$CALM Cal-Maine Tape Reports
Per Ticker.id: $CALM Cal-Maine Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-22 20:48 UTC.
Yeah, I mean, I think that obviously their costs went up, right? Yeah, right. So like one possibility is like they used bird flu as cover for market manipulation. That's clearly kind of like the vibe of the Justice Department complaint, which is like they saw prices going up anyway. They figured any price increase that they tried would be— everyone would be like, "Ah, it's bird flu. It's fine." And so they tried to push up the price a little bit extra to make extra profits. The other possibility is that like their costs went up because of bird flu and the market pricing service was slow to react to that. And so they manipulated the price on the clearinghouse to reflect the actual price of eggs. Like, you know, they say everything we did was legitimate and it didn't push up the price. So I don't know. You have— you can imagine a sympathetic explanation for this, but in any case, yeah, the price went up mostly because of bird flu and then a little bit maybe because of market manipulation around the edges. Yeah. The other thing that I like is that right around when this was happening, I think 2 weeks after the conspiracy allegedly ended in 2025, Cal-Maine, which is one of the big egg producers, their controlling family sold $300 million worth of stock. The Addams Family, actually. In an underwritten offering. And so they put out a prospectus disclosing all of their risk factors. And one of the risk factors is like, prices are temporarily high because of bird flu. And by the way, we got an investigative letter from the Justice Department trying to figure out why prices are high.
Matt Levine — Money Stuff_ The Podcast · Paid in Eggs · 2026-07-10Claire Cain Miller reports on gender and families at The New York Times. Claire, thanks for sharing your reporting. Thanks for having me. This final note on the way out today— saw this on CNBC. We've talked a lot on this show about the drivers of inflation. Here's one allegedly behind the great egg price spike that happened a few years ago. 3 of the country's biggest egg producers—Cal-Maine Foods, Versova, and Hickman's Egg Ranch—have agreed to a $3.3 million settlement with the Department of Justice and 17 state attorneys general, including New York, California, Wisconsin, and Florida, over price manipulation. They allege that the companies illegally coordinated to inflate a daily price index for eggs. A federal judge still needs to approve the proposed settlements. Jordan Manji, Sonil Maharaj, Janet Nguyen, Olga Oxman, and Virginia K. Smith are the digital team, and I'm Kristin Schwab. We'll be back here tomorrow. This is APM.
Kristin Schwab — Marketplace · A confusing economy means a less confident consumer · 2026-06-30