$CALM 0.50 Developing

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• @wallstengine neutral 42 eng

  CAL-MAINE FOODS $CALM Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $539.6M (Est. $562M) 🔴; -41.5% YoY 🔹 EPS: -$1.26 (Est. -$0.77) 🔴 🔹 Operating Income: -$82.2M (Est. -$60.8M) 🔴 🔹 Gross Profit: $0.4M; -99.9% YoY Segment Net Sales: 🔹 Conventional Shell Eggs: $201.7M; -59.5% YoY 🔹 Specialty Shell Eggs: $236.9M; -14.0% YoY 🔹 Prepared Foods: $63.0M; -13.0% YoY Key Updates: 🔹 Combined Specialty Shell Eggs and Prepared Foods: 54.1% of net sales compared to 37.1% 🔹 Prepared Foods: 11.7% of sales vs. 7.8% 🔹 Eggland’s Best: Acquired additional Northeast franchise territory 🔹 Capacity: Prepared Foods production expected to increase more than 60% by 1H FY28 🔹 Buybacks: 66,601 shares for $5.0M; $315.7M authorization remains 🔹 Dividend: None for Q1; $94.5M cumulative loss to recover Comments: 🔸 “Conventional Shell Egg pricing remains under pressure from an industry supply imbalance, while underlying demand remains healthy.” 🔸 “Current earnings reflect a difficult point in the commodity cycle while we are simultaneously investing ahead of growth”

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