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TSNPGBEARISHFLIPPEDBLOOMBERG SURVEILLANCE · BULLISH IN JUNE → BEARISH IN AUGUST

Consumer staples hitting a pricing wall

The guest argued that consumer staples companies are showing issues as they hit a wall with their ability to raise prices, unlike the technology sector.

BLOOMBERG SURVEILLANCE CHANGED ITS VIEW

BULLISH FOR 6 WEEKS, THEN THE TURN
THEN22 JUN · BULLISHTyson Foods is positioned to benefit from structural shifts toward higher protein diets driven by GLP-1 usage and beef market supply tightness.NOW3 AUG · BEARISHThe guest argued that consumer staples companies are showing issues as they hit a wall with their ability to raise prices, unlike the technology sector.

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