Cal-Maine Foods (CALM) vs. VITL and POST: Can Egg Price Recovery and Mean Reversion Unlock CALM’s Undervalued Potential?

Is CALM a good stock to buy? We came across a bullish thesis on Cal-Maine Foods, Inc. on Value Don’t Lie’s Substack. Since the thesis was published on August 25^th, CALM shares have pulled back as excess egg supply pressured prices and earnings, raising questions about whether its variable dividend can offset continued share-price weakness. In this article, we will summarize the bulls’ thesis on CALM. Cal-Maine Foods, Inc.’s share was trading at $62.07 as of October 29^th 2026....