Cluenex
Log inStart free
All stocks · Consumer Defensive · Packaged Foods & Meats

Tyson Foods TSN

Tyson Foods scores weak on business quality (3.3 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$53.43Oct 10, 2026
Business qualityWeak
Next earningsNov 16, 2026, after the close
Insiders, 90 daysBuying

Why it matters

  1. What Tyson Foods does

    Tyson Foods processes and markets chicken, beef, and pork products, selling through retail grocery, foodservice, and international channels. The company generates $55.9 billion in revenue by converting livestock into packaged protein. Tyson is working to modernize processing plants and manage supply chains to restore operating margins.

  2. What it does best

    Tyson leverages massive processing scale to dominate domestic protein supply chains. With $55.9 billion in revenue, its sheer volume dwarfs most competitors, though gross margins sit at a razor-thin 6.9%.

  3. The main risk

    Commodity price volatility in livestock and feed heavily pressures margins. With an operating margin of just 3.1%, any spike in grain costs directly threatens profitability.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin sits at 3.1% and FCF margin is 2.1%. Low margins mean scale fails to drive meaningful bottom-line expansion.

MoatWeak

Tyson lacks a durable moat, sitting in the bottom decile for gross margin at 2%. Scale provides distribution reach rather than pricing power.

GrowthSlow

Revenue grew at 2.1%, showing modest top-line expansion compared to historical flat lines.

Financial healthFair

Debt-to-equity sits at 0.5 with interest coverage at 4.3x, leaving debt service manageable. Free cash flow came in at $1.2B, showing steady generation.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 insider bought $1.0M on the open market.

Our sealed record on TSN

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is TSN a good business?

Tyson Foods scores weak on the Cluenex quality check (3.3 of 10), measured against its own industry. Profitability is weak, moat weak, growth slow and financial health fair.

Are insiders buying TSN?

In the last 90 days of SEC Form 4 filings: 1 insider bought $1.0M on the open market.

When does TSN report earnings?

Nov 16, 2026, after the close.

For members

See TSN today

  • Today's verdict on TSN, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
Open in Cluenex Free to start. First month of Core free.

Cite this page: Cluenex, “Tyson Foods (TSN)”, https://cluenex.com/stocks/tsn/, data as of Oct 10, 2026.