Market Mayhem: Leadership, Deals, and Misses Drive Berkshire, Skechers, and Tyson Stocks

The markets are in full swing today, with some of America’s biggest companies swinging wildly midday—Berkshire Hathaway, Skechers, and Tyson Foods are all making headlines for vastly different reasons. Let’s dive into what’s moving these stocks and what it means for your portfolio.

Berkshire Hathaway (BRK.A): Buffett’s Exit Sparks a Sell-Off

Berkshire’s shares plummeted over 4%, erasing gains from yesterday’s record highs. The catalyst? Warren Buffett’s announcement that he’ll step down as CEO by the end of 2025, with Greg Abel taking over in early 2026. While Buffett remains chairman, the market is pricing in uncertainty around Berkshire’s future.

Add to that a 14% drop in Q1 operating earnings, driven by a catastrophic 48.6% plunge in insurance underwriting profits. This isn’t just about leadership—it’s a clear sign that Berkshire’s core businesses are under pressure.

The Fed’s looming rate decision and trade tensions (like Trump’s proposed movie tariffs) aren’t helping either. Action Alert: If you’re in Berkshire, this is a time to take profits. The “Buffett premium” may be over.

Skechers (SKX): A 25% Surge on a 3G Takeover

Skechers shares exploded 25% after agreeing to a $9.4 billion buyout by 3G Capital, the firm behind the Heinz and Burger King deals. At $63 per share, this is a bold move—and the market is loving it.

The broader footwear sector cheered too, with Crocs up 5% and Deckers gaining 2%. This isn’t just about Skechers—it’s a signal that value investors see opportunity in beaten-down brands.

But here’s the catch: 3G’s track record includes cost-cutting and restructuring. Skechers could streamline its operations, but investors must ask: Is this a turnaround or a liquidation? Either way, the stock is a buy for now—but don’t forget to set a profit target.

Tyson Foods (TSN): Revenue Miss Overshadows Earnings Beat

Tyson’s shares cratered 8% despite beating earnings estimates. The issue? Revenue came in at $13.07 billion, below the $13.14 billion consensus. Meat production struggles dragged the top line, and investors are punishing the stock for it.

Tyson’s adjusted EPS of 92 cents beat forecasts of 83 cents, but revenue is the key metric here. Food companies live or die by volume, and Tyson’s missed its mark.

The broader market’s trade-war jitters (hello, movie tariffs!) aren’t helping either. Tyson’s a defensive stock in normal times, but right now, it’s a cautionary tale: Earnings beats don’t matter if revenue stumbles.

Conclusion: Volatility Rules, but Opportunities Lurk

Today’s swings underscore a market in flux. Berkshire’s sell-off is a clear warning that even legends can’t defy leadership changes and weak earnings. Skechers’ surge shows that strategic deals can ignite value stocks, but 3G’s playbook isn’t for the faint of heart. Tyson’s drop proves that revenue is king—even if profits are strong.

Investors should trim Berkshire positions here, keep an eye on Skechers for execution risks, and avoid Tyson until its top-line issues are resolved. The Fed and trade wars are adding fuel to the fire, so stay nimble.

One thing’s clear: This isn’t a time for passive investing. The market’s punishing the weak and rewarding the bold—pick your spots wisely.