Cal-Maine Foods销售结构转变乃战略布局——市场快评

投资观察
Jan 07

美国东部时间10点23分——Cal-Maine Foods的销售组合正从传统鸡蛋向高端蛋品及预制食品领域倾斜。这一转变完全出自公司的战略设计。首席执行官Sherman Miller在与分析师的电话会议中强调:“这直接反映了我们对长期战略的有意执行,我们相信业绩持续印证了这一策略在追求运营与财务卓越方面的有效性。”

第二财季数据显示,非笼养和有机等特色蛋品占鸡蛋总销售额的比例已攀升至44%,显著高于去年同期的约32%。特色蛋品与预制食品共同贡献了Cal-Maine近一半的净销售额。

尽管公司第二财季销售额出现下滑,Cal-Maine Foods股价当日仍下跌5%。市场正在消化其业务转型期的业绩表现。

(本文根据公开市场信息整理)

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