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BMO Capital Markets upgraded Tyson Foods to Outperform, citing improved US beef packer margins. Tyson closed a Nebraska slaughter plant and cut a second shift at a Texas plant.
BMO says the capacity reductions should speed the industry margin recovery.
Lower packing capacity means fewer cattle slaughtered, which reduces cattle demand and could weigh on cattle prices even as packer margins improve.
meatingplace.comFrank FuhrigJan 14, 2026Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
