TSN

Conagra Brands, Inc. CAG is likely to witness top-line growth when it reports fourth-quarter fiscal 2026 earnings on July 15. The Zacks Consensus Estimate for revenues is pegged at $2.88 billion, indicating an increase of 3.4% from the prior-year quarter’s reported figure. The consensus mark for earnings has remained unchanged in the past 30 days at 46 cents per share, indicating a drop of 17.9% from the figure recorded in the year-ago quarter. CAG has a trailing four-quarter earnings surprise of 3.2%, on average. Conagra Brands price-consensus-eps-surprise-chart | Conagra Brands Quote Conagra Brands' emphasis on restoring volume growth across its branded food portfolio is likely to have supported fiscal fourth-quarter performance. The company is likely to have benefited from improving demand for frozen and snack products, coupled with innovation-led growth and better shipment trends. Continued market-share gains across key frozen and snack categories, supported by effective merchandising initiatives, are also likely to have reinforced overall business momentum.The company has been witnessing healthier consumer demand in its growth-focused businesses after emphasizing volume recovery over aggressive pricing. Meanwhile, its staple categories are likely to have continued benefiting from selective inflation-driven pricing actions with favorable elasticity. This measured approach, combined with sustained brand investments and a solid innovation pipeline, is likely to have reinforced competitive positioning during the quarter.Conagra Brands' ongoing productivity and cost-saving initiatives are likely to have supported operational performance in the fiscal fourth quarter. The company's productivity initiatives, supply-chain investments and technology improvements are likely to have delivered efficiencies across the business. Normalized shipment patterns and contributions from new product launches might have strengthened operational execution, while productivity savings and disciplined cost management are likely to have helped offset cost pressures during the quarter.Despite these positives, profitability is likely to have remained under pressure during the quarter. Elevated commodity, protein and tariff-related costs are likely to have continued to weigh on margins despite the company's ongoing productivity initiatives. The company's strategy of prioritizing volum...

Valued at $20.4 billion by market cap, Tyson Foods, Inc. (TSN) is one of the world's largest food companies and a leading producer of protein products. The Springdale, Arkansas-based company processes and markets chicken, beef, pork, and prepared foods through well-known brands such as Tyson, Jimmy Dean, Hillshire Farm, and Ball Park. The protein powerhouse is expected to announce its fiscal third-quarter earnings for 2026 before the market opens on Monday, August 3. Ahead of the event, analysts expect TSN to report a profit of $1.01 per share on a diluted basis, up 11% from $0.91 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. Taiwan Just Waved a Red Flag for Nvidia Stock Dear Google Stock Fans, Mark Your Calendars for July 13 Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM Here. Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For the current year, analysts expect TSN to report EPS of $4.09, a marginal drop from $4.12 in fiscal 2025. However, its EPS is expected to rise 13.7% year over year to $4.65 in fiscal 2027. TSN shares have posted 5.8% gains over the past year, underperforming the S&P 500 Index’s ($SPX) 20.6% gains but have surpassed the State Street Consumer Staples Select Sector SPDR ETF’s (XLP) 3.7% returns over the same time frame. On June 22, Tyson Foods expanded its Tyson Chicken Cups lineup with three new flavors - Garlic & Herb, BBQ, and Harissa, to capitalize on growing demand for convenient, high-protein snacks. The product, which was named Product of the Year in the Protein Snack category, targets younger consumers with flavor profiles aligned with evolving tastes. Investors responded positively, sending TSN shares up 3.4% in the following trading session. Analysts’ consensus opinion on TSN stock is reasonably bullish, with a “Moderate Buy” rating overall. Out of 11 analysts covering the stock, four advise a “Strong Buy” rating, and seven give a “Hold.” TSN’s average analyst price target is $70.60, indicating a potential upside of 22.1% from the current levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Tyson Foods (TSN) is back in focus as Canadian beef price fixing class actions continue alongside peers. Analysts are paying close attention to earnings estimate revisions and expectations for the current quarter. With some competitors agreeing to nearly US$8 million in proposed settlements that require court approval, investors are watching how ongoing litigation involving Tyson Foods intersects with projections for US$1.01 in earnings per share this quarter. See our latest analysis for Tyson Foods. Tyson Foods shares trade at US$57.83, with the 90 day share price return down 10.27% even as the 1 year total shareholder return of 10.37% and 3 year total shareholder return of 22.61% reflect a more positive longer run picture. If this mix of legal headlines and earnings focus has you thinking about portfolio balance, it could be a good moment to see what else is moving and uncover 18 top founder-led companies After Tyson Foods stock eased over the past quarter yet remains below an average analyst price target and an indicated intrinsic value, the gap between those markers and the current US$57.83 level becomes hard to ignore. Compared with Tyson Foods' last close at $57.83, the most widely followed narrative points to a higher fair value, framing the stock as undervalued on that basis. Read the complete narrative. Want to see what is sitting behind that fair value for Tyson Foods? The narrative leans heavily on earnings expansion, margin rebuilding and a tighter share count. The interplay between modest revenue growth assumptions and much higher profits is where the story really gets interesting. Result: Fair Value of $71.08 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Tyson Foods' story also carries clear watchpoints, including ongoing beef segment pressures and the risk that higher raw material costs squeeze Prepared Foods margins again. Find out about the key risks to this Tyson Foods narrative. While the analyst narrative frames Tyson Foods as undervalued, the current P/E of 45x tells a different story. It stands well above both the peer average of 19.3x and a fair ratio of 44.5x, which points to limited margin for error if earnings or sentiment slip. See what the numbers say about this price...

