蛋鸡养殖与生产 - 公司总蛋鸡数量约为4290万只，后备鸡和种鸡数量为930万只，是美国最大的蛋鸡养殖企业[117] - 公司收购了Red River Valley Egg Farm, LLC的剩余50%股权，该农场拥有约170万只无笼蛋鸡[134] - 公司批准2300万美元的资本项目，用于扩大佛罗里达州Okeechobee工厂的无笼蛋鸡生产，预计新增40万只无笼蛋鸡和21万只后备鸡[136] - 公司已投资约4.88亿美元用于扩大无笼鸡蛋生产，并计划在佛罗里达州奥基乔比的生产设施进行2300万美元的扩建项目[199] 鸡蛋销售与价格 - 2022财年第二季度，公司总蛋销量为2.761亿打，同比增长0.9%，其中常规蛋销量下降4.4%，特种蛋销量增长15.7%[131] - 2022财年第二季度，公司平均每打鸡蛋的净售价为1.373美元，同比增长14.6%[132] - 2022财年第二季度常规鸡蛋销售额增长2150万美元，同比增长10.7%，主要由于常规鸡蛋价格上涨，部分被销量下降所抵消[147] - 2022财年第二季度特种鸡蛋销售额增长2180万美元，同比增长16.2%，主要由于特种鸡蛋销量增长15.7%[147] - 2022财年第二季度鸡蛋产品净销售额增长150万美元，同比增长14.8%，主要由于销售价格上涨14.5%[152] - 2022财年第二季度笼养鸡蛋销售额占总销售额的24.0%，同比增长0.2个百分点[149] - 2022财年第二季度常规鸡蛋平均售价为每打1.160美元，同比增长15.8%，相比2021财年同期的1.002美元[147] - 2022财年第二季度特种鸡蛋平均售价为每打1.862美元，同比增长0.4%，相比2021财年同期的1.854美元[147] - 2022财年第二季度鸡蛋产品平均售价为每磅0.712美元，同比增长14.5%，相比2021财年同期的0.622美元[147] 成本与利润 - 2022财年第二季度，公司每打鸡蛋的养殖成本增加21.6%，主要由于饲料价格上涨[133] - 公司第二季度销售成本为347,156千美元，同比增长20.2%，主要由于饲料和加工成本上升[158] - 公司第二季度饲料成本每打增加29.0%，主要由于玉米价格上涨[159] - 公司第二季度包装材料成本增加5.3%，劳动力成本增加18.4%，主要由于供应链限制和劳动力短缺[163] - 公司第二季度毛利润为43.7百万美元，同比下降14.7百万美元，主要由于饲料和加工成本增加[168] - 公司第二季度销售、一般和行政费用为47,780千美元，同比增长8.9%，主要由于广告和配送费用增加[169] - 公司第二季度运营亏损为2.1百万美元，去年同期为运营收入14.5百万美元[177] - 公司第二季度利息收入为207千美元，同比下降520千美元，主要由于投资余额减少[179] - 公司第二季度其他净收入为1.9百万美元，主要由于营销协议调整的1.4百万美元支付[184] - 公司预计2022财年剩余时间内玉米和大豆供应将继续紧张，市场价格将保持波动[167] 财务表现 - 2022财年第二季度总净销售额为3.909亿美元，同比增长12.6%，相比2021财年同期的3.473亿美元[142] - 2022财年第二季度销售成本为3.472亿美元，同比增长20.2%，相比2021财年同期的2.889亿美元[154] - 2022财年第二季度税前收入为46.8万美元，相比2021财年同期的1590万美元大幅下降[187] - 2022财年第二季度所得税收益为67.7万美元，其中包括一次性税收优惠，调整后有效税率为33.5%[187] - 截至2021年11月27日的26周内，税前亏损为3340万美元，相比2021财年同期的960万美元亏损扩大[188] - 2021年11月27日，公司营运资金为3.647亿美元，相比2021年5月29日的4.298亿美元有所下降[192] - 截至2021年11月27日的26周内，公司用于购买物业、厂房和设备的资金为2860万美元，相比2021财年同期的5240万美元减少[197] - 截至2021年11月27日，公司现金余额减少了4190万美元，相比2021财年同期的3080万美元减少幅度更大[198] - 公司预计当前现金余额、投资、运营现金流和信贷额度将足以满足当前的资本需求[199] 疫情相关影响 - 2022财年第二季度，公司因COVID-19疫情产生的额外成本为71.3万美元，主要用于劳动力和包装材料成本增加[127] - 2022财年上半年，公司因COVID-19疫情产生的额外成本为130万美元，主要用于劳动力和包装材料成本增加[130] - 公司捐赠了约47.9万打鸡蛋用于疫情期间的食品援助[125] 投资与信贷 - 公司投资1850万美元成立MeadowCreek Foods, LLC，专注于高价值食品行业解决方案，初期重点为熟蛋产品[135] - 公司于2021年11月15日签订了为期五年的修订和重述信贷协议，提供最高2.5亿美元的循环信贷额度[195] 税收与研发 - 公司第二季度录得约520千美元的税收优惠，主要由于研发税收抵免的调整[186]

Stephens Annual Investment Conference December 2, 2021 Dolph Baker, Chief Executive Officer Sherman Miller, President and Chief Operations Officer Max Bowman, Chief Financial Officer Forward-looking statements and use of non-GAAP financial measures Forward‐Looking and Cautionary Statements This presentation contains "forward‐looking statements" relating to, among other things, our shell egg business, including estimated future production data, expected construction schedules, projected construction costs, p ...

Index UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☑ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended August 28, 2021 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ____________ to ____________ Commission File Number: 001-38695 CAL-MAINE FOODS, INC. (Exact name of registrant as specified in its charter) Delaware 64-0500378 (Sta ...

Table of Contents 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For The Fiscal Year Ended May 29, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission file number: 001-38695 CAL-MAINE FOODS, INC. (Exact name of registrant as specified in its charter) Delaware 64-0500378 (Sta ...

Index UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☑ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended February 27, 2021 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ____________ to ____________ Commission File Number: 000-38695 CAL-MAINE FOODS, INC. (Exact name of registrant as specified in its charter) Delaware 64-0500378 (S ...

Cal-Maine Foods BANK of AMERICA 2021 CONSUMER & RETAIL TECHNOLOGY CONFERENCE March 2021 Disclaimer Forward‐Looking and CautionaryStatements This presentation contains "forward‐looking statements" relating to, among other things, our shell egg business, including estimated future production data, expected constructionschedules, projectedconstructioncosts, potentialfuturesupply ofanddemandforourproducts,potentialfuture cornandsoybeanprice trends,potentialfuture impact on our business of the novel coronavirus ...

Index UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☑ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended November 28, 2020 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ____________ to ____________ Commission File Number: 000-38695 CAL-MAINE FOODS, INC. (Exact name of registrant as specified in its charter) Delaware 64-0500378 (S ...

Index UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☑ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended August 29, 2020 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ____________ to ____________ Commission File Number: 000-38695 CAL-MAINE FOODS, INC. (Exact name of registrant as specified in its charter) Delaware 64-0500378 (Sta ...

Table of Contents Securities registered pursuant to Section 12 (b) of the Act: Title of each class: Trading Symbol(s) Name of each exchange on which registered: Common Stock, $0.01 par value per share CALM The NASDAQ Global Select Market Emerging growth company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For The Fiscal Year Ended May 30, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 ...

Index Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.01 par value per share CALM The NASDAQ Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (mark one) ☑ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended February 29, 2020 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period ...