How Tyson's Chicken Business Will Offset Beef Weakness

Benzinga

Tyson Foods shares rose after posting fourth-quarter and fiscal 2025 results. Despite lower cash flow, analysts remain confident in the company’s protein diversification and improving operations. Goldman Sachs raised its price target, citing solid chicken demand and stable feed costs.

Transcript

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

00:03Tyson Foods shares rose 2.55% on Tuesday after the company reported fourth quarter

00:08and fiscal 2025 results, according to Benzinga. Operating cash flow fell $435 million to $2.16

00:16billion, while free cash flow declined $281 million to $1.18 billion. Goldman Sachs analyst

00:25Lea Jordan reaffirmed a buy rating and raised the price target from $63 to $65, citing confidence

00:31in Tyson's diversified protein model. Jordan said, strength in chicken should offset beef

00:37headwinds as operations improve. Fiscal 2026 sales are expected to grow 2% to 4% to $55.53

00:45billion to $56.62 billion above analyst estimates. Jordan sees stable feed costs supporting margins

00:51and continued demand for value-added products, though prepared foods profit fell 7.8% due

00:57to raw material inflation. For all things money, visit Benzinga.com.

Category

Transcript

Be the first to comment

Recommended