CNBC analysts said 40 percent upside for PPC.
The loss of the 35 million layers lost by other poultry companies (egg laying hens that were destroyed) is going to create a shortage. Those hens would have become chicken for soups and Hispanic special occasions (sold in the market under the label "fowl").
There is an impact on the eggs in their scrambled egg breakfast dinners but even that is only a small portion of the cost.
The only major direct cost is the processed / liquid eggs.
Some of that cost will be reduced by the fact that imports of processed eggs are a buffer.