Analyst
BMO Capital Markets
Equibles does not estimate personal net worth.
Ben Mayhew is recorded as Analyst at BMO Capital Markets. Ben Mayhew has spoken on 9 earnings calls across 4 companies, most recently for Vital Farms, Inc. on August 6, 2026. Those appearances were for Vital Farms, Inc. (VITL), Cal-Maine Foods Inc (CALM), Pilgrims Pride Corp (PPC) and Andersons, Inc. (ANDE). The companies whose calls Ben Mayhew spoke on are classified in the Consumer Defensive sector.
“So I just wanted to ask a question around the new credit facilities and just kind of the space and the buffer that that provides you, especially over the next year as you work to right-size your supply levels and re-accelerate profit?”
“So my first question is around U.S. chicken demand. So you spoke about and referenced ongoing strong demand for U.S. chicken, but, you know, we've seen food service industry traffic trends soften in recent months, and grocery industry trends remain somewhat soft.”
“So my first question is on your outlook commentary, which would suggest that recent price recovery is sticky, and, you know, we may have found a bottom on conventional egg prices.”
“So, my first is related to the aggressive recovery in industry egg supplies. So, that seems to have coincided with, you know, more volatile order patterns. So, I'm just wondering, in the past, you have stated that you look forward to supplies recovering because that will give VITAL the opportunity to outperform.”
“And yeah, congrats on a really strong finish to the year here. So my first question is around the agribusiness segment outlook for 2026.”
BMO Capital Markets
Analyst
Transcript header (unverified)
VITL
Farm Products · Consumer Defensive
CALM
Farm Products · Consumer Defensive
ANDE
Food Distribution · Consumer Defensive
