| TSN |
Report |
Chicken Segment OI (Q3 FY2026) |
BEAT |
pred ~$510M vs. cons $469M (VA, Aug 2, 2026) |
MEDIUM |
| TSN |
Report |
Beef Segment OI (Q3 FY2026) |
MISS |
pred ~-$210M vs. cons -$171M (VA, Aug 2, 2026) |
MEDIUM |
| TSN |
Report |
Diluted Adj. EPS (Q3 FY2026) |
BEAT |
pred ~$1.00 vs. cons $0.97 (VA, Aug 2, 2026) |
MEDIUM |
| TSN |
Guide |
FY2026 Beef OI (FY2026) |
LOWER |
guide ~-$500M to -$450M vs. cons -$425M midpoint |
HIGH |
| TSN |
Guide |
FY2026 Chicken OI (FY2026) |
UNCHANGED |
guide maintained $1.9B-$2.05B vs. cons $1.975B midpoint |
MEDIUM |
| TSN |
Guide |
FY2026 Total AOI (FY2026) |
LOWER |
guide toward lower end ~$2.2B-$2.3B vs. cons $2.3B midpoint |
MEDIUM |
| TSN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| TSN |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side models Beef FY cut post-call, pulling estimates and stock lower over the week; de-rate cushion limits downside vs. prior C-archetype instances |
MEDIUM |