Cal-Maine Foods (CALM): FY27 Q1 earnings call, Sep 30, 2026
On its Sep 30, 2026 earnings call (FY27 Q1), Cal-Maine Foods said 8 of the 14 words Kalshi listed; Parrot’s count agreed with 13 of 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 8 settled yes · our count agreed on 13 of 14- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Prepared Foods 3+ times | Yes | 19 | 25 | ✓ | 91%transcripts from the transcript model | – |
| Specialty 3+ times | Yes | 18 | 22 | ✓ | 92%transcripts from the transcript model | – |
| Feed | Yes | 6 | 14 | ✓ | 69%transcripts from the transcript model | – |
| Crepini | Yes | 3 | 3 | ✓ | 75%transcripts from the transcript model | – |
| Creighton | Yes | 3 | 3 | ✓ | 70%transcripts from the transcript model | – |
| Echo Lake | Yes | 2 | 2 | ✓ | 91%transcripts from the transcript model | – |
| Dividend | Yes | 2 | 2 | ✓ | 86%transcripts from the transcript model | – |
| Cage-Free | Yes | 2 | 2 | ✓ | 83%transcripts from the transcript model | – |
| Avian Influenza / HPAI | No | 3 | 3 | ✗ | 74%transcripts from the transcript model | – |
| Eggland's Best | No | 0 | 0 | ✓ | 69%transcripts from the transcript model | – |
| GLP-1 | No | 0 | 0 | ✓ | 64%transcripts from the transcript model | – |
| Oversupply | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| DOJ | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
| Settlement | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
25 matches for “Prepared Food”; 5 quoted, at least 25 words apart.
…VP and CFO, Keira Lombardo, Chief Strategy Officer, and John Zoeller, CFO Prepared Foods. All participants are in a listen-only mode. After today's prepared remarks,…
…to rebalance. The second is when the investments we are making in prepared foods translate into greater earnings contribution. Starting with conventional eggs, the market…
…scaling the earnings contribution. During the first quarter, specialty shell eggs and prepared foods represented approximately 54% of net sales, including approximately 12% for prepared…
…to which daily conventional wholesale egg prices alone impact Cal-Maine's earnings potential. Prepared Foods takes that diversification further and brings us to the second major…
We expect Prepared Foods production capacity to increase by more than 60% by the first half of fiscal 2028, compared to the end of fiscal…
Where the listed words were said
…fiscal 2028. Those projects are complemented by the additional $54 million of Prepared Foods capacity investments we announced last quarter. The Echo Lake, Crepini, Creighton…
The demand trends within specialty shell eggs are particularly constructive. NielsenIQ data show that calendar year to date combined U.S. cage-free, organic, free-range, and pasture-raised…
Heather, great question, and feed cost for us during the quarter was up 4.3% versus Q1 of 2026. The Egg Industry Center, using USDA data,…
…course of this year and next year, the incremental capacity for our Crepini pancake brand. From the top line, we'll start to see that in…
The other things were additions of, we had Creighton that came on and Clean Egg that also came on in the year. So our operations…
We have added capabilities, as you know, through Echo Lake and Crepini and Creighton and Van's. At the same time, we are investing organically in…
Pursuant to our variable dividend policy, we will not pay a cash dividend until we are profitable on a cumulative basis. The cumulative loss to…
…shell eggs broaden that foundation. Our ability to serve consumers across conventional, cage-free, nutritionally enhanced, organic, brown, pasture-raised, and free-range eggs is an important…
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