Financial PerformancePrepared Foods is becoming a greater driver of outlook with guidance implying ~10% growth in FY25 at mid-point.
Market PositioningTyson's extensive scale, diversified product offerings, and strong supply chain capabilities position it to benefit from secular trends like population growth and increasing consumer preference for high-protein diets.
Operational ImprovementsTSN continues to demonstrate improved operations and execution in Chicken, combined with healthy industry fundamentals.