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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