TSN
Market read
The latest filing evidence is available. 12 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 9 of 26 members or fewer.
Research brief
The latest filing evidence is available. 12 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The decrease in interest expense for the third quarter and nine months ended June 27, 2026 was primarily due to lower interest expense related to the repayment of the March 2026 Notes in the second quarter of fiscal 2026, partially offset by the issuance of t…”10-Q · Aug 3, 2026 ↗
“Average Sales Price - Average sales price increased in the second quarter and first six months of fiscal 2026 due to higher input costs and strong demand.”10-Q · May 4, 2026 ↗
“Included $50 million of joint venture earnings and $7 million of fire insurance proceeds, partially offset by $7 million of foreign exchange losses in the first nine months of fiscal 2025.”10-Q · Aug 3, 2026 ↗
“Average Sales Price – Average sales price increased in the third quarter and first nine months of fiscal 2026 due to the pass-through of increased raw material costs and sales channel mix.”10-Q · Aug 3, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for TSN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-04 against the comparable filing from 2025-05-05.
No thresholded deterioration was identified.
“Interest (Income) Expense in millions Three Months Ended Six Months Ended March 28, 2026 March 29, 2025 March 28, 2026 March 29, 2025 Interest income $ (8) $ (17) $ (21) $ (42) Interest expense 97 110 201 230 Second quarter and six months – Fiscal 2026 vs Fiscal 2025 • The decrease in interest income for the second quarter and six months ended March 28, 2026 was primarily due to lower average cash and cash equivalents held.”
“Chicken Segment Results in millions Three Months Ended Six Months Ended March 28, 2026 March 29, 2025 Change March 28, 2026 March 29, 2025 Change Sales $ 4,286 $ 4,141 $ 145 $ 8,498 $ 8,206 $ 292 Sales volume change 1.7 % 2.7 % Average sales price change 1.8 % 0.9 % Segment operating income $ 505 $ 367 $ 138 $ 955 $ 827 $ 128 Segment operating margin 11.8 % 8.9 % 11.2 % 10.1 % Second quarter and six months – Fiscal 2026 vs Fiscal 2025 • Sales Volume - Sales volume increased in the second quarter and first six months of fiscal 2026 primarily due to increased domestic production.”
“Selling, General and Administrative in millions Three Months Ended Six Months Ended March 28, 2026 March 29, 2025 March 28, 2026 March 29, 2025 Selling, general and administrative expense $ 527 $ 500 $ 1,033 $ 1,015 As a percentage of sales 3.9 % 3.8 % 3.7 % 3.8 % Second quarter – Fiscal 2026 vs Fiscal 2025 • Increase of $27 million in selling, general and administrative was primarily driven by: • Increase of $25 million in marketing, advertising and promotion expenses.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Tyson Mexico Trading Company, a Mexican subsidiary, sells chicken and prepared foods products primarily from our U.S.”
“Our business could suffer significant setbacks in sales and operating income if our customers’ plans and/or markets change significantly or if we lost one or more of our largest customers, including, for example, Walmart Inc., which accounted for 18.7% of our…”
Depended on by
“During the nine months ended September 30, 2025, we have also began construction on a new greenfield in Dallas, TX under our arrangement with Tyson Foods (see Note 4, Business combinations, asset acquisitions, and divestitures for discussion of the Tyson Food…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
TSN is currently a Participant in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.