7Lun·

Eggs, we need eggs

$VITL (-0,69 %) with numbers.

213m sales in Q4 (214m estimate) (28.7%YoY)

EPS 0.35 (estimate 0.39)

100m share buyback program announced

2 billion sales target by 2030 remains unchanged

2026 guidance 900-920m sales (938m estimate)

5 Comentarios

NichtRelevant@NichtRelevant

7Lun

I did not know this value yet. So far, $CALM has mostly been mentioned here in the forum as an egg supplier. I even have it on my watchlist, but so far I haven't had the money or the eggs to buy it 😉.

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Dirty30@Dirty30

7Lun

@NichtRelevant already knew cal-maine, because Tim Schäfer had bought it 😁It's a similar sector, but with minor differences in orientation.

Vital Farms
Strongly focused on ethically produced, pasture-based premium eggs. Works with around 575 small family farms and is the market leader for pasture-raised eggs in the USA. The company is clearly positioned in the premium segment.

Cal-Maine Foods
The largest egg producer in the USA with a wide range of products: conventional, cage-free, organic, brown, free-range and enriched eggs as well as ready-to-eat products. Significantly more industrialized and diversified.

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NichtRelevant@NichtRelevant

7Lun

@Dirty30 Thanks for the comparison 🙂

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Dividendenopi👴@Dividendenopi

7Lun

You should buy now and take advantage of the seasonal effect of Easter 🤔 that should lead to a good quarterly result and then sell again. Btw also a nice dividend

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Dirty30@Dirty30

7Lun

@Dividendenopi I hadn't even thought about it like that 😁But I'm not sure if the Easter effect really exists😎

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