Cal-Maine Foods(US:CALM) ZACKSยท2025-06-13 17:11Core Insights - Cal-Maine Foods, Inc. (CALM) achieved record shell egg sales of 331.4 million dozen in Q3 of fiscal 2025, a 10.2% increase year over year due to higher seasonal demand and consumer stockpiling amid severe weather [1][9] - Year-to-date sales reached 971.2 million dozen, reflecting a 17% increase compared to the previous year, driven by production capacity expansion and organic growth [2][9] - The company is on track to complete expansion projects that will add approximately 1.1 million cage-free layer hens and 250,000 pullets, along with a new egg processing facility projected to add 1.2 million free-range hens by year-end [4] Sales Performance - CALM's sales volumes increased by 13% in Q1 to 310 million dozen and by 10% in Q2 to 330 million dozen, indicating strong demand throughout fiscal 2025 [2] - Vital Farms, Inc. (VITL) reported a 1.3% revenue growth in Q1 2025, driven by increased demand for existing products and new offerings [5] - Post Holdings, Inc. (POST) experienced a 2.8% volume increase in its Foodservice segment in Q2 2025, although it faced declines in egg and potato volumes [7] Future Outlook - Vital Farms anticipates accelerated year-over-year net revenue growth in the latter half of the year due to supply chain investments [6] - CALM's investments in biosecurity technology and training are crucial for maintaining stable production levels amid avian flu threats [4] Financial Metrics - CALM's current forward 12-month price/earnings (P/E) ratio stands at 16.61X, compared to the industry average of 10.43 [10] - The Zacks Consensus Estimate for CALM's fiscal 2025 earnings is $22.73 per share, indicating a significant year-over-year increase of 299.5%, while the estimate for fiscal 2026 shows a decline of 74.9% to $5.71 [11][14]