TS
TSN
TSN What Tyson Foods promised, and what happened
Guidance
What management said, and what became of it
6 of 6 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Total company adjusted operating income | $2.1 billion to $2.3 billion | Sep 2025 | Total company adjusted operating income range is now forecasted to be $2.1 billion to $2.3 billion, driven by the challenges in our Beef segment relating to cattle availability. | Revised Down |
| Big-bird chicken genetics rollout | about 75% of applicable locations by end of calendar year, balance thereafter | Jun 2026 | By the end of the fiscal year -- end of the calendar year, I should say, we will be harvesting about in those locations that use big bird genetics, about 75% of will be this new line of genetics that we have. The balance of that 75% will occur in physical 27% -- or 25%. | New |
The full ledger
Open Tyson Foods’s full ledger
A free account opens 5 company ledgers a month. All 29 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 29 tracked commitments for Tyson Foods
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.