Tyson Foods, Inc. Class A (TSN)

Tyson Foods' stock performance in the first half of 2025 has been influenced by several factors, with the stock price falling 7.1% over the past six months. In Q1 Fiscal Year 2025, Tyson Foods reported strong earnings with sales up 2.3% year-over-year, adjusted operating income increasing by 60%, and adjusted earnings per share (EPS) growing by 65%. In Q2 Fiscal Year 2025, Tyson Foods delivered an adjusted EPS of $0.92, exceeding analyst estimates, but quarterly revenue was flat year-over-year and slightly missed analyst estimates. Lineage, Inc. announced a definitive agreement to acquire four existing cold storage warehouses and other related assets from Tyson Foods for approximately $247 million.

Demand for beef, chicken, pork, and certain prepared foods increases during the spring and summer months and key holiday periods, while demand is softer during the winter months. Other prepared foods, such as prepared meals, meat dishes, appetizers, bacon, and breakfast sausage, generally experience increased demand during the winter months due to the holiday season, with softer demand during the spring and summer.

Tyson Foods, Inc. is a multinational food corporation based in Springdale, Arkansas, operating primarily in the food processing industry. The company is a leading player in the meat industry, specializing in the production, distribution, and marketing of protein-based food products, including chicken, beef, and pork. It is the largest meat company in America and the world's second-largest processor and marketer of chicken, beef, and pork after JBS S.A. Tyson Foods operates within the Consumer Staples sector, specifically in the Protein Processing industry. Tyson Foods produces a wide array of products, including fresh and frozen meats, ready-to-eat items, and branded products. Its major food brands include Tyson, Jimmy Dean, Hillshire Farm, Ball Park, Wright Brand, Aidells, and State Fair. The company also entered the plant protein category with its Raised & Rooted brand, which became free of animal products in 2020. Additionally, Tyson Foods offers specialty products such as animal and pet food ingredients.

Tyson Foods' operations are concentrated in the Midwest and South of the United States, with numerous locations across states like Arkansas, Texas, and Iowa. Globally, the company serves consumers and customers on five continents and has an international presence in 16 countries, including facilities and offices in Asia-Pacific, Europe, the Middle East, and the Americas. Tyson Foods is a leading U.S. exporter of beef, pork, poultry, and prepared foods.

Tyson Foods' brand reputation has been affected by a USDA investigation for potential antitrust violations, ongoing antitrust litigation, plant closures, the suspension and removal of John R. Tyson, and child labor allegations. The USDA is investigating potential antitrust violations related to plant closures and alleged problematic practices concerning contract growers. Tyson faces lawsuits from consumers and buyers alleging a conspiracy to restrict supply and fix prices. Plant closures have resulted in job losses and backlash, particularly in rural areas. John R. Tyson was suspended and removed from the CFO role following an alcohol-related arrest. Tyson Foods faced a regulatory and reputational crisis due to federal investigations into child labor allegations.

Tyson Foods, Inc. has a dual-class share structure, which concentrates voting control with the Tyson family. Institutions collectively own 67% of Tyson Foods' shares, with key institutional shareholders including Tyson Limited Partnership, The Vanguard Group, Inc., and BlackRock, Inc. Donald J. Tyson is the largest individual shareholder, owning 11.18% of the company. Insiders, including individual insiders, own some shares in Tyson Foods.