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Cal-Maine Foods, Inc.

CALM

Consumer Defensive · 87.81 +0.8% today

Jodie read · what matters now

Revenue decreased 53.0% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CALM, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections3 verified linksBuilt from company filings
Organic co-movement groupPackaged Foods & Beverages · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-04-01 against the comparable filing from 2025-04-08.

cautious
OperationscautiousEvidence score -4
liquidityneutralEvidence score 0
valuationmixed

What improved

No thresholded improvement was identified.

What weakened

  • Revenue decreased 53.0% versus the comparable filing period.
  • Operating margin fell 39.4 percentage points.
  • Net income decreased 90.1% versus the comparable filing period.

Filing receipts

Index 28 - Processing, packaging and warehouse increased $20.7 million, as our processing costs and packing materials cost per dozen increased 5.5% which resulted in a $15.3 million increase in cost of sales, as well as an increase in the volume of eggs processed, which resulted in $3.6 million increase in cost of sales. - Egg purchases and other cost of sales decreased $303.0 million, compared to the same prior-year period, primarily due to a 35.8% decrease in the price of outside egg purchases, resulting in a $240.8 million decrease in cost of sales, and a 10.6% decrease in the volume of outside egg purchases, resulting in a $80.4 million decrease in cost of sales. - Prepared foods costs...

Fiscal 2025 - Farm production costs increased 4.8% primarily due to a 3.0% increase in production costs, which resulted in $23.5 million increase in cost of sales, and a 2.4% increase in egg production, resulting in an $18.9 million increase in cost of sales.

Our prepared foods cost of sales increased $44.8 million for the third quarter of fiscal 2026, compared to the prior-year period, primarily due to the acquisition of Echo Lake Foods.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind CALM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BURLBurlington Stores, Inc.supplierFull receipt with Pro →
WMTWalmart Inc.customerFull receipt with Pro →

Depended on by

VITLVital Farms, Inc.competitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

CALM is currently a Participant in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.