Tyson's Beef Problems Aren't Going Away Anytime Soon

Benzinga

Tyson Foods faces tight beef supplies and rising costs, with pork prices up nearly 42% this year and margins under pressure. Piper Sandler kept a Neutral rating, citing chicken sales growth as a key strength despite operational risks like a major recall. The firm set a $58 price target with EPS estimates of $3.90 for 2025 and $4.20 for 2026.

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00:00It's Benzinga bringing Wall Street to Main Street.

00:02Tyson Foods is navigating tight beef supplies and cost inflation that are weighing on margins

00:06according to a Piper-Sandler analysis. The firm noted high for retention remains above historical

00:11averages, slowing herd rebuilding and leaving fiscal 2026 as a projected supply low point.

00:16Cost inflation has also hit prepared foods, with pork belly prices up 41.9% year-to-date

00:22in the third quarter, outpacing pricing adjustments. Recall of 58 million pounds of

00:26products further underscored operational risks, though analysts expect it to be adjusted out of

00:31results. Tyson's chicken segment remains a bright spot. Piper-Sandler raising fourth quarter 2025

00:36sales growth forecasts to 2.5%, supported by efficiencies and value-added products. Piper-Sandler

00:42maintained a neutral rating at a $58 price target, with EPS estimates of $3.90 for 2025 and $4.20

00:49for 2026. Here's our last trading up 0.76% on Tuesday. For all things money, visit Benzinga.com.

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