Diamonds and Dogs

2/3/25

Tyson Foods (TSN) rises 2% following earnings and ahead of the Super Bowl. Tyson credited the strong earnings to their chicken business with margins in the chicken business nearly doubled to 8.6% as their beef operations continue to struggle, actually losing money. America's cattle supply is at its lowest level since 1951: Ranchers started selling off their herds two years ago due to persistent drought, rising costs, and low profit margins.

Constellation Brands (STZ) is down over 2% on a downgrade due to the pending trade embargo with Canada and Mexico. Alcohol sales could get hit the hardest with any prolong tariff issues and Constellation has a number of the top brands including Modelo and Corona. Modelo is the top selling beer in the US surpassing Bud Light in 2023. Piper Sandler downgraded the stock with a $200 price target.

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