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May 30, 2020

Cal-Maine Foods Q4 2020 Earnings Report

Cal-Maine Foods experienced a significant increase in net sales and reported net income, reversing a net loss from the previous year's quarter, driven by increased demand and higher market prices for eggs due to the COVID-19 pandemic and seasonal Easter demand.

Key Takeaways

Cal-Maine Foods reported a strong fourth quarter for fiscal year 2020, with a substantial increase in net sales and a return to profitability compared to the same quarter last year. The company benefited from increased demand and higher egg prices driven by the COVID-19 pandemic and seasonal factors.

Net sales for the fourth quarter of fiscal 2020 increased by 61.6% to $453.3 million compared to $280.6 million in the fourth quarter of fiscal 2019.

The company reported net income of $60.5 million, or $1.25 per basic share, for the fourth quarter of fiscal 2020, compared to a net loss of $19.8 million, or $(0.41) per share, for the fourth quarter of fiscal 2019.

Sales volumes were up 10.9% compared with the fourth quarter of fiscal 2019, driven by increased demand for eggs for at-home meal preparation.

Operating income was $76.1 million in the fourth quarter, a significant improvement from the operating loss of $30.4 million in the prior-year fourth quarter.

Total Revenue
$453M
Previous year: $281M
+61.6%
EPS
$1.24
Previous year: -$0.41
-402.4%
Net ASP Specialty Eggs
$1.93
Previous year: $1.92
+0.8%
Feed Cost/Dozen
$0.405
Previous year: $0.411
-1.5%
Gross Profit
$122M
Previous year: $12.8M
+852.6%
Cash and Equivalents
$232M
Previous year: $69.2M
+235.5%
Free Cash Flow
$80.5M
Previous year: -$10.7M
-854.2%
Total Assets
$1.21B
Previous year: $1.16B
+4.4%

Cal-Maine Foods

Cal-Maine Foods

Cal-Maine Foods Revenue by Segment

Forward Guidance

Cal-Maine Foods will continue to execute its growth strategy in fiscal 2021, focusing on providing a favorable product mix, investing in operations, identifying acquisition opportunities and managing operations responsibly amidst an uncertain environment.

Positive Outlook

  • Provide a favorable product mix, including cage-free and other specialty eggs.
  • Invest in our operations.
  • Identify acquisition or other growth opportunities that enhance our production.
  • Manage our operations in a responsible and sustainable manner.
  • Safely meet the needs of our customers and providing outstanding products and service.

Challenges Ahead

  • Ongoing uncertainties related to the COVID-19 pandemic.
  • Supply chain disruptions.
  • Weather fluctuations.
  • Geopolitical issues surrounding trade agreements.
  • International tariffs may lead to further price volatility.