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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Andy Strelzik | BMO Capital Markets | 15 | 0% |
| Heather Jones | Heather Jones Research | 14 | 14% |
| Ben Theurer | Barclays | 13 | 15% |
| Pooran Sharma | Stephens | 12 | 0% |
| Peter Galbo | Bank of America | 12 | 0% |
| Tom Palmer | JPMorgan | 11 | 0% |
| Alexia Howard | Bernstein | 10 | 20% |
| Mike Lavery | Piper Sandler | 9 | 0% |
| Leah Jordan | Goldman Sachs | 8 | 0% |
| Saumya Jain | UBS | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 2 | 15 | 0% |
| BMO Capital Markets | 1 | 15 | 0% |
| Heather Jones Research | 1 | 14 | 14% |
| Barclays |
| 1 |
| 13 |
| 15% |
| Bank of America | 1 | 12 | 0% |
| Stephens | 1 | 12 | 0% |
| Bernstein | 1 | 10 | 20% |
| Piper Sandler | 1 | 9 | 0% |
Tyson grew second-quarter sales 4.4% year-over-year to $13.7 billion, though adjusted EPS slipped 5% to $0.87 as deep cattle-cycle losses in Beef offset gains elsewhere. Chicken delivered $523 million in segment operating income at a 12.2% margin on 1.7% volume growth, and Prepared Foods lifted segment operating income 7% to $352 million with margin expanding to 14% and share gains across bacon, lunch meat, and sausage. Management credited operational execution and its chicken genetics business, which drove roughly a third of the Chicken improvement, rather than commodity tailwinds. On the strength of first-half results, Tyson raised full-year adjusted operating income guidance by $100 million to a range of $2.2 billion to $2.4 billion and lifted its Chicken segment outlook by $200 million to $1.9 billion to $2.05 billion. Beef remains the drag, with full-year segment guidance implying a loss of $350 million to $500 million as cattle supplies stay near a 75-year low.
Margin | Cost Pressure | Supply Chain | Competitive Dynamics | Guidance Reliability | Demand | Pricing | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 3 | 2 | 1 | 2 | 1 | |
| 2025Q1 | 8 | 3 | 3 | 1 | 3 | 2 | 1 | 2 |
| 2025Q2 | 7 | 4 | 2 | 2 | 4 | 3 | 2 | 1 |
| 2025Q3 | 6 | 7 | 6 | 3 | 1 | 3 | 2 | |
| 2025Q4 | 6 | 4 | 4 | 4 | 4 | 2 | 3 | 2 |
| 2026Q1 | 6 | 7 | 5 | 5 | 4 | 2 | 2 | 2 |
| 2026Q2 | 4 | 2 | 1 | 5 | 3 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Margin | 5 | 8 | 7 | 6 | 6 | 6 | 4 |
| Cost Pressure | 4 | 3 | 4 | 7 | 4 | 7 | 2 |
| Supply Chain | 3 | 3 | 2 | 6 | 4 | 5 | 1 |
| Competitive Dynamics | 2 | 1 | 2 | 3 | 4 | 5 | 5 |
| Guidance Reliability | 1 | 3 | 4 | 1 | 4 | 4 | 3 |
| Demand | 2 | 2 | 3 | 2 | 2 | 3 | |
| Pricing | 1 | 2 | 3 | 3 | 2 | 1 | |
| Capital Allocation | 1 | 2 | 1 | 2 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TSN Tyson Foods | 7 | +4.4% | |
| ADM Archer Daniels Midland | 8 | +1.6% | |
| BG Bunge Global | 9 | +87.8% |