In this file:

 

·         Tyson Alternative Meats Can Be `Billion-Dollar Brand,' CEO Says

Company needs no capital to compete with likes of Beyond Meat

Tyson registered several trademarks for plant-based products

 

·         Tyson Foods: Challenging Times Ahead

·         J.B. Hunt, Tyson Foods, Walmart partner with Plug and Play to launch startup accelerator in NWA

 

 

 

Tyson Alternative Meats Can Be `Billion-Dollar Brand,' CEO Says

 

    Company needs no capital to compete with likes of Beyond Meat

    Tyson registered several trademarks for plant-based products

 

By Deena Shanker and Lydia Mulvany, Bloomberg

May 15, 2019

 

While Tyson Foods Inc. is the biggest U.S. meat processor, its up-and-coming meatless protein product may steal the show.

 

The offering is set to debut this summer and could be a “billion-dollar brand,” Chief Executive Officer Noel White said at a conference in New York Wednesday. The company hasn’t said what form it will take, be it burger, sausage or meatball -- or all of the above.

 

Tyson sold its stake in Beyond Meat Inc. just before the latter’s stunning initial public offering earlier this month. Chief Financial Officer Stewart Glendinning touted Tyson’s resources, its transportation network, test kitchens, science labs and sales team. The company doesn’t even need to put new capital in to make a veggie burger that competes with the likes of Beyond Meat.

 

Tyson has registered several trademarks...

 

more

https://www.bloomberg.com/news/articles/2019-05-15/tyson-alternative-meats-can-be-billion-dollar-brand-ceo-says

 

 

Tyson Foods: Challenging Times Ahead

About: Tyson Foods, Inc. (TSN)

 

JP Research

via Seeking Alpha - May 14, 2019

 

Summary

 

·         Tyson Foods could face a challenging next couple of months on the African Swine Flu and legal concerns.

 

·         Yet, following the recent rally, Tyson Foods trades at a premium relative to historical levels.

 

·         We think Tyson Foods is set for a short to medium term period of underperformance.

 

Tyson Foods (TSN) is a well-diversified raw meat and prepared proteins food supplier, selling beef, chicken and pork products. It has historically maintained a healthy revenue growth rate (4.7% in FY2018 and 5%+ expected in FY2019) and profit margins (13%+ GM and 10.5%+ EBITDA in FY2017 and FY2018, respectively).

 

However, we believe Tyson Foods is set for a short to medium term period of underperformance over the next few quarters. One of the major scares currently is a sudden outbreak of African Swine Fever (ASF) in China. It affects the health of hogs and is expected to reach American shores soon. We think it has the potential to impact the global proteins industry at an unprecedented level.

 

Meanwhile, a decrease in hogs supply has led to an increase in the input costs for the pork business, which constituted 11.2% of Tyson Foods' Q2 2019 revenue. Given the typical lag time needed to correct the demand-supply imbalance, we expect the higher input costs to sustain over the next few quarters. This should pressure short term margins as Tyson will find it difficult to pass this cost on to its customers.

 

The company is also mired in a legal controversy around chicken price fixing along with other major poultry players such as Pilgrim’s Pride and Sanderson Farms. Details from the case are still emerging, and we remain cautious until the air is cleared on the final result.

 

Furthermore, with the ongoing US-China trade war, we think Tyson Foods will find it difficult to penetrate the Chinese market.

 

On the valuation front, Tyson Foods’ stock...

 

Earnings Discussion ...

 

Valuation ...

 

Other Factors ...

 

Conclusion ...

 

more, including tables 

https://seekingalpha.com/article/4263799-tyson-foods-challenging-times-ahead

 

 

J.B. Hunt, Tyson Foods, Walmart partner with Plug and Play to launch startup accelerator in NWA

 

Talk Business & Politics (AR)

May 14, 2019

 

Silicon Valley-based startup accelerator Plug and Play Tech Center plans to launch a supply chain and logistics accelerator program in Northwest Arkansas this summer.

 

The new program was announced Tuesday (May 14) in partnership with the region’s “Big Three” companies — J.B. Hunt, Tyson Foods and Walmart.

 

An official launch event will take place in Northwest Arkansas this summer.

 

“We are excited to accelerate and invest in startups in Northwest Arkansas as it is the birthplace of some of the world’s largest companies like Walmart, Tyson Foods, and J.B. Hunt,” Mike Zayonc, founder of Plug and Play’s Supply Chain & Logistics program, said in a statement. “The founding partners in this program will be able to collaborate with our worldwide startup network right in their own backyard.”

 

The effort is also supported by the Walton Family Foundation and the Arkansas Economic Development Commission. The program will be coordinated locally by the Northwest Arkansas Council.

 

Plug and Play Tech Center was founded in 2006. Headquartered in Sunnyvale, Calif., the accelerator has teamed up with some 280 corporate partners and 300 venture capitals to promote startup growth across the globe.

 

“This new relationship with Plug and Play will leverage our regional strength in supply chain and logistics,” Northwest Arkansas Council CEO Nelson Peacock said in a statement. “This program will shine a greater spotlight on all of the great things happening in Northwest Arkansas.”

 

Participants in the accelerator program, according to a news release, will have access to “a network of industry experts, including Fortune 500 companies, leading supply chain and logistics faculty from the University of Arkansas and business development opportunities.”

 

Plug and Play will work collaboratively with participants from the region to identify important industry challenges in supply chain and logistics, then seek out the best startups to help develop solutions to those challenges.

 

“Innovation in logistics and the overall efficiency of supply chains are critical as we continue to grow our company,” said John R. Tyson, director in the office of the CEO of Tyson Foods and great-grandson of the company founder. “We’ve been working with Plug and Play for more than a year and feel there’s more opportunity to collaborate. Having an accelerator like this in Northwest Arkansas will give us access to the creative and entrepreneurial thinking we need to succeed in our highly competitive industry.”

 

The program will include two cohorts of 10 companies each year and will feature workshops, mentorship sessions and summits that will bring innovation, business development and investment opportunities to Northwest Arkansas. The accelerator will focus on supply chain optimization, blockchain, last-mile delivery, warehouse automation, IoT (Internet of Things) sensors, predictive analytics, machine learning and more...

 

more

https://talkbusiness.net/2019/05/j-b-hunt-tyson-foods-walmart-partner-with-plug-and-play-to-launch-startup-accelerator-in-nwa/