Cal Maine Foods Inc (CALM)

Cal-Maine Foods $CALM
Egg prices are rolling over, input costs remain volatile, and CALM’s earnings are wildly dependent on commodity spikes that never last. When egg prices normalize, margins collapse — and the market knows it. This is a boom-bust story heading straight into the bust.

Cal-Maine Foods tops profit estimates despite revenue shortfall, shares gainApril 1, 2026 9:40 AM
IH Market News
Cal-Maine Foods Inc. (NASDAQ:CALM) reported fiscal third-quarter 2026 results that beat earnings expectations even as revenue came in below forecasts, reflecting lower egg prices compared with last year’s unusually high levels.Shares of the company rose 3.92% in pre-market trading after the results were released.The largest egg producer in the United States posted adjusted earnings per share of $1.06, surpassing the analyst consensus estimate of $0.89 by $0.17. However, net sales totaled $667.0 million, falling short of the $678.22 million forecast and dropping 53.0% year over year from $1.4 billion in the same quarter last year.The steep decline in revenue largely reflects the comparison with last year’s results, when egg prices surged due to supply disruptions caused by avian flu.Despite softer pricing conditions, the company continued to advance its strategy of expanding higher-margin products such as specialty eggs and prepared foods.Sales of specialty eggs represented 50.5% of total shell egg sales, an increase of 2,610 basis points, while prepared foods accounted for 9.5% of net sales, up 870 basis points. Together, these higher-margin segments made up 52.9% of total net sales.Meanwhile, conventional egg sales dropped 72.1% to $283.2 million, mainly due to a 70.1% decline in selling prices along with a 6.7% drop in sales volume.Specialty egg sales fell 12.1% to $289.1 million, as prices declined 16.9%, although sales volume rose 5.8%.Revenue from prepared foods jumped 441.2% to $63.6 million, largely driven by the acquisition of Echo Lake Foods.“Despite materially lower egg prices compared to the historic levels seen in the prior year, our diversified portfolio and operational execution enabled us to deliver solid results and maintain momentum,” said Sherman Miller, president and chief executive officer.Gross profit declined 83.3% to $119.3 million, resulting in a gross margin of 17.9%. Operating income dropped 94.3% to $35.9 million, while net income attributable to Cal-Maine Foods decreased 90.1% to $50.5 million.During the quarter, the company generated $103.6 million in operating cash flow and repurchased 329,830 shares for $24.3 million.Cal-Maine also announced it will pay a dividend of approximately $0.36 per share on May 14, 2026.Cal-Maine Foods stock price

Original: Cal-Maine Foods tops profit estimates despite revenue shortfall, shares gain

$CALM: MASA....... Making-America-Suck-AGAIN............. EGG-INFLATION

Lets go to Waffle House, MAGATS !!!!!!!!!!!!

Over Promoted and Pumped $CALM Book Value Per Share (mrq) $36.71

CALM anew 52 week high

CALM new 52 week high

CALM new 52 week high

CALM 10Q due 4/2

Why we dropping

CALM Revenues and earnings down huge outlook negative probably not worth 2 Billion Dollars given they made less then 1 Million in earnings probably goes under 40$ soon

CALM$ TSN$ WOOHOOOOOO

CALM$ WOOHOOOOOO I want an Easter egg lol

Why is Cal-Maine such a short sellers favorite?
Read about it... http://seekingalpha.com/article/3982284-cal-maine-foods-short-sellers-favorite

Out temporarily at $51...+8.5%....back in later lower...gl

Bot starter in CALM here at $47...gl

Haven't figured that one out yet. Seen it in the past as well. I'm thinking shorts are scared with close to 10M short I'm sure there is something to do with the drop.

positive earnings and down 10%??? Why the heck is this gem down???

Speaking of shorts....it looks like 22% of outstanding are short. No wonder they are working hard at keeping it down. This is going to go parabolic when she decides to go in an uptrend.

Good investing all!

My family are private egg farmers. CALM is headed way up. Supply is very short, demand is high, fuel prices are dropping, feed prices are at an all time low, the avian flu killed 38.9 million birds, it will take a few years to totally replenish those birds.
Plus California has passed new regulations requiring all eggs to be cage free...even the eggs that are imported into the state. California's rules are rippling beyond its borders compelling producers to put more cage free birds into production.. No state consumes more eggs — and about a third of its supply must be imported....all of this is a perfect storm that will wipe out the shorts. Egg prices and CALM's profits will be high for the foreseeable future.

