务营业利润下降,反映了牛肉价差压缩 [37] - 猪肉业务营业利润大幅改善,从上年同期亏损转为盈利 [38] - 国际业务持续改善,营业利润同比有所增加 [39] 各个市场数据和关键指标变化 - 零售渠道销量受持续通胀影响有所下滑,但公司品牌份额保持健康 [70][71] - 餐饮渠道从高端向快餐转移,公司产品在零售和餐饮渠道均有优势 [70][71] 公司战略和发展方向及行业竞争 - 公司聚焦巩固核心蛋白业务、发展品牌、全球化拓展三大战略支柱 [28] - 通过提升运营效率、客户和消费者关注、数字化等关键驱动力支撑战略实施 [29] - 公司在鸡肉、培根等品类保持领先市场份额,有进一步提升的空间 [17][19] 管理层对经营环境和未来前景的评论 - 尽管面临宏观环境挑战,但公司多蛋白品类组合和强大品牌优势使其保持健康市场份额 [14][15] - 公司有信心实现全年业绩目标,对长期前景保持乐观 [16] - 鸡肉业务基本面持续改善,但仍有进一步提升空间 [169][170] - 牛肉业务受限于牛只供给偏紧,但公司正采取措施应对 [154][155] - 猪肉和准备食品业务前景良好,但第三季度可能会相对较弱 [46] 问答环节重要的提问和回答 问题1 **Peter Galbo 提问** 询问公司对资产优化和未来季度业绩走势的看法 [59][67] **Donnie King 和 Melanie Boulden 回答** 公司对资产优化和业务改善取得进展感到鼓舞,但仍有进一步提升空间 [60][61][63][64][65] 问题2 **Ben Theurer 提问** 询问鸡肉业务产量变化的原因 [74][79] **Donnie King 和 Wes Morris 回答** 公司通过改善养殖、提升运营效率等措施提升了鸡肉业务的盈利能力 [77][78][92][93] 问题3 **Adam Samuelson 提问** 询问公司在鸡肉和牛肉业务中的成本优化空间 [103][111] **Donnie King、Wes Morris 和 John Tyson 回答** 公司在鸡肉业务有进一步提升空间,但整体业务仍有持续改善的潜力 [105][106][109][140][141]