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Real Food '26: Beef Producers

10 tickers · $106.17B total market cap

Group: Real Food

Real Food '26: Beef Producers tracks 10 publicly listed stocks in this theme: 2282.T, AGRO, BEEF3.SA, BRFS3.SA, CRESY, HRL, JBS, MRFG3.SA, SFD, TSN. See the constituent table for details.

Constituents

Build 20260416T080821

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
JBS N.V.JBS
02/11/2026 (AMC)05/12/2026 (AMC)-1.48%10.94%$39.37B18.0000
Tyson Foods, Inc.TSN
02/02/2026 (BMO)05/11/2026 (BMO)-0.87%-2.13%$22.58B15.0000
Hormel Foods CorporationHRL
02/26/2026 (BMO)05/28/2026 (BMO)1.15%-19.30%$11.37B6.0000
Smithfield Foods, Inc.SFD
03/24/20265.51%12.16%$11.02B6.0000
Adecoagro S.A.AGRO
03/16/202625.05%6.91%$6.79B6.0000
BRF S.A.BRFS3.SA
08/14/2025 (AMC)05/13/2026 (AMC)5.96%7.54%$5.76B8.0000
NH Foods Ltd.2282.T
02/02/2026 (BMO)05/08/2026 (BMO)-5.43%-1.19%$4.24B8.0000
Marfrig Global Foods S.A.MRFG3.SA
08/14/2025 (AMC)05/13/2026 (AMC)9.11%-4.21%$3.46B14.0000
Minerva S.A.BEEF3.SA
03/18/2026 (AMC)05/06/2026 (AMC)-16.06%13.91%$825.2M12.0000
Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y AgropecuariaCRESY
02/10/2026-7.54%-9.48%$741.5M7.0000
Average1.54%1.52%$10.62B10.0000
Median0.14%2.86%$6.28B8.0000
Std Dev10.49%10.14%$11.38B4.1713
Min-16.06%-19.30%$741.5M6.0000
Max25.05%13.91%$39.37B18.0000
% Positive Tickers50.00%50.00%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

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