| TSN |
Report |
Adjusted EPS |
BEAT |
pred ~$1.04 vs. cons $0.99 |
MEDIUM |
| TSN |
Report |
Chicken adj. operating income |
BEAT |
pred ~$500M vs. cons ~$460M |
MEDIUM |
| TSN |
Report |
Beef adj. operating income (loss) |
MISS |
pred ~$(150)M vs. cons ~$(110)M |
MEDIUM |
| TSN |
Guide |
FY26 total adjusted operating income |
BETTER |
guide ~$2.30-2.50B vs. cons ~$2.35B (FY26) |
LOW |
| TSN |
Guide |
FY26 Chicken segment guide |
BETTER |
guide ~$2.00-2.15B vs. cons ~$1.98B (FY26) |
MEDIUM |
| TSN |
Guide |
FY26 Beef segment loss guide |
LOWER |
guide ~$(500)M-$(400)M vs. cons ~$(420)M (FY26) |
MEDIUM |
| TSN |
Guide |
FY27 Beef framing (Mexico border reopening/herd rebuild) |
UNKNOWN |
guide benefit ~FY27+ vs. cons ~0 modeled in FY26 (FY27) |
LOW |
| TSN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| TSN |
Return |
5-day cumulative residual |
-1.0% (FADE) |
A likely EPS beat led by Chicken/Prepared drives an initial pop, but the out-period math is unforgiving: FY26 guide implies an aggressive back-half (much smaller 2H beef loss, Q4-heavy chicken), the Mexico cattle-border reopening (~Aug 24) is too late to help the June quarter or FY26, and consensus revisions have been drifting down. With sentiment neutral/'show-me' and the pre-print fade (-4.4% on 7/31 after the border pop), a deeper Beef loss plus cautious FY27 framing pull estimates and the stock back down after Day 1. |
MEDIUM |