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REDDIT

TSN - What's the deal?

1
Sep 6, 2026 · 21:00

I work in the food industry and so I keep an eye on the consumer staples sector, but especially the protein sector. These are generally very mature companies that should have reliable growth, but instead their performance over the last five years has been terrible. There are obvious headwinds, the US cattle herd is at a 20+ year low, drought is affecting much of the premium grazing lands on the west coast, we're seeing shrinking consumer spending and changing customer tastes, as well as the chaos added by tariffs and that one guy in the white house. Is anybody here buying these stocks? TSN and PPC especially seem rather underbought. Do people generally expect it will take a long time for that segment to recover?