TYSON FOODS, INC. 8-K

What Happened

• Tyson Foods, Inc. filed a Form 8‑K on June 9, 2026 to recast certain previously reported amounts to align with segment reporting changes announced in February 2026. The company said that, beginning in the first quarter of fiscal 2026, it no longer allocates corporate expenses and amortization to its segments because these items are not used by the Chief Operating Decision Maker to assess segment performance. Tyson also identified International as a reportable segment. The recast information updating parts of the audited consolidated financial statement presentation from the company’s 2025 Form 10‑K is provided as Exhibit 99.1 to the 8‑K.

Key Details

• Filing date: June 9, 2026 (Form 8‑K).
• Change announced: February 2026; effective in Q1 fiscal 2026.
• Accounting/presentation change: segment profit now excludes corporate expenses and amortization.
• Reporting impact: International identified as a reportable segment; prior‑period segment amounts have been recast in the 2025 Form 10‑K presentation (see Exhibit 99.1).
• The 8‑K states it does not otherwise modify the audited consolidated financial statements in the original 2025 Form 10‑K and does not reflect events after that 10‑K filing; investors are directed to the 10‑Qs for the quarters ended Dec. 27, 2025 and Mar. 28, 2026 for subsequent developments.

Why It Matters

• This is a presentation change that affects how Tyson reports and compares segment profit and segment performance over time. Investors should expect changes in segment-level results and metrics (not in consolidated audited totals) and should review the recast segment disclosures (Exhibit 99.1) to compare historical segment trends under the new presentation. The change clarifies which costs are evaluated by management at the segment level and may affect analysis of segment profitability and resource allocation.