標題: 美國TOP 3 POULTRY COMPANIES: TSN, PPC, SAFM
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發表於 2016-5-27 10:10  資料 私人訊息 
美國TOP 3 POULTRY COMPANIES: TSN, PPC, SAFM
英文名稱交易代號中文名稱交易所地址公司網址市值流通股數員工人數股東人數所屬指數所屬產業經營概述產業地位
Tyson Foods, Inc.TSN
泰森食品公司NYSE
2200 Don Tyson Parkway,Springdale,Arkansas 72762-6999,United States Of Americahttp://www.tyson.com/
19,468,779,864 (2016/05/25)300,536,892 (2016/04/02)
113,00024,000 (2015/10/03)
標普五百指數,羅素1000 指數,羅素3000 指數,道瓊美國指數,美國民生消費指數肉品
Tyson Foods, Inc. 由John W. Tyson於1935年成立,總部設於阿肯色州的Springdale,是一家肉類蛋白質和食品製造公司,提供新鮮、冷凍及冷藏食品。公司負責業務包括肉類及相關產品,和動物及寵物飼料配方之人工畜牧、飼料生產、加工、再加工、營銷等,主要經營雞肉、牛肉、豬肉和調理食品等四大領域;其中,調理食品業務包括製造及銷售冷凍和冷藏食品,如:香腸、臘肉、牛肉和豬肉,披薩餅皮、麵粉、湯、醬汁、配菜、葷菜和加工肉等。
世界最大家禽和肉類加工企業之一
英文名稱交易代號中文名稱交易所地址公司網址市值流通股數員工人數股東人數所屬指數所屬產業經營概述產業地位
Pilgrim's Pride CorporationPPC
Nasdaq
1770 Promontory Circle,Greeley,Colorado 80634,United States Of Americahttp://www.pilgrimspride.com
6,236,163,532 (2016/05/25)254,537,287 (2016/03/27)
29,10043,900 (2015/12/27)
羅素1000 指數,羅素3000 指數肉品
Pilgrim's Pride Corporation(PPC.US)成立於1946年,公司是美國、墨西哥、波多黎各的大型雞肉供應商之一,主要從事生產、製造、銷售新鮮的雞肉和雞肉加工食品,客戶以零售商、分銷商、餐飲業者為主。
美國知名雞肉生產商
英文名稱交易代號中文名稱交易所地址公司網址市值流通股數員工人數股東人數所屬指數所屬產業經營概述產業地位
Sanderson Farms, Inc.SAFM
桑德森飼養場公司Nasdaq
225 N 13th Ave,Laurel,Mississippi 39441,United States Of Americahttp://www.sandersonfarms.com
2,034,465,399 (2016/05/25)22,575,071 (2016/01/31)
1,5543,569 (2015/10/31)
羅素2000 指數,羅素3000 指數,標普600小型股指數肉品
Sanderson Farms, Inc.(桑德森飼養場公司;代碼:SAFM.US)成立於1955年,總部位在密西西比州的勞雷爾,是一家禽類加工公司,主要從事生產、加工、銷售新鮮及冷凍雞肉產品。公司以自有品牌Sanderson Farms在美國東南部、西南部、東北部、西部地區販售,銷售對象以零售商、分銷商、餐飲業者為主。截至2015年10月31日止,處理約4.76億隻雞。
綜合禽類加工公司,主營生產新鮮冷凍雞肉
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chunhsieh
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發表於 2017-5-12 08:54  資料 私人訊息 

SAFM 美國的大雞肉商,目前已達淑價位置,給大家參考
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發表於 2017-11-12 22:53  資料 私人訊息 
今年賣雞的看來都不錯,SAFM 現應是好標的

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發表於 2018-1-16 17:08  資料 私人訊息 
補充全美前十大肌肉商!
https://www.wattagnet.com/articles/25893-top---us-chicken-producers-grow-in-new-directions


This 2016 March WATT PoultryUSA Top Companies issue shows how the largest U.S. broiler producers are reinventing their business models to grow profitably. | Composite using adistock/BigStockphoto.com

BY GARY THORNTON
ON MARCH 7, 2016
Top 10 US chicken producers grow in new directionsThe largest U.S. broiler chicken producers are redefining their products and business models to achieve profitable growth, as reflected in WATT PoultryUSA’s Top Poultry Companies Rankings.




