Tyson Foods, Inc. Class A (TSN)

In the past six months, Tyson Foods reported mixed financial performance with flat sales but increased adjusted operating income and EPS in Q2 2025. The Chicken segment showed strong performance, while the Beef and Pork segments faced challenges. The company announced a quarterly dividend and launched new products. Despite some positive financial indicators, Tyson Foods' stock price has experienced volatility and the company has been undertaking cost-cutting measures.

Demand for Tyson Foods' products exhibits seasonality, with increased demand for grilling foods in spring and summer and increased demand for pork and prepared foods in winter. Tyson's broad offerings and long-term contracts help mitigate significant swings.

Tyson Foods, Inc. is a multinational food corporation and one of the world's largest producers and distributors of meat products, operating within the Consumer Staples sector. The company has a vertically integrated supply chain, from animal husbandry to global distribution, and operates through four primary segments: Beef, Pork, Chicken, and Prepared Foods. Major brands include Tyson, Jimmy Dean, and Hillshire Farm, serving a diverse customer base, with Walmart Inc. accounting for a significant portion of Tyson's sales.

Tyson Foods has a significant global presence, selling products in approximately 140 countries and regions. While the majority of its products are sold through U.S. channels, a portion of the company's revenue comes from exports to countries including Canada, Mexico, Brazil, Europe, China, and Japan. The company's international segment has shown substantial growth.

Tyson Foods has maintained a strong brand reputation, ranking No. 1 on Fortune magazine's list of the World's Most Admired Companies in the Food Production category for six consecutive years. The company has emphasized its commitment to sustainability, animal welfare, and reducing its carbon footprint. However, the company has faced some challenges that could impact its reputation, including settling a class-action lawsuit regarding its chicken segment and facing scrutiny regarding its operational adjustments.

Tyson Foods ownership is a mix of institutional, insider, and retail investors. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. The largest individual shareholder is Donald J. Tyson, who owns a significant stake in the company.