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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Tyson Foods was the only food company in consumer staples growing volume and dollar share in the most recent report. The only other one was P&G, which is not in the food space.”
Tyson cites P&G as the only other consumer-staples company growing both volume and dollar share, an implied positive read-through on P&G's share momentum.
Tyson opened FY2026 with 6.2% revenue growth to $14.3B (excluding a $100M legal contingency reserve) as chicken delivered $459M SOI in its fifth consecutive growth quarter and prepared foods continued its multiyear profitability improvement. Adjusted EPS of $0.97 was down 15% year-over-year due to beef plant closure costs and legal charges, but the company reiterated FY2026 AOI guidance at $2.1-$2.3B while improving free cash flow guidance to $1.1-$1.7B. Net leverage dropped to 2.0x after reducing gross debt by $1.4B over the trailing twelve months.
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 |
| Analyst | Firm | Questions (Challenge)Percentage 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 (Challenge)Percentage 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%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TSN Tyson Foods | 7 | +4.4% | |
| ADM Archer Daniels Midland | 8 | +1.6% | |
| BG Bunge Global | 9 | +87.8% |