异动解读 | Cal-Maine Foods盘中大跌5.12%,销售结构战略调整致业绩承压

异动解读
Jan 07

Cal-Maine Foods(CALM)今日盘中股价大幅下跌5.12%,引发市场关注。此次下跌与公司近期公布的销售业绩及战略转型密切相关。

消息面上,Cal-Maine Foods正加速从传统鸡蛋销售向高端蛋品及预制食品领域转型。公司CEO Sherman Miller在分析师会议中强调,这一调整是长期战略的有意执行,但第二财季数据显示,尽管特色蛋品(如非笼养和有机蛋)销售额占比提升至44%(去年同期为32%),公司整体销售额仍出现下滑。市场认为,当前股价波动反映了投资者对业务转型期业绩表现的消化。

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