Consumer Staples·Packaged Foods & Meats·$22.5B
Tyson Foods Inc (TSN) is a major player in the packaged foods and meats sector, known for its wide range of protein products. As a key supplier in the consumer staples market, its performance is closely tied to consumer spending trends and food supply chain dynamics.
Earnings Per Share (EPS)
EPS is a critical measure of profitability, and this quarter's estimate reflects how well Tyson is managing costs and sales.
Revenue
Revenue indicates overall sales performance, which is essential for understanding market demand and operational efficiency.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
88%
Avg EPS Surprise
+30.95%
Avg Stock Reaction
+0.35%
In Q1-2026, Tyson reported an EPS of $0.97, which was slightly below analyst expectations. The stock reacted positively, gaining 0.63% the following day.
Management Promises & Guidance
Analysts expect Tyson to report an EPS of $0.78 and revenue of $13.6 billion, reflecting cautious optimism in the packaged foods market.
Bull Case
If Tyson beats expectations, it could indicate strong demand for its products and effective cost management, potentially leading to a stock price increase.
Bear Case
Conversely, a miss on earnings or revenue could signal ongoing challenges in the supply chain or reduced consumer spending, negatively impacting the stock.
Earnings Per Share (EPS)
$0.78EPS is a critical measure of profitability, and this quarter's estimate reflects how well Tyson is managing costs and sales.
Revenue
$13.6BRevenue indicates overall sales performance, which is essential for understanding market demand and operational efficiency.
The print will turn on these two things.
Q1
Will Tyson achieve an EPS of at least $0.78?
This EPS figure is critical for assessing the company's profitability and operational efficiency, and a beat could boost investor confidence.
Q2
What will the revenue figure be compared to the $13.6 billion consensus?
Revenue performance is a key indicator of market demand and can influence stock performance significantly.
Why consensus could be wrong
The consensus may underestimate Tyson's ability to manage costs effectively, especially in light of recent supply chain improvements.
Supporting Evidence
Tyson has historically beaten EPS estimates 88% of the time, suggesting it may outperform expectations.
Options pricing indicates a larger move than the stock has typically experienced, hinting at potential volatility.
Recent trends in consumer spending may favor Tyson's product lines, contrary to broader market fears.
Key Risk
If Tyson's revenue exceeds $14 billion, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The market is debating whether Tyson can maintain profitability amid rising costs and changing consumer preferences.
Bull Confirmed If
An EPS of $0.80 or higher, along with revenue exceeding $13.8 billion, would confirm strong operational performance.
Bear Confirmed If
An EPS below $0.70 and revenue under $13.1 billion would indicate significant challenges.
Implied Move
±6.11%
Historical Avg
±3.7%
The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.
Options are pricing ±6.1% while TSN has averaged ±3.7% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Tyson beats expectations, history suggests the stock could rise by about 0.31% on average the next day, confirming strong demand.
In-Line / Cautious
If results are in line with expectations, the stock may experience a muted reaction, reflecting ongoing caution in the market.
Miss
If Tyson misses on earnings, history suggests a potential decline of around 0.63%, indicating investor disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
COLGATE PALMOLIVE CO
May 1, 2026