Diversity adds to the strength of any port folio. But the key statement in your response is "they swing the markets"...... All those consumers that pushed their shopping carts up and down the aisle of the local grocery store this past weekend........do you think they care that Tyson has both beef / pork facilities? Let's see.....hundreds of millions of buying consumers vs Tyson.......who influences the protein market? Tyson and everyone else serves and answers to the protein market.
Outside of the brand loyality factor, consumers don't care that Tyson has both beef/poultry facilities. Like it or not, if Tyson provides value at a fair price, they get the biz. If they don't, we both know there's lots of competitors that will.
Again, the people Jason lists will be successful if they can outperform Tyson, or hit 'em where they ain't. It's been proven before.