Cattle Prices Are a Problem for Tyson and JBS. Could New World Screwworm Make Things Worse?

The parasitic fly has been detected in the U.S. for the first time in 60 years, putting pressure on an already shrinking cattle population.

Barrons • 13 hours ago

JBS Q1 Earnings Call Highlights

JBS NYSE: JBS reported record first-quarter sales but lower profitability as executives said the global protein company faced difficult market conditions in U.S. beef, seasonal pressures, operational adjustments and shifting trade flows.

MarketBeat • May 14, 2026

JBS N.V. (JBS) Q1 2026 Earnings Call Transcript

JBS N.V. (JBS) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 14, 2026

JBS Profit Slides Amid Rising Cattle Costs

The Brazilian meatpacking conglomerate posted a first-quarter profit of $220.6 million, down from $500.2 million a year earlier.

WSJ • May 12, 2026

JBS Reports US$221 Million Net Income in the First Quarter of 2026

Operations in Brazil and Seara helped offset an extremely challenging environment in the United States; Beef North America margin was -3.2% Operations in Brazil and Seara helped offset an extremely challenging environment in the United States; Beef North America margin was -3.2%

GlobeNewsWire • May 12, 2026

Beef prices are near record levels. The DOJ wants to know if something shady is afoot.

The summer grilling season, smaller cattle herds, droughts, wildfires, processing-plant closures and other supply disruptions have helped push meat prices to record highs this year. Now, the U.S. government is investigating whether corporate consolidation is also at play.

Market Watch • May 4, 2026

JBS USA Food Company Holdings Announces Pricing of Tender Offer for Its 6.750% Senior Notes Due 2034

GREELEY, Colo., April 13, 2026 (GLOBE NEWSWIRE) -- JBS USA Food Company Holdings announced today the total consideration payable in connection with its previously announced tenders offers (the “Tender Offers”) to purchase for cash a combined aggregate principal amount of up to $1,200,000,000 of the aggregate principal amount (the “Maximum Amount”) of its 6.750% Senior Notes due 2034 (the “2034 Notes”) and its 5.950% Senior Notes due 2035 (the “2035 Notes” and, together with the 2034 Notes, the “Notes”), subject to the terms and conditions of the Tender Offers.

GlobeNewsWire • Apr 13, 2026

JBS Reaches Labor Deal With Striking Meatpacking Workers

The agreement covering 3,800 employees includes pay bumps through 2027.

WSJ • Apr 13, 2026

Meatpacker JBS reaches tentative agreement with striking Colorado workers

Workers at JBS ratified a tentative two-year agreement with the world's largest meat company, ​covering nearly 3,800 workers at the JBS flagship beef ‌processing plant in Greeley, Colorado, according to statements from both the union and the company on Sunday.

Reuters • Apr 13, 2026

JBS USA Food Company Holdings Announces Early Tender Results and an Increase to the Maximum Tender Amount for Its Previously Announced Cash Tender Offers

GREELEY, Colo., April 10, 2026 (GLOBE NEWSWIRE) -- JBS USA Food Company Holdings announced today (i) the early tender results for its tender offers (the “Tender Offers”) to purchase for cash a combined aggregate principal amount of up to $1,000,000,000 aggregate principal amount (subject to increase by JBS USA Food Company Holdings in its sole discretion, the “Maximum Amount”) of its 6.750% Senior Notes due 2034 (the “2034 Notes”) and its 5.950% Senior Notes due 2035 (the “2035 Notes” and, together with the 2034 Notes, the “Notes”) and (ii) that it has increased the Maximum Amount from up to $1,000,000,000 aggregate principal amount of the Notes to up to $1,200,000,000 aggregate principal amount of the Notes (the “Increased Maximum Amount”). Except for the changes with respect to the Increased Maximum Amount, there are no other modifications being made with respect to the Tender Offers as set forth in the Offer to Purchase (as defined below).

GlobeNewsWire • Apr 10, 2026