Subtext

Tyson Foods, Inc. TSN

SectorConsumer Staples
Transcripts71
Date range2006-05-01 – 2025-05-05
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-27-14+0+14+272006 Q22009 Q32012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32006 Q2 · Overall: +4.12007 Q3 · Overall: +18.92007 Q4 · Overall: +6.82008 Q1 · Overall: +1.42008 Q2 · Overall: +0.22008 Q3 · Overall: +3.92008 Q4 · Overall: +4.42009 Q1 · Overall: +4.52009 Q2 · Overall: -0.82009 Q3 · Overall: +11.22009 Q4 · Overall: +7.72010 Q1 · Overall: +9.52010 Q2 · Overall: +13.62011 Q1 · Overall: +8.12011 Q2 · Overall: +2.92011 Q3 · Overall: +8.72011 Q4 · Overall: +11.32012 Q1 · Overall: +7.32012 Q2 · Overall: +7.92012 Q3 · Overall: -0.72012 Q4 · Overall: +9.82013 Q1 · Overall: +6.52013 Q2 · Overall: +5.32013 Q3 · Overall: +9.82013 Q4 · Overall: +12.42014 Q1 · Overall: +7.42014 Q2 · Overall: +11.72014 Q3 · Overall: +8.92014 Q4 · Overall: +11.02015 Q1 · Overall: +15.62015 Q2 · Overall: +14.22015 Q3 · Overall: +9.02015 Q4 · Overall: +3.92016 Q1 · Overall: +12.72016 Q2 · Overall: +16.12016 Q3 · Overall: +11.72016 Q4 · Overall: +9.32017 Q1 · Overall: +10.82017 Q2 · Overall: +9.72017 Q3 · Overall: +14.92017 Q4 · Overall: +12.32018 Q1 · Overall: +12.92018 Q2 · Overall: +7.32018 Q3 · Overall: +3.92018 Q4 · Overall: +2.02019 Q1 · Overall: +11.42019 Q2 · Overall: +7.02019 Q3 · Overall: +6.32019 Q4 · Overall: +12.82020 Q1 · Overall: +5.12020 Q2 · Overall: -3.92020 Q3 · Overall: +5.02020 Q4 · Overall: +8.92021 Q1 · Overall: +16.12021 Q2 · Overall: +11.62021 Q3 · Overall: +11.62021 Q4 · Overall: +19.02022 Q1 · Overall: +17.02022 Q2 · Overall: +14.12022 Q3 · Overall: +10.82022 Q4 · Overall: +17.52023 Q1 · Overall: +12.62023 Q2 · Overall: +13.02023 Q3 · Overall: +8.62023 Q4 · Overall: +12.12024 Q1 · Overall: +15.42024 Q2 · Overall: +6.62024 Q3 · Overall: +20.12024 Q4 · Overall: +23.72025 Q1 · Overall: +18.52025 Q2 · Overall: +13.6
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-47-23+0+23+472006 Q22009 Q32012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32006 Q2 · CEO: +11.22007 Q3 · CEO: +23.02007 Q4 · CEO: +17.52008 Q1 · CEO: +7.42008 Q2 · CEO: +4.62008 Q3 · CEO: +7.22008 Q4 · CEO: +3.82009 Q1 · CEO: +20.82009 Q2 · CEO: +8.72009 Q3 · CEO: +18.82009 Q4 · CEO: +16.22010 Q1 · CEO: +9.82010 Q2 · CEO: +14.52011 Q1 · CEO: +14.92011 Q2 · CEO: +12.12011 Q3 · CEO: +13.12011 Q4 · CEO: +17.82012 Q1 · CEO: +29.92012 Q2 · CEO: +22.12012 Q3 · CEO: +5.82012 Q4 · CEO: +12.32013 Q1 · CEO: +12.62013 Q2 · CEO: +9.02013 Q3 · CEO: +20.52013 Q4 · CEO: +23.62014 Q1 · CEO: +17.12014 Q2 · CEO: +15.42014 Q3 · CEO: +13.22014 Q4 · CEO: +14.72015 Q1 · CEO: +24.62015 Q2 · CEO: +21.92015 Q4 · CEO: +9.82016 Q3 · CEO: +17.52016 Q4 · CEO: +18.22017 Q1 · CEO: +15.72017 Q2 · CEO: +17.52017 Q3 · CEO: +21.02017 Q4 · CEO: +17.62018 Q1 · CEO: +16.02018 Q2 · CEO: +13.52018 Q3 · CEO: +10.62018 Q4 · CEO: +8.52019 Q1 · CEO: +16.82019 Q2 · CEO: +13.62019 Q3 · CEO: +8.92019 Q4 · CEO: +20.42020 Q1 · CEO: +12.62020 Q2 · CEO: -0.32020 Q3 · CEO: +12.62020 Q4 · CEO: +17.52021 Q1 · CEO: +28.52021 Q2 · CEO: +19.92021 Q3 · CEO: +19.62021 Q4 · CEO: +23.62022 Q1 · CEO: +25.32022 Q2 · CEO: +21.22022 Q3 · CEO: +20.22022 Q4 · CEO: +27.62023 Q1 · CEO: +15.02023 Q2 · CEO: +24.82023 Q3 · CEO: +0.42024 Q4 · CEO: +34.62025 Q1 · CEO: +29.52025 Q2 · CEO: +21.32006 Q2 · CFO: -10.42007 Q3 · CFO: +4.32008 Q1 · CFO: +4.22008 Q2 · CFO: +16.02008 Q3 · CFO: +0.82008 Q4 · CFO: +10.22009 Q1 · CFO: +11.02009 Q2 · CFO: +6.52009 Q3 · CFO: +21.42009 Q4 · CFO: +10.62010 Q1 · CFO: +16.02010 Q2 · CFO: +11.52011 Q1 · CFO: +40.62011 Q2 · CFO: +25.72011 Q3 · CFO: +23.52011 Q4 · CFO: +39.62012 Q1 · CFO: +35.92012 Q2 · CFO: +23.42012 Q3 · CFO: +17.72012 Q4 · CFO: +23.82013 Q1 · CFO: +18.82013 Q2 · CFO: +17.92013 Q3 · CFO: +13.22013 Q4 · CFO: +21.62014 Q1 · CFO: +18.32014 Q2 · CFO: +17.12014 Q3 · CFO: +11.02014 Q4 · CFO: +15.52015 Q1 · CFO: +18.12015 Q4 · CFO: +0.02016 Q3 · CFO: +15.32016 Q4 · CFO: +14.82017 Q1 · CFO: +17.92017 Q2 · CFO: +10.72017 Q3 · CFO: +15.12017 Q4 · CFO: +19.42018 Q1 · CFO: +22.42018 Q2 · CFO: +2.52018 Q3 · CFO: +5.22018 Q4 · CFO: +4.82019 Q1 · CFO: +16.62019 Q2 · CFO: +8.42019 Q3 · CFO: +11.12019 Q4 · CFO: +8.22020 Q1 · CFO: +7.52020 Q2 · CFO: -3.22020 Q3 · CFO: +2.72020 Q4 · CFO: +7.92021 Q1 · CFO: +10.32021 Q2 · CFO: +12.92021 Q3 · CFO: +15.02021 Q4 · CFO: +20.22022 Q1 · CFO: +21.82022 Q2 · CFO: +13.12022 Q3 · CFO: +11.32022 Q4 · CFO: +16.72023 Q1 · CFO: +16.72023 Q2 · CFO: +12.12023 Q3 · CFO: +27.12023 Q4 · CFO: +17.92024 Q1 · CFO: +19.32024 Q3 · CFO: +30.42024 Q4 · CFO: +21.22025 Q1 · CFO: +18.12025 Q2 · CFO: +13.8
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-38-19+0+19+382006 Q22009 Q32012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32006 Q2 · Prepared remarks: +5.62007 Q3 · Prepared remarks: +25.32007 Q4 · Prepared remarks: +6.72008 Q1 · Prepared remarks: +6.02008 Q2 · Prepared remarks: +3.02008 Q3 · Prepared remarks: +8.72008 Q4 · Prepared remarks: +8.12009 Q1 · Prepared remarks: +6.72009 Q2 · Prepared remarks: +3.42009 Q3 · Prepared remarks: +25.42009 Q4 · Prepared remarks: +13.32010 Q1 · Prepared remarks: +21.92010 Q2 · Prepared remarks: +18.62011 Q1 · Prepared remarks: +24.62011 Q2 · Prepared remarks: +8.12011 Q3 · Prepared remarks: +12.82011 Q4 · Prepared remarks: +19.22012 Q1 · Prepared remarks: +22.02012 Q2 · Prepared remarks: +14.92012 Q3 · Prepared remarks: +8.72012 Q4 · Prepared remarks: +18.22013 Q1 · Prepared remarks: +13.22013 Q2 · Prepared remarks: +15.62013 Q3 · Prepared remarks: +13.22013 Q4 · Prepared remarks: +21.12014 Q1 · Prepared remarks: +7.12014 Q2 · Prepared remarks: +13.12014 Q3 · Prepared remarks: +9.82014 Q4 · Prepared remarks: +16.02015 Q1 · Prepared remarks: +15.32015 Q2 · Prepared remarks: +14.62015 Q3 · Prepared remarks: +14.32015 Q4 · Prepared remarks: +8.22016 Q1 · Prepared remarks: +9.82016 Q2 · Prepared remarks: +13.52016 Q3 · Prepared remarks: +13.72016 Q4 · Prepared remarks: +22.22017 Q1 · Prepared remarks: +16.22017 Q2 · Prepared remarks: +15.52017 Q3 · Prepared remarks: +22.52017 Q4 · Prepared remarks: +23.02018 Q1 · Prepared remarks: +18.22018 Q2 · Prepared remarks: +13.72018 Q3 · Prepared remarks: +12.32018 Q4 · Prepared remarks: +13.72019 Q1 · Prepared remarks: +17.72019 Q2 · Prepared remarks: +19.32019 Q3 · Prepared remarks: +19.62019 Q4 · Prepared remarks: +21.12020 Q1 · Prepared remarks: +14.12020 Q2 · Prepared remarks: +0.72020 Q3 · Prepared remarks: +8.42020 Q4 · Prepared remarks: +19.92021 Q1 · Prepared remarks: +23.32021 Q2 · Prepared remarks: +19.12021 Q3 · Prepared remarks: +22.22021 Q4 · Prepared remarks: +23.12022 Q1 · Prepared remarks: +28.52022 Q2 · Prepared remarks: +20.02022 Q3 · Prepared remarks: +14.52022 Q4 · Prepared remarks: +22.32023 Q1 · Prepared remarks: +20.82023 Q2 · Prepared remarks: +21.62023 Q3 · Prepared remarks: +16.92023 Q4 · Prepared remarks: +18.62024 Q1 · Prepared remarks: +22.12024 Q2 · Prepared remarks: +4.22024 Q3 · Prepared remarks: +31.12024 Q4 · Prepared remarks: +33.02025 Q1 · Prepared remarks: +29.52025 Q2 · Prepared remarks: +24.22006 Q2 · Q&A responses: +5.42007 Q3 · Q&A responses: +18.52007 Q4 · Q&A responses: +14.42008 Q1 · Q&A responses: +5.52008 Q2 · Q&A responses: +0.72008 Q3 · Q&A responses: +3.52008 Q4 · Q&A responses: +9.12009 Q1 · Q&A responses: +6.92009 Q2 · Q&A responses: +0.92009 Q3 · Q&A responses: +3.92009 Q4 · Q&A responses: +10.02010 Q1 · Q&A responses: +8.42010 Q2 · Q&A responses: +12.62011 Q1 · Q&A responses: +6.42011 Q2 · Q&A responses: +7.92011 Q3 · Q&A responses: +9.72011 Q4 · Q&A responses: +10.52012 Q1 · Q&A responses: +8.92012 Q2 · Q&A responses: +10.22012 Q3 · Q&A responses: +0.22012 Q4 · Q&A responses: +7.42013 Q1 · Q&A responses: +8.82013 Q2 · Q&A responses: +2.92013 Q3 · Q&A responses: +10.72013 Q4 · Q&A responses: +9.72014 Q1 · Q&A responses: +13.02014 Q2 · Q&A responses: +13.52014 Q3 · Q&A responses: +13.42014 Q4 · Q&A responses: +12.62015 Q1 · Q&A responses: +26.12015 Q2 · Q&A responses: +21.72015 Q3 · Q&A responses: +10.32015 Q4 · Q&A responses: +6.02016 Q1 · Q&A responses: +21.42016 Q2 · Q&A responses: +25.32016 Q3 · Q&A responses: +13.72016 Q4 · Q&A responses: +8.32017 Q1 · Q&A responses: +14.72017 Q2 · Q&A responses: +14.12017 Q3 · Q&A responses: +16.22017 Q4 · Q&A responses: +11.92018 Q1 · Q&A responses: +15.62018 Q2 · Q&A responses: +7.72018 Q3 · Q&A responses: +5.52018 Q4 · Q&A responses: +0.52019 Q1 · Q&A responses: +12.92019 Q2 · Q&A responses: +4.72019 Q3 · Q&A responses: +3.32019 Q4 · Q&A responses: +11.92020 Q1 · Q&A responses: +7.02020 Q2 · Q&A responses: -4.82020 Q3 · Q&A responses: +7.22020 Q4 · Q&A responses: +8.82021 Q1 · Q&A responses: +17.22021 Q2 · Q&A responses: +8.82021 Q3 · Q&A responses: +9.72021 Q4 · Q&A responses: +21.52022 Q1 · Q&A responses: +12.32022 Q2 · Q&A responses: +15.02022 Q3 · Q&A responses: +15.62022 Q4 · Q&A responses: +19.62023 Q1 · Q&A responses: +10.82023 Q2 · Q&A responses: +14.62023 Q3 · Q&A responses: +10.22023 Q4 · Q&A responses: +14.02024 Q1 · Q&A responses: +15.82024 Q2 · Q&A responses: +11.62024 Q3 · Q&A responses: +20.62024 Q4 · Q&A responses: +24.22025 Q1 · Q&A responses: +22.52025 Q2 · Q&A responses: +15.9
