异动解读 | 第二季度利润超预期,Cal-Maine Foods盘前大涨5.06%

异动解读
Jan 07

Cal-Maine Foods(CALM)今日盘前股价大涨5.06%,报80美元,引发市场关注。

消息面上,公司公布的二季度利润超出市场预期,主要得益于产品组合的多样化以及高利润率业务的增长,如特种鸡蛋和预制食品。根据LSEG数据,公司二季度每股收益为2.13美元,高于预期的1.94美元。特色鸡蛋和调理食品占净销售额的46.4%,同比增长1520个基点。

此外,公司近期宣布对调理食品业务进行投资,计划在未来两年内将产能提高30%以上。首席执行官Sherman Miller表示,公司正推动该业务实现持续的两位数销量增长。尽管壳蛋销售额同比下降12.5%,但多样化策略有效抵消了鸡蛋价格下跌的影响。

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