# Tag: PPC

- [JBS Pushes From Commodity Protein Into Nutrition, Eggs and Biotech](https://brazilstockguide.com/insights/jbs-pushes-from-commodity-protein-into-nutrition-eggs-and-biotech/) (2026-06-19): From GLP-1 diets to functional foods, analysts see new growth avenues for the company beyond traditional commodity cycles.
- [JBS Cuts Capex as It Tries to Convince Wall Street the Worst Is Behind It](https://brazilstockguide.com/insights/jbs-cuts-capex-as-it-tries-to-convince-wall-street-the-worst-is-behind-it/) (2026-06-16): The company reduced its 2026 investment plan by $400 million, targeted margin gains in U.S. beef and pointed to Seara and Australia as levers for a potential re-rating.
- [JBS Says U.S. Beef Will Stay Tight in 2026 as Global Platform Cushions the Cycle](https://brazilstockguide.com/insights/jbs-us-beef-cycle-2026-global-offsets/) (2025-11-14): Company signals it is nearing the bottom of the U.S. cattle cycle, with Australia, Brazil and Seara offsetting pressure until a structural recovery begins in 2027.