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11.08.25 - 23:51
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Cal-Maine Foods, Inc. Names Melanie Boulden to Company′s Board of Directors (Business Wire)
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RIDGELAND, Miss.--(BUSINESS WIRE)--Cal-Maine Foods, Inc. (NASDAQ: CALM) (“Cal-Maine Foods” or the “Company”) today announced that Melanie Boulden was appointed to the Company's Board of Directors as an independent director, effective August 11, 2025. She will serve until the 2025 Annual Meeting of Shareholders, after which she will stand for reelection as a Class I Director to serve for a three-year term. Boulden will join the Compensation, Audit, and Nominating and Corporate Governance Committees, effective September 1, 2025.
Boulden has deep expertise in the food and beverage industry and nearly three decades of global business management, brand-building and experience at companies like The Coca-Cola Company, Kraft Foods Group Inc., and most recently Tyson Foods, Inc., where she remains a consultant. She served as the former Group President of Tyson Foods' Prepared Food business unit and Executive Vice President, Chief Growth Officer. Tyson Foods, Inc. is a multinational protein-focused food c...
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06.08.25 - 01:03
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12-Year Cattle Cycle Bottoms: Tyson CEO Predicts Rebuild Phase Beginning Next Year (ZeroHedge)
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12-Year Cattle Cycle Bottoms: Tyson CEO Predicts Rebuild Phase Beginning Next Year
Ground beef prices are at record highs, while the U.S. cattle and calf herd has fallen to its lowest level in 50 years. Understanding these dynamics, we've been carefully watching for a cyclical low in the 12-year herd cycle, a bottom that now appears to have been reached.
New comments from Tyson Foods CEO Donnie King during Monday's earnings call point to a long-awaited herd rebuilding cycle set to begin "in earnest" next year, though any meaningful supply recovery likely won't materialize until 2028.
King told analysts that one of the first emerging signs that a rebuilding cycle nears is that ranchers are starting to retain heifers for breeding operations.
"We're poised to capitalize on tremendous opportunity ahead of us," the CEO said, adding, "Cattle availability should improve in the coming years."
America has slid into a beef supply crisis, pushing retail ground beef...
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05.08.25 - 00:06
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Tyson Foods Confirms Protein Switching Underway Amid Record High Beef Prices (ZeroHedge)
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Tyson Foods Confirms Protein Switching Underway Amid Record High Beef Prices
Mega meatpacker Tyson Foods surged 4% in early New York cash trading after posting a surprise quarterly profit and raising its full-year revenue forecast. A boom in chicken demand offset deepening losses in its struggling beef unit, as sky-high beef prices continue to push consumers toward cheaper alternatives.
Tyson Foods reported third-quarter adjusted EPS of .91 cents, beating Goldman Sachs and consensus estimates of 85 cents and 78 cents, respectively. Revenue rose 3.6% year-over-year to $13.88 billion, also topping estimates of $13.61 billion (GS) and $13.50 billion (consensus), driven by strong performance in chicken, offsetting losses in the beef unit.
Tyson Foods (TSN) 3Q Summary: Beat and Raised
EPS Beat: Adj. EPS of $0.91 vs. GS/consensus of $0.85/$0.78
Revenue Beat: Sales rose +3.6% YoY to $13.88B, above GS/consensus of $13.61B/$13.50B
Segment Performance: Strength in Chicken, Beef, Prepared Foods; Por...
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04.08.25 - 14:18
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Tyson Foods Inc. Reveals Decline In Q2 Income (AFX)
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WASHINGTON (dpa-AFX) - Tyson Foods Inc. (TSN) reported earnings for second quarter that Drops, from last yearThe company's bottom line came in at $61 million, or $0.17 per share. This compares wit......
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