Bloomberg:Volatility for Breakfast: Egg and Bacon Prices Go Opposite Ways
by Mark Glassman
11:49 AM EDT
May 27, 2015

This chart shows how the price of the American breakfast is out of sync—and likely to stay that way

You can’t put a single price on the American breakfast—at least, not for any length of time. The cost of foods commonly eaten at breakfast fluctuate independent of one another. The last year has seen egg prices jump and bacon prices crash, while cereal remains almost dead-even.
That different foods will be affected by varying market forces isn't surprising, but ongoing shifts in the cost of breakfast foods have been significant enough to affect how people eat. Cheap bacon, for instance, is suddenly found in all sort of counterintuitive places—even atop veggie burgers.
To track the changing prices paid by consumers for five staples at the breakfast table— eggs, bacon, cereal, bananas, and coffee—we looked at the components of the Consumer Price Index from April 2014 to March 2015. Egg prices jumped more than 5 percent, the biggest gain among the five foods, even as the broader index barely budged. At the same time, bacon prices collapsed.



Some of the price swings in breakfast’s underlying commodities have been more severe than consumers might be able to detect on a trip to the grocery store. The spot price of pork bellies, used to make bacon, fell 54 percent in the 12 months prior to March 31, even though consumers are paying just 7 percent less for the end product, based on CPI data. That’s partly because food manufactures take measure to offset volatility and don’t pass all cost savings or increases on to consumers.
Still, anyone budgeting for a morning meal will have seen things get strange in the past year. Here’s a look at what’s changed—and why.
Eggs
The American embrace of a higher-protein diet has helped drive egg prices higher. Over the past five years the price of eggs climbed by a third—and that was before an outbreak of avian flu started cutting into the nation’s egg supply.
Approximately 40 million birds have been affected since the disease was first detected in December, according to the Department of Agriculture. Earlier this month the USDA lowered its forecast for egg production and now projects an annual decline for the first time since 2008. Goldman Sachs says consumers may spend as much as an additional $8 billion on eggs this year because of the disease.
Companies have already responded. Food manufacturer Post Holdings has warned investors that the bird flu will weigh on its earnings in fiscal 2015. At least one giant distributor, Sysco, is in talks with its customers about switching their menus to cope with costlier eggs. If other companies follow, that could mean a noticeable drop-off in egg items served at restaurants.
Compounding the problem is a new California law that has made egg farming more expensive. The law requires larger cages for hens; even farmers from outside the state who wish to send their eggs to California must abide by the rules. Some farmers have pared hen flocks to make room for larger accommodations, and some outside the state have halted shipments to California. Egg prices in California have surged.
Bacon
Retail bacon prices hit a record high last summer, hovering for months above $6 per pound. Behind the pricey pork was new demand, coupled with a sudden drop in supply caused by a porcine epidemic diarrhea virus that killed more than 7 million hogs. But the high price didn't last long. The hog population rapidly rebounded in the past year, prices dropped dramatically, and bacon suppliers rejoiced. Ohio-based Sugar Creek Packing told Bloomberg News that it is working seven days a week to fill orders and now projects a 15 percent jump in sales this year.
Cereal and Bananas
Breakfast cereal prices have been more or less flat for the last year, as measured by CPI. It’s difficult to raise prices when fewer people are buying. The high-protein trend hasn't helped, and gluten-free diets have been a big problem for cereal makers. Kellogg’s revenue from its U.S. morning foods and Kashi division has been declining since 2011, contributing to the company's having missed overall sales estimates in seven of the last nine quarters. General Mills’ cereal division has held up better after changing the ingredients in some of its products.
Banana prices have held fairly steady over the last year. The most commonly eaten fruit in the U.S. enjoys its preeminence, in part, because it remains so cheap. Pound for pound—and the average American eats more than 10 lbs of bananas per year—the yellow fruit costs less than half the price of apples and oranges. With demand holding steady, any significant change in price would probably have to come from either a new market efficiency that could be passed on to consumers or some disruption to the supply chain. Really bad weather could do this, as could climate change.
Coffee
The consumer price of coffee jumped about 4 percent over the 12 months ending in March, according to the CPI, but a steep drop in futures over the last three months suggests things are on their way back down again. Volcafe, the coffee division of the Swiss commodities trading firm ED&F Man, raised production forecasts earlier this month and now predicts global demand will exceed supply in the 2015-2016 season. Futures fell again after that report. Rising production will take some price pressure off coffee, although with more Americans switching to espresso-based drinks, the decline could be offset for many consumers by price changes in other ingredients.

coffee eggs Prices California Food Consumer Price Index

http://www.bloomberg.com/news/articles/2015-05-27/volatility-for-breakfast-egg-and-bacon-prices-go-opposite-ways