After a year spent cutting prices, General Mills says it's time for an innovation push, but analysts on its latest call pressed on whether a squeezed consumer is ready to follow. With its stock down 29% in the past year, General Mills (GIS) has a lot to prove. After spending the past fiscal year cutting prices to stabilize volumes, management is now pivoting to innovation and premiumization to drive growth. The central question hanging over its latest earnings call was whether that pivot can actually work: after teaching shoppers to hunt for value, can the company now convince them to pay up, especially when key brands are still struggling and the consumer remains under pressure? From Price Cuts to a Prayer for Premium? The first challenge put to management was about this strategic shift itself. If last year was all about price investments to fix the fundamentals, what gives them confidence that a pivot to innovation and renovation will deliver results now? The concern is that after a year of deep value messaging, the consumer is now trained to expect it, making a push for higher-priced new products a tough sell. Management’s answer framed this as a deliberate “2-step process.” The first step, they argued, is complete and successful. A year ago, the company’s most profitable base volume was down about 10%; today, in the areas where it invested in price, that same volume is up about 1%. With that foundation secured and household penetration growing, they believe the conditions are now right for the second step: letting innovation, new packaging, and brand messaging drive growth. The response was strategically sound, but it rests entirely on the idea that step one truly bought them the permission to execute step two. Who Is Paying For This Growth? If the strategy is a pivot to innovation, the next question is where the growth will come from in a tough environment. Analysts pointed to a consumer who is still “pressured,” ongoing pressures in brands like Totino's and Wilderness, and a persistent inventory drag in the pet segment. Given that backdrop, is the company’s growth plan dependent on its own execution, or is it hoping for a better economy? The answer here was direct: the plan does not assume a better macro environment. Management stated they are “not anticipating an improved consumer environment or improved category environment.” When asked whether hitti...

Helen of Troy Limited HELE is likely to witness top-line growth when it reports first-quarter fiscal 2027 earnings on July 8. The Zacks Consensus Estimate for revenues is pegged at $375.1 million, indicating an increase of 0.9% from the prior-year quarter’s reported figure.The consensus mark for earnings has remained unchanged over the past 30 days at 2 cents a share, which suggests a decline of 95.1% from the figure reported in the year-ago period. HELE has a trailing four-quarter negative surprise of around 5%, on average. Helen of Troy Limited price-consensus-eps-surprise-chart | Helen of Troy Limited Quote Helen of Troy’s first-quarter fiscal 2027 results are likely to reflect continued progress in its brand revitalization strategy. The company entered the year with a greater focus on innovation, marketing and consumer engagement, supported by new product launches across several key brands, including Hydro Flask, OXO, Revlon, Osprey and Olive & June. Continued investments in digital capabilities, social commerce and international expansion may also have supported consumer engagement and sales execution during the quarter.Operational initiatives are also expected to have remained supportive. Helen of Troy continued to diversify its manufacturing footprint, strengthen dual sourcing and enhance supply-chain capabilities to mitigate tariff exposure and improve operational resilience. The company also maintained its focus on working-capital efficiency, inventory optimization and technology investments, including advanced planning and AI-enabled capabilities, which could have aided execution during the quarter. Our model suggests organic volumes to dip 0.5% in the first quarter, indicating an improvement from a 6.1% decline witnessed in the fourth quarter of fiscal 2026. However, the first-quarter performance may have been constrained by a difficult operating backdrop. On its fourth-quarter fiscal 2026 earnings call, management continued to anticipate inflationary pressures, cautious discretionary spending, conservative retailer inventory management and a highly competitive promotional environment. These factors may have weighed on demand across discretionary categories and kept retailer ordering patterns measured, limiting the pace of top-line recovery.First-quarter profitability may have been hurt by higher tariff-related costs, as the company expected them...

