周一早间，美国肉类包装巨头泰森食品（Tyson Foods，股票代码：TSN）股价在盘前交易中大幅上涨5.07%，引发市场广泛关注。这一显著涨幅主要源于公司发布的积极财务预期。
泰森食品在最新财报中上调了2026财年的收入增长预期，预计将达到2%至4%，远超分析师此前预期的2.3%。公司表示，尽管牛肉业务面临挑战，但强劲的鸡肉需求有望抵消这一影响。在截至9月27日的第四财季中，泰森食品净销售额增长2.2%，达到138.6亿美元，虽略低于分析师预期的139.7亿美元，但仍显示出公司的韧性。
值得注意的是，泰森食品的鸡肉部门表现尤为出色，季度销售量增长3.8%。虽然牛肉业务销量下降8.4%，但得益于17%的价格上涨，其销售额仍实现了4.3%的增长。公司管理层表示，持续的通胀压力和贸易政策不确定性促使更多消费者选择在家烹饪，这一趋势有利于泰森等包装食品制造商。尽管面临牛肉供应紧张等挑战，泰森食品通过多元化的产品组合和有效的定价策略，展现出了强劲的市场适应能力。
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