Trump Administration Delays Beef Tariff Easing Plan Amid High Prices
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2026
0mins
Source: seekingalpha
- Tariff Easing Delay: The Trump administration has postponed its plan to ease tariffs on beef imports, originally set for executive orders on Monday to tackle high beef prices, indicating policy uncertainty and its impact on the beef market.
- Quota Suspension Impact: The first order would have suspended the annual tariff-rate quota for beef-exporting countries, potentially allowing an influx of cheap imports that could further harm the U.S. cattle industry, especially as cattle numbers have dropped to the lowest level in 75 years.
- Rancher Opposition: Cattle ranchers have strongly opposed the plan to suspend the tariff-rate quota, arguing it will delay the expansion of the U.S. cattle herd, and they need government assurance to reestablish meaningful quotas in the next 2-3 years to protect their investments.
- Persistently High Beef Prices: Despite challenges in the cattle industry, beef prices remain high, with the average price of ground beef reaching an all-time high in March, reflecting the profound impact of ongoing drought conditions on U.S. cattle production.
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Analyst Views on TSN
Wall Street analysts forecast TSN stock price to rise
6 Analyst Rating
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 62.000
Low
58.00
Averages
65.20
High
75.00
Current: 62.000
Low
58.00
Averages
65.20
High
75.00
About TSN
Tyson Foods, Inc. is a food company. The Company has a portfolio of products and brands, including Tyson, Jimmy Dean, Hillshire Farm, Ball Park, Wright, State Fair, Aidells and ibp. Its segments include Beef, Pork, Chicken, and Prepared Foods. The Beef segment includes operations related to processing live-fed cattle and fabricating dressed beef carcasses into primal and sub-primal meat cuts and case-ready products. The Pork segment includes operations related to processing live market hogs and fabricating pork carcasses into primal and sub-primal cuts and case-ready products. The Chicken segment includes domestic operations related to raising and processing live chickens, and purchasing raw materials for fresh, frozen and value-added chicken products and sales of specialty products. The Prepared Foods segment includes operations related to manufacturing and marketing frozen and refrigerated food products and logistics operations to move products through the supply chain.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Priorities: Chairman John Tyson highlighted that Schomburger's appointment will accelerate the company's strategic priorities, drive sustainable growth, and enhance shareholder value, demonstrating the company's confidence in its future development.
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See More
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- Sales Growth Outlook: The company anticipates sales growth of 2% to 4% in fiscal 2026 compared to fiscal 2025, demonstrating Tyson Foods' resilience in market competition and an optimistic outlook for future performance.
- Market Reaction: In pre-market trading on the New York Stock Exchange, Tyson Foods' stock fell by 2.18% to $64.60, reflecting cautious market sentiment regarding the executive change, yet the company remains focused on its growth strategy.
See More
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- Full-Year Income Forecast Raised: The company has raised its full-year income forecast, reflecting management's confidence in future market conditions, with Schomburger's leadership expected to further enhance this positive trend.
See More
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- Industry Turmoil Context: The U.S. beef industry is experiencing severe upheaval, with strong consumer demand juxtaposed against the smallest cattle herd in 75 years, leading meatpackers to face tight supplies and rising costs that are eroding profitability.
- Employee Demands vs. Company Response: Union representatives state that workers are seeking a $1 raise in the first year, while Cargill has only offered a 70-cent increase, highlighting a stark divide in salary negotiations that reflects broader economic pressures.
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