Nov. 25 at 5:46 PM
$JBS Meat companies such as JBS, TSN, SFD, PPC, etc., should all benefit from the sector rotation into Consumer Staples.
But JBS is uniquely positioned to benefit from Trump backtracking on his 40% tariffs against Brazilian beef and other imports. Per Politico:
https://www.politico.com/news/2025/11/20/trump-strikes-tariffs-on-brazilian-coffee-beef-and-other-foods-00663860