$CALM recent news/filings

bullish

## source: finance.yahoo.com

Sat, 02 Aug 2014 17:04:08 GMT ~ CAL-MAINE FOODS INC Financials


read full: http://finance.yahoo.com/q/is?s=calm
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Mon, 28 Jul 2014 19:02:00 GMT ~ Stocks Turn Mixed; Universal Health Hits New High


read full: http://news.investors.com/072814-710619-stocks-mixed-in-higher-volume.htm?ven=yahoocp&src=aurlled&ven=yahoo
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Mon, 28 Jul 2014 19:00:04 GMT ~ Tyson Foods Sells Part Of Its Chicken Business; Dollar Tree Buys Family Dollar


read full: http://finance.yahoo.com/news/tyson-foods-sells-part-chicken-190004896.html
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Mon, 28 Jul 2014 17:29:00 GMT ~ Cal-Maine Quarterly Results Beat But Shares Plummet


read full: http://news.investors.com/072814-710605-cal-maine-results-beat-but-shares-plummet.htm?ven=yahoocp&src=aurlled&ven=yahoo
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Mon, 28 Jul 2014 13:46:00 GMT ~ New Lifetime High For Cal-Maine Foods (CALM)


read full: http://www.thestreet.com/story/12822810/1/new-lifetime-high-for-cal-maine-foods-calm.html?puc=yahoo&cm_ven=YAHOO
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$CALM charts

basic chart ## source: stockcharts.com



basic chart ## source: eoddata.com



big daily chart ## source: stockcharts.com



big weekly chart ## source: stockcharts.com


$CALM company information

## source: otcmarkets.com

Link: http://www.otcmarkets.com/stock/CALM/company-info
Ticker: $CALM
OTC Market Place: Not Available
CIK code: 0000016160
Company name: Cal-Maine Foods, Inc.
Incorporated In: DE, USA


$CALM share structure

## source: otcmarkets.com

Market Value: $1,590,512,463 a/o Aug 05, 2014
Shares Outstanding: 21,790,827 a/o Jul 25, 2014
Float: Not Available
Authorized Shares: Not Available
Par Value: 0.01
$CALM extra dd links

Company name: Cal-Maine Foods, Inc.
## STOCK DETAILS ##
After Hours Quote (nasdaq.com): http://www.nasdaq.com/symbol/CALM/after-hours
Option Chain (nasdaq.com): http://www.nasdaq.com/symbol/CALM/option-chain
Historical Prices (yahoo.com): http://finance.yahoo.com/q/hp?s=CALM+Historical+Prices
Company Profile (yahoo.com): http://finance.yahoo.com/q/pr?s=CALM+Profile
Industry (yahoo.com): http://finance.yahoo.com/q/in?s=CALM+Industry

## COMPANY NEWS ##
Market Stream (nasdaq.com): http://www.nasdaq.com/symbol/CALM/stream
Latest news (otcmarkets.com): http://www.otcmarkets.com/stock/CALM/news - http://finance.yahoo.com/q/h?s=CALM+Headlines

## STOCK ANALYSIS ##
Analyst Research (nasdaq.com): http://www.nasdaq.com/symbol/CALM/analyst-research
Guru Analysis (nasdaq.com): http://www.nasdaq.com/symbol/CALM/guru-analysis
Stock Report (nasdaq.com): http://www.nasdaq.com/symbol/CALM/stock-report
Competitors (nasdaq.com): http://www.nasdaq.com/symbol/CALM/competitors
Stock Consultant (nasdaq.com): http://www.nasdaq.com/symbol/CALM/stock-consultant
Stock Comparison (nasdaq.com): http://www.nasdaq.com/symbol/CALM/stock-comparison
Investopedia (investopedia.com): http://www.investopedia.com/markets/stocks/CALM/?wa=0
Research Reports (otcmarkets.com): http://www.otcmarkets.com/stock/CALM/research
Basic Tech. Analysis (yahoo.com): http://finance.yahoo.com/q/ta?s=CALM+Basic+Tech.+Analysis
Barchart (barchart.com): http://www.barchart.com/quotes/stocks/CALM
DTCC (dtcc.com): http://search2.dtcc.com/?q=Cal-Maine+Foods%2C+Inc.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information (spoke.com): http://www.spoke.com/search?utf8=%E2%9C%93&q=Cal-Maine+Foods%2C+Inc.
Corporation WIKI (corporationwiki.com): http://www.corporationwiki.com/search/results?term=Cal-Maine+Foods%2C+Inc.&x=0&y=0

