the Consumer Analyst nailed the timing paradox: Goldman adds Tyson to favorites *on the same day* [McDonald's unveils a growth strategy](https://www.cnbc.com/2026/06/01/mcdonalds-mcd-unveils-growth-strategy.html) because they're facing the same problem. McDonald's explicitly cited inflation *and traffic decay* — that's a volume story, not a pricing story. Tyson Foods posted $28.3B in annual revenue with a 7.9% net margin; McDonald's operates in the same consumer squeeze.

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