Lancaster Colony Corporation (NASDAQ:LANC) Q2 2024 Earnings Conference Call February 1, 2024 10:00 AM ET Company Participants Dale Ganobsik - Vice President, Corporate Finance & Investor Relations Dave Ciesinski - President & Chief Executive Officer Tom Pigott - Chief Financial Officer Conference Call Participants Jim Salera - Stephens Alton Stump - Loop Capital Robert Dickerson - Jefferies Brian Holland - D.A. Davidson Andrew Wolf - CL King Todd Brooks - The Benchmark Company Operator Good morning. My na ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-04065 Lancaster Colony Corporation (Exact name of registrant as specified in its charter) Ohio 13-1955943 (State or other juri ...

Lancaster Colony Corporation (NASDAQ:LANC) Q1 2024 Earnings Conference Call November 2, 2023 10:00 AM ET Company Participants Dale Ganobsik - IR Dave Ciesinski - President and CEO Tom Pigott - CFO Conference Call Participants Jim Salera - Stephens Connor Rattigan - Consumer Edge Andrew Wolf - C.L. King Todd Brooks - The Benchmark Company Operator Good morning. My name is Lauren, and I will be your conference call facilitator today. At this time, I would like to welcome everyone to the Lancaster Colony Corpo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-04065 Lancaster Colony Corporation (Exact name of registrant as specified in its charter) Ohio 13-1955943 (State or other jur ...

Lancaster Colony Corporation (NASDAQ:LANC) Q4 2023 Earnings Conference Call August 23, 2023 10:00 AM ET Corporate Participants Dale Ganobsik - Investor Relations Dave Ciesinski - President and Chief Executive Officer Tom Pigott - Chief Financial Officer Conference Call Participants Todd Brooks - The Benchmark Company Andrew Wolf - CL King Alton Stump - Loop Capital Connor Rattigan - Consumer Edge Operator Good morning. My name is Tanya, and I will be your conference call facilitator today. At this time, I w ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-04065 Lancaster Colony Corporation (Exact name of registrant as specified in its charter) Ohio 13-1955943 (State or othe ...

财务数据和关键指标变化 - 第三季度合并净销售额增长15.2%至4.65亿美元 [7] - 合并毛利增长37.9%至9.42亿美元 [7] - 营业利润达2,940万美元,去年同期为亏损760万美元 [7] 各条业务线数据和关键指标变化 - 零售业务净销售额增长16%至2.47亿美元,主要受益于定价行动和6%的销量增长 [8] - 授权许可业务如Buffalo Wild Wings、RV、Chick-fil-A和Olive Garden等品牌均有销量增长 [9] - 餐饮服务业务净销售额增长14%至2.18亿美元,主要受益于定价行动和主要国内连锁客户的销量增长 [10] 各个市场数据和关键指标变化 - 零售业务中,New York Bakery和Sister Schubert品牌在各自品类中的市场份额均有显著提升 [9] - 餐饮服务业务中,剔除去年停产的一些低利润产品线后,销量增长超过4% [10] 公司战略和发展方向及行业竞争 - 公司将继续专注于供应链生产效率、价值工程和收入管理,以提高财务业绩 [11] - 公司未来将专注于三大战略支柱:加速核心业务增长、简化供应链降低成本、通过并购和授权许可拓展核心业务 [21] - 公司正在实施ERP系统升级项目"Project Ascent",已完成前三期实施,预计将在下个财年第一季度完成最后一期 [22][23] 管理层对经营环境和未来前景的评论 - 原材料和包装成本通胀仍然较高,但公司通过定价行动和成本节约措施抵消了部分影响 [10][14] - 公司预计第四季度零售业务将受益于授权许可业务和新品增量,餐饮服务业务也将继续保持增长 [21] - 尽管成本通胀仍将是一个挑战,但公司预计定价行动和成本节约措施将抵消大部分影响 [21] 问答环节重要的提问和回答 问题1 **Todd Brooks 提问** 询问SG&A支出的具体构成,包括法律费用和预期的客户支出增加 [28][29] **Tom Pigott 回答** - 激励性薪酬增加400万美元 - 法律费用2百万美元 - 消费者支出和经纪费用增加 - 预计第四季度SG&A支出将有所下降 [29][30] 问题2 **Andrew Wolf 提问** 询问公司在与零售商和餐饮客户的价格谈判中的情况 [37][38][40] **Dave Ciesinski 回答** - 与零售商的关系仍然建设性,除了价格谈判外还在讨论新品和销量增长 - 预计未来价格谈判将更加艰难 - 与餐饮客户的关系良好,双方会就大宗商品价格走势进行沟通和共同决策 [38][40] 问题3 **Connor Rattigan 提问** 询问第三季度零售和餐饮服务业务的具体增长驱动因素 [50][51][52][53] **Dave Ciesinski 和 Tom Pigott 回答** - 零售业务增长受授权许可品牌如ArbyÂ's、Buffalo Wild Wings等的带动,以及自有品牌New York Texas Toast的强劲表现 - 餐饮服务业务增长主要来自于定价行动和主要连锁客户的销量增长 - 原材料和包装成本通胀预计将在第四季度有所缓解,公司将通过成本节约措施抵消部分影响 [51][52][53]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-04065 Lancaster Colony Corporation (Exact name of registrant as specified in its charter) Ohio 13-1955943 (State or other jurisdi ...

Lancaster Colony Corporation (NASDAQ:LANC) Q2 2023 Earnings Conference Call February 2, 2023 10:00 AM ET Company Participants Dale Ganobsik - Vice President, Investor Relations & Treasurer David Ciesinski - President & Chief Executive Officer Tom Pigott - Chief Financial Officer Conference Call Participants Andrew Wolf - CL King Brian Holland - Cowen Todd Brooks - The Benchmark Company Connor Rattigan - Consumer Edge Research Operator Good morning. My name is Anita, and I will be your conference call facili ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-04065 Lancaster Colony Corporation (Exact name of registrant as specified in its charter) Ohio 13-1955943 (State or other juri ...