General Mills, Inc. GIS is likely to witness top and bottom-line growth when it reports fourth-quarter fiscal 2026 earnings on July 1. The Zacks Consensus Estimate for revenues is pegged at $4.6 billion, indicating an increase of nearly 1% from the prior-year quarter’s reported figure.The consensus mark for earnings has remained unchanged over the past 30 days at 82 cents a share, which implies 10.8% growth from the figure reported in the year-ago period. GIS has a trailing four-quarter earnings surprise of 1.2%, on average. General Mills, Inc. price-consensus-eps-surprise-chart | General Mills, Inc. Quote General Mills’ fourth-quarter performance is likely to have witnessed improving business momentum as the company continues executing its Remarkability strategy through product innovation, enhanced consumer value, stronger brand communication and improved omnichannel execution. These initiatives have been driving better household penetration, baseline demand, distribution and market-share trends across several key North America Retail categories. Management has indicated that the investments made earlier in the fiscal year are expected to support a step-up in organic sales trends during the fourth quarter, aided by stronger competitiveness and seasonal merchandising opportunities. The North America Pet business is also expected to remain a growth contributor, supported by continued momentum in Blue Buffalo, expanding distribution of Love Made Fresh and ongoing innovation across the pet portfolio. Management expects retailer inventory trends, which weighed on prior-quarter shipments, to normalize in the fourth quarter. Together with continued market-share gains, these factors are likely to support healthier revenue trends across the business. Our model suggests fourth-quarter organic sales growth of 1.4% for the North America Pet segment.On the earnings front, General Mills is expected to benefit from its Holistic Margin Management program and Global Transformation initiatives. Management also expects several temporary headwinds that weighed on results earlier in the fiscal year, including unfavorable trade-expense timing and weather-related supply-chain disruptions, to become tailwinds in the fourth quarter, supporting a sequential improvement in operating performance and earnings. We expect the adjusted operating margin to increase 60 basis points to 14.3%...

Constellation Brands, Inc. STZ is scheduled to release first-quarter fiscal 2027 results on June 30, 2026. The alcoholic beverage bigwig is expected to have recorded growth in its bottom line in the to-be-reported quarter.The Zacks Consensus Estimate for the company’s fiscal first-quarter earnings is pegged at $3.28 per share, indicating 1.9% growth from the year-ago quarter’s actual. The consensus mark has moved down 1.2% in the past 30 days. The consensus estimate for revenues is pegged at $2.4 billion, suggesting a 3.9% decline from the prior-year quarter’s reported figure.In the last reported quarter, the alcohol behemoth delivered an earnings surprise of 9.2%. Its bottom line beat estimates by 7.1%, on average, in the trailing four quarters. Constellation Brands Inc price-eps-surprise | Constellation Brands Inc Quote Our proven model does not conclusively predict an earnings beat for Constellation Brands this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.Constellation Brands currently has an Earnings ESP of -3.23% and a Zacks Rank #4 (Sell). Constellation Brands’ first-quarter fiscal 2027 results are expected to reflect momentum in its beer, and wine & spirits businesses. The company is expected to have benefited from its premiumization strategy and investments in its capacity expansion in Mexico. The beer business continues to outperform the category in dollar share gains.Premiumization continues to reinforce the company’s premium positioning via disciplined investment, portfolio expansion and consumer-led marketing. The beer segment has also been experiencing gains from premiumization, driven by growth in traditional beer and flavored categories, including seltzers, flavored beer, RTD spirits and flavored malt beverages. The company is investing in its Power Brands through innovation and capitalizing on priority consumer trends with successful product introductions. The wine and spirits business has been transitioning its portfolio toward higher-end brands that align better with consumer-led premiumization trends. Key growth drivers included the company's high-end Power Brands, such as The Prisoner Brand Family, Kim Crawford and Meiom...

