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Aug 27, 2022

Cal-Maine Foods Q1 2023 Earnings Report

Cal-Maine Foods reported record sales, driven by higher average selling prices and increased specialty egg sales volume.

Key Takeaways

Cal-Maine Foods reported record first quarter sales for fiscal year 2023, with a 103% increase in net sales compared to the same quarter last year. The company's performance was driven by higher average selling prices and record specialty egg sales volumes. Net income for the quarter was $125.3 million, or $2.58 per basic share.

Record quarterly net sales of $658.3 million, a 103% increase compared with the same quarter last year.

Net income was $125.3 million, or $2.58 per basic and $2.57 per diluted common share.

Gross profit margin of 33.0% for the first quarter.

The company will pay a cash dividend of approximately $0.85 per share.

Total Revenue
$658M
Previous year: $332M
+98.5%
EPS
$2.57
Previous year: -$0.37
-794.6%
Specialty Dozens Sold
34.7
Previous year: 28.9
+20.1%
Specialty Sales Revenue
$31.8
Previous year: $43
-26.0%
Feed Cost/Dozen
$0.667
Previous year: $0.545
+22.4%
Gross Profit
$217M
Previous year: $6.65M
+3173.0%
Cash and Equivalents
$282M
Previous year: $90.4M
+211.9%
Free Cash Flow
$145M
Previous year: -$35.3M
-510.7%
Total Assets
$1.55B
Previous year: $1.21B
+28.3%

Cal-Maine Foods

Cal-Maine Foods

Cal-Maine Foods Revenue by Segment

Forward Guidance

The Company expects continued corn and soybean upward pricing pressures and further market volatility to affect feed costs. The Company believes that HPAI outbreak will continue to have an impact on the overall supply of eggs through the balance of this calendar year and possibly beyond.

Challenges Ahead

  • Continued corn and soybean upward pricing pressures
  • Further market volatility to affect feed costs
  • HPAI outbreak will continue to have an impact on the overall supply of eggs through the balance of this calendar year
  • HPAI outbreak will continue to have an impact on the overall supply of eggs possibly beyond this calendar year
  • Layer hen inventory is not projected to exceed the 320 million mark until October of 2023