## FUNDAMENTALS ##
Call Transcripts (nasdaq.com): http://www.nasdaq.com/symbol/CALM/call-transcripts
Annual Report (companyspotlight.com): http://www.companyspotlight.com/library/companies/keyword/CALM
Income Statement (nasdaq.com): http://www.nasdaq.com/symbol/CALM/financials?query=income-statement
Revenue/EPS (nasdaq.com): http://www.nasdaq.com/symbol/CALM/revenue-eps
SEC Filings (nasdaq.com): http://www.nasdaq.com/symbol/CALM/sec-filings
Edgar filings (sec.gov): http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000016160&owner=exclude&count=40
Latest filings (otcmarkets.com): http://www.otcmarkets.com/stock/CALM/filings
Latest financials (otcmarkets.com): http://www.otcmarkets.com/stock/CALM/financials
Short Interest (nasdaq.com): http://www.nasdaq.com/symbol/CALM/short-interest
Dividend History (nasdaq.com): http://www.nasdaq.com/symbol/CALM/dividend-history
RegSho (regsho.com): http://www.regsho.com/tools/symbol_stats.php?sym=CALM&search=search
OTC Short Report (otcshortreport.com): http://otcshortreport.com/index.php?index=CALM
Short Sales (otcmarkets.com): http://www.otcmarkets.com/stock/CALM/short-sales
Key Statistics (yahoo.com): http://finance.yahoo.com/q/ks?s=CALM+Key+Statistics
Insider Roster (yahoo.com): http://finance.yahoo.com/q/ir?s=CALM+Insider+Roster
Income Statement (yahoo.com): http://finance.yahoo.com/q/is?s=CALM
Balance Sheet (yahoo.com): http://finance.yahoo.com/q/bs?s=CALM
Cash Flow (yahoo.com): http://finance.yahoo.com/q/cf?s=CALM+Cash+Flow&annual

## HOLDINGS ##
Major holdings (cnbc.com): http://data.cnbc.com/quotes/CALM/tab/8.1
Insider transactions (yahoo.com): http://finance.yahoo.com/q/it?s=CALM+Insider+Transactions
Insider transactions (secform4.com): http://www.secform4.com/insider-trading/CALM.htm
Insider transactions (insidercrow.com): http://www.insidercow.com/history/company.jsp?company=CALM
Ownership Summary (nasdaq.com): http://www.nasdaq.com/symbol/CALM/ownership-summary
Institutional Holdings (nasdaq.com): http://www.nasdaq.com/symbol/CALM/institutional-holdings
Insiders (SEC Form 4) (nasdaq.com): http://www.nasdaq.com/symbol/CALM/insider-trades
Insider Disclosure (otcmarkets.com): http://www.otcmarkets.com/stock/CALM/insider-transactions

## SOCIAL MEDIA AND OTHER VARIOUS SOURCES ##
PST (pennystocktweets.com): http://www.pennystocktweets.com/stocks/profile/CALM
Market Watch (marketwatch.com): http://www.marketwatch.com/investing/stock/CALM
Bloomberg (bloomberg.com): http://www.bloomberg.com/quote/CALM:US
Morningstar (morningstar.com): http://quotes.morningstar.com/stock/s?t=CALM
Bussinessweek (businessweek.com): http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=CALM



$CALM DD Notes ~ http://www.ddnotesmaker.com/CALM

CALM - will it go back to $30?

Net sales for the third quarter of fiscal 2012 were $303.7 million compared with net sales of $274.7 million for the same quarter of fiscal 2011

http://www.sec.gov/Archives/edgar/data/16160/000114420412016992/v307038_ex99-1.htm

Should continue the run up to the mid/high 30's this holiday season.

Hopefully starting it's easter run up.

Time to bring this board back from the dead.

http://biz.yahoo.com/ap/080410/cal_maine_foods_dividend.html?.v=1

CALM gives .80 cent divid to s of record holders on April 15 11.6%

10 people who don't matter
Not everyone with a fancy title really counts. From Microsoft CEO Steve Ballmer on down, here are the people you can safely snub at conferences.
By Business 2.0 Magazine staff
June 22, 2006: 3:29 PM EDT


SAN FRANCISCO (Business 2.0 Magazine) - In putting together "The 50 Who Matter Now," we at Business 2.0 Magazine had to make some hard decisions about who we included and who we left out.

Plenty of people are making a difference - but are they making enough of a difference to score a prime position on our list? Those were tough questions.

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(Click here for a photo gallery of the full list.)