McCormick & Company, Incorporated MKC is likely to witness growth in top line when it reports second-quarter 2026 earnings on June 25, 2026. The Zacks Consensus Estimate for revenues is pegged at $1.9 billion, indicating a 14.4% increase from the prior-year quarter’s figure.The consensus mark for earnings has decreased a penny in the past 30 days to 69 cents per share, indicating flat year-over-year growth. MKC has a trailing four-quarter earnings surprise of 4.5%, on average. McCormick & Company, Incorporated price-consensus-eps-surprise-chart | McCormick & Company, Incorporated Quote McCormick’s second-quarter 2026 results are likely to reflect continued strength in its flavor portfolio and resilient consumer demand across core categories. The company has been witnessing steady momentum in spices, seasonings and condiments, supported by pricing actions, innovation and brand investments. The Consumer segment is likely to have benefited from improved category trends, distribution gains and sustained demand for at-home meal preparation.The company is also likely to have benefited from contributions related to the consolidation of McCormick de Mexico, which had provided a notable boost to sales and profitability in the preceding quarter. The acquired business, along with favorable pricing and product mix, is likely to have supported top-line growth across both the Consumer and Flavor Solutions segments. Management has highlighted disciplined commercial execution and targeted investments in key categories, factors that might have strengthened customer demand and supported market share trends during the quarter to be reported.McCormick’s ongoing Comprehensive Continuous Improvement (“CCI”) program is likely to have remained an important margin lever in the second quarter. Productivity initiatives, procurement savings and supply-chain efficiencies are likely to have partially offset inflationary pressures and supported profitability. However, elevated commodity costs and continued investments in brand marketing, digital capabilities and technology transformation initiatives might have weighed on profitability during the quarter. Our proven model does not conclusively predict an earnings beat for McCormick this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not...

SPRINGDALE, Ark., June 23, 2026 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (NYSE: TSN) a core S&P 500 Large Cap Value equity, will release third quarter 2026 financial results on Monday, August 3, 2026. Management will host a conference call and webcast beginning at 9:00 a.m. Eastern Time (8:00 a.m. Central Time). A press release and supplemental materials will be issued before the market opens that morning. WebcastA link for the webcast of the conference call will be available on the Tyson Foods Investor Relations website: https://ir.tyson.com. Audio OnlyParticipants may join the audio-only version of the conference call by calling:Dial In (Toll Free): 1-844-890-1795International Dial In: 1-412-717-9589Please note: All dial-in participants should ask to join the Tyson Foods call. Webcast and Audio ReplayFor those who cannot participate at the scheduled time, a replay of the live webcast and accompanying slides will be available at https://ir.tyson.com. A telephone replay will also be available until Thursday, September 3, 2026, by calling: US Toll Free: 1-855-669-9658International Toll: 1-412-317-0088Canada Toll Free: 1-855-669-9658Replay Access Code: 7882726 About Tyson Foods, Inc.Tyson Foods, Inc. (NYSE: TSN) is a world-class food company and recognized leader in protein. Founded in 1935 by John W. Tyson, it has grown under four generations of family leadership. The Company is unified by this purpose: Tyson Foods. We Feed the World Like Family™ and has a broad portfolio of iconic products and brands including Tyson®, Jimmy Dean®, Hillshire Farm®, Ball Park®, Wright®, State Fair®, Aidells® and ibp®. Tyson Foods is dedicated to bringing high-quality food to every table in the world, safely and affordably, now and for future generations. Headquartered in Springdale, Arkansas, the Company is a member of the S&P 500 and Russell 1000 large capitalization indices. It had approximately 133,000 team members on September 27, 2025. Visit www.tysonfoods.com. Media Contact: Laura Burns, [email protected] Contact: Jon Kathol, [email protected]: IRSource: Tyson Foods

