TSNFood & Consumer Staples
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TSN is validated on the rule (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), per name, 2021–2026.
Paper account · decision support, not advice · questions put sellers ask us
Who said what, and what TSN did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about TSN
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-06-05 | Chris DavisChairman, Davis Advisors | Bullish | Bloomberg Podcasts | Tyson Foods is an AI-resistant consumer staple with durable chicken demand trading at a depressed multiple on… |
| 2026-04-27 | Chris DavisChairman, Davis Advisors | Bullish | Excess Returns | Tyson Foods sits in the AI-protected category — physical protein processing and distribution has no viable AI… |
| 2024-11-01 | John BuckinghamCIO, Value87 Investment Partners | Bullish | The Business Brew | Tyson fell 5% after-hours when a McDonald's E. coli outbreak was misattributed to beef; once the actual cause… |
Next report: 9 Nov 2026 after the close
Notable options days
Sessions in the last 120 where TSN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 15 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-03 | ||||||
| 2026-08-31 | ||||||
| 2026-08-27 | ||||||
| 2026-08-14 | ||||||
| 2026-08-03 | ||||||
| 2026-07-28 | ||||||
| 2026-07-27 | ||||||
| 2026-06-03 | ||||||
| 2026-05-05 | ||||||
| 2026-04-20 | ||||||
| 2026-04-17 | ||||||
| 2026-04-16 | ||||||
| 2026-04-15 | ||||||
| 2026-04-14 | ||||||
| 2026-04-09 |
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