But some choices were easy to make. As we winnowed the list, we found ourselves discarding name after name of people whose power had peaked, whose influence had waned, or whose true importance we felt was overstated.

Indeed, there were some heated arguments about which of the seemingly high and mighty should go into the discard pile. We quickly realized that a list of the people who don't matter would make just as interesting reading as the list of people who do matter. Knowing who has buzz and who merely has hype is valuable, after all.

The list may surprise you. Collectively, these people are worth billions of dollars. They command big salaries and have impressive titles. Among them are the creators of the Sony PlayStation, the DVD, and Linux.

But as respected as they might be for their past achievements, their best days are behind them.

To read the list of 10 people who don't matter - in no particular order, click here.

Has anyone seen my drawing board?

Cal-Maine Foods, Inc. Reports Third Quarter Fiscal 2004 Results
Address:http://biz.yahoo.com/prnews/040329/clm016_1.html

Mondo boffo socko.

Psst. Zeev? You around? You still search for your own name? Man, that's trippy. I like this stock, though. I'm giving you a tip.

All right, okay, what's with the scowling face? You just gonna stand there with your hands on your hips? Like some sort of Elmore Leonard leading lady? All right, geez, you win. I'll pay you a compliment. Good calls lately, Buster Brown. Emperor Jones. Boldface Italics. Glory, glory, what a hooeymonger.

A.

L. Dudash, why isn't Paris Hilton mentioned in the header?

BOOM - there's $40. This stock is a monster. Mad Cow has added to the frenzy. I'm trying to short some here. but can't find shares.

CALM roared again today - up another 10%.
The question , of course, is "How high the sky?"
The expected earnings for the qtr. just ending
is about $1.90, & if that comes in there should be enough
positive sentiment to fuel the stock at least a few
more points. At $24 -25 I think I'll start trading
it, since I'll be less concerned about missing a big
move. Based on reasonable projections for this year
(> $6 bucks), it's not hard to see the stock climbing
to $30 - 40 over the next 6 mo.

I have decided not to take a position in CALM.
Why?
Seems to be making a "wide" top. IMHO.

Have the last couple days done anything to change your mind
about starting a position here?
http://www.siliconinvestor.com/research/chart.gsp?lotemp=&period=60&chart1=bb&s=CALM&...

It looks to me as though the trading that recently came into the stock has been getting 'mopped up', leaving it in good shape to resume the trend. Questions about the co. seem to concern the sustainability & growth of earnings over the long haul rather than the near term profits which are certain. Since when does anyone (especially stock traders) care about the long haul?

The problem is the pull back did not stop soon enough.
Result was broken up trend line.
Now I don't know what to do.
So I'll say out for now.

Larry Dudash

Was that enough pullback for you, Larry?

http://www.siliconinvestor.com/research/chart.gsp?lotemp=&period=40&chart1=bb&s=CALM&...

It will interesting to see if the mid $17s hold. The vastly improved volume (over a few months ago) implies to me that trading opportunities now exist, for those so inclined. I'm going to wait, though, until $20 is taken before trying to trade
around a core.

Thanks for the post.
Please post any thing of importance.
I do read the Yahoo posts.

Waiting for pull back on CALM 30 minute chart to enter
first long position.


Larry Dudash

Thanks for the board, Larry. I've been in CALM since before the announced reverse / privatization. That prospect seemed to keep a lid on the stock (as the 6 mo. chart shows) , but now it's full speed ahead as the stock price tries to keep pace with the price of eggs. If you read mrhardshell on yahoo , you'll get good analysis
& accurate est. - he's looking for about $1.90 this Qtr, I think, &
close to $3.00 Q3.He started a position at $3.50.
There seems to me to be enough 'intangible'here to give the stock a real nice run: 1) a major competitor is being closed down in Ohio, losing 4% of the nations capacity.
2) Cal Maine is the largest producer & is bringing a new facility in Kentucky into production soon.
3) responding to animal rights activists, the gov has required more space/hen, raising the cost of construction to producers, dampening supply.
4) demand appears to be increasing , perhaps due to the popularity of high protein diets.
all considered, the time may be right for this play - with a forward PE of about 3, no analyst attention, defensive cachet,
low float, etc.
good luck - hope that helps.

If you decide to buy this stock,
remember "Don't put all your eggs in one basket".

Larry Dudash

TA UPDATE CALM 30 minute chart
And the price of eggs should continue rising until at least
Jan 2004.

http://www.geocities.com/larrydudash2004/index.html

Right now the only board I know of is on Yahoo at
http://finance.yahoo.com/q/mb?s=CALM

Larry Dudash

Is any one else following this stock?

Larry Dudash