Jun. 25 at 4:41 PM
$VITL egg shelf at Safeway was a good indicator here of demand. A dozen Vital Farm eggs were between
$10.99-
$12.99 while regular store eggs were
$3.99 a dozen. There was one carton of vital farm eggs gone and that was it. They weren’t fresh either, with expiration dates in a week. With the stress of higher prices, I think there is more downside here before upside. Likely another revenue miss. Great fundamentals still but their guidance is missing and likely will be readjusted again.
