Stock Movers Tyson Foods Gains, Elf Beauty Sinks, Monday.com Falls After Narrowing Forecast
Nov 10, 2025
Danica Sokova, a Bloomberg reporter and market commentator, dives into the stock movements of Tyson Foods, Elf Beauty, and Monday.com. She highlights Tyson's mixed forecast, with rising chicken demand but ongoing beef segment losses. Danica discusses Elf Beauty's disappointing earnings outlook and concerns regarding its expansion. Lastly, she analyzes Monday.com's narrowed revenue forecast and the negative investor response. Tune in for insights on these key market players!
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Chicken Offsets Beef Pain
- Tyson Foods' chicken strength has offset beef losses and lifted shares about 3% after the outlook.
- Beef segment still faces a $400M–$600M operating loss next year despite overall sales growth of 2%–4%.
Beef Recovery Is Years Away
- Analysts warn chicken demand may have peaked, which would expose persistent beef losses at Tyson.
- Herd restocking won't materially ease beef supply until around 2028, delaying recovery for beef producers.
Chicken Is Easier Than Cattle — A Quip
- Alex Steele joked that restocking cattle herds takes until 2028 while 'my old strategy' is to make more chickens.
- The lighthearted exchange highlighted how much easier it is to scale chicken versus cattle production.