Tyson Foods (TSN) Q1 2026 Earnings Call Transcript

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Monday, Feb. 2, 2026 astatine 9:00 a.m. ET

• President and Chief Executive Officer — Donnie King

• Chief Financial Officer — Curt Calaway

• Chief Operating Officer — Devin Cole

• Chief Growth Officer — Kristina Lambert

• Vice President, Investor Relations — Jon Kathol

Operator: Good morning, and invited to the Tyson Foods First Quarter 2026 Earnings Conference Call. All participants volition beryllium successful listen-only mode. Should you request assistance, delight awesome a league specializer by pressing the prima cardinal followed by zero. After today's presentation, determination volition beryllium an accidental to inquire questions. To retreat your question, delight property prima and past two. Note this lawsuit is being recorded. I would present similar to crook the league implicit to Jon Kathol, VP, Investor Relations. Please spell ahead.

Jon Kathol: Good morning, and invited to Tyson Foods archetypal 4th fiscal 2026 Earnings Conference Call. On today's call, Tyson's President and Chief Executive Officer, Donnie King, Chief Financial Officer, Curt Calaway, and Chief Operating Officer, Devin Cole, volition supply prepared remarks. Following the prepared remarks, we volition person a Q&A league with participants who volition beryllium joined by our Chief Growth Officer, Kristina Lambert. We person besides provided a supplemental presentation, which whitethorn beryllium referenced connected today's telephone and is disposable connected the Tyson Foods Investor Relations website and via the nexus successful our webcast. During today's call, we volition marque forward-looking statements regarding our expectations for the future.

These forward-looking statements made during this telephone are provided pursuant to the harmless harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements see each comments reflecting our expectations, assumptions, oregon beliefs astir aboriginal events oregon show that bash not subordinate solely to humanities periods. These forward-looking statements are taxable to risks, uncertainties, and assumptions which whitethorn origin existent results to disagree materially from our existent projections. Please notation to our forward-looking connection disclaimers connected Slide 2 arsenic good arsenic our SEC filings for further accusation concerning hazard factors that could origin our existent results to disagree materially from our projections. We presume nary work to update immoderate forward-looking statements.

Today's conception results are presented connected a conception operating income level and volition beryllium discussed connected an adjusted basis. The superior quality betwixt conception operating income and the method utilized successful erstwhile quarters is that we volition nary longer allocate firm expenses and amortization down to the conception level. Donnie and Curt volition stock much thoughts connected the alteration successful their prepared remarks. We person recast antecedently reported quarterly results for the erstwhile 3 fiscal years to bespeak the caller format. The conception alteration has nary interaction connected consolidated humanities U.S. GAAP fiscal results. The recast fiscal accusation is accessible done the events and presumption conception of the company's capitalist relations website astatine ir.tyson.com.