Our Research


April 5, 2024

HJR Protein Overview/Outlook

By Heather Jones

We have followed the animal protein sector for many years and it is a given that it is typically more volatile than stable industries, such as packaged food and beverages. However, the level of volatility…

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April 3, 2024

TSN: Initiating Coverage, $60 PT

By Heather Jones

Tyson has long been known as a ‘chicken’ company, but over the past several years, Beef carried the day, as certain other key businesses struggled, reflecting both challenging industry fundamentals and company-specific issues. The task…

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