Mama's Creations, Inc. MAMA reported first-quarter fiscal 2027 results, wherein both the top and bottom lines beat the Zacks Consensus Estimate and increased year over year. Mama’s Creations posted quarterly earnings of five cents per share, which beat the Zacks Consensus Estimate of three cents. The metric increased 67% from the prior-year period. Mama's Creations, Inc. price-consensus-eps-surprise-chart | Mama's Creations, Inc. Quote The company reported total revenues of $52.8 million, which beat the Zacks Consensus Estimate of $52 million. The metric rose 49.7% year over year. This growth was driven by expanded distribution and item penetration across both new and existing customers, the successful introduction of new branded products with major retailers, the contribution from the Bay Shore acquisition and continued strength at Costco. These results were achieved despite lapping a nearly $10 million digital Costco MVM in the prior-year quarter and with significantly lower trade investment.Gross profit increased 35.3% to $12.4 million from $9.2 million in the year-ago quarter. The gross margin decreased 250 basis points (bps) to 23.6% compared with 26.1% in the first quarter of fiscal 2026. The margin was impacted by labor and raw material inefficiencies associated with the ramp-up of new packaging technologies and protein form factors supporting the launch of more than a dozen new products with major retailers, as well as ongoing integration activities at the Bay Shore facility.Operating expenses were $9.8 million, up from $7.6 million in the year-ago quarter. As a percentage of sales, operating expenses decreased 310 bps to 18.5% in the first quarter of fiscal 2027. Adjusted EBITDA totaled $4.9 million in the first quarter of fiscal 2027. The figure increased 71.2% from $2.8 million in the prior-year quarter. Mama’s Creations ended the quarter with cash and cash equivalents of $24.4 million and total shareholders’ equity of $55.4 million. As of April 30, 2026, total debt was $5.1 million. For the three months ended April 30, 2026, the net cash flow provided by operations was $5 million.This Zacks Rank #4 (Sell) stock has fallen 8.2% in the past three months compared with the industry’s decline of 9.6%. Image Source: Zacks Investment Research The Vita Coco Company, Inc. COCO develops, manufactures, markets and distributes coconut water products under th...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Tyson Foods (TSN) has returned to the spotlight after fiscal Q2 earnings topped expectations and management raised full year operating income guidance, particularly in the Chicken segment. The stock was also added to Goldman Sachs’ US Conviction List. See our latest analysis for Tyson Foods. Even after the post earnings jump, Tyson Foods’ 1 month share price return is down 13.8% and the 90 day share price return is down 4.4%. Yet the 1 year total shareholder return of 9.9% and 3 year total shareholder return of 29.4% point to momentum that has built over a longer period as new products roll out and a leadership transition is set in motion. If this kind of branded consumer story has your attention, it can be a good moment to widen your watchlist and see what else is setting up in 21 top founder-led companies With Tyson trading at $58.73, alongside an indicated 35.3% intrinsic discount and a 21.0% gap to the average analyst target of $71.08, should you view the recent pullback as an opportunity, or assume the market is already pricing in future growth? Tyson Foods' most followed narrative pegs fair value at $68.54 versus the last close at $58.73, which frames the recent pullback in a very different light. Read the complete narrative. Want to see what is sitting behind that margin story? The narrative leans heavily on earnings power, volume mix and a reset valuation multiple. The specific combination might surprise you. Result: Fair Value of $68.54 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the picture could change quickly if beef supply constraints persist or if the Department of Justice antitrust probe and potential breakup proposals begin to gain real traction. Find out about the key risks to this Tyson Foods narrative. That 35.3% discount to estimated fair value and the analyst target gap are both supportive, but the simple P/E picture pulls in the other direction. Tyson trades on a 45.7x P/E, while the fair ratio is 44.1x and peers sit closer to 12.8x. This points to valuation risk rather than a clear bargain. How much weight do you want to give that richer multiple versus the cash flow story? See what the numbers say about this price — find out in our valu...

Brown-Forman Corporation BF.B posted fourth-quarter fiscal 2026 results, wherein the bottom line missed the Zacks Consensus Estimate and declined year over year. However, the top line surpassed the estimates and increased year over year. In the fiscal fourth quarter, earnings per share (EPS) of 12 cents plunged 62% year over year and lagged the Zacks Consensus Estimate of 33 cents. Brown-Forman Corporation price-consensus-eps-surprise-chart | Brown-Forman Corporation Quote Net sales of $912 million jumped 2% on a reported basis and beat the Zacks Consensus Estimate of $876 million. On an organic basis, net sales edged up 2% from the prior-year period.This Zacks Rank #4 (Sell) company’s shares have lost 15.6% in the past six months against the industry’s 11.9% growth. Image Source: Zacks Investment Research In the fiscal fourth quarter, BF.B’s gross profit of $571 million jumped 11% year over year on a reported basis and rose 10% on an organic basis. Also, the gross margin expanded 530 basis points (bps) to 62.6%, aided by the effect of acquisitions and divestitures.Selling, general and administrative (SG&A) expenses of $259 million were up 34% year over year.Operating income fell 53% year over year to $96 million on a reported basis and was flat on an organic basis. The operating margin of 10.5% contracted 1240 bps from the year-ago quarter. In fiscal 2026, the company’s net sales declined 1% on a reported basis and were flat on an organic basis.Net sales in the United States decreased 7% year over year on a reported basis and were flat on an organic basis in the fiscal year, reflecting the end of the Korbel relationship and the absence of the Sonoma-Cutrer prior-year TSA, weak volumes of Jack Daniel’s Tennessee Whiskey and unfavorable portfolio mix. These pressures were partly offset by innovation, led by Jack Daniel’s Tennessee Blackberry and continued growth in Woodford Reserve. Price increases across the portfolio tied to revised distributor terms, along with favorable timing of distributor orders, provided an additional lift to net sales.In a challenging economic landscape, net sales in the Developed International markets were flat on a reported basis and declined 3% on an organic basis.The benefit from favorable currency translation and the shift to owned distribution in Italy was essentially offset by the lack of American-made spirits on shelves acros...