Tyson faces continued protein margin compression with beef cattle herd at multi-decade lows pushing cattle costs up while consumer demand softens at elevated retail prices. Chicken margins normalize but no longer offset beef losses. Pork remains structurally challenged. GLP-1 protein demand erosion is a slow but real headwind. Highly leveraged into a worsening cycle.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| INGR | Ingredion Incorporated | 64 | +11% | ↑12% | EARLY |
| CAG | Conagra Brands Inc. | 64 | -10% | ↑12% | AVOID |
| HUL | Hindustan Unilever Ltd. | 64 | +3% | ↑12% | NEUTRAL |
| DE | Deere & Company | 64 | +6% | ↑12% | NEUTRAL |
| DOLE | Dole plc | 64 | +13% | ↑12% | EARLY |
| CF | CF Industries Holdings, Inc. | 64 | +11% | ↑12% | EARLY |
| ANDE | The Andersons, Inc. | 64 | +7% | ↑12% | NEUTRAL |
USDA reports US cattle herd at 73-year low
Tyson beef segment posts second consecutive operating loss
Per-capita US beef consumption ticks down on price elasticity
Estimates · Yahoo Finance · Not audited figures