No. 1-ranked Tyson Foods, the largest producer of broiler chicken in the U.S., was one of only four broiler producers to register a reduction in ready-to-cook chicken production in 2015, according to WATT PoultryUSA’s Top Poultry Companies Rankings, but it was a stellar year for the Springdale, Arkansas-based producer of meat proteins.
Tyson Foods reduced average weekly RTC chicken production by 710,000 pounds but still out-produced its closest rival, Pilgrim’s, by almost 34 million pounds. The Springdale, Arkansas-based company slaughtered 33.41 million broilers at an average live weight of 5.75 pounds to produce 175.6 million RTC pounds of chicken on an average weekly basis in 2015.
Tyson Foods, in fact, achieved record earnings and sales in fiscal year 2015 – earning $3.15 per share and posting $40.6 billion in sales, including ringing up higher chicken sales. Yet, Tyson lowered chicken production in 2015. What’s at work here? This paradoxical performance, in part, reflects the fact that Tyson, along with other top US broiler companies, is redefining its business model to achieve profitable growth.
Extrinsic business factors, including lower feed ingredient costs, played a role in Tyson’s profitable results in 2015, but the purchase of Hillshire Brands in 2014 continues to reform Tyson as a consumer food products company and less a chicken, pork or beef producer. Tyson, in fact, is producing less and purchasing more chicken from other producers, especially during periods of weak market prices.
Tyson’s closest competitors – Pilgrim’s, Sanderson Farms and Perdue Farms – all of which grew chicken production in 2015 – are pursuing their own unique business strategies.
  • The No. 2-ranked U.S. broiler producer, Pilgrim’s, slaughtered 28.85 million broilers weekly at an average live weight of 5.71 pounds to produce 141.67 million pounds of chicken, an increase of 2.4 percent over 2014. Losing out to Tyson Foods in the bidding for Hillshire Brands in 2014, Pilgrim’s purchased Tyson’s Mexican chicken operations in 2015 and takes on a higher multi-species, multi-national profile as a part of JBS.
  • No. 3-ranked Sanderson Farms increased RTC chicken production by 12.6 percent, as operations began at its new Palestine and Freestone County, Texas, complex in February 2015. Construction is under way on a new broiler complex in St. Pauls, North Carolina, which is expected to begin operations in calendar 2017. Sanderson continues to pursue a broiler-centric, build-and-grow strategy designed for efficiency and keeping costs competitive.
  • No. 4-ranked Perdue Foods slaughtered 12.99 million broilers weekly at an average live weight of 5.94 pounds to produce 61.74 million pounds of chicken, an increase of 9.3 percent over the previous year. Perdue, with diversification in turkey production and energy projects, continues to develop its capabilities in antibiotic-free broiler production.
Other top 10 broiler producers with increases
  • No. 5-ranked Koch Foods reported it held production steady in 2015. Other top 10 broiler producers reporting increases in chicken production included the following:
  • No. 6-ranked Wayne Farms raised RTC chicken production from 45.39 million to 47.68 million pounds weekly or by 5.0 percent.
  • No. 7-ranked Mountaire Farms increased RTC chicken production from 43.75 million to 46.10 million pounds weekly or by 5.4 percent.
  • No. 8-ranked House of Raeford Farms upped RTC chicken production from 26.44 million to 27.52 million pounds weekly or by 4.1 percent.
  • No. 9-ranked Peco Foods increased RTC chicken production from 24.08 million to 26.53 million pounds weekly or by 10.2 percent.
  • No. 10-ranked Keystone Foods raised RTC chicken production from 19.60 million to 20.80 million pounds weekly or by 6.1 percent.     
Broiler chicken industry consolidation, 2005-15As U.S. broiler producers intensify their focus on consumer differentiation and profitability, one of the most remarkable trends in the U.S. broiler industry is a cessation of consolidation among the top five firms in the last 10 years.
Production increases among top 10 broiler firms notwithstanding, the growth in mid-size broiler firms and the entrance and growth of smaller producers has continued.