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.84$5.29$8.752006 Q22009 Q32012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: $2.982014 Q2: $3.102014 Q3: $3.312014 Q4: $3.442015 Q1: $3.542015 Q2: $3.672015 Q3: $3.552015 Q4: $3.672016 Q1: $4.142016 Q2: $4.552016 Q3: $4.862016 Q4: $4.862017 Q1: $4.992017 Q2: $5.022017 Q3: $5.352017 Q4: $5.892018 Q1: $6.792018 Q2: $6.752018 Q3: $6.042018 Q4: $6.012019 Q1: $6.092019 Q2: $6.452019 Q3: $6.792019 Q4: $6.892020 Q1: $6.692020 Q2: $5.632020 Q3: $5.872020 Q4: $5.872021 Q1: $6.082021 Q2: $6.372021 Q3: $6.822021 Q4: $7.372022 Q1: $8.252022 Q2: $8.272022 Q3: $7.682022 Q4: $6.542023 Q1: $4.902023 Q2: $3.062023 Q3: $3.042023 Q4: $2.322024 Q1: $2.962024 Q2: $3.472024 Q3: $3.782024 Q4: $3.65

Forward P/E

5.3214.5723.822006 Q22009 Q32012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: 14.042014 Q2: 11.632014 Q3: 11.612014 Q4: 11.482015 Q1: 11.172015 Q2: 11.512015 Q3: 12.292015 Q4: 14.682016 Q1: 16.182016 Q2: 13.262016 Q3: 15.042016 Q4: 12.792017 Q1: 12.652017 Q2: 12.452017 Q3: 12.332017 Q4: 14.032018 Q1: 11.112018 Q2: 10.442018 Q3: 10.192018 Q4: 8.762019 Q1: 10.582019 Q2: 12.072019 Q3: 13.002019 Q4: 12.892020 Q1: 6.602020 Q2: 11.272020 Q3: 11.112020 Q4: 11.112021 Q1: 12.572021 Q2: 11.732021 Q3: 11.172021 Q4: 11.662022 Q1: 10.572022 Q2: 10.172022 Q3: 9.412022 Q4: 9.842023 Q1: 11.872023 Q2: 16.272023 Q3: 17.382023 Q4: 22.542024 Q1: 18.912024 Q2: 15.902024 Q3: 16.352024 Q4: 16.14

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -2.8 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -5.0 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -4.4 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -2.6 fwd EPS ↑ +0.54 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -4.4 fwd EPS ↑ +0.36 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -4.5 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +6.7 fwd EPS ↓ -1.14 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↑ +3.5 fwd EPS ↓ -0.72 Tone rose while the forward EPS estimate was cut.
  • 2024 Q2 tone ↓ -8.8 fwd EPS ↑ +0.52 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q4 tone ↑ +3.5 fwd EPS ↓ -0.13 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-05-05+13.6——View →
2025 Q12025-02-03+18.5——View →
2024 Q42024-11-12+23.7$3.6516.1View →
2024 Q32024-08-05+20.1$3.7816.4View →
2024 Q22024-05-06+6.6$3.4715.9View →
2024 Q12024-02-05+15.4$2.9618.9View →
2023 Q42023-11-13+12.1$2.3222.5View →
2023 Q32023-08-07+8.6$3.0417.4View →