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May 29, 2021

Cal-Maine Foods Q4 2021 Earnings Report

Cal-Maine Foods' Q4 results were impacted by lower average selling prices and decreased volumes for conventional eggs compared to the previous year.

Key Takeaways

Cal-Maine Foods reported a net loss for the fourth quarter of fiscal year 2021, with a decrease in net sales compared to the same period last year. The company experienced lower average selling prices and reduced volumes for conventional eggs, while specialty egg sales showed a slight increase.

Net sales for Q4 2021 were $349.8 million, down from $453.3 million in Q4 2020.

The company reported a net loss of $4.2 million, or $0.09 per share, compared to a net income of $60.5 million, or $1.24 per share, in Q4 2020.

Specialty egg sales totaled $131.2 million, representing 38.7% of egg sales revenue, compared to $133.3 million, or 29.9% of egg sales revenue, in Q4 2020.

Operating loss was $13.0 million, compared to operating income of $76.1 million in the same period last year.

Total Revenue
$350M
Previous year: $453M
-22.8%
EPS
-$0.09
Previous year: $1.24
-107.3%
Avg Selling Price
$1.32
Feed Cost/Dozen
$0.517
Previous year: $0.405
+27.7%
Gross Profit
$37.9M
Previous year: $122M
-68.8%
Cash and Equivalents
$170M
Previous year: $232M
-27.0%
Free Cash Flow
-$9.87M
Previous year: $80.5M
-112.3%
Total Assets
$1.23B
Previous year: $1.21B
+1.9%

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 2022, focus on managing operations, expand capacity for specialty egg production, and meet customer demands.

Positive Outlook

  • Retail consumer demand for eggs will be more consistent with typical seasonal trends.
  • More restaurants and food service operators are getting back to pre-pandemic business schedules.
  • The specialty egg business is a key driver of growth.
  • Strategic investments will continue to expand capacity, especially for cage-free egg production.
  • The company is well-positioned with sufficient capital to fund internal expansion projects or consider potential acquisitions.

Challenges Ahead

  • Ongoing uncertainties and continued supply chain disruptions related to the COVID-19 outbreak.
  • Weather fluctuations.
  • Geopolitical issues.
  • Further volatility in market prices for primary feed ingredients.
  • Market conditions.