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Dec 02, 2023

Cal-Maine Foods Q2 2024 Earnings Report

Cal-Maine Foods delivered a solid financial and operating performance despite dynamic market conditions.

Key Takeaways

Cal-Maine Foods reported net sales of $523.2 million and net income of $17.0 million, or $0.35 per diluted share, for the second quarter of fiscal 2024. The results reflect a decrease in average selling prices but were supported by a slight increase in sales volumes.

Net sales for the quarter were $523.2 million.

Net income was $17.0 million, or $0.35 per diluted share.

Total volumes sold increased slightly to 288.2 million dozens.

The company completed the acquisition of Fassio Egg Farms, Inc.

Total Revenue
$523M
Previous year: $802M
-34.7%
EPS
$0.65
Previous year: $4.07
-84.0%
Specialty Dozens Sold
33.2
Specialty Sales Revenue
$43.3
Net ASP Specialty Eggs
$2.28
Gross Profit
$91.1M
Previous year: $318M
-71.3%
Cash and Equivalents
$568M
Previous year: $379M
+49.7%
Free Cash Flow
$10.9M
Previous year: $140M
-92.2%
Total Assets
$1.97B
Previous year: $1.76B
+11.5%

Cal-Maine Foods

Cal-Maine Foods

Forward Guidance

Cal-Maine Foods is focused on managing its operations, expanding capacity, pursuing synergistic acquisitions, and supporting long-term growth through innovative products and facilities.

Positive Outlook

  • Effectively managing business through the first half of fiscal 2024.
  • Team's resilience and ability to quickly respond to challenges.
  • Proven operating model supports ability to manage operations.
  • Uniquely positioned to leverage scale and continue to meet growing customer demand.
  • Strong balance sheet and disciplined capital allocation strategy.

Challenges Ahead

  • Impact of HPAI.
  • Uncertain external forces including weather patterns.
  • Global supply chain disruptions.
  • Volatility could remain.
  • HPAI outbreak will continue to affect the overall supply of eggs until the layer hen flock is fully replenished.