Lamb Weston Holdings, Inc. (LW) is facing pressure from JANA Partners, one of the company’s largest shareholders with more than 5% ownership. In the latest development, JANA Partners sent a letter to Lamb Weston, stressing that the latter needs major changes in its board and leadership. In the absence of any changes, JANA believes that LW should consider exploring strategic options, including a possible sale, to get the best value for its shareholders.Recent reports also suggested that Post Holdings (POST) ...

Lamb Weston (LW) shares rallied 6.8% in the last trading session to close at $79.27. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 7.7% loss over the past four weeks.Lamb Weston shares surged following reports that Post Holdings is exploring a potential deal with the Idaho based company. Apart from this, Lamb Weston has been benefiting from a favorable pricing environment and seeing strong results from its ...

Lamb Weston Holdings, Inc. (LW) is likely to register a decline in its top and bottom lines when it reports second-quarter fiscal 2025 earnings on Dec. 19. The Zacks Consensus Estimate for revenues is pegged at $1.7 billion, which suggests a decline of 3.5% from the prior-year quarter’s reported figure. The consensus mark for earnings has moved down a couple of cents in the past 30 days to $1.05 per share, indicating a decline of 27.6% from the year-ago quarter’s reported figure. LW has a trailing four-quar ...

Business: Lamb Weston is a global producer, distributor and marketer of value-added frozen potato products. The company is a supplier of frozen potato, sweet potato, appetizer and vegetable products to restaurants and retailers around the globe. Lamb Weston's frozen potato products are sold in North America and international markets generally to North American-based restaurant chains and international customers, comprised of global and regional quick service and full-service restaurant chains, food-service ...

文章核心观点 - Lamb Weston (LW) 的最新财报显示，尽管收入超过预期，但利润下降，管理层下调了2025财年的盈利预期 [2][3][4][5][6][7][8][9] 财务表现 - 第一季度净销售额为16.541亿美元，超过Zacks共识预期的15.552亿美元，但同比下降1% [4] - 每股收益为73美分，符合Zacks共识预期，但同比下降55% [3] - 调整后毛利润下降1.372亿美元至3.531亿美元，主要由于每磅制造成本增加、自愿产品召回损失、销售量下降和仓库费用增加 [5] - 调整后EBITDA下降1.229亿美元至2.899亿美元，主要由于销售额下降和调整后毛利润减少 [5] 分部表现 - 北美分部净销售额下降3%至11.037亿美元，销量下降4%，主要由于客户份额损失和美国餐厅客流量减少 [6] - 国际分部净销售额增长4%至5.504亿美元，尽管销量下降1%，主要由于公司在欧洲退出低价格和低利润业务以及自愿产品召回的影响 [7] 财务状况 - 截至季度末，公司持有现金及现金等价物1.208亿美元，长期债务和融资义务（不包括流动部分）为34.373亿美元，总股东权益为18.367亿美元 [8] - 公司本季度支付股息5200万美元，回购股票8200万美元，剩余回购计划价值3.08亿美元 [8] 2025财年展望 - 公司重申2025财年净销售额目标为66亿至68亿美元，同比增长约2%至5%，主要由销量增长驱动 [9] - 公司预计调整后EBITDA将达到13.8亿至14.8亿美元目标范围的低端，主要由于每磅制造成本增加、产品组合不利和定价及贸易投资增加 [9] - 公司下调调整后SG&A目标范围至6.8亿至6.9亿美元，主要由于重组计划的成本节约 [9] - 公司下调调整后净利润目标范围至6亿至6.15亿美元，调整后每股收益目标范围至4.15至4.35美元，主要由于调整后EBITDA指导范围减少和利息费用及有效税率增加 [9] 市场反应 - 过去一个月，投资者见证了估计修订的下降趋势，共识估计变化了-10.85% [10] - Lamb Weston的VGM综合评分为B，价值评分为A，增长评分为B，但动量评分为F [11] - 预计未来几个月股票将持平 [12]

We focus on GARP (Growth at reasonable Price) opportunities in industrial, consumer, and technology sectors. Please click the "Follow" button to receive our latest research. If you have any questions, feel free to reach out to us through the comments section of our articles or SA messaging functionality. ABI Invest previously contributed with us but is currently contributing under a separate SA author profileAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the compan ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .This year, I started covering Lamb Weston Holdings (NYSE: LW ) . My first article on the company was published on April 6. Back then, the stock had sold off after reporting poor earnings, pressured by weakening consumer demand and massive issues with itsAnalyst’s Disclosure: I/w ...

文章核心观点 - 法国薯条行业正在升温 [1] - 领先的薯条供应商Lamb Weston公司股价大涨,因为一家激进投资者收购了公司约5%的股份,并与另一家投资者合作寻求公司出售或其他变革 [1] - Lamb Weston公司股价在2024年下跌近30%,公司宣布了一项重组计划,包括关闭工厂和裁员 [1] 行业概况 - Lamb Weston公司是一家领先的薯条供应商,为麦当劳等快餐巨头提供服务 [1] - Lamb Weston公司的市值约为100亿美元 [2] - 公司面临餐厅客流量缓慢以及快餐促销套餐导致薯条订单减少的挑战 [1] 公司动态 - Lamb Weston公司宣布了一项重组计划,包括关闭工厂和裁员 [1] - 激进投资者Jana Partners收购了公司约5%的股份,并与另一家投资者Continental Grain合作,寻求公司出售或其他变革 [1] - 公司股价在2024年下跌近30% [1]

Jana Partners took a stake in the struggling potato company. Shares of Lamb Weston (LW 9.63%), one of the world's largest producers of frozen potatoes, were moving higher today on news that an activist investor had taken a stake in the struggling food stock. As of 11:19 a.m. ET, the stock was up 9.9% on the news. Jana sees an opportunity According to a report in The Wall Street Journal, Jana Partners has accumulated a roughly 5% stake in Lamb Weston with the intention of pushing the company to consider a sa ...

文章核心观点 - 公司第一季度业绩超预期,但利润大幅下降 [1][2] - 公司宣布了一项重组计划,包括关闭一家老旧工厂、暂时减产以及降低运营成本和资本支出 [3] - 公司下调了全年调整净利润预期,但维持了营收预期 [3] 公司业绩 - 公司第一季度营收同比下降1%至16.5亿美元,超出分析师预期 [2] - 公司调整后净利润同比下降56%至1.05亿美元,略超出分析师预期 [2] - 公司表示冷冻薯条需求相对供给偏弱,以及餐饮业流量疲软对本季度业绩产生影响 [2] 重组计划 - 公司宣布永久关闭一家相对较旧且运营成本较高的加工厂 [3] - 公司还计划暂时减少部分生产线和生产计划,以及寻求降低运营费用和资本支出 [3] - 公司表示这些措施有助于更好地管理工厂利用率,缓解北美地区当前的供需失衡 [3]