๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐ฎ๐ฉ๐๐๐ญ๐๐ฌ $CALM (Cal-Maine Foods, Inc)
Dear investors,
One of our holdings, $CALM, just announced changes in the management team and shared some business updates (which are very good in my opinion). So let's take a look at what is happening with the company right now.
๐ ๐ข๐ซ๐ฌ๐ญ ๐จ๐ ๐๐ฅ๐ฅ, ๐ก๐๐ซ๐ ๐๐ซ๐ ๐ฌ๐จ๐ฆ๐ ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ๐ฌ:
- market capitalization: 4,11 bn USD
- revenue TTM: 4,4 bn USD
- Total cash and cash equivalents: 1,25 bn USD
- net debt: 0
๐๐ก๐ ๐๐ฎ๐ซ๐ซ๐๐ง๐ญ ๐ซ๐๐ฏ๐๐ง๐ฎ๐ ๐ฌ๐ญ๐ซ๐๐๐ฆ๐ฌ:
- Shell Egg Sales
- Specialty Egg Sales
- Conventional Egg Sales
- Prepared Foods - Is specialised in precooked egg products (patties, diced, omelets) and breakfast entrees (pancakes, waffles, French toast, blintzes) for food service, retail, and institutional markets.
๐๐ก๐๐ง๐ ๐๐ฌ/๐ง๐๐ฐ๐ฌ:
๐. ๐๐จ๐ก๐ง๐๐ญ๐ก๐๐ง ๐๐จ๐๐ฅ๐ฅ๐๐ซ has joined Cal-Maine Foods as Chief Financial Officer, Prepared Foods, bringing over 25 years of senior financial and corporate accounting experience.
๐. ๐๐๐ฏ๐ ๐๐จ๐ซ๐๐๐ง has been promoted internally to President, Echo Lake Foods, after previously serving as Senior Vice President, Operations. Dave is a seasoned food and beverage operations leader known for modernizing manufacturing networks, driving large-scale transformation, and building high-performance, people-centered cultures. He brings deep expertise in enterprise operations, capital improvements, and continuous improvement across complex, multi-site organizations.
3. At the same time, Cal-Maine Foods is launching a new 15 million USD network-optimization and capacity-expansion project at Echo Lake Foods, expected to add 17 million pounds of annual scrambled-egg production by midโfiscal 2027.
In my last review of the company, I was unhappy about the large unused cash position on the balance sheet (1.2 bn USD). Now it seems they have bigger plans than I expected.
With these changes, they will reduce one of the two major risks the company faces. The first is that the companyโs flocks are vulnerable to disease outbreaks, such as avian influenza and salmonella.
The secondโand in my opinion the biggestโrisk is the cyclical nature of the industry. Egg and commodity prices fluctuate often, and that volatility needs to be managed.
I believe that with the expansion of the business and the vertical integration of Echo Lake Foods, the group will become more stable and operate more smoothly.
The capacity expansion is expected within the next 18โ24 months, so letโs see how the โoldโ business performs until then.
I increased my position over the past weeks, and I added more after these announcements. I am happy with this planโwhile nothing is ever 100% certain, the management has demonstrated that they are strong decision makers. - currently it is ยฑ4,5% of the portfolio
source:
calmainefoods.com
Keep it CALM
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Sat Jan 24 2026 08:03:38 GMT+0000 (Coordinated Universal Time)