Broiler chicken industry consolidation: 2005-15, shows the U.S. broiler industry is consolidating slowly among mid-size producers in the last 10 years. From 2005 through 2015 share held by the top three and top five firms fell slightly and rose most among firms ranked six through 10.
In 2015, for example, the largest percentage increases in RTC chicken production are by No. 24-ranked Farmer’s Pride (air-chilled, raised without antibiotics and organic chicken), No. 25-ranked OMP Foods (specializing in value-added and antibiotic-free chicken) and No. 26-ranked MBA Poultry (organic and free-range chicken).
The U.S. broiler industry is growing more diverse in the nature and size of producers and their products and business strategies.




[ 本帖最後由 Curry 於 2018-1-16 17:10 編輯 ]
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olaola2525
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117.56.245.217
發表於 2018-4-16 16:56  資料 私人訊息 
雞肉產業是否已經被操控?
https://www.bloomberg.com/news/features/2017-02-15/is-the-chicken-industry-rigged以上刊在彭博的文章指出去年9月,明尼阿波利斯的一家律師事務所Lockridge Grindal Nauen代表Maplevale農場和其他批發商向TSN、PPC及SAFM等全國十幾家最大的雞肉公司提起集體訴訟,稱他們從2008年到2016年間透過Agri Stats數據公司以信息分享的方式操控雞隻產量以提升利潤率。
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mikeon88
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118.169.170.139
發表於 2018-4-16 17:00  資料 主頁 文集 私人訊息 
果然是護城河寬的公司,感謝律師報明牌
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發表於 2018-4-29 01:47  資料 私人訊息 
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發表於 2018-4-29 05:47  資料 私人訊息 
  1. Ted哥(巴班美國在地記者)煩請參考以下連結,169樓
  2. http://mikeon88.freebbs.tw/viewthread.php?tid=45802&extra=page%3D1&page=12
  3. 去過美國一次僅對加州的In-N-Out有印象,另外牛排都是24盎司,蒸的是份量夠!


[ 本帖最後由 Curry 於 2018-4-29 05:50 編輯 ]
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96.42.68.4
發表於 2018-4-29 11:02  資料 私人訊息 
Curry同學晚安:講到心坎裡去了(Post#169-173).昨天晚上買菜的時候看到PPC的雞胸肉(有帶皮,香煎很不錯)就想到這個.
感謝。
祝好.
Ted
PS Ted即可就是,年紀又不大.
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Curry
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發表於 2018-4-29 11:24  資料 私人訊息 
Ted桑,一開始PPC我買不下去,但忽然想到Mike大講義如#177所述,就恍然大悟,於是二話不說就給他買下去。
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發表於 2018-4-29 11:35  資料 私人訊息 
Curry同學晚安:沒有錯.Mike的Post真是講對,最近2.3%GDP growth rate真是不錯,現在價格真好.每週買菜都在選股.感謝.祝好.Ted

[ 本帖最後由 ted_17 於 2018-4-29 11:37 編輯 ]
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kandv124 ( (阿諺))
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發表於 2018-5-4 06:25  資料 私人訊息 
PPC 也破盤了
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發表於 2018-5-4 10:23  資料 私人訊息 
昨晚60天限價單成交,上車了。再下60天限價單等TSN中。。。。。。

[ 本帖最後由 Friendk 於 2018-5-4 10:25 編輯 ]
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發表於 2018-5-4 14:50  資料 私人訊息 
PPC.......手有點癢.......
又想買了!
這次會跌這麼兇猛
不知道是發生了什麼利空
晚點來研究
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