TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley
发布时间 2025-02-09 10:00:00 来源
摘要
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream.
Shawn goes through how the company has scaled its business sustainably and ethically through a network of family farms, why the brand has such incredible customer loyalty, how they can continue growing, and why the stock may offer “egg-cellent” value to investors, plus so much more!
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
07:20 - What makes the Vital Farms brand so special to consumers
15:15 - How Vital Farms built up a network of family farms from scratch
28:10 - How the company has leveraged its pricing power and customer loyalty to scale revenues dramatically
40:45 - What Vital Farms has done to fend off allegations of greenwashing
46:33 - What Vital Farms can do to keep expanding its business
51:57 - How to think about the company’s intrinsic value
52:15 - Why the stock appears undervalued relative to other fast-growing, pure-play consumer packaged goods companies
57:53 - Whether Shawn adds Vital Farms to The Intrinsic Value Portfolio
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Vital Farms pitch on the Value Investors Club forum.
Learn more about Vital Farms.
Check out tracing egg cartons with Vital Farms
Matt O’Hayer’s interview with